General (4.2)
How to Delete a Quote or Order From Solatech
Summary This article describes how an unnecessary quote or order can be deleted from Solatech software. Please note that if an order has a payment attached to it, it can not be deleted (Orders with payments cannot be deleted) Instructions From ...
How to track customer referrals in Solatech
Summary This article describes how you can easily track customer referrals in Solatech. This process is broken down into three steps: Adding Referral Types,Selecting Referral Types and Running Referral reports. Instructions Adding Referral Types ...
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 ...
How to use Simple Data Transfer 4 to send files to Solatech
Summary This article explains how to use Simple Data Transfer 4 to send files to Solatech for testing or evaluation. More Information Solatech may request that you send product files or company database files to us as part of the support process. ...
How to enable multiple customer types
Summary This article explains how to enable the ability to create multiple customer types. More Information Starting with version 4.2.365 of the Solatech Window Covering Software, the ability to create multiple customer types is not enabled by ...
Updating customer information, many customers at once
Summary Using the SWCS 4.2 Export Utility, Microsoft Excel and the SWCS 4.2 Import Utility, update information such as active status, shipping method, etc. for many customers at once. More Information The Solatech Window Covering Software allows you ...
There is a delay in opening a company for the first time
Summary This article explains why there is a delay in opening a company the first time the software is started. More Information When you run the software for the first time after starting or re-starting your system, there is a delay. Closing and ...
Filter Bar in OOP cannot be moved or changed
Problem The filter bar is floating and cannot be moved to the original location. Opening and closing the OOP window or the filter bar does not allow its position to be reset. Resolution The first thing to try is double-click on the caption of the ...
Quote and Order Lists - Using Status and Status History
Summary This article explains how to use Status and Status History to full advantage when viewing Quote and Order Lists in Solatech Window Covering Software version 4.2 and later. More Information Solatech Window Covering Software version 4.x ...
How to view the complete credit card number in SWCS
Summary This article explains how to view the complete credit card number after it has been entered as a payment method in the software. More Information After the credit card information is entered, the software only shows the last four digits of ...
How to install the Solatech Window Covering Software product policy
Summary This article explains how to install the product policy used by version 4.2 of the Solatech Window Covering Software. More Information The product policy determines what product access you have in the Solatech Window Covering Software. If you ...
How to delete the Solatech Window Covering Software product policy
Summary This article explains how to delete the product policy used by version 4.2 of the Solatech Window Covering Software. More Information The product policy installer is used to install and delete the policy. Note: These instructions assume the ...