Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation
Cause
This can happen if a Roaming Workstation is reset while Q/S/O are being synced. It can also happen if a Roaming Workstation has not been designated to watch a Q/S/O.
Solution
- Find the Q/S/O by opening the Quote Center, Sale Center or Order Center.
- Clicking on one of these will open the Tools tab for the selected center (Quotes, Sales, or Orders).
- From the Tools tab (Quote Tools, Sales Tools or Order Tools), click the Sync command. This will cause the Q/S/O to be synced.
If the system indicates that the Q/S/O is not being watched by any Roaming Workstations then you will be prompted to select one or more Roaming Workstations to receive (Watch) the Q/S/O. The Q/S/O will then be synced.
More Information
- The Watching feature was introduced in version 5.0.187. More information on this feature can be found on this KB article.
Applies to:
- SalesPRO Software
Related Articles
How to keep your roaming workstation sync process running smoothly
Summary Your SalesPRO software makes it easy to keep your main office system and your roaming workstation(s) in sync. In order to maintain a smooth sync process, certain items are requirements (file sharing service, roaming workstation sync agent, ...How to Send Quotes or Sales from a Roaming Workstation to the Main System
Summary This article will describe how to sync a quote or sale from a roaming workstation to the main system in SalesPRO. Once a quote or sale has been synced to the main system, it will stay in sync from that point forward. Whether a change is ...A roaming workstation does not have all products that exist on the main system
Symptoms This article explains the situation when a roaming workstation does not have all the products that are active on the main system. The specific symptom is that a main system has two products with the same name but for different manufacturers. ...How to reset the sync status for a quote or sale on a Roaming Workstation
Summary In SalesPRO, quotes, sales and orders (Q/S/O) are briefly locked during the sync process. Depending on your file sharing service and internet connectivity, the process could take up to 45 minutes. During this time, you cannot open the ...How to reset a roaming workstation
Summary At times, there may be a need to reset a roaming workstation. This can happen due to many factors but will cause syncing to stop until a reset is performed. This knowledge base article will describe how to determine if a roaming workstation ...