How to automatically round line item prices to the nearest dollar

How to automatically round line item prices to the nearest dollar

Summary

Solatech gives account administrators to opt to round up line item prices to the nearest dollar. This knowledge base article provides instructions on setting up this preference. 

Instructions

  1. While logged in as an Account Administrator, click Admin from the upper navigational bar
  2. On the account page, in the Account section, place a check mark to the left of Round up line item prices to the nearest dollar
  3. Press the Update button (please scroll down the page to see that button)
  4. This change will apply to all quotes created after this point

Applies to:

  1. Solatech Focus
  2. Solatech DOS 


    • Related Articles

    • Entering a Customer Promotion as a line item in SalesPRO

      Summary To enter an additional discount as a line item, please follow the directions below.  Additional line item discounts may be a percentage or a dollar amount. Instructions From within order entry, select the Add Customer Promotion icon Select a ...

    • How to create and use the Line Item (promotional) product in Solatech

      Summary: To handle special promotions, such as vendor "free cordless" or coupon savings, you may wish to create one or multiple promotional products to be used in Order Entry.  This article describes how to create and utilize these promotional ...

    • How to add notes to the line item descriptions

      Summary Solatech allows users to add line item notes for quotes and sales. You may opt to show those notes on process reports, or use them internally only. This knowledge base article details how to use line item notes. Adding a note When adding a ...

    • How to override the cost on a line item

      Summary Solatech Focus users can now override the cost on a line item.  This is especially helpful when using the Custom products in the system, which have no pricing associated with them by default. This knowledge base article will describe how to ...

    • How to view the product pricing breakdown and vendor discounts on a line item

      Summary Users of Solatech Focus can easily view price breakdowns on line items in their system. Users can also view the percentage of discount which has been applied to a line item. The percentage shown is based on the multipliers from your vendors ...