How to change which options are displayed in the product description in order entry

How to change which options are displayed in the product description in order entry

Summary

This article will discuss how to create a Product Adjustment File in Solatech.  Creating a Product Adjustment File will allow you to change which options are shown in the description field for a particular product. 

Instructions

  • From within Solatech, go to Products>Product Manager
  • Locate the product for which you wish to create a Product Adjustment File
  • Click on the product name to highlight it
  • Use the drop down under Product and select Product Adjustment File>Create

  • You will receive notification that the Product Adjustment File has been created
  • Use the drop down menu under product and select Product Adjustment File>Edit Content
  • You will see the Product Designer(Adjustment Mode) window
  • Expand the first product style by clicking on the "+" button to the left of the style name
  • Double click on  "Option Adjustments"

  • Place a check mark next to any option you would like to add to the description
  • You may also type a descriptive prefix (if desired)
  • Please note that there are two separate description columns Order Desc. and Alt. Order Description. 
  • The Alt. Order Desc. is used on quotes, and does not included sizes
  • The Order Desc. is used on Orders
  • You will want to make changes to each description column if you would like the new options to print on both quotes and orders
  • In the example below, we have added "Custom Valance Width" to both description columns


  • You will want to do this for each individual Style of the product (if applicable)
  • When you have finished making adjustments, simply close the Product Designer(Adjustment Mode) window
  • You will see the any products with Product Adjustment Files will have a pencil icon to the left of the product name in Product Manager

Note: When products are updated, you will need to recreate the Product Adjustment File

Applies to

  • SWCS 4.x

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