Order Entry
How to prevent users from overriding the item price in order entry
Summary If an administrative user of SalesPRO software wishes to prevent employees from overriding the item price, they may do so in employee security settings. This knowledge base article describes how to set up this security features. Note: ...
How to use Customer Measurements to build a quote in SalesPRO
Summary Customer Measurements can be used to quickly build a quote in your Solatech software. This article will describe the process. Instructions From within Order Entry, select the customer Click on the drop down menu under the Add Product icon ...
How to use Item Replace in SalesPRO
Summary Beginning with version 5.0.263 of SalesPRO, users can now change product, style and options for multiple line items on a Quote or Sale. This article provides instructions on how to make these changes Instructions From within Order Entry, ...
How to use DocuSign with your Solatech SalesPRO system
SummaryWhile Solatech SalesPRO has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process. Note: These ...
How to delete a customer payment
Summary Occasionally you may need to delete a customer payment that has been recorded in SalesPro. This Knowledge base article provides instructions for deleting payments applied to sales or orders. Note: You may disable the ability to delete ...
How to add discounts to multiple lines using Replace Discounts
Summary SalesPRO Software gives sales reps the ability to give a line by line discount to multiple lines, using the Replace Discounts feature. This article will provide instructions. Instructions From within Order Entry, highlight the line items you ...
How to override an option value in Order Entry
Summary Beginning with version 5.0.0.239 of the SalesPRO software, users may now override an option value in any product. Please note that if you override an option for some vendors, you will be unable to send your order electronically. Instructions ...
What is the green Validate bar and why am I seeing it in Order Entry?
Summary The Validate bar was added to the SalesPRO software when an update was released to speed up a few CBG, Hunter Douglas, or Comfortex products that were particularly slow. When one of these products is selected, the Validate bar appears and ...
Preview of a Quote or Sale does not reflect the same totals as Order Entry
Summary When working on a quote or sale you notice that a preview of the quote or sale doesn't reflect the same totals as the Order Entry page. This can occur when the following conditions exist: The quote or sale includes a customer promotion, given ...
How to enter a new base retail price in order entry
Summary SalesPRO software gives you the ability to enter a base retail price of your choice in Order Entry for any product in the software. This is especially helpful when using Customer (CUS) products that do not have any pricing by design. By ...
How to use the Product Compare feature in SalesPRO
Summary The Product Compare feature allows you to quickly compare products, styles and options for multiple products The comparisons are shown in columns on one screen and can be printed for review with your customer. Instructions From within a ...
How to reset purchase orders for a sale or order
Summary This article will explain when you should reset purchase orders for an existing sale or order and how to perform the reset. Instructions If you have a sale or order that cannot generate purchase orders when it's saved you may need to reset ...
How to change the required deposit percentage shown in order entry
Instructions From within SalesPRO, click on the Start icon in the upper left hand corner. From the drop down list, select Application Settings. In the left hand column, select Order Entry. In the right hand column, look for the section Defaults for ...
How SalesPRO Software Calculates Total Square Feet and Total Linear Feet in Order Entry
Summary This article explains how SalesPRO calculates total square feet and total linear feet to be displayed in Order Entry. More Information In Order Entry the total square feet and total linear feet for the order are displayed in the status bar. ...
Viewing Product Guide and Product Pricing Breakdown
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 To access the Product Guide and other ...
How to Delete a Quote, Sale, or Order From SalesPRO
Summary This article describes how an unnecessary quote, sale or order can be deleted from SalesPRO software. Please note that if a sale or order has a payment attached to it, it can not be deleted (Sales/Orders with payments cannot be deleted) . ...
Processing a Sale Through to an Order: An In Depth Guide to Sale Statuses
Summary This article reviews the processing flow of a sale, focusing on the processing steps and the effect of those steps on the status. More Information For a detailed description of the processing flow as it moves from quote to sale to order, ...
Moving a Sale to an Order
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 Processing a purchase order triggers the ...
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 ...
Moving a Quote to a Sale
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 Click on Quotes from the Home tab, or ...
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 email a Quote
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 Click on Quotes icon on the Home tab. ...
How to Capture a Customer Signature
Summary This article provides information on capturing a customer signature from within SalesPRO. Instructions From within Order Entry, select Preview. Using the drop down menu, select the document to have the customer sign (Quote, Order ...
Processing a Quote Through to a Sale: An In Depth Guide to Quote Statuses
Summary This article reviews the processing flow of a quote, focusing on the processing steps and the effect of those steps on the status. More Information For a detailed description of the processing flow as it moves from quote to sale to order, ...
Changing Products or Options in Order Entry using the Replace Items Feature
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 The Replace Items feature allows you to ...
Working With Discounts and Promotions in Order Entry
Summary This article explains how to apply and manipulate Customer Discounts and Customer Promotions in Order Entry. More Information Customer Discounts are reductions in the price of products, based on a category assigned to the customer (e.g. ...
Recording Customer Measurements
Summary This article explains how to record Customer Measurements in SalesPRO software. These measurements can be used to quickly create one or more quotes for the customer. Instructions Click on the Customers icon from the Home tab. Click once on ...
How to have the sidemark field filled in automatically
Overview Order Entry has the ability to have the sidemark field fill in automatically for new quotes and sales. By using the Build the sidemark from the customer name option in Application Settings you can have the sidemark field populated with a ...
Duplicating a Quote
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 Home tab, click on Quotes. From the ...
How to Duplicate a Quote or Sale
Summary This article will explain how to duplicate an existing quote or sale in SalesPRO. Orders cannot be duplicated. More Information To duplicate a quote or sale: Click the Quotes or Sales icon on the Home tab. Highlight the quote or sale you ...
How to Modify Quantity in Order Entry
Summary This article will explain how to change the quantity for a product in SalesPRO. Orders cannot be modified. More Information Quantity of a line item can be changed a couple of ways. In Order Entry While the Order Entry Window is open, simply ...
Selecting a Product
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 While editing a quote or sale Click on ...
Adding a Product to a Quote
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 To create a line item from the ...
Starting a Quote
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 Home tab, click drop-down arrow ...