Account Administrator - Maintaining your Account
Using the Visual Dashboard
Summary The Solatech Visual Dashboard gives Account Administrators a real time look at company performance. This valuable tool has information on everything from marketing results to sales rep conversion rates. This knowledgebase article will ...
How to create Purchase Orders for each line of a product
Summary Solatech Focus allows Account Administrators to choose one or more products which should always create separate Purchase Orders per line on an order. This article will describe how an Account Admin can enable that for products of their ...
How to give an account user the ability to re-open a closed order
Summary Solatech Focus allows closed orders to be reopened in certain circumstances. This article will describe how an Account Admin can enable that feature for users. Note: before the directions below can be implemented, your Site Administrator must ...
How to give an account user the ability to cancel or delete orders
Summary Solatech Focus allows orders to be Cancelled or Deleted in certain circumstances. This article will describe how an Account Admin can enable that feature for users. Note: before the directions below can be implemented, your Site Administrator ...
Using the Edit Order feature
Summary Solatech Focus allows the Primary Account Admin and optionally other users to edit orders. This knowledge base article will outline how to use this feature. Note: This feature must be enabled by a Site Administrator. Contact your Site ...
How to give an account user the ability to Edit Orders
Summary Solatech Focus allows orders to be edited in certain circumstances. This article will describe how an Account Admin can enable that feature for users, and how they can effectively use this feature. Note: before the directions below can be ...
Setting up Terms and Conditions for your Process Reports
Summary Account Administrators can setup multiple versions of Process Reports that can be printed, previewed or emailed to customers or other users. This knowledge base article will describe how to setup and attach your Terms & Conditions to your ...
How to add notes to the line item descriptions
Summary Solatech allows users to add line item notes for quotes and sales. You may opt to show those notes on process reports, or use them internally only. This knowledge base article details how to use line item notes. Adding a note When adding a ...
How to automatically round line item prices to the nearest dollar
Summary Solatech gives account administrators to opt to round up line item prices to the nearest dollar. This knowledge base article provides instructions on setting up this preference. Instructions While logged in as an Account Administrator, click ...
How to convert a sale with errors to an order
Summary Solatech will allow an account administrator to opt to allow sales with errors to be converted to an order for record keeping purposes. These orders cannot be ordered from Solatech. Instructions While logged in as an Account Administrator, ...
How to change customer terms, sales tax rates and lead sources
Summary An Account Administrator has the ability to change items that are found in lists for their account. This knowledge base articles contains instructions for locating and modifying these items Instructions From within Focus, click Admin from ...
How to setup the new NOR-Norman Woodlore Shutter and NOR-Norman North American Shutter to be sent electronically
Summary Solatech has recently added Norman Woodlore Shutter and Norman Woodlore North American Shutter to the list of Norman products that can be sent electronically. These two new products can be found in the vendor Norman Window Fashions. The only ...
Which Norman products can be sent electronically to Norman Window Fashions?
Summary This article explains why Norman products are assigned different vendors, and the impact for Online Order Processing in Solatech Window Covering Software. More Information Only the following Norman products can be processed electronically. ...
How to setup Cc and/or Bcc email addresses at the user level
Summary Solatech gives individual users the ability to setup unique Cc or Bcc emails addresses. Each email sent from Solatech by that user will be also sent to these addresses. Please note that these are independent of any Cc or Bcc emails that have ...
How to create a quote from a sale or an order
Summary Users can create a quote from an existing sale or order. The original sale or order will still exist - this will be a completely new quote. Instructions From within any existing sale or order, navigate to the Workflow section Press the ...
How to require tax code, lead source, terms and/or installer when creating a new customer
Summary Account Administrators can choose to have certain fields required when a new customer is created. This knowledge base article describes how to set up this requirement. Instructions While logged in as an Account Administrator, click Admin ...
How to override the cost on a Purchase Order
Summary Solatech Focus users can override the cost on purchase orders. This knowledge base article will describe how to use this feature. Instructions On the PO review page, expand the Items section Click on an item Click the Edit Cost button Enter ...
How to enable the ability to bypass sending orders electronically
Summary Account Administrators can allow users to bypass sending order electronically from Solatech Focus if this feature has been enabled by the site administrator. This knowledge base article will describe how to enable and use this feature. ...
How to setup vendors with multiple account numbers in Solatech Focus
Summary Solatech Focus gives users the ability to setup multiple vendor account numbers for one vendor. This knowledge base article describes how to setup and use multiple account numbers. Note: These instructions can only be performed by a user ...
How to identify products with missing vendor discounts or margins
Summary Solatech gives Account Administrators the ability to easily identify products that are missing either vendor discounts (used to determine cost) or margins (used to calculate selling price). This knowledge base article will describe how to ...
Working with Vendor Discounts
Summary This article describes how to update and add vendor discounts in Solatech Focus. Solatech does not maintain vendor discounts after initial setup. More Information During the initial setup of your Focus account a discount file was created and ...
How to setup and use the Delivery Range feature
Summary Account Administrators can setup Delivery Ranges for sales reps to use on customer output. This can be a good selling tool for reps to let customers know approximate delivery times for various products. Set Up Delivery Ranges Click on ...
Automatic Sidemark Formats
When creating automatic sidemarks, the following fields can be used: [[F]] = First name. [[FL]] = First letter of first name. [[L]] = Last name. [[LL]] = First letter of last name. [[CN]] = Customer name. [[Date]] = The current date. [[ON]] = Quote ...
Working with Adjustments and Promotions
Summary The Solatech Adjustments and Promotions feature allows user to take advantage of Solatech supplied shipping charges and promotions for Graber, Horizons and Comfortex. An Account Administrator can also create their own custom charges and ...
Setting up Customer Email Templates
Summary Solatech allows users to set up personalized email templates that can be sent to customers from within the system. Templates to send to users (Sales Reps and Installers) can also be created. This knowledge base articles provide instructions ...
Setting up Process Reports and Email Templates
Summary Account Administrators can setup multiple versions of Process Reports that can be printed, previewed or emailed to customers or other users. This knowledge base article will describe how to setup and use process report templates Accessing and ...
How to use Google Calendar with Outlook Calendar
Summary Google Calendar integration is supported in Solatech Focus. For client's who wish to use Outlook, it is possible to view your Google Calendar in a side by side view with Outlook. This knowledge base article provides additional information on ...
Setting User Security in Solatech Focus
Summary Solatech allows an Account Administrator to specify various security settings for their users. This knowledge base article contains information on the settings available, and how to use them. More Information Accessing the user security ...
How to select a default tax code, lead source and sidemark for your account
Summary Solatech Focus allows Account Administrators to require that users select a tax code and lead source for new customers and to optionally set a default tax code and lead source for new customers. Users can also change the sidemark used for new ...
What fields are searched in Solatech Focus for Customers, Purchase Orders and Orders?
Summary Solatech Focus allows users to search Customers, Quotes/Sales/Orders and Purchase Orders in the system. This knowledge base article will describe which fields are searched for each search type. Purchase Orders: Account Number PO Number Order ...
How to view the product pricing breakdown and vendor discounts on a line item
Summary Users of Solatech Focus can easily view price breakdowns on line items in their system. Users can also view the percentage of discount which has been applied to a line item. The percentage shown is based on the multipliers from your vendors ...
How to Prevent users from viewing cost, over-riding prices and sending orders
Summary Solatech Focus allows an Account Administrator (AA) to prevent users from viewing cost information for Quotes, Sales and Orders and prevent users from over-riding item pricing. An AA may also prevent users from sending orders to the vendor. ...
Setting up email for your Solatech Focus account
Summary Solatech Focus allows users to choose how email is sent for their account. This knowledge base article provides instructions for setting up your account's email. Decide which method will be used Click on Admin from the upper navigational bar ...
How to add terms & conditions to the signature page
Summary Account Administrators (AA) can add terms & conditions which will appear on the signature page in Solatech. This article will describe how to add terms & conditions to this page. Note: This can also be done by a Site Administrator (SA) for ...
How to change your login password
Summary Solatech Focus users can change the system generated password to a unique password of their choice. This knowledge base article describes how to change your password. Instructions While logged into your Solatech Focus site, click on Admin ...
How to make an account user inactive
Summary This article will describe how an Account Administrator can mark a user as inactive. Marking a user as inactive will prevent that user from accessing the Solatech system. Instructions While logged in as an Account Administrator, click on ...
How to add an image to your Terms and Conditions
Summary Solatech Focus Account Administrators can add an image to the Terms & Conditions used for their account. This knowledge base article will describe how to add an image. Instructions While logged in as an Account Administrator (AA) click Admin ...
How to add an additional email address for all Quotes, Sales and Order output
Summary Solatech Focus gives Account Administrators the ability to assign a second "Cc" email address to which every item emailed by any user in their account will be sent. This knowledge base article provides instructions on where to enter this ...
How to prevent sales reps from deleting sales
Summary Focus gives Account Administrators (AA) the ability to prevent sales reps from deleting sales. This knowledge base article will describe how to enable this restriction. Note: This article applies only to Account Administrators who have been ...
How to setup and use Dispatch.me with a Solatech Focus Account
Summary Solatech Focus offers integration with Dispatch.me, a third party dispatching system. This knowledge base article will provide instructions on how to setup and use this feature. (Dispatch.me integration is an add-on feature for Solatech ...
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