How to change customer terms, sales tax rates and lead sources

How to change customer terms, sales tax rates and lead sources

Summary

An Account Administrator has the ability to change items that are found in lists for their account.  This knowledge base articles contains instructions for locating and modifying these items

Instructions

  1. From within Focus, click Admin from the upper navigational bar
  2. From the lower navigational bar, click Lists
  3. On the Lists page, you may delete, add or edit terms, sales tax rates and lead source
  4. When modifications have been completed, click the Update button at the bottom of the page to save your changes. 

Note: If you have selected any of these items as the default for new customers, you will need to remove that selection before the item can be changed in any way.  For additional information on defaults, please refer to this knowledge base article: Selecting Defaults

Applies to:

  1. Solatech Focus
  2. Solatech DOS 

    • Related Articles

    • How to Add or Modify Sales Tax Rates in SalesPRO

      Summary This article explains how to setup new sales tax rates and modify existing sales tax rates in SalesPRO.  Please note that if you have Roaming Workstations, this needs to be completed on the Main computer.  This information will be transmitted ...

    • How to Add or Modify Sales Tax Rates in Solatech

      Summary This article explains how to setup new sales tax rates and modify existing sales tax rates in Solatech.  Please note that if you have Roaming Workstations, this needs to be completed on the Main computer.  This information will be transmitted ...

    • 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 ...

    • Importing customers from external sources

      Summary Solatech Focus users have the ability to import customers from external sources, such a CRM systems. In order to do this, the data exported from the outside source must be formatted in a certain way before import.  This knowledge base article ...

    • How to select a default tax code, lead source and sidemark for your account

      Summary Solatech Focus allows Account Administrators to require that users select a tax code and lead source for new customers and to optionally set a default tax code and lead source for new customers. Users can also change the sidemark used for new ...