How to give an account user the ability to re-open a closed order
Summary
Solatech Focus allows closed orders to be reopened in certain circumstances. This article will describe how an Account Admin can enable that feature for users.
Note: before the directions below can be implemented, your Site Administrator must enable this feature for your account. Once enabled, the primary Account Admin will automatically be able to reopen a closed order. The instructions below outline how to give other users this permission.
Instructions
- Click Admin from the upper navigational bar
- Click Users from the lower navigational bar
- Click a user name to access their employee record.
- In the Privileges section you'll a check box "Reopen Orders"
- Placing a check mark in that box will give the user the permission to Reopen a closed order.
See also
- How to give an account user the ability to Cancel or Delete a closed order.
Applies to:
- Solatech Focus
- Solatech DOS
Related Articles
How to give an account user the ability to cancel or delete orders
Summary Solatech Focus allows orders to be Cancelled or Deleted in certain circumstances. This article will describe how an Account Admin can enable that feature for users. Note: before the directions below can be implemented, your Site Administrator ...
How to give an account user the ability to Edit Orders
Summary Solatech Focus allows orders to be edited in certain circumstances. This article will describe how an Account Admin can enable that feature for users, and how they can effectively use this feature. Note: before the directions below can be ...
Add Account Numbers to Products in Solatech Focus
Summary Entering and saving account numbers for a vendor allows for electronic ordering directly from Solatech Focus to the vendor. In essence, the order is sent directly to the vendor and there is no need to build products a 2nd time in the ...
How to use the Workflow in Solatech Focus
Overview: The Workflow in Solatech Focus consists of several statuses for Quotes, Sales, Orders, and Purchase Orders that take the user through the process from start to finish. There are several statuses in each stage of the sale process ...
Setting User Security in Solatech Focus
Summary Solatech allows an Account Administrator to specify various security settings for their users. This knowledge base article contains information on the settings available, and how to use them. More Information Accessing the user security ...