General (5.x)
How to install SQL 2008 Manually for SalesPRO
Summary This knowledge base article will outline the process of installing SQL Server 2008 on a computer which will be running Solatech SalesPRO. Note that this installation is separate from the installation of SalesPRO software. SQL Must be ...
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.
What's new with SalesPRO
Use this article to keep track of what's new with your SalesPRO Software, from new features, changes and hot fixes. The current release is 5.0.285. Click here to find out what's new in this release. Release History Version 5.0.285 Released on ...
Importing Customer Measurements from a CSV file
Summary This article will step you through the process of importing customer measurement from a CSV file. What you will need SalesPRO HF5182018 Creating the import file 1. Run Microsoft Excel. 2. On line 1 Add the column headings: Location, Room, ...
How to adjust employee security in SalesPRO software
Summary SalesPRO software gives administrative users the ability to control what various employees can see in the software, and what actions they can perform. This Knowledge Base article provides instructions on how to review and/or change employee ...
Importing customer information from 4.2 to SalesPRO
Summary This article will step you through the process of exporting customers from your SWCS company database using the SWCS 4.2 Export Utility, updating the exported data in Microsoft Excel and then importing the customer information into SalesPRO. ...
Modifying Applications Settings
Summary This article explains how to make changes to the software defaults. More Information Application Settings are the default values affecting all aspects of SalesPRO. In most cases, they will be set once, and rarely adjusted. They are ...
How to add an Employee in SalesPRO Software
Summary This article will describe how to add an employee to your SalesPRO software Instructions From the Home tab, click on the icon for Employees. - (see first image below) This will open the Employee tab, and a current list of employees will be ...
How to view your Solatech ID and password in SalesPRO
Summary Your Solatech ID is used for Online Order Processing and downloading products in Product Updater. If you need to view your Solatech ID and password, follow the directions below. Instructions From within the SalesPRO software, click on the ...
How to change the Solatech ID email address or password in the SalesPRO software
Summary This article will describe how to change the email address and/or password for your Solatech ID in the SalesPRO software. Instructions From within the SalesPRO software, click on the Solatech icon in the upper left hand corner of your ...