Quick Start for SalesPRO Software
Error when importing into QuickBooks Desktop
When trying to import my QuickBooks Desktop .iif file, I get the following error You cannot associate an item with Sales Tax Payable, Undeposited Funds, accounts receivable, accounts payable, or non-posting Cause There can be a number of different ...
Creating a Customer
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 ...
How to Enable Online Order Processing
Summary This article will describe how to activate Online Order Processing in SalesPRO. Online Order Processing allows you to send orders electronically to your vendors. Note: Online Order Processing cannot be enabled until you have enter your ...
How to locate your Solatech ID and Change Password (Migration Customers)
Summary SalesPRO uses a unique Solatech ID for every customer. When the Solatech ID is initially created, the system generates a random password. This article will describe how to find your existing Solatech ID in Solatech 4.2 and change the ...
How to Track Customer Referrals in SalesPRO
Summary This article describes how you can easily track customer referrals in SalesPRO. This process is broken down into three steps: Adding Referral Methods Types, Selecting Referral Methods, and Running Referral reports. Instructions Adding ...
How to enter your Vendor Account Numbers in SalesPro
Summary This article will provide instructions on how to add your Vendor Account numbers in SalesPRO. The account numbers are required for Online Order Processing (OOP). Instructions From the Home tab, select Vendors On the Vendors tab, double click ...
SalesPRO Quick Start Guide Part 1 "Where is it?"
Summary This article will describe where common settings are located in SalesPRO. It is designed to assist SWCS 4.2 users in getting started with the new software. This guide is for reference once the initial company setup has been performed. More ...