How to Retain Options when Selecting a New Product and/or Style in Detailed Price Compare

How to Retain Options when Selecting a New Product and/or Style in Detailed Price Compare

Information

This article describes how to use a new check box in Detailed Price Compare  "Replace options on Existing Line Items".

More Information

Notes

  • You must be running SWCS 4.2 version 4.2.0.456 or higher
  • You must have installed Hot Fix 333587

Overview

  • In Detailed Price Compare, a new check box has been added in the lower left hand corner "Replace options on existing line items"

  • When this box is checked, ALL VALUES in the right hand Compare To Column will be applied to each line item chosen to be replaced, except the options of Room Location, Width, Height and Mount. This is how Detailed Price Compare worked prior to Hot Fix 333587.  The software will remind you of this with the pop-up message below:

  • When this box is not checked, and you select a new Product and/or Style, any options which are available in the new Product/Style will be retained in the line items chosen to be replaced. All other options will be changed to the default values for the new Product/Style. The software will remind you of this with the pop-up message below:

Note:  If you do not check this box and do not change the product or style, no changes will be made to your line items, regardless of the  selections made in the section When replacing line items.


Applies To

Solatech Window Covering Software 4.2

    • Related Articles

    • How does Retain Options work?

      Summary Solatech Focus has a feature called Retain Options which is enabled by default in your order entry section of Focus.  This knowledge base article will describe how this feature works. More Information When creating a quote or modifying a ...
    • How to use the Product Compare feature in SalesPRO

      Summary The Product Compare feature allows you to quickly compare products, styles and options for multiple products  The comparisons are shown in columns on one screen and can be printed for review with your customer. Instructions From within a ...
    • How to Create a New Product

      Summary This article details how to create a new product database. Basic knowledge of database principles is required. The use of Product Designer is required. This article describes how to create a retail product. Creation of a fabricated product is ...
    • Selecting a Product

      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 While editing a quote or sale Click on ...
    • Changing Products or Options in Order Entry using the Replace Items Feature

      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 The Replace Items feature allows you to ...