Roaming Workstations (5.x)
How to reset a roaming workstation
Summary At times, there may be a need to reset a roaming workstation. This can happen due to many factors but will cause syncing to stop until a reset is performed. This knowledge base article will describe how to determine if a roaming workstation ...
How to resolve Dropbox pop up message regarding moving files
Summary Users with Roaming Workstations may see the pop up message If you move this file to 08, it won't be available in Dropbox or on any devices. This message can occur on the main computer, as well as on roaming workstation computers multiple ...
SalesPRO Roaming Workstations cannot use more than one Windows user account
Summary SalesPRO software uses a File Sharing Service (Dropbox, OneDrive, etc.) for the syncing of data between a roaming workstation and a main system. All file sharing services store files on a per-user basis, which means that each Windows user ...
PROBLEM: No company information is printed on process reports created on Roaming Workstations (SWCS 5)
Summary When a roaming workstation is setup, the company information is not synced as part of the initial sync. The Roaming Workstation user will need to enter the company name, phone number, email and billing/shipping addresses on his/her system. ...
Problem: On a Roaming Workstation I receive an error message that there are no Roaming Workstations watching and Syncing won't be performed
Problem When attempting to sync a quote or sale from a roaming workstation, you receive the error message shown below. Workaround Since Roaming Workstations have no access to the watching feature, follow these steps to correct the issue. Open the ...
How can I tell which office computer is responsible for the Roaming Workstation Sync Agent?
Summary In the SalesPRO software, customers with multiple in-office users must choose one computer to be in charge of the Roaming Workstation Sync agent as part of the setup process. This article will describe how to determine which office computer ...
How to keep your roaming workstation sync process running smoothly
Summary Your SalesPRO software makes it easy to keep your main office system and your roaming workstation(s) in sync. In order to maintain a smooth sync process, certain items are requirements (file sharing service, roaming workstation sync agent, ...
How to reset the sync status for a quote or sale on a Roaming Workstation
Summary In SalesPRO, quotes, sales and orders (Q/S/O) are briefly locked during the sync process. Depending on your file sharing service and internet connectivity, the process could take up to 45 minutes. During this time, you cannot open the ...
I see the Alert "One or more Roaming Workstations are using a newer version of SWCS than this machine"
Summary Beginning with version 5.0.217 of the SalesPRO software, users on the main system can keep track of the current software version on Roaming Workstation machines. An Alert feature was also added, which advises if there are any issues with ...
Selecting and Setting up a File Sharing Service for SalesPRO Roaming Workstation Sync
Summary SalesPRO Roaming Workstations perform their syncing by sending data files back and forth on a real-time basis and they use existing file sharing services to perform this function. You must create an account and install one of these file ...
Problem: How to enter a payment or preview an Invoice on a Roaming Workstation quote or sale that is locked
Summary A sales rep using a roaming workstation may convert a previously synced quote to a sale in the field. When this happens, the new sale is automatically marked to be synced to the main system and locked. The sales rep will receive a message ...
How to Send Quotes or Sales from a Roaming Workstation to the Main System
Summary This article will describe how to sync a quote or sale from a roaming workstation to the main system in SalesPRO. Once a quote or sale has been synced to the main system, it will stay in sync from that point forward. Whether a change is ...
Problem: Q/S/O are on a main system but don't appear on a Roaming Workstation
Cause This can happen if a Roaming Workstation is reset while Q/S/O are being synced. It can also happen if a Roaming Workstation has not been designated to watch a Q/S/O. Solution Find the Q/S/O by opening the Quote Center, Sale Center or Order ...
Controlling what Roaming Workstations see with the Watching feature
The Watching feature in SalesPRO software allows you to control which Roaming Workstations receive synced quotes, sales, orders and purchase orders. Instead of having all synced data go to all Roaming Workstations the system only sends the synced ...