Solatech Updates March 2023

Solatech Updates March 2023

Summary

This knowledge base article will provide a list of updates included in the March 2023 update. 

Details

  1. Order entry will look for the first width and the first height measurement fields when using the customer measure sheet to create quotes. This is especially helpful when quoting drapery products, as their width and height may be labelled in a different way (ex: "Width (Brkt to Brkt)). 
  2. Users can now move a sale with errors to an order without ordering.  Refer to this knowledge base article for instructions: How to convert a sale with errors to an order
  3. Expanded customization of process reports is now available. Refer to this knowledge base article for details: Setting up process reports and email templates
  4. Users can opt to mark a PO as sent, rather than sending electronically. Refer to this knowledge base article for instructions: How to make a PO as sent
  5. Users can now opt to round up line item pricing to the nearest dollar. Refer to this knowledge base article for instructions: Automatically Rounding line items
  6. A closed order will no longer be re-opened when an invoice is previewed.

Applies to

  1. Solatech Focus
  2. Solatech DOS 




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