How to add a Customer

How to add a Customer 

This guide provides a step-by-step process for adding a new customer to the Solatech Focus 2.0 system. To start, navigate and login to the system. From the home page, there are two options to start the process to add a customer, see below for details. 

Option 1 for "How to add a Customer" 

1 Click on the "+" to bring up a menu

2 Click the "New Customer" link 

3 Type in as much known information as you have for the Customer including: First, Last, Display Name (mandatory fields) and Company, Account # (optional fields)

            4 Click on each field to add phone number and email 

            

Tip! Choose the dropdown next to phone and email to select the type

 

5 Click each dropdown under Additional Details and select the option that applies 

6 Click "Sales Rep" to override the selection auto-filled (your user name)

 

7 Click each field to fill in customer billing information under Addresses 

8On the right side, click "Copy from Billing" if the Primary installation address is the same as the billing address. If it's different, click each individual field to update the customer primary installation address.

5 

9Toggle on/off "the customer is taxable" if tax needs to be applied to the customer quote. Add in Reason and Details as necessary. 

10 When done, click "Save and close"

6 

11 When the record is saved, it takes you to the Customer page where you have the ability to view or edit the information 

Option 2 for "How to add a Customer"

7 

12 Click "Customers" 

13 Click "New customer"

8 

14 Complete the customer detail as shown in Option 1, then when done click "Save and close"

9 

• Related Articles

• How to add customer notes

  Summary Solatech Focus and DOS users can add customer notes to the customer record.  These notes are only visible from within the customer record, and will not print on any output generated from the system. Instructions On the customer details ...

• How to Add Tags to a Customer Record

  Add Tags to a Customer Record This guide provides process for adding tags to customer records, enhancing organization and personalization in customer management. By following the steps, users can efficiently categorize clients based on interests or ...

• How to add the MSRP and customer discount to process reports

  Summary This article explains how to add the retail price (MSRP) and the customer discount (for example 5%, 23%) to process reports; to display along with the description, unit price, total price, etc. More Information The before discount retail ...

• How to add customer contact name to process reports

  Summary This article will describe how to add the contact name field to your process reports (quotes, order confirmations, etc.).  There are two sections to which this field can be added: the Information Section and the Identification section . ...

• Creating a Customer

  More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links. Steps From Home tab, click drop-down arrow ...