SalesPRO Quick Start Guide Part 1 "Where is it?"
Summary
This article will describe where common settings are located in SalesPRO. It is designed to assist SWCS 4.2 users in getting started with the new software. This guide is for reference once the initial company setup has been performed.
More Information
SalesPRO uses tabs to organize various software functions. On these tabs, you will find icons which allow you to perform your daily tasks. This guide will detail where to find the basics from your previous version of the software.
File Manager
Click on the Solatech icon in the upper left hand corner of the SalesPRO window. Select Manage this Computer, then select File Manage
Printers
Click on the Solatech icon in the upper left hand corner of your software. Select Manage this Computer, then select Printers.
Company Information
Click on the Solatech icon in the upper left hand corner of your software. Select Manage this Company, then select Company Information
Preferences
Preferences have been renamed "Application Settings" . They can be accessed by clicking on the Solatech icon in the upper left hand corner of your software
Customers, Quotes, Orders, Employees and Vendors
Can be accessed on the Home tab. View your selected item by clicking on the appropriate icon.
Find button
Accessed on the Home tab by clicking on the Search
icon. When Search is selected, you can type in your search text, filer
your search options and dates. Press the green arrow to begin the
serach. Results are shown on the search tab as shown below.
Sales Tax Codes
Go to the Maintenance tab and use the drop down menu to select Sales Tax codes. Please note that before you can add a new Sales tax code, you must assign it to a Sales tax group.
Discount Setup
Go to the Maintenance tab and select the Discounts icon
Discount Groups
Go to the Maintenance tab and use the drop down under the Discounts icon to select Discount Groups
Product Manager and Product Updates
Go the Maintenance tab and select the Product Manager icon or the Product Updates icon
Additional Charges (Measure, Shipping, Installation)
Go to the Maintenance tab and select Additional Charges
Default additional charges are provided with your installation, but can
be modified to fit your specific needs. The Add Charge button in Order
Entry will allow you to add your additional charges to your Quote or
Sale.
List items (Manufacturers, Referral Methods, Payment Methods, Terms)
Go to the Maintenance tab and drop down the icon for Manage Lists
Payments
Go to the Workflow tab and select the icon for Receive Payments.
On the receive payments screen, you will be able to view as well as
record payments. Payments can also be received from Order Entry by
clicking on the Payments link.
Online Order Processing
Go to the Workflow tab and select the Send for Purchasing Icon. The Send for Purchasing tab will list all purchase orders available to be sent to the vendor.
Help
Click on the Question Mark icon / Help in the upper right hand corner of the software. This icon is available from all tabs
Profit Margin Breakdown
Found in Order Entry, above the totals, click on the (i).
Additional Resources:
For additional information, please refer to part 2 of our Quick Start Program: How Do I...? A Quick Reference for Common Items and visit the Video Training page on our website.
Applies to:
- SalesPRO Software
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