Reports (4.2)
How to add product type count to the bottom of process reports
Summary In cases where the product type count is needed on output, a user can make a slight change to each process report on which this information should appear. This knowledge base article will provide instructions on that process. Please note ...
How to change or add a message to the bottom of process reports
Summary This article will describe how to add or change an extra line to the bottom of process reports. Please note that only custom reports can be modified. If you are using the standard Solatech reports, please refer to this knowledge base article ...
How to change which options are displayed in the product description in order entry
Summary This article will discuss how to create a Product Adjustment File in Solatech. Creating a Product Adjustment File will allow you to change which options are shown in the description field for a particular product. Instructions From within ...
How to Add Sales Rep E-mail and Telephone Number to Process Reports
Summary This article provides instructions on how to add individual sales representative's e-mail and telephone numbers to process reports (quotes, orders, etc.) More Information To add this data, you must be running SWCS version 4.2.0.456 or higher ...
How to create, modify and setup production labels
This article explains how to create, add and modify custom production labels. Solatech provides default labels in the software; however, they cannot be customized. Below are the steps for creating a new label that can be modified to fit specific ...
How to filter options on production labels based on an option value
This article explains how to filter and print select options on production labels based on a specified option value. Note: If you already have a modified label you can skip to the section 'How to setup Label and Data Fields to print options based on ...
How to print customer information on process reports
Summary This article will discuss how to print customer information, such as account number, on process reports. Create the report you wish to modify 1. From the Tasks menu, click Manage Process Reports. 2. From the Category list on the left, ...
How to add Terms and Conditions to a Process Report
Summary This article will explain how to add information and/or images to the Comments section on an invoice. For example, “Terms and Conditions”, Notifications or images may be placed in the “Totals and Other” section of a report. The following ...
Why do my quotes and orders not sort correctly
Summary This article explains how the Solatech Window Covering Software sorts quotes and orders in their respective list screens. More Information Starting with version 4 of the Solatech Window Covering Software (SWCS) quotes and orders, when sorted ...
When can you delete inventory order requests
Summary This article explains when you can delete inventory order requests and items in an inventory order request. More Information An Inventory Order Request can only be deleted if it's status is 'Nothing Ordered'. Once you order at least one of ...
When an inventory item is deleted from a product it's reference in a company is not deleted
Symptoms When an inventory item is created in a product and then the Inventory Manager is refreshed, those inventory items are added to the master inventory list in the company. If the item is then deleted from the inventory setup in the product and ...
Various discount reports show discounts for inactive products
Symptoms When the discount reports are run, discounts for products that are marked as inactive appear on the report. Cause There are two causes. The first is that the SQL in the reports are setup to not filter by the products' active status. The ...
Report title, sub-title and page numbers are missing from general reports
Symptoms When you print or preview a general report such as a customer contact list or sales report, the report title, sub-title, print date and page numbers are missing. The rest of the report data is visible. Cause This can happen when the printer ...
Part of the discount is not printed when the percent and amount are shown
Symptoms When a process report such as a quote, invoice, order confirmation, etc. are printed and the quote/order has a discount as a %, the dollar amount portion of the discount does not always print. For example instead of printing "(50%) ...
Modifying a Standard Process Report
Summary This article describes the process for making changes to existing process reports. While this example demonstrates changes to the Quotes Reports, this process works with any of the Process Reports. More Information Creating a modified process ...
How to use the language translation feature
Summary This article explains how to use the language translation feature of the Solatech Window Covering Software. Note: The language translation feature is implemented in version 4.2.328 and higher. More Information The Language Translation feature ...
How To Stop Process Reports From Printing Extra Pages
Summary Sometimes, Process Reports in the Solatech Software can print on more than one page, when there is no obvious reason for an additional page. This article explains how to correct this issue. This has been referred to as a Blank Page or an ...
How to sort production labels by an option value
Summary This article explains how to setup production labels to sort by an option value. More Information The default sorting for production labels is first by order number, then line number. If you want to sort by any other field you must create a ...
How to setup Process Reports
Summary This article will explain how to setup and use process reports in the Solatech software. More Information To setup a report to generate output from Order Entry: Click Tasks>Manage Process Reports. From the list of Process Reports, select the ...
How to setup a work order to print only for specific product types
Summary This article explains how to setup a work order to print only for specific product types. More Information When you setup a work order, or any type of process report, you can configure it to print under various conditions: For any order, no ...
How to setup a work order to commit inventory
Summary This article explains the process for making a work order the report that commits inventory. More Information In order to commit inventory in the Solatech Window Covering Software you must print a report, any process report, that has been ...
How to put images on production labels
Summary This article explains how to put images on production labels printed with the Solatech Window Covering Software. More Information Putting labels on production labels is a two-step process. The first is to find the image and update your ...
How to display Retail Price & Discount on Output
Summary This article explains how to display your retail price and discount on a process report, i.e., quote, invoice and/or order confirmation. More Information Before you can display these fields on your report, you must be using Solatech 4.2 with ...
How to prevent valance labels from printing when no valance is selected
Summary This article will explain how to setup your products and labels so that a valance label is printed only if a valance is selected on the order. More Information Notice The steps in this article assume you have the following software: Solatech ...
How to modify a sales rep sales report to filter for a specific sales rep
Summary This article explains how to modify a sales by sales rep sales report to filter on a specific sales rep. More Information To filter a sales by sales rep report on a specific sales rep you will need to modify the filter criteria to include the ...
How to customize sub-cateogry headings for process reports and labels
Summary This article will explain how to customize the sub-category headings for process reports and labels in the Solatech Window Covering Software. More Information The sub-category headings for process reports and labels are used to organize ...
How to add the MSRP and customer discount to process reports
Summary This article explains how to add the retail price (MSRP) and the customer discount (for example 5%, 23%) to process reports; to display along with the description, unit price, total price, etc. More Information The before discount retail ...
How to add the additional item discount to process reports
Summary This article explains how to add the additional line item discount to process reports; to display along with the description, unit price, total price, etc. More Information The additional line item discount is not shown on the standard ...
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 reports. More Information From within Solatech Window Covering Software, select Tasks, Manage Process Reports. In the left hand column, under “Select a ...
How to add discount amount and subtotal to process reports
Summary This article describes how to add additional discount amounts and subtotals to process reports. More Information Beginning with Solatech Software version 4.2.0.417, users can add a Subtotal field to process reports (such as Quotes, Invoices ...
General reports are missing the report title, company name and page numbers
Symptoms When a general report is run, for example the Customer Contact List, the report runs and the data is there however the report title, company name, and page numbers are missing. Cause This can be caused if the printer assigned to the Printer ...
Discounts for deactivated products show up on discount reports
Symptoms This article explains an issue found that when printing discount reports, discounts for deactivated products appear on the reports. Cause The discounts reports run off the discount data, not the products. If a discount has been setup for a ...