How to add a Customer

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


  1. Click the "New Customer" link


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


Tip! The Display Name is required for QBO integration requirements. The First and Last name combination must be unique.

  1. Click on each field to add phone number and email


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

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


  1. Click "Sales Rep" to override the selection autofilled (your user name)
  1. Click each field to fill in customer billing information under Addresses


  1. On 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.


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


  1. When done, click "Save and close"


  1. 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"

  1. Click "Customers"


  1. Click "New customer"


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



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