How to modify Terms and Conditions on a Process Report

How to modify Terms and Conditions on a Process Report

Summary

This article will explain how to modify existing Terms and Conditions on a Process reports. 

More Information

  1. From within Solatech Window Covering Software, select Tasks, Manage Process Reports.
  2. In the left hand column, under  “Select a Category”, choose a type of report which currently contains Terms and Conditions.  The most common categories are Invoices and Order Confirmations. 
  3. Select the Report to be modified from the right hand column.
  4. Click the Modify button in the upper right hand corner of the Reports Center Window.
  5. On the Layout tab, click the “Other” button.
  6. On the Other Settings Window, select the Other Blocks tab.
  7. Under Terms and Conditions, click on the file folder icon to the right of the Source file name. This is the Edit button. 
  8. The current Terms and Conditions document will open in your document editing software.
  9. Make the necessary changes.
  10. Save and Close the Terms & Conditions file.
  11. Click OK twice to close the Modify Reports window.

APPLIES TO

  • Solatech Window Covering Software 4.2

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