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

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


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 either cancelled or closed.  This article will review how to easily find specific items without having to search through long lists.


There are a few different ways to find a Quote, Sale, Order, or Purchase Order.

Finding through the Customer:

  • All Quotes, Sales, and Orders are listed under the customer that is associated with it.
  • Go to the Customer record and scroll down to the section labeled Quote / Sales / Orders
  • Find the item you are looking for.
  • If you are looking for a Purchase Order, you would locate the Order under the customer, then locate the Purchase Order in the Order. 
  • Click on the hyperlink (Q/S/O number) to view the item of your choice.

Finding through the Search feature:

  • Click on "Search" at the top to get to the Search page.
  • Click on the box next to the item for which you would like to search.
  • Type a number, name, or sidemark, etc. for the item you are searching (this can be a single letter or number, depending on what you remember about the item).
  • Hit Enter on your keyboard.
  • The results of your search will appear below the search field.

Applies To:

  • Solatech Focus

    • Related Articles

    • Problem: A sale or order does not have any purchase orders when it should

      Cause This could happen when the syncing did not complete correctly. How to tell if a sale or order does not have any purchase orders Open the Sale Center or Order Center From the filter on the left, find and select the sale or order. On the right ...
    • How to reset purchase orders for a sale or order

      Summary This article will explain when you should reset purchase orders for an existing sale or order and how to perform the reset. Instructions If you have a sale or order that cannot generate purchase orders when it's saved you may need to reset ...
    • 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 ...
    • 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 create a quote from a sale or an order

      Summary Users can create a quote from an existing sale or order.  The original sale or order will still exist - this will be a completely new quote.  Instructions From within any existing sale or order, navigate to the Workflow section Press the ...