The ability to search for quotes or orders is unavailable
Summary
This article explains the scenario where the ability to search for quotes and/or orders is unavailable.
The ability to search for quotes and/or orders is determined by the security privilege to view orders. If this security privilege is set to No Access then users will not be allowed to search by clicking Find from the Tasks menu.
To check the current setting:
- Log in as an administrator.
- From the View menu, click Employees.
- Select the employee that does not have the desired access and click Edit.
- Click on the Security tab.
- Under the Employee Security Profile section, click the button to Set Access Levels (the key icon).
- While viewing General privileges, check the settings for Orders. If
it is set to No Access then the ability to search for quotes or orders
will not be available. Change the setting to at least View to enable the
search function.
APPLIES TO
- Solatech Window Covering Software 4.0
- Solatech Window Covering Software 4.1
- Solatech Window Covering Software 4.2
- Solatech Window Covering Software, 3.x
Related Articles
Why do my quotes and orders not sort correctly
Summary This article explains how the Solatech Window Covering Software sorts quotes and orders in their respective list screens. More Information Starting with version 4 of the Solatech Window Covering Software (SWCS) quotes and orders, when sorted ...
How to access Archived Quotes and Orders
Summary This article explains how to access archived quotes and orders in the software. More Information To access archived quotes or orders in the software: Click the View Quotes or View Orders button to display your quotes or orders. Select the ...
Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts
Summary Solatech Focus gives users with a company Focus site the ability to assign outside sales reps to multiple accounts. As an account administrator, you can create customers for your outside sales reps and view any quotes, sales and orders that ...
How to use the Workflow in Solatech Focus
Overview: The Workflow in Solatech Focus consists of several statuses for Quotes, Sales, Orders, and Purchase Orders that take the user through the process from start to finish. There are several statuses in each stage of the sale process ...
Setting up Split Purchase Orders for Products
Summary: As a dealer, you may wish to split individual line items from the rest of a Purchase Order (PO). Below are instructions to assist Account Administrators in enabling split POs for individual products. For example, if quoting Norman shades, ...