Creating a new customer in Solatech Focus
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
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
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