How to use Customer Measurements to build a quote in SalesPRO
Summary
Customer Measurements can be used to quickly build a quote in your Solatech software. This article will describe the process.
Instructions
- From within Order Entry, select the customer
- Click on the drop down menu under the Add Product icon
- Select From Customer Measurements
- On the Customer Measurements window, select one or more items
- Press OK
- The Edit Product Item window will appear
- Note: The following options cannot be changed: Room Location, Width, Height, Mount, Remarks and any other dimension option. These options are shown, but are grayed out.
- Click the green validate bar to begin making changes
- Select the new Product, Style and Options
- Click OK
- Note: If there are any validation errors, an alert will appear and take you to a review screen.
- Repeat this process for any other Customer Measurements you would like to add to the quote.
Related Articles:
- Recording Customer Measurements in SalesPRO
- Setting up a Disto D810 Touch laser to transmit Customer Measurements
- Setting up a Disto D3aBT or D330I to transmit Customer Measurements
Applies To:
- SalesPRO Software
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