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. 

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      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. 

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      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 #". 

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