Solatech Updates August 2023

Solatech Updates August 2023

Summary

This is a list of updates released on August 10, 2023 for your Solatech Focus account.   

More information

  1. Purchase orders can be created for each line of a product
  2. Closed orders can  be reopened
  3. Orders can be canceled or deleted
  4. Orders can be edited
    1. See also: Allowing an account user to edit orders
  5. New options are available for process reports: 
    1. Options can be displayed top to bottom instead of left to right
    2. Product and Style totals can be added.
    3. Refer to this knowledge base article for additional instructions on modifying process reports  Modifying process reports and email templates
  6. New Reports available
    1. Closed Orders - view orders closed within a specified date range by Sales Rep
      1. 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. 
    2. Order Payments - view payments applied within a specified date range

Applies to:

  1. Solatech Focus
  2. Solatech DOS

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