You should have all your employees that will be using the SalesPRO system setup in the system as a unique “User”. Each User should have their own Logon User Name and password and security settings. Solatech does not recommend using the Administrator Logon or Security Settings for any of your users. This Video shows you how to setup your employees in your SalesPRO system
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Managing Your Discount Groups (4:37)Discount Groups allows you to setup multiple variations of a set of discounts or margins at the product level (or deeper) to use during the sales process. Each Discount Group can be assigned to one or more Customers to allow customized pricing as needed by the customer.
Additional Info: Managing Customer Discounts (KB)
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Setting Up Your Vendor Discounts (8:27)Vendor discount setup will allow you to calculate your costs by maintaining your factor for each product & vendor in your system. Even though Solatech sets this up for you when a system is delivered, you are able to make adjustments as needed in the future. This video shows you how the process of calculating your costs in Solatech is setup.
Additional Info: Managing Vendor Discounts (KB)
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Setting Up Your Standard and Customer Discounts (5:06)Once your Costs are calculated in Solatech using your Vendor discounts, the system will automatically calculate the Retail selling price for your customers based upon the Margin or Discount you setup for a Discount Group and then associate with a customer. This video will show you how to use the Discount Groups in your system to automatically calculate your selling price and change it at the customer or order level as desired.
Additional Info: Managing Customer Discounts (KB)
The Pricing Center feature in the SalesPRO system was created to provide an easy way to view, validate and update the pricing configuration in your SalesPRO system.
The SalesPRO system has a lot of different lists and items to select from available by default in your system, but these lists can be updated by you from the Maintenance menu in SalesPRO. This video show you how to make those adjustments as needed.
Additional Info: How to change the Default options in Solatech (SWCS 5) (KB)
SalesPRO Training Videos
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Creating a new Quote (4:45)Once you have a customer and discounts setup, you are ready to create a quote. This video will walk you through the process of creating and working with quotes. Keep in mind that although you will have more functionality with a Sale, but for the most part Sales and Quotes function the same in the SalesPRO system.
Additional Info: Starting a Quote (KB) Also See: Adding a Product to a Quote (KB)
How to Duplicate a Quote, Sale or Order (KB)
Processing a Quote Through to a Sale (KB)
Understanding Quotes, Sales, and Orders (KB)
Previewing or Printing a Quote (KB)
How to Email Quotes, Sales or Orders from Solatech (KB)
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Moving from a Quote to a Sale (2:38)This video explains how a Quote becomes a Sale.
Additional Info: Moving a Quote to a Sale (KB)
Also See: Processing a Quote Through to a Sale: An In Depth Guide to Quote Statuses (KB)
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How a Sale becomes an Order (4:00)This video explains how a Sale becomes an Order.
Additional Info: Moving a Sale to an Order (KB) Also See: Processing a Sale Through to an Order: An In Depth Guide to Sale Statuses (KB)
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Understanding The Price Breakdown Window In Order Entry (6:14)From the Edit Product Item screen in Order Entry, you select all the options and decisions necessary to add a product as a line item to a Quote or Sale [Adding a Product to a Quote (KB)] If you select to view the Breakdown tab in the Edit Product Item screen, you’ll see all the information on where the prices for this product comes from and how your Retail price was calculated. This video will show you in detail simply how pricing works in your SalesPRO system for the complicated products supported. There is a lot of flexibility in the user’s ability to manage your pricing, but first you have to understand how it works. This video will demonstrate that for you.
Additional Info: Understanding How Pricing Works in Solatech (KB)
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Using The Replace Product Feature in Order Entry (3:12)Once you have a quote ready for a customer, inevitably you will have to replace one, several or all the line items on the quote with a new Product or Option value, like Standard to Cordless or Pattern / Color A to Pattern/Color B. This can easily be done in your SalesPRO system and this video walks you through the process of replacing products across multiple line items. The following video covers the replacing of Option Values across one or more line items
Additional Info: Comparing/Changing Products or Options (KB)
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Replacing Options In An Existing Quote or Sale in Order Entry (3:18)Once you have a quote ready for a customer, inevitably you will have to replace one, several or all the line items on the quote with a new Product or Option value, like Standard to Cordless or Pattern / Color A to Pattern/Color B. This can easily be done in your SalesPRO system and this video walks you through the process of replacing option values across multiple line items. The previous video covers the replacing of Products across one or more line items
Additional Info: Comparing/Changing Products or Options (KB)
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Recording a Received Payment (2:48)
Additional Info: Recording Customer Payments (KB)
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Capturing Customer Signatures in Order Entry (5:26)Once you’ve provided all the information your customer needed to make a buying decision while you were in the home, the final step will be to get their “John Hancock” on the dotted line. Of course you can print out the quote or order confirmation and use a pen, but with the professional presentation of the SalesPRO system, most folks prefer to “print” to the tablet Screen and capture the signature on a PDF form right in Solatech. This video walks you through this process that will impress your clients while saving trees and allowing you to go paperless.
Additional Info: Capturing a Customer Signature (KB)
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Introduction to Modifying Customer Related Documents (1:51)Your SalesPRO system comes preloaded with several process reports. If the reports don’t completely meet your needs they can be modified. This video will get you started modifying your reports.
Additional Info: How to Modify Process Reports in Solatech (KB)
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Customer documents Breakdown (Clickable Image) To view the videos associated with modifying certian portions of your reports – click on the image below, then click on the area of the report you want to modify. 
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Modifying your Company Information on Customer related documents (2:21)This video reviews how to change the layout or appearance of your company information on your customer related documents.
Additional Info: How to Add a Logo to your process Reports (KB)
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Changing the Identification portion of your customer documents (2:53) The upper right corner of your customer related documents contains identification information. This video will review how to change what information is shown here, and its appearance.
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Address portion of your customer related documents (3:34) Your customer documents are defaulted to show two addresses. To learn to change any part of the address portion of your documents, watch this video.
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Customer Documents - Order Information (3:11)This video reviews how to alter the appearance (add new columns, change spacing, ect) of the Order Informaiton section of your documents.
Additional Info: How to add customer contact name to process reports (KB)
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Modifying the Line Items portion of your customer related documents (5:18) This video will show you how to add or subtract columns, change column headings and change column widths in the line items sections of your customer documents.
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Customer documents - Totals (2:52) The totals section of your documents typically show a subtotal, tax, payments, and balance. This video provides the instruction necessary to make changes to this portion of your documents.
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Modifying the Comments, Notes, and Terms and Conditions on your documents (2:34)At the bottom of each of your documents there is a space for comments, your terms and conditions, and notes. This video reviews how to modify this portion of your documents.
Additional Info: How to Modify Terms and Conditions on a Process Report (KB)
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Creating a New Customer (3:59)Before you can create a quote, you need to have a customer in the system to select from the quote. Since the Discount Group is assigned to a customer, you need to have a customer for accurate pricing to be calculated. A Miscellaneous or “Walk In” customer can be setup as well to be used when you don’t want to add all the info for a new Customer. This video will show you how to create a add a new Customer.
Additional Info: Creating a Customer (KB)
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Editing a Customer (1:49)Very similar to creating a customer is editing a customer. This video provide more info on editing the information for a Customer already in the system.
Additional Info: Creating a Customer (KB)
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Quotes to Sales (4:47)This video explains how a Quote becomes a Sale, as well as an explanation of the workflow during this process.
Additional Info: A guide to understanding the Q/S/O workflow screen in Solatech 5 (KB)
Also See: Moving a Quote to a Sale (KB)
Processing a Quote Through to a Sale: An In Depth Guide to Quote Statuses (KB)
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Sales to Closed (6:01)This video shows the workflow of a transaction as it goes from a Sale to an Order, and from an Order to a closed transaction.
Additional Info: A guide to understanding the Q/S/O workflow screen in Solatech 5 (KB)
Also See: Moving a Sale to an Order (KB)
Processing a Sale Through to an Order: An In Depth Guide to Sale Statuses (KB)