Add Account Numbers to Products in Solatech Focus

Summary

Entering and saving account numbers for a vendor allows for electronic ordering directly from Solatech Focus to the vendor. In essence, the order is sent directly to the vendor and there is no need to build products a 2nd time in the manufacturer's system. This article summarizes how to add the vendor account number to your Solatech Focus account. 

More information

To set up electronic ordering, follow these seven (7) steps. 

      1) Navigate to Admin/Product. 

​

      2) click on the pencil to the right of the vendor. 

      3) the line (with the vendor name) will become blue after clicking in the box.  Enter the account number below. The example "8675309" is given. 

​

      4) do NOT populate any information into under "OOP ID". 

            4a) Exception, if you wish to temporarily block orders from sending electronically, click in the open box under OOP ID and type  SOLATECH01

      5) click the update button on the right, just above the Cancel button. 

      6) Note the account number is now saved

      7) Continue this until each vendor for which you wish to send orders electronically, has an account number populated under the column labeled "Account #". 

• Related Articles

• Creating and Maintaining your Site and Accounts information in Solatech Focus

  Summary When you receive your Focus site, certain items have been setup for you prior to delivery.  These items include payment terms and methods, product margins, sales tax rates and more. When any of these items require adjustment, or when you need ...

• How to use the NEW Item Cost Adjustments in Solatech Focus

  Summary Solatech has released a new feature to our Focus software that will allow you to adjust your costs at the line item level using adjustments. Previously, only item price could be adjusted at the line item level. This article will address the ...

• Managing Vendor Discounts in Solatech Focus, for Account Admins

  Summary Account Administrators have the ability to change or add vendor discounts for their account when needed. This document explains the process of updating vendor discounts. More Information During the initial setup of your Focus site, a discount ...

• How to add or change your vendor account numbers in Focus

  Summary In the event you add a new vendor, or if account numbers change for existing vendors, an account administrator can easily add or update vendor account numbers. This knowledge base article describes this process. Instructions 1. While logged ...

• Managing Vendor Discounts in Solatech Focus, Account Admin

  Summary Account Administrators have the ability to change or add vendor discounts for their account when needed. This document explains the process of updating vendor discounts. More Information During the initial setup of your Focus account, a ...