How to prevent sales reps from deleting sales

• Related Articles

• How to prevent accounts from deleting sales

  Summary Site Administrators (SA) have the ability to prevent accounts from deleting sales.  This knowledge base article will provide instructions on how to enable this feature. Instructions While logged in as an SA, click Admin from the upper ...

• Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts

  Summary Solatech Focus gives users with a company Focus site the ability to assign outside sales reps to multiple accounts. As an account administrator, you can create customers for your outside sales reps and view any quotes, sales and orders that ...

• How to allow Sales Reps to create quotes for multiple accounts

  Summary Site administrators may now choose to allow sales reps to sell for multiple accounts on their site.  This knowledge base article will describe how to convert an existing sales rep to a secondary site administrator or create a new sales rep ...

• How to Prevent users from viewing cost, over-riding prices and sending orders

  Summary Solatech Focus allows an Account Administrator (AA) to prevent users from viewing cost information for Quotes, Sales and Orders and prevent users from over-riding item pricing. An AA may also prevent users from sending orders to the vendor. ...

• How to Add or Modify Sales Tax Rates in SalesPRO

  Summary This article explains how to setup new sales tax rates and modify existing sales tax rates in SalesPRO.  Please note that if you have Roaming Workstations, this needs to be completed on the Main computer.  This information will be transmitted ...