Converting a sale to an order in Solatech Focus

Converting a sale to an order in Solatech Focus

Summary:

From the status of Sale, ordering your products converts your Sale to an Order.

  • To get to your Sale Review page, first click on the Sales tab

  • Select the Sale you are ready to order and click on the blue hyperlink to the left of the Sale.

  • This will open your Sale Review page.  
  • From the Sale Review page, you can scroll down to review the content of this sale by expanding the Item Count section (using the small triangles), then expanding each line item to inspect and ensure accuracy.

  • When ready to order, click the Order Now button in the Workflow section.

  • Purchase Order(s) will be created and sent to the fabricator, and the Sale will be converted to an Order. Your Sale number will become (unchanged) your Order number. 
  • Your Order will now appear on the Orders list page under the same number that was assigned to the Sale.

  • You will also receive an email from Solatech, with a copy of your Purchase Order attached. This email will arrive within 5 minutes after sending.
  • The Vendor will send an email once the order is in their system.  This email will have a copy of the Vendor's purchase order attached.
  • Please take the time to review both the PO emailed from Solatech and the PO emailed from the vendor.  This will eliminate the chance for any order inconsistencies.

Applies to

  • Solatech Focus