How to Touch a Sale/Order to help it sync to the main
1. Go to Help > Install Packages 2. Type in SWCS50_TouchSale for a Sale, or SWCS50_TouchOrder for an Order. 3. Click on Add. 4. Click on OK. 5. When the login window comes up, click OK to login. 6. Enter the Sale/Order number that needs to be ...
How to manually move a Sale to an Order
Summary Occasionally a Sale will not convert to an Order, even after PO's have been sent or marked as sent. When this happens, the Sale cannot be moved through the remainder of the Workflow. This knowledge base article will describe the process of ...
How to set the rounding preferences for all products to round down
Summary Solatech has a package available to installation into SalesPRO which will change the rounding preferences for each installed product to round all fractions down rather than up. This article describes how to install that package. Package ...
Set the rounding preferences for all shutter products to round down and use a display format of 1/16
Summary This package will update the product properties of shutter products so that dimensions will be rounded down and will also be displayed in 16ths if needed. This package will also change the product source to Purchase if it's currently set to ...
Update Company Database for QuickBooks Invoice Exporting
Summary This package will update the company database so that invoices for QuickBooks Desktop can be correctly exported from SWCS. Without this package the sales tax is not included in the invoice export which will prevent it from being imported into ...
Reset the next PO number
Summary This package will adjust the next PO Number so that it does not conflict with any existing PO numbers; It will set the next PO number to be 1 more than the highest PO number. Prior to SalesPRO version 5.0.159, PO numbers were not getting ...