Reports (5.x)
How to show the correct installation address for customers with multiple locations
Summary The customer shipping section in SalesPRO software gives you the ability to have multiple location addresses, each of which has a designated label. In order to show the correct customer shipping address (order installation address) a bit of ...
How to export customer data from SalesPRO
Summary There may be times when you need to export some details about the customers you have in your SalesPRO Software so that you can use that information in another application. For example if you want to get a list of e-mail addresses that can be ...
How to change the delimiter used in description strings on process reports
Summary The delimiter used on process reports can be changed to a different character to more clearly differentiate between options in the descriptions used on process reports. This knowledge base article describes how to set up a new character for ...
How to modify process reports to display option details in two columns with different colored fonts
Summary Process reports in Solatech SalesPRO can be modified to display option details in two columns for easier viewing of selected options. The option name and option values can also be changed to have different colored fonts. This knowledge base ...
How to enable an extra line to show total customer savings on process reports
Summary Begging with SalesPRO version 5.0.227, users have the ability to add an extra line to show customers the total savings on the quote or sale. This article will describe how to setup and maintain this field. Instructions From within the ...
How to show payment details on Process Reports
Summary This article will describe how to enable payment details (i.e. a Receipt details) for Order Confirmations, Invoices and/or Installer forms. A duplicate process report showing only Payment details can also be created to be used as a separate ...
How to use report filters in SalesPRO
Summary SalesPRO software gives you the ability to use filters for the data generated on reports. This article will explain how to effectively use these filters. Instructions From within SalesPRO, go to the Reports tab. Locate the report you wish to ...
How to Add Terms and Conditions to a Process Report
Summary This article will explain how to add terms and conditions to a process report . More Information Before you begin, you will need to create a terms and conditions file in an .rtf format. The file can be created in Word, and then saved as a ...
How to add a logo which will work for computers using large fonts
Summary For computers using large fonts (DPI > 100%), logos on Process Reports often were rendered very small. This Knowledge Base article will describe how to create and use a Logo which will display properly on output. Note: This requires ...
How to modify email templates in SalesPRO
Summary SalesPRO provides templates for use when emailing quotes and sales to customers. These templates can be easily modified to suit your company's needs. Below are instructions on how to modify email templates. Please note that email must be ...
Managing what Clients see in a Process Report: Option Detail Settings
Summary This article will explain how to manage or control the product specific information (i.e. Width, Height) you and your clients see in Order Entry and in your printed quotes, orders confirmations, or invoices. More Information Before getting ...
How to enter and use multiple installation addresses for a customer
Summary You may have customers with one billing address and multiple installation addresses. For example, if your customer is a Property Management company, they may have several properties in which they would like you to install window treatments. ...
How to show Installation, Shipping and Other Charges as Separate items on Process Reports
Summary Beginning with version 5.0.227, you can now choose to separate Installation, Shipping and Other charges on process reports. This is a two step process: Modifying your process reports and modifying your existing Additional Charges. ...
How to enable individual column totals on process reports
Summary Beginning with version 5.0.227, you can now show a total for many numeric columns in order entry on your process reports. This article will provide instructions on how to set up this feature in your SalesPRO software. Instructions From ...
How to Modify Process Reports in SalesPRO
Summary This article will explain how to tailor delivered Process Reports for your company-specific information. More Information There are common sections defined as tabs in the Modify Report Layout window. Not all will apply for every report. ...
How to Add a Logo to your process Reports
Summary In this article, you will learn how to add your company logo to the standard process reports (quote, invoice, order confirmation ,etc.). More Information To complete this tutorial you will need your company logo as a picture file. Supported ...
Running Reports
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 Reports tab on the main ...
How to add customer contact name to process reports
Summary This article will describe how to add the contact name field to your process reports (quotes, order confirmations, etc.). There are two sections to which this field can be added: the Information Section and the Identification section . ...
How to Modify Terms and Conditions on a Process Report
Summary This article will explain how to modify existing Terms and Conditions on a Process report. More Information Before modifying a report, you may want to make a backup copy, as a precaution. From the Setup tab, click on Process Reports. The ...