How to edit the sidemark for a Quote, Sale or Order in Solatech Focus

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• How to Edit a Quote or Sale in Solatech Focus

  Summary This article explains how to edit the information in an existing quote or sale. After a quote or sale has been created, there are times that some of the information in the quote/sale might need to be changed.  This information might include: ...

• Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus

  Summary This article describes how to select or change the installer for a Quote, Sale or Order.  Since users who are installers can only review quotes. sales or orders on which they the selected installer, it is important to make the correct ...

• How to Find a specific Quote / Sale / Order / Purchase Order

  Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy.  Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...

• Converting a Quote to a Sale in Solatech Focus

  Summary Once your customer is ready to buy, you'll need to convert your quote to a sale. This article provides instructions on that process.  This feature is only available to users who are Sales Reps or Account Administrators. Instructions From your ...

• Creating a quote in Solatech Focus

  Summary This article will describe how to create a quote in Solatech Focus, including adding products, discounts and surcharges (shipping, measuring, install, etc.). Instructions From the Home Page, click on the Create a Quote button. (note: Site ...