The Watching feature in SalesPRO software allows you to control which Roaming Workstations receive synced quotes, sales, orders and purchase orders. Instead of having all synced data go to all Roaming Workstations the system only sends the synced data to those Roaming Workstations that have been designated to receive it.

This article discusses the Watching feature while working with Quotes. The Watching feature can also apply to sales and orders. 

How it works

When a Q/S/O is created on a Roaming Workstation, that Q/S/O is automatically 'watched' by that Roaming Workstation. When the user syncs the Q/S/O it will go to the local systems only. Any changes made to the Q/S/O on a local system will only be sent back to the Roaming Workstation that created it.

When a Q/S/O is created on a local system (main computer) it is initially not watched by any Roaming Workstations. In order to get that Q/S/O to a Roaming Workstation it must be synced, but first the user will be prompted to designate at least one Roaming Workstation to watch it. 

Syncing of the Q/S/O will then take place between the local systems and the designated Roaming Workstations.

Note: Watching only applies to quotes, sales, orders and purchase orders. All other data such as customers, pricing data, lists, etc. are synced across all Roaming Workstations.

How to see who is watching

A Roaming workstation cannot view or change who is watching a Q/S/O. They can only see how many Roaming Workstations are watching. To see how many users are watching a quote, select it in the appropriate Center (Quote Center, Sale Center or Order Center) and then look for a number next to the Watching heading on the Summary section.

On a local system you can see what Roaming Workstations are watching by selecting the View Watching command from the Sync button.

1. Open the appropriate Center (Quote Center, Sale Center or Order Center).
2. Select the Q/S/O to review.
3. From the tools tab (Quote Tools, Sale Tools or Order Tools) click the down-arrow under the Sync command and choose View Watching.

How to change who is watching

Changing what Roaming Workstations are watching can only be done from a local system (main computer).

1. Open the appropriate Center (Quote Center, Sale Center or Order Center) from the Home tab.
2. Highlight the Quote, Sale, or Order to review.
3. From the tools tab (Quote Tools, Sale Tools or Order Tools) click the down-arrow under the Sync command and choose Manage Watching (see above pic, choose Manage watching instead).
4. Place a check mark next to those Roaming Workstations that you want to have access to the quote. Remove the check mark from those you do not want to have access to the Q/S/O.
5. Click OK.

Important: Any Roaming Workstations that did have a check mark but no longer do when you click OK will have that quote removed from their computer.

Notes

• Watching is attached to the Roaming Workstation, not the employee/user.
• User-level security still applies. Just because a Roaming Workstation has been assigned to watch a quote, that quote will only be view-able from the Roaming Workstation if the users employee-level security allows them to view it.
• Removing a Roaming Workstation from the watch list of a quote/sale/order will cause that quote/sale/order and any attached purchase orders to be removed from the Roaming Workstation.
• Watching has no affect to local systems. It will only add/remove a quote/sale/order and associated purchase orders from Roaming Workstations.
• When upgrading to version 5.0.999 all quotes, sales, orders and purchase orders that have been synced will be watched by all Roaming Workstations.

Applies To:

• SalesPRO Software