How to create Purchase Orders based on the line item
Summary
Solatech Focus allows Account Administrators to choose one or more products which should always create separate Purchase Orders per line on an order. This article will describe how an Account Admin can enable that for products of their choice.
Note: If you don't see the ability to split PO's, you will need to contact Support (Focus users) or your Site Admin (DOS users) to enable that feature.
Instructions
1. Click Admin from the upper navigational bar
2. Click Products from the lower navigational bar
3. Click a vendor name to expend the list of products
4. Select the Product(s) for which you'd like to make this change.
5. In the Bulk Actions bar, place a check mark in the Split Po's box.
6. Click the Apply to Selected button.
Related Articles:
Applies to:
- Solatech Focus
- Solatech DOS
Related Articles
Optionally Sending Orders Electronically
Summary Account Administrators can allow users to bypass automatically sending purchase orders (POs) electronically from Solatech Focus to allow greater control over how and when POs are processed. This feature must be enabled by the site ...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 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 ...How to use the NEW Item Cost Adjustments in Solatech Focus
Summary Solatech has released a new feature to our Focus software that will allow you to adjust your costs at the line item level using adjustments. Previously, only item price could be adjusted at the line item level. This article will address the ...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 ...