F2 - Report Designer
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, ...
How to send a Customer Invoice via Email
How to send a Customer Invoice via Email Navigate to and click the Sales number to open the Sales page Click the "Email" button On the dropdown, select the type of email to send, i.e "Customer Invoice" Review the email to make adjustments or add a ...
Editing a Text Box
Editing a Text Box This guide provides a step-by-step approach to editing text boxes in Report Designer, making it an essential resource for anyone looking to enhance their reports visually. It covers key formatting options such as text styling, ...
Remove MSRP from a Process Report in Focus 2
Remove MSRP from a Process Report in Focus 2 This guide provides a step-by-step process for removing data from a process report. We'll use Manufacturer's Suggested Retail Price (MSRP) for this example. It is advised that users seeking to customize ...
Enable Comment Types in Process Reports
How To Design Process Reports With Comment Types This guide offers a comprehensive walkthrough to show how to enable comment types on specific process reports, enhancing organization and filtering comments on quotes and sales. By utilizing comment ...