How to email a Report in Solatech Focus
This article explains how to email a report (output) in Solatech Focus.
many points in the Sales process, there may be a need to email output
either to your customer or internally. The output available to you
depends upon the status of the Quote/Sale/Order.
Sales or Order Output:
- Order Confirmation
- Internal Order
- Installer Form
view one of these reports, first open the Quote/Sale/Order by clicking
on the hyperlink from the Quotes/Sales/Orders list page. The Hyperlink
is the Quote/Sale/Order number.
In the Generate Reports section, choose a report from the drop down menu and click on Email Report.
- This will open an email window.
- Make sure the email address is correct, then click Send.
- You will get a confirmation message that your email has been sent successfully.
How to Setup and use a Leica Disto X3 laser with your Solatech Focus system
Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device. It also describes how to transmit those measurements into your Solatech Focus system. Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...
Setting up email for your Solatech Focus User Account
Summary Solatech Focus allows users to setup the email address which will be used to send quote to customers. By default, emails sent will come from noreply@Solatech.com. Your Account Administrator will decide to either have all emails sent from one ...
How to View a Report in Solatech Focus
Summary: This article explains how to view a report (output) in Solatech Focus. At many points in the Sales process, there may be a need to view output either for your customer or internally. The output available to you depends upon the status of ...
Setting up email for your Solatech Focus account
Summary Solatech Focus allows users to choose how email is sent for their account. This knowledge base article provides instructions for setting up your account's email. Decide which method will be used Click on Admin from the upper navigational bar ...
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 ...