Managing Vendors, Purchase Orders and Online Order Processing (5.x)
How to prevent Hunter Douglas purchase orders from being split by product
Summary By default, Hunter Douglas products are split by product on Purchase Orders in your SalesPRO system. This article provides instructions on how to change that setting permanently. Instructions Download and install this ...
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 override the cost on a purchase order
Summary This article will describe how to manually override a the price (cost) on a purchase order. More information Requires version 5.0.0.282 or higher Instructions From the Home tab, select the Purchase Orders icon Click once on the purchase order ...
How to Send an Order to a Vendor via Online Order Processing (OOP) from SalesPRO
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 From the Home tab, click on Send for ...
Best practices for converting a quote to a sale to insure accurate puchase order creation
Summary The SalesPRO software creates Purchase Orders (POs) when a quote is converted to a sale. For users who have one or more roaming workstations, it is critical that your business practices include a plan for who will be responsible for ...
How to assign a vendor for custom products in SalesPRO
Summary Custom products provided by Solatech are assigned by default to the vendor Custom. This article will include instructions for assigning products to a different vendor. Instructions From within SalesPRO, navigate to the Maintenance tab and ...
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 drop ship orders to an alternate location
Summary SalesPRO software gives you the ability to drop ship products from the vendor to addresses other than your company shipping address. This article describes how to choose a dropship address. Instructions From within Order Entry, go to the ...
Reviewing purchase orders before they can be sent
Overview When sending purchase order electronically they sometimes need to be reviewed before they can be sent. This happens when the software determines there are issues or possible issues that should be reviewed first. More Information When you ...
How to send Purchase Orders to vendors from SalesPRO
Summary SalesPRO gives you the ability to send orders electronically to your vendors directly from your software. The instructions below will show how to send purchase orders at the touch of a button. Please note that to send orders electronically, ...