How to navigate workflow on a Purchase Order

How to navigate workflow on a Purchase Order


How to accept a Purchase Order

  1. Option 1: Access the PO status through the Sale page

  1. Click "Purchase Orders"

  1. Click the PO number

  1. Click Workflow banner

  1. To review the Workflow status for a PO, select from the dropdown and click "Purchase Order"

  1. Click the appropriate selection to updat the PO

  1. Option 2: Access the PO status through the PO page

  1. Click on the PO number to open the PO record

  1. Click the status dropdown

  1. Select and click the status


    • Related Articles

    • How to use the Workflow in Solatech Focus

      Overview: The Workflow in Solatech Focus consists of several statuses for Quotes, Sales, Orders, and Purchase Orders that take the user through the process from start to finish. There are several statuses in each stage of the sale process ...

    • Setting up Split Purchase Orders for Products

      Summary: As a dealer, you may wish to split individual line items from the rest of a Purchase Order (PO). Below are instructions to assist Account Administrators in enabling split POs for individual products. For example, if quoting Norman shades, ...

    • How to send Purchase Orders to Vendors using Online Order Processing

      Summary This article will describe how to send purchase orders to a vendor in Solatech Focus, using Online Order Processing (OOP). Orders may be sent by a Site Administrator, Account Administrator or a Sales Rep. Instructions From your list of sales, ...

    • How to email a Purchase Order

      How to email a Purchase Order to a Vendor Click the "PO's" tab Click the PO number Click the "Email" button Select from the dropdown of templates or click "No Template" to draft an email Click the "To", "Subject", and "Body" fields To add an ...

    • 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 ...