How to lock or unlock prices on a Quote
How to lock or unlock prices on a Quote
This guide provides a process for locking or unlocking prices on a quote, ensuring accurate pricing management. By following the steps outlined, users can efficiently secure their quotes, preventing unauthorized changes and maintaining pricing integrity. It's an essential resource for anyone looking to streamline their quoting process and enhance their operational efficiency.
- Login to Solatech and select the Quote to update on the Dashboard or click the "Quotes" tab to look up the Quote
- Under the "Line Items" and click "Lock/Unlock Price"
- Click the appropriate button "Lock All Prices" or "Unlock All Prices"
- A notification will appear when the prices have been locked/unlocked
Tip! Items will NOT result in a price increase, but adding a line item DOES affect the price.
Related Articles
How to lock and unlock pricing on a Sale
How to lock and unlock pricing on a Sale This guide shows you how to lock or unlock pricing for a Sale. Once a sale is confirmed, remeasure complete, and/or sale ordered, it's best practice to lock a price so no other users can adjust the pricing. ...How to Edit a Line Item on a Quote
How to Edit a Line Item on a Quote Navigate to the "Quote" or "Sale" page Navigate to the Quote or Sale you would like to edit and click the corresponding number Expand the "Line Items" section by clicking the triangle icon Navigate to the line item ...Duplicating a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps From Home tab, click on Quotes. From the ...How to duplicate a Quote
How to duplicate a Quote This guide provides a method for duplicating quotes, making it easier to manage and replicate important information. By following the simple steps outlined, users can save time and ensure accuracy in their quoting process. ...Starting a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps From Home tab, click drop-down arrow ...