Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus

Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus

Summary

This article describes how to select or change the installer for a Quote, Sale or Order.  Since users who are installers can only review quotes. sales or orders on which they the selected installer, it is important to make the correct selection.

Instructions

  • Navigate to the Quote/Sale/Order Review screen.
  • In the upper left hand corner, click on the Edit button.
  • Use the drop down menu to select the appropriate installer.


  • Press Save


Applies to 

  • Solatech Focus

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