Quote and Order Lists - Using Status and Status History
Summary
This article explains how to use Status and Status History to full advantage when viewing Quote and Order Lists in Solatech Window Covering Software version 4.2 and later.
More Information
Solatech Window Covering Software version 4.x introduced a new level of filtering and sorting for your Quote and Order Lists. To better utilize the full functionality of this feature, a complete understanding of the logic used is required.
Status and Status History are shown on the Status Tab of Order Entry
ORDER STATUS
The Current Order (or Quote) Status, as shown on the left side of the Status Tab, is a Single-State item. It shows the current status of the quote or order. Only "Quote Created" or "Order Created" statuses will be automatically set, other statuses must be manually set.
STATUS HISTORY
The Order (or Quote) Status History, as shown on the right side of the Status Tab, maintains a history of when certain milestones were reached in the life of a quote or order. Multiple items can be selected within Status History. Certain items can optionally be automatically set by performing certain actions; e.g. Printing production output or purchase orders can cause "Order Processing Started On" to be checked. Other items, such as "Order Processing Finished On" or "Order Closed On" must be manually set.
SETTING PREFERENCES
To set your preferences for automatically changing Status History, click File>Preferences>Quotes and Orders>History and Status
Next click on Setup History Auto Change SettingsCheck the boxes that describe the history changes you wish to automatically apply.
FILTERING YOUR QUOTE AND ORDER LISTS
When opening your Quotes or Order lists, it should now be obvious that when selecting "Orders by History" refers to the right side of the Status Tab within orders, and "Orders by Status" refers to the left side of the Status Tab.
In order to successfully utilize the filtering available, you must be proactive in changing the Status or Status History of your quotes and orders.
APPLIES TO
- Solatech Window Covering Software 4.2
Related Articles
Understanding Differences in Order Status and Status History
Summary This article explains the differences in Order Status and Status History as used in Solatech Window Covering Software version 4.x and later, and how they relate to the Order Status as used in Solatech Window Covering Software version 3.x and ...How to Find a specific Quote / Sale / Order / Purchase Order
Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy. Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...How to reset the sync status for a quote or sale on a Roaming Workstation
Summary In SalesPRO, quotes, sales and orders (Q/S/O) are briefly locked during the sync process. Depending on your file sharing service and internet connectivity, the process could take up to 45 minutes. During this time, you cannot open the ...How to create a quote from a sale or an order
Summary Users can create a quote from an existing sale or order. The original sale or order will still exist - this will be a completely new quote. Instructions From within any existing sale or order, navigate to the Workflow section Press the ...Creating a quote in Solatech Focus
Summary This article will describe how to create a quote in Solatech Focus, including adding products, discounts and surcharges (shipping, measuring, install, etc.). Instructions From the Home Page, click on the Create a Quote button. (note: Site ...