Order Entry (4.2)
Setting up Fabrication Software to round measurements from a laser measuring device
Summary Solatech Window Covering Software 4.2 (Fabrication), must be setup in a specific way in order for measurements from a laser measuring device to be rounded properly. This article provides instruction on proper setup. Instructions From within ...
After Adding a Line Item in Order Entry All Options Revert to the Product Defaults
Summary This article explains how to set Preferences in Solatech to retain all options after a line item is added. Instructions Close Order Entry if open Use the drop down menu under File (in the upper left hand corner of the Solatech Window) Select ...
How to Retain Options when Selecting a New Product and/or Style in Detailed Price Compare
Information This article describes how to use a new check box in Detailed Price Compare "Replace options on Existing Line Items". More Information Notes You must be running SWCS 4.2 version 4.2.0.456 or higher You must have installed Hot Fix 333587 ...
How to Capture Customer Signature directly from Print Preview
Summary This article provides information on capturing a customer signature using Adobe Reader to preview quotes or orders in Solatech. This can be used as an alternative to Journal Note Writer for Solatech users with tablet PCs. More Information To ...
How to enable "Process Reports" comments in Order Entry
Summary This article explains how to enable the "Process Reports" comment in Order Entry. This comment will remain on printed output throughout the Sales process. More Information To enable the "Process Reports" comment, you must have installed Hot ...
How to Email Quotes or Orders from Solatech
Summary This article explains how to create Emails for printed output from the Solatech Software More Information For any type of printed output in the Solatech Window Covering software, a copy of the PDF version can be emailed to anyone desired. ...
Orders with payments cannot be deleted
Summary This article explains why orders with payments can no longer be deleted. More Information Starting with version 4.2.358 of the Solatech Window Covering Software, quotes or orders with one or more payments can no longer be deleted. When you ...
What to do if Order Entry shows the message: Unable to save the order
Summary This article explains the steps to repair a corrupted database using the SQL Server Management Studio 2005 More Information Symptoms When Solatech returns the message: Unable to save the order. It is possible that the database is corrupted. ...
The total square foot and total linear foot is rounded when opening an order
Symptoms When you open a saved quote or order the values displayed for the total square feet and total linear feet are not the same as when they are calculated while in Order Entry. Cause This is caused because currently SWCS saves the total square ...
Understanding Differences in Order Status and Status History
Summary This article explains the differences in Order Status and Status History as used in Solatech Window Covering Software version 4.x and later, and how they relate to the Order Status as used in Solatech Window Covering Software version 3.x and ...
Modify the Standard Solatech Work Order for Printing From Order Entry
Summary The standard Solatech Work Order included within the software distribution is enabled to commit inventory. Even for those users without the Inventory Control feature, a change in how Inventory printing is done prevents printing the unmodified ...
Line items are not sorted correctly in Order Entry
Summary This article explains why line items in Order Entry may not sorted by the line number. More Information It is possible to sort the line items in Order Entry by any of the visible columns. If you have sorted by the description column, or any ...
How to use the multi-measurement feature in Quick Entry
Summary This article explains how to use the Multi-Measurement feature in the Quick Entry screen of the Solatech Window Covering Software. More Information The Multi-Measurement feature simplifies the measuring process when you need to take multiple ...
How to use the Check Measure feature
Summary This article explains how to use the Check Measure feature of the Solatech Window Covering Software. More Information The Check Measure feature is used to control quotes or orders from being sent to production until the measurements have been ...
How to duplicate a quote or order
Summary This article will explain how to duplicate an existing quote or order in SWCS. More Information To duplicate a quote or order: Click the View Quotes or View Orders button to display your quotes or orders. Highlight the quote or order you want ...
How To Change How Discounts Are Applied
Summary This article explains how to change how multiple discounts found at the Option Level, Style Level and Product Level are applied in Solatech Window Covering Software ver 4.2 More Information If the discounting method is incorrectly set, you ...
How to access Archived Quotes and Orders
Summary This article explains how to access archived quotes and orders in the software. More Information To access archived quotes or orders in the software: Click the View Quotes or View Orders button to display your quotes or orders. Select the ...
How SWCS calculates total square feet and total linear feet in Order Entry
Summary This article explains how the Solatech Window Covering Software 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 ...
How do the 'show' filters work when generating inventory order requests
Summary This article explains how the 'show' filters, under the View menu in the Generate Inventory Order Requests form, function. Note: This article applies to version 4.2.277 and higher. More Information There are three ways to filter inventory ...
Clicking "No, I don't want to see what's new" for the What's New messages does not work
Symptoms When the popup asking if you want to see what's new with a specific module in your Solatech Window Covering Software is shown, you click "No, I don't want to see what's new". However, this does not prevent the message from displaying. It ...