How to setup vendors with multiple account numbers in Solatech Focus
Summary
Solatech Focus gives users the ability to setup multiple vendor account numbers for one vendor. This knowledge base article describes how to setup and use multiple account numbers.
Note: These instructions can only be performed by a user with full Account Administrator privileges.
Setup
- Click Admin from the upper navigational bar
- Click Products from the lower navigational bar
- Click the pencil icon to the right of the vendor name
- In the Account # field, enter the account numbers separated by a semi-colon ;
- Click Update to save the change
Usage
When a user clicks the Order Now button for an order which contains a vendor with multiple accounts numbers, they will see a pop up asking them to select the correct account number to be used
- Select the correct account number from the drop down list
- Press OK
- The PO will be sent.
NOTE: If you are unsure which account number should be used, please check with your Administrative team before clicking OK. This action cannot be undone and any corrections will need to be made with the vendor.
Applies to
- Solatech Focus
- Solatech DOS
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