Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus
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.
- 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.
How to Edit a Quote or Sale in Solatech Focus
Summary This article explains how to edit the information in an existing quote or sale. After a quote or sale has been created, there are times that some of the information in the quote/sale might need to be changed. This information might include: ...
How to edit the sidemark for a Quote, Sale or Order in Solatech Focus
Summary This article describes how to change the sidemark for a Quote, Sale or Order. This feature is only available to Account Administrators and Sales Reps. Instructions Navigate to the Quote/Sale/Order Review screen In the upper left hand ...
How to Setup and use a Leica Disto X3 laser with your Solatech Focus system
Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device. It also describes how to transmit those measurements into your Solatech Focus system. Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...
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 ...
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 ...