General Topics
General Reports: Visual Examples
General Reports – Visual examples There are a number of stock General Reports available to you as a dealer. Sometimes it’s hard to know which keyword of information on customers, sales, leads, etc is easily available to you. To make this easier to ...
Discount Groups, Create and Apply to a Customer(s)
Create and Apply a Discount Group to a Customer(s) This guide provides a step-by-step process for creating and applying a discount group to one or more customers. By following these instructions, users can efficiently manage additional discounts, ...
Edit an Email Template in Focus 2
How to Edit an Email Template in Focus 2 This guide provides a step-by-step process for editing and sending a quote email template, making it an essential resource for anyone looking to streamline their communication with clients. By following these ...
How To Disable an Adjustment in Focus 2
How To disable an Adjustment Summary: This guide provides a straightforward process for disabling adjustments within an account, ensuring users can manage their settings effectively. By following the steps outlined, users can quickly navigate from ...
Tarriff Updates
Solatech has added item level TARIFF adjustments that will automatically be applied to your quotes. These adjustments have already been created and assigned to your account. Alta (US): 2% (recently increased from 1%) HD (US): 2% (recently increased ...
Creating Terms and Conditions in Focus 2
Creating Terms and Conditions in Solatech System This guide will anyone looking to effectively create and/or manage Terms and Conditions (T&Cs) within Solatech Focus 2. It provides a straightforward, step-by-step process that simplifies the setup, ...
Updating Your Profile Information in Focus 2
Updating Your Profile Information on Solatech This guide provides a straightforward process for updating your profile information on Solatech, ensuring your account details are accurate and current. By following these steps, users can easily manage ...
Setup Office 365 Microsoft Integration with Focus 2
Summary This guide provides a straightforward method for connecting Focus 2 to your Microsoft Office 365 account, enabling you to send quotes to customers through Focus 2, from your O365 email account. This eliminates the need to cycle between ...
Connect your Google account to Focus 2
Summary This guide simplifies the process of signing in to the Solatech demo site using your Google account, making it quick and user-friendly. By following the straightforward steps, you can easily email your customers through Focus 2, and place ...
Updating Discounts & Margins for Products inside Focus 2
Summary: This guide provides a step-by-step approach to efficiently update discounts and pricing for Norman Window Fashions, ensuring you can easily manage your pricing structure. By following these instructions, you can streamline your workflow, ...