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