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.

• Press Save

Applies to 

• Solatech Focus