Working with quotes and sales with errors
Summary
Solatech Focus allows users to continue a quote with errors and to convert the quote to a sale with errors. Solatech does not recommend continuing a quote that has errors. If a user chooses to proceed, all errors will be clearly identified at each stage. A sale with errors cannot be sent to the vendor. This knowledge base article discusses how to identify and proceed on a quote with errors.
More information
When creating a line with errors, the error will be clearly shown on the order entry screen. The user may choose to add the line containing the error. A pop up message will ask them to confirm that they wish to continue with errors.
On the quote review screen, the errors will be identified at the top of the page. The line(s) with errors will be identified with a red triangle
The user can proceed and do the following to a quote containing errors:
- Preview, print and/or email a quote to the customer
- Convert the quote to a sale
- Generate and/or email output to the client
The Order Now button will be grayed out for any sales containing errors. The product(s) cannot be ordered until the error(s) have been corrected.
Quotes or Sales that contain errors will be clearly identified in their corresponding lists with a red triangle icon
Applies to:
- Solatech Focus
Related Articles
How to Email Quotes, Sales or Orders from SalesPRO
Summary This article explains how to create E-mails for printed output from the SalesPRO software. To Begin Before attempting to e-mail individual documents within SalesPRO software, be sure you have completed the e-mail setup process. More ...How to Print Quotes, Sales or Orders from SalesPRO
Summary This article explains how to print output from SalesPRO. To Begin Before attempting to e-mail individual documents within SalesPRO, be sure you have completed the printer setup process. More Information For any type of printed output in ...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 ...Working with Customer Payments
Summary This article explains how to process payments through the SalesPRO Software. More Information Payments can only be processed at the Sale or Order status. Payments cannot be recorded against a Quote. Multiple payments may be applied to a ...How to allow Sales Reps to create quotes for multiple accounts
Summary Site administrators may now choose to allow sales reps to sell for multiple accounts on their site. This knowledge base article will describe how to convert an existing sales rep to a secondary site administrator or create a new sales rep ...