How to Find a specific Quote / Sale / Order / Purchase Order
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.
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.
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
- Hit Enter on your keyboard.
- The results of your search will appear below the search field.
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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 ...