How to convert a sale with errors to an order

How to convert a sale with errors to an order

Summary

Solatech will allow an account administrator to opt to allow sales with errors to be converted to an order for record keeping purposes.
These orders cannot be ordered from Solatech.

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 Allow sales with errors to be converted to orders
  3. Click the Update button


From that point forward, the Order Now button may be pressed to move a sale to an order status. Users will receive a pop up message, prompting them to confirm this choice. 

 

Applies to:

  1. Solatech Focus

    • Related Articles

    • Working with quotes and sales with errors

      Summary Solatech Focus allows users to continue a quote with errors and to convert the quote to a sale with errors. Solatech does not recommend continuing a quote that has errors.  If a user chooses to proceed, all errors will be clearly identified ...
    • How to Delete a Quote, Sale, or Order From SalesPRO

      Summary This article describes how an unnecessary quote, sale or order can be deleted from SalesPRO software.    Please note that if a sale or order has a payment attached to it, it can not be deleted (Sales/Orders with payments cannot be deleted) . ...
    • How to manually move a Sale to an Order

      Summary Occasionally a Sale will not convert to an Order, even after PO's have been sent or marked as sent.  When this happens, the Sale cannot be moved through the remainder of the Workflow.  This knowledge base article will describe the process of ...
    • Processing a Sale Through to an Order: An In Depth Guide to Sale Statuses

      Summary This article reviews the processing flow of a sale, focusing on the processing steps and the effect of those steps on the status. More Information For a detailed description of the processing flow as it moves from quote to sale to order, ...
    • Best practices for converting a quote to a sale to insure accurate puchase order creation

      Summary The SalesPRO software creates Purchase Orders (POs) when a quote is converted to a sale.  For users who have one or more roaming workstations, it is critical that your business practices include a plan for who will be responsible for ...