How to enable adjustments in your account
Summary
When supported vendors have promotions they are offering their dealers, Solatech will add these promotions into our software so your quotes and purchase orders will accurately display your customer's price and your cost.
When Solatech creates the adjustment for the site, we then assign these adjustments to the appropriate accounts. For example, a Graber promotion is going to be assigned to accounts that have the Graber products assigned. These adjustments (promotions) may not always be enabled when they are assigned. This happens when you are able to choose which promotion you would like to utilize, or when we aren't sure you are wanting to pass the promotion on to YOUR customers.
The following will show you how to enable these promotions in your account.
Note: Complete instructions on creating Adjustments and Promotions can be found in our User's Guide. Contact Solatech for a copy if you do not have one already.
Adjustments
Vendor Discounts (Vendor Promotions)
The adjustments that are located on the Vendor Discounts tab will deduct your promotion from your purchase order so your cost will be reflected accurately. The promotions located here have nothing to do with your quotes, they only affect the amounts on your purchase orders.
Customer Discounts (Customer Promotions)
The adjustments located under the Customer Discounts tab are where you will pass your discounts on to your customers, if you wish to do so. These promotions will deduct the appropriate amount from your quotes.
Enabling your Adjustments
- Go to Admin > Adjustments > Vendor Discounts.
- Drop down the menu next to Show: choose "Graber" or Graber Canada"
- Put a check mark next to the promotion you have chosen.
- Click the three dots next to the Delete button and choose "Enable".
- Once this is done in Vendor Discounts, go to Customer Discounts and do the same thing.
Applies to:
- Solatech Focus
- Solatech DOS
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