The quoting screen in Solatech Focus has been updated
to improve the speed and efficiency with which quotes can be created.
This update changes the user interface of the quoting screen. This
knowledge base will detail the changes, and how the the new buttons
should be used.
down menus to select Product type, Vendor, Product and Style have been
rearranged, but still function in the same manner. For products with
only one style, that style will automatically be selected.
Previously each time you entered or changed an option, the option would be immediately processed. This caused the "please wait" message to appear between each option.
the update, a user can enter/select multiple options before choosing to
process those options. Some options, such as Operating System and
Pattern, which require immediate processing in order to create a quote,
will continue to be automatically processed.
When options are processed, a user may see additional icons/notifications:
Note: Changed options will also result in a banner notification across the top of the screen.
Note: New options will also result in a banner notification across the top of the screen. Once either Update Options button or the pencil icon is pressed, the icons and banner messages will disappear.
IMPORTANT: When the Update Options button and pencil icon are visible, the user cannot add the line to the quote. The options must be updated before the line can be added.
A couple of notes about Validate Options
very unique situations, as user may select a product and see blank
option drop down lists. If this happens, simply press the pencil icon
to the left of an option name to refresh the product and restore the