Using the Edit Order feature

Using the Edit Order feature

Summary

Solatech Focus allows the Primary Account Admin and optionally other users  to edit orders. This knowledge base article will outline how to use this feature. 

Note: This feature must be enabled by a Site Administrator.  Contact your Site Administrator if you do not see the selections described in this article. 

How to edit an order

  1. From the Order Review page, expand the Line Items section
  2. Place a check mark to the left of the line which you wish to change
  3. Click the Edit button
  4. You will see a large banner at the top of the screen, advising the Editing the line item will cause the affected purchase order to become invalid. 


  5. Make the needed changes, and click Update
  6. You will see another pop-up, asking you to confirm that you understand that the purchase order associated with this line will become invalid. Press the Yes button to continue

  7. You will return to the Order Review page, where you will see another banner. When the edit was made, the old PO was invalidated. Clicking either of the choices on this banner will create the new PO, based upon your changes. 
    1. Click Send  if the adjusted PO should be sent to the vendor .  Note: Solatech does not send any information to the vendor regarding the changes. to the original PO. You should contact the vendor directly to let them know to stop production on the original. 
    2. Click Mark as Sent to create, but not send, the PO


  8. The original PO will be shown with an "R" symbol in the Purchase Order section of Order Review screen
  9. The original PO will NOT be visible on your PO listing page. 



    Note: If your order has multiple vendors, the only PO which will be recreated is the one for the vendor you changed.  Other PO(s) will not be affected. 

See Also: 

  1. How to give an Account User the ability to edit orders

Applies To:

  1. Solatech Focus
  2. Solatech DOS


    • Related Articles

    • How to use the Edit Order feature

      Summary The Edit Order Feature allows a Site Administrator (SA) or Secondary SA with sufficient privileges to edit existing orders. This feature is only available to select customers . This article will describe the proper steps a SA should take when ...

    • How to use the Edit Order feature

      Summary The Edit Order Feature allows a Site Administrator (SA) or Secondary SA with sufficient privileges to edit existing orders. This feature is only available to select customers who have both a Solatech Focus site and Solatech Fabrication ...

    • Changing Products or Options in Order Entry using the Replace Items Feature

      More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links. Steps The Replace Items feature allows you to ...

    • How to use the Check Measure feature

      Summary This article explains how to use the Check Measure feature of the Solatech Window Covering Software. More Information The Check Measure feature is used to control quotes or orders from being sent to production until the measurements have been ...

    • How to edit the sidemark for a Quote, Sale or Order in Solatech Focus

      Summary This article describes how to change the sidemark for a Quote, Sale or Order.   This feature is only available to Account Administrators and Sales Reps. Instructions Navigate to the Quote/Sale/Order Review screen In the upper left hand ...