How to create Purchase Orders based on the line item

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.


Applies to:

  1. Solatech Focus
  2. Solatech DOS

    • Related Articles

    • 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, ...
    • 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 ...
    • 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 ...
    • Reviewing purchase orders before they can be sent

      Overview When sending purchase order electronically they sometimes need to be reviewed before they can be sent. This happens when the software determines there are issues or possible issues that should be reviewed first. More Information When you ...
    • How to use the RGA Items button for Purchase Orders in Solatech Focus

      Summary: This document will overview the purpose of the RGA button in Purchase Orders, and explain how to use it. RGA stands for Return Goods Authorization. The RGA button is used when an item(s) on a specific PO is received from the fabricator that ...