Summary

This article will describe how to create a new customer in Solatech Focus

Instructions

• From the Home Page, click on the Add new customer button.  (Site Administrators will need to go to the Customers list to enter a new customer) 
• Required fields are indicated with an asterisk (*)   They are: First Name, Last Name, Sales Rep and Phone.
• Terms, Lead Source, Sales Rep and Tax Codes are predefined drop down menus and cannot be modified by the sales rep. 
  

Note: If you are logged in as a Sales Rep, your name will automatically be selected in this field.

Adding a phone number 

• Click the Add button
• Change label if needed 
• Enter phone number
• Repeat for any additional phone numbers required
  

Adding an email

• Click the Add button
• Change label if needed
• Enter email address
• Repeat for any additional customer email addresses.
  

Selecting tax codes

• Use the drop down menu Select tax
• Select the correct tax rate
• Click the Add button
• Repeat for any other tax codes which apply to this customer

Entering Addresses

• Click the Add button
• Select the Address Type:  Shipping or Billing
  
• Note: Customer Shipping Address is the physical location of the customer. This will NOT affect where your ordered products from your vendor(s) are shipped. 
• Type address information in the text boxes
• Repeat for any other addresses to be entered

Note:  it is possible to enter multiple Shipping and Billing Addresses for a customer.

Adding a Customer Image

• Click on the Select file box
• Browse to the location of the customer image
• Click on the image once
• Click Open
• The image will be attached (note:  the image will not be visible until you save the customer data) .
  

Applies To:

• Solatech Focus