How to Add Terms and Conditions to a Process Report

How to Add Terms and Conditions to a Process Report

Summary

This article will explain how to add terms and conditions to a process report . 

More Information

  1. Before you begin, you will need to create a terms and conditions file in an .rtf format. The file can be created in Word, and then saved as a Rich Test Format (rtf) file. 
  2. Once the file is created, move it to the location of your Reports folder for Solatech. This is typically: C:\Solatech Data\WCS5\Reports
  • From within SalesPRO, navigate to the Setup tab and select the Process Reports icon.

  • On the Manage Reports window, click the Refresh button at the bottom of the window.
  • Select the report to which you wish to add Terms and Conditions (Quote, Order Confirmation, Etc.).
  • Click the Modify button.
  • In the Modify Report Layout window,  click the “Other” tab.
  • Click on the Signature and T&C  tab.
  • Under Terms and Conditions, place a check mark to the left of "Show terms & conditions".
  • Using the drop down menu to the right of Source file, select an existing source file, or create a new file.
  • If you create a new file, be sure to save it as a Rich Text File (.rtf)
  • Click OK to exit and save your changes.
  • Repeat with all process reports to which you wish to add Terms and Conditions.


  • How to modify terms and conditions on a process report

Applies to: 

  • SalesPRO Software

    • Related Articles

    • How to add Terms and Conditions to a Process Report

      Summary This article will explain how to add information and/or images to the Comments section on an invoice. For example, “Terms and Conditions”, Notifications or images may be placed in the “Totals and Other” section of a report. The following ...
    • How to Modify Terms and Conditions on a Process Report

      Summary This article will explain how to modify existing Terms and Conditions on a Process report.  More Information Before modifying a report, you may want to make a backup copy, as a precaution. From the Setup tab, click on Process Reports. The ...
    • How to modify Terms and Conditions on a Process Report

      Summary This article will explain how to modify existing Terms and Conditions on a Process reports.  More Information From within Solatech Window Covering Software, select Tasks, Manage Process Reports. In the left hand column, under  “Select a ...
    • Creating Terms and Conditions in Focus 2

      Creating Terms and Conditions in Solatech System This guide will anyone looking to effectively create and/or manage Terms and Conditions (T&Cs) within Solatech Focus 2. It provides a straightforward, step-by-step process that simplifies the setup, ...
    • How to add an image to your Terms and Conditions

      Summary Solatech Focus Account Administrators can add an image to the Terms & Conditions used for their account. This knowledge base article will describe how to add an image. Instructions While logged in as an Account Administrator (AA) click Admin ...