How to setup customers in Fabrication and accounts in Solatech Focus to insure accuracy

How to setup customers in Fabrication and accounts in Solatech Focus to insure accuracy

Summary

For Solatech customers who are utilizing both Fabrication software and a Focus site for their dealers, it is important that certain items are setup properly in both systems  This knowledge base article will contain instructions on how to correctly setup customers and accounts.

Instructions

Please note that although the instructions list entering customer in Fabrication software first and in Focus second, this may be completed in either order.

Fabrication Software

  1. Enter a new customer (Customer>New Customer)
  2. In the Name field, enter the name of the customer's business
  3. In the Account field, enter the account number that has been assigned to the customer
  4. Enter Contact, E-mail, Phone 1, Phone 2 and Fax if information is available
  5. Enter Billing Address
  6. Enter Shipping Address (if shipping address is the same as billing, the Copy button may be used)
  7. On the Additional tab, select the correct Discount Group for the customer 
  8. Select the Sale Rep for the order (optional)
  9. Select the default ship method for the order (optional) 
  10. Press Save and Close

Focus System

(note this must be performed by a Site Administrator who has the appropriate security privileges to create new accounts)

  1. Click on the Admin link from the upper navigation bar
  2. Click on Accounts from the sub-menu bar
  3. Click on the Add Account button
  4. In the name section, enter the Dealer Name in the Name field (use the same dealer name that you used for Customer Name in Fabrication software)
  5. Enter dealer's email, phone, billing and shipping addresses
  6. Enter the name of the person who will be the Account Administrator for this account
  7. Enter that person's email address
  8. Account Admin address is optional
  9. Select the additional roles of Sales Rep and Installer. 
  10. Click Create
  11. Note:  the account admin will receive an email from noreply@solatech.com which will contain their password. 
  12. Once the account has been created, click on the hyperlink for the account  
  13. From the sub-menu which appears, click on Products
  14. Click on the Update button to the right of your Vendor Name
  15. Enter the Account # in the appropriate field.  (note, this will be the same account number used in the Fabrication software) 
  16. Click Update
  17. Click on Discounts from the sub-menu
  18. Click on Choose File
  19. Navigate to the location of the discount file for this Account (discounts in this file must match what is entered in the Fabrication system)
  20. Click Apply
  21. For more information on vendor discounts in Solatech Focus, refer to this knowledge base article: Managing Vendor Discounts in Solatech Focus

Applies To:

  • SWCS 4.2
  • Solatech Focus

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