Summary

This article explains how to use the Check Measure feature of the Solatech Window Covering Software.

More Information

The Check Measure feature is used to control quotes or orders from being sent to production until the measurements have been verified.

To enable the Check Measure feature

By default the Check Measure feature is disabled. To enable it:

1. From the File menu, click Preferences.
2. Expand the Quotes & Orders page
3. Click the Advanced page.
4. Check the box "Enable Check Measure".
5. Click OK.

Using Check Measure

Once the Check Measure feature has been enabled it can be used in Order Entry. When a quote or order is marked as requiring a check measure it will not be able to be sent to production - it will be hidden from the normal list of orders in Batch Processing. You can always print production output for an order that still requires check measure by printing from within Order Entry.

To use the Check Measure feature, start a new quote/order. Each line item can have a status that indicates if it requires a check measure and when the check measure was performed. To indicate a line item needs a check measure, simply check the box "Require Check Measure" on the Items tab and save the line. When at least one line in the quote/order requires a Check Measure the quote/order itself will be marked as requiring a Check Measure. This can be seen on the Status tab. As long as the quote/order requires a Check Measure it will be hidden from the default filters on Batch Processing.

Finding quotes/orders that Require Check Measure

There are two methods to find quotes and orders that require a Check Measure. The first is to run a report that lists the quotes/orders that need a Check Measure. These reports can be found in the Reports Center, under the Quotes List or Orders List categories.

The other way is to open the Quotes List or Orders List and use the Require Check Measure filter. This can be found in the Quotes by history and Orders by History group.

Updating that Check Measure Status

To update the Check Measure status of a line item you need to open the quote/order and update the status of each item one-by-one.

1. Open the quote/order.
2. Double-click on the line you want to update.
3. Update any option values that have changed as a result of the Check Measure.
4. On the Items tab, check the box Check Measured On and enter the date.
5. Click Update to update the line.

Once all line items that require a Check Measure have been marked as being Check Measured, the quote/order itself will no longer be marked as requiring a Check Measure.

Forcing a Check Measure

If you want to always require a Check Measure for certain products you can do so by updating the properties of the product in Product Manager. Once a product is marked as requiring a Check Measure, the require status for the line will be automatically selected in Order Entry when the product is selected. In addition, the user will not be able to unmark the Check Measure status for the line.

To mark a product as requiring a Check Measure

1. From the Products menu, click Product Manager.
2. Select the product you want to update.
3. From the toolbar, click Edit.
4. On the General tab, check the box Requires Check Measure.
5. Click OK.

Check Measure and Roaming Workstations

Under normal usage an order cannot be modified on a Roaming Workstation and sent to the main system. When using the Check Measure feature however it may be useful for a sales rep to update the measurements and Check Measure status in the field and then send the updated order to the main system. In order to do this you must allow this by changing a preference.

1. From the File menu, click Preferences.
2. Expand the Quotes & Orders page
3. Click the Advanced page.
4. Check the box "Allow locked order changes when Check Measure Required".
5. Click the Roaming Workstation page.
6. Click OK.

If you want to use the Check Measure feature but only on the main system:

1. From the File menu, click Preferences.
2. Expand the Roaming Workstations page
3. Check the box "Prevent Check Measure changes on Roaming Workstations".
4. Click OK.

This will allow Roaming Workstations to see the Check Measure status but not change it.

Warning

Once this setting is changed, a Roaming Workstation will be able to edit and send updated orders to the main system. If the main system has also updated the order, such as production status or exporting status, that information may be changed when the updated order is received from the Roaming Workstation.

APPLIES TO

• Solatech Window Covering Software 4.2