How to Setup Account Properties under General Tab

Login to Solatech Focus 2.0 and navigate to the Settings Gear icon in the top right corner

1. Click Settings Gear Icon

2. Click the "Account Administration" section under Settings

3. Click the "Properties" menu under "General"

4. Click the "Company" section to edit

5. Click the "Upload" button to add or edit a logo

6. Click "Select File" button to choose a file from the computer

7. Search and select the file you want to use, then click "Open"

8. One uploaded, click the "Save" button

9. Click "Account Name" to add or edit your company name

10. Click "Save"

11. Click the "Contact" section to edit company contact information

12. Enter where appropriate: the phone number, fax number, email address, cc: address, bcc: address, website

13. Click the "Save" button

14. Click on the "Account Formats" section to edit

15. Click the carrot on each dropdown to select a date, time, currency, and number format.

16. Click the "Save" button

17. Click "Other" to toggle on/off if pricing needs to be rounded to the nearest dollar. This will adjust the pricing for quote line items.

18. Click the "Save" button

19. Click the "Address" section to put in the main company address, then click each text field to edit the information

20. Click the "Save" button

21. To edit or add shipping addresses, click the "+New" button under "Shipping Addresses"

22. Fill in all of the address fields then click the "Save" button