How to retain all options, including measurements, when adding line items to a quote or sale

How to retain all options, including measurements, when adding line items to a quote or sale

Summary

When working in order entry, users can choose to retain all options, including measurements, when adding a line and starting another.  This knowledge base article describes how to enable this feature. 

Instructions

  1. In order entry, place a check mark to the left of Include Measurements
  2. Once enabled, this setting will retain all measurements on all quotes and sales as line items are added
  3. To disable this feature, simply remove the check mark



Applies to:

  1. Solatech Focus
  2. Solatech DOS
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