Creating a new customer in Solatech Focus

Creating a new customer in Solatech Focus


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


  • 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
Below is a graphic showing where the label is changed and where the phone number is entered. 

Adding an email

  • Click the Add button
  • Change label if needed
  • Enter email address
  • Repeat for any additional customer email addresses.
Below is a graphic showing where the label is changed and where the email address is entered

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 

    • Related Articles

    • Creating a quote in Solatech Focus

      Summary This article will describe how to create a quote in Solatech Focus, including adding products, discounts and surcharges (shipping, measuring, install, etc.). Instructions From the Home Page, click on the Create a Quote button. (note: Site ...
    • How to Setup and use a Leica Disto X3 laser with your Solatech Focus system

      Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device.  It also describes how to transmit those measurements into your Solatech Focus system.  Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...
    • User Security in Solatech Focus

      Summary Each Solatech Focus user has one of four types of user security:  Site Administrator, Account Administrator, Sales Rep or Installer. This article will describe each user type in detail.    Site Administrator One Site Administrator is created ...
    • 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 ...
    • Solatech Focus Home Page

      Summary The home page is your starting point for Solatech Focus.  This article will describe how to use the home page to navigate your site efficiently. Navigational Links The links found across the top of the Home Page will allow you to quickly add ...