Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus
Summary
This article describes how to select or change the
installer for a Quote, Sale or Order. Since users who are installers
can only review quotes. sales or orders on which they the selected
installer, it is important to make the correct selection.
Instructions
- Navigate to the Quote/Sale/Order Review screen.
- In the upper left hand corner, click on the Edit button.
- Use the drop down menu to select the appropriate installer.
Applies to
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