A guide to understanding the Q/S/O workflow screen in SalesPRO
Summary Your SalesPRO software gives you the ability to see at a glance what's happening with your quotes, sales and orders. The guide below will give you an overview of how to move items through this cycle. Instructions Your Quote/Sales/Order ...
What's new with SalesPRO version 5.0.285
This article will explain the new features and updates to existing features that were introduced in version 5.0.285 Note: In this article, Q/S/O refers to quotes, sales and orders.
How to create a new vendor in SalesPRO
Summary This article will describe how to create a new vendor in the Solatech SalesPRO software Instructions From the Home tab, click on the Vendors icon. On the Vendor ribbon, select the Create icon. Enter Vendor Name. All other items on the General ...
How to create a new vendor and assign products to the new vendor
Summary SalesPRO software gives users the ability to create new vendors and assign products to those vendors. This is useful in cases where you have different account numbers for one vendor, and will allow you to continue to utilize Online Order ...
How to Track Customer Referrals in SalesPRO
Summary This article describes how you can easily track customer referrals in SalesPRO. This process is broken down into three steps: Adding Referral Methods Types, Selecting Referral Methods, and Running Referral reports. Instructions Adding ...