Solatech Updates August 2023
Summary
This is a list of updates released on August 10, 2023 for your Solatech Focus account.
- Purchase orders can be created for each line of a product
- Closed orders can be reopened
- Orders can be canceled or deleted
- Orders can be edited
- See also: Allowing an account user to edit orders
- New options are available for process reports:
- Options can be displayed top to bottom instead of left to right
- Product and Style totals can be added.
- Refer to this knowledge base article for additional instructions on modifying process reports Modifying process reports and email templates
- New Reports available
- Closed Orders - view orders closed within a specified date range by Sales Rep
- Note: The Closed Orders report will only track orders that are closed AFTER the report is released on 8/11/2023. Any previous orders will not be tracked or displayed.
- Order Payments - view payments applied within a specified date range
Applies to:
- Solatech Focus
- Solatech DOS
Related Articles
Solatech Focus Updates for August 2024
Summary Solatech is pleased to announce the following updates to your account inside of Solatech Focus. These improvements are intended to make the world’s top window covering software even easier to use to close sales and grow your business. 1) ...
Solatech Updates March 2023
Summary This knowledge base article will provide a list of updates included in the March 2023 update. Details Order entry will look for the first width and the first height measurement fields when using the customer measure sheet to create quotes. ...
Solatech Updates October 2024
Summary This is a summary of six (6) updates released on October 24, 2024, for your Solatech Focus and DOS accounts. More information 1) Payment Details added to Process Reports Focus users will have the ability to add payment information for quotes, ...
System Updates 2020
Summary Solatech Focus users have new features added on a regular basis. These new features are announced in a notification bar at the top of your home page. This knowledge base article will contain a cumulative list of updates for 2020. Any new ...
System Updates 2019
Summary Solatech Focus users have new features added on a regular basis. These new features are announced in a notification bar at the top of your home page. This knowledge base article will contain a cumulative list of updates for 2019. Any new ...