General Topics
How to Change the Status on a Purchase Order (PO)
How to Change the Status on a Purchase Order (PO) Navigate to the "PO's" Page Navigate to the PO for which you would like to change the status and click the pencil icon Click on the "Status" Field Select your new status from the dropdown menu The ...
How to Create an Adjustment
How to Create an Adjustment Click the Gear icon Click "Account administration" on the dropdown menu Navigate to the menu on the left of the screen and click "Adjustments" Choose the Type of Account Adjustment You Would Like to Make Tip! These are the ...
How to Customize Workflows
How to Customize Workflows Click the Gear icon Click "Account Administration" from the dropdown menu Navigate to the menu on the left of the screen and click "Statuses" Click the "New Status" Button Type the name of the status into the "Name" field ...
How to Edit a Line Item on a Quote
How to Edit a Line Item on a Quote Navigate to the "Quote" or "Sale" page Navigate to the Quote or Sale you would like to edit and click the corresponding number Expand the "Line Items" section by clicking the triangle icon Navigate to the line item ...
How to Generate a Signature on Paperwork Using the Sign Button
How to Generate a Signature on Paperwork Using the Sign Button Navigate to and click the Quote or Sales number to open the Quote/Sale page Click the "Sign" button Click the form to use from the dropdown list Alert! The only forms that will be ...
How to Setup Defaults and Requirements
How to Setup Defaults and Requirements Click the Gear icon Click "Account Administration" from the dropdown menu Navigate to the menu on the left of the screen and click "Defaults & requirements" You will be taken to the "Account defaults & ...
How to Setup Pricing for Your Products
How to Setup Pricing for Your Products Click the Gear icon Click "Account Administration" on the dropdown menu Navigate to the menu on the left of the screen and click "Products" Navigate to a product and click the pencil icon Click the "Pricing ...
How to Setup QuickBooks (QBO) Integration
How to Setup QuickBooks (QBO) Integration Click "Tools" Click “QuickBooks” from the dropdown menu Click “Go to this page” On the Intuit sign in screen, enter your QuickBooks email/User ID and password and click Sign In In the next window, you will be ...
How to Troubleshoot and Validate Discounts
How to Troubleshoot and Validate Discounts 1. Navigate to the "Quotes" Page 2. Navigate to the Quote You Would Like to Troubleshoot or Validate a Discount for and Click the "Quote #" 3. Click the "Line Items" Section Dropdown 4. Navigate to the Line ...
How to Add and Adjust Discounts
How to Add and Adjust Vendor Discounts Click the Gear icon Click "Account Administration" from the dropdown menu Navigate to the menu on the left of the screen and select "Discounts" Navigate to the discount group you would like to adjust and click ...
How to Add an Adjustment to a Quote or Sale
How to Add an Adjustment to a Quote or Sale Navigate to the "Quotes" or "Sales" Page Navigate to the Quote or Sale to which you would like to add an adjustment and click the corresponding number. Expand "Total" Section using the triangle icon Click ...
How to Create an Adjustment (Video Walkthrough)
Sidemark Requirement & Format Validation
Overview Focus 2 includes a feature that allows administrators to require a sidemark on new quotes, sales, or both. When enabled, this feature ensures that every quote or sale includes a meaningful identifier entered by the user. Administrators can ...
How to schedule an appointment on the Customer page
How to schedule an appointment on the Customer page This guide provides a step-by-step process for scheduling an appointment on the Customer page. Navigate and login to Solatech Focus 2.0 to begin. Click "Customers" Click the Customer you want to ...
How to Add Tags to a Customer Record
Add Tags to a Customer Record This guide provides process for adding tags to customer records, enhancing organization and personalization in customer management. By following the steps, users can efficiently categorize clients based on interests or ...
How to view Customer History
How to view Customer History The customer history is a a record of any update or change that is made in the system with who and what was changed. Login to Solatech Click "Customers" tab or find the Customer name on the Dashboard and click the name ...
How to send an email to a Customer
How to send an email to a Customer Login to Solatech and click "Customers" Lookup the Customer you want to send an email to and select their name Click "Email" button Choose a template or click "No Template" To add additional email addresses, click ...
How to edit a Customer on the Customer page
How to edit a Customer on the Customer page This guide provides a straightforward process for editing customer information, ensuring you can efficiently manage your customer database. Start by navigating and logging into Solatech Focus 2.0. 1. Click ...
How to create a new quote and email a customer
Create a New Quote and email a Customer This guide provides a step-by-step process for creating a new quote for a customer, making it an essential resource for anyone in sales or customer service roles. Login to Solatech Click "Customers" tab ...
How to change status of a Quote
How to change status of a Quote This guide provides a process for changing the status of a quote, ensuring users can efficiently manage their workflow. By following the steps outlined, users can easily navigate the system and update quote statuses ...
Focus 2 Videos: Walkthroughs & Overviews
The following videos are intended as a guide through specific features and page of Focus 2. To enlarge the video click the bracket in the lower right-hand corner. To adjust playback speed, video quality or closed captioning, click the gear. ...
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 record a payment
How to record a payment This is step-by-step process for recording payments on a new sale making it ideal for users who need to efficiently manage transactions. Navigate to and click on the Sale number to open the Sale record Click on the "Total" ...
How to mark a Purchase Order as Ordered
How to mark a Purchase Order as Ordered Click "PO's" tab Click the PO number Click the "Mark as Ordered" button Click the "OK" button
How to lock and unlock pricing on a Sale
How to lock and unlock pricing on a Sale This guide shows you how to lock or unlock pricing for a Sale. Once a sale is confirmed, remeasure complete, and/or sale ordered, it's best practice to lock a price so no other users can adjust the pricing. ...
How to navigate line items in Quotes - Duplicate, Edit, Move, Add a Note
How to navigate line items in Quotes: Duplicate, Edit, Move, Add a Note This guide provides a method for duplicating line items in Quotes, streamlining your workflow and saving time. By following the simple steps outlined, users can efficiently ...
How to make bulk changes to a Quote
How to make bulk changes to a Quote Login to Solatech Click "Customers" or "Quotes" tab Navigate to the "Customer name" or "Quote number" Click on the "Quote Number" to open the quote record details Click on the "Line items" banner Click "Bulk ...
How to lock or unlock prices on a Quote
How to lock or unlock prices on a Quote This guide provides a process for locking or unlocking prices on a quote, ensuring accurate pricing management. By following the steps outlined, users can efficiently secure their quotes, preventing ...
How to duplicate a Quote
How to duplicate a Quote This guide provides a method for duplicating quotes, making it easier to manage and replicate important information. By following the simple steps outlined, users can save time and ensure accuracy in their quoting process. ...
How to add a New Window to a Measure Sheet
How to add a new window measurement This guide provides a step-by-step process for adding a new window measurement under the Customer page. This step is necessary prior to quoting a job. Login to Solatech Click "Customers" if the Customer cannot be ...
How to generate installer paperwork using the Preview button
How to generate installer paperwork using the Preview button The Preview button found on the Sale page is where you can find and generate the Progress reports that are setup in the Admin Account Properties. These Progress reports are used for ...
How to customize Lists on the Customer page
How to customize Lists on the Customer page The Customer page has several drop down fields that can be setup with custom details including customizing Appointment Types, Delivery Ranges, Lead Sources, etc. Click the settings gear icon Click "Account ...
How to email a Purchase Order
How to email a Purchase Order to a Vendor Click the "PO's" tab Click the PO number Click the "Email" button Select from the dropdown of templates or click "No Template" to draft an email Click the "To", "Subject", and "Body" fields To add an ...
How to generate a Purchase Order and use the Preview button
How to generate a Purchase Order and use the Preview button Click "PO's" Click on the PO number Click the "Preview" button to see the templated forms Select from the dropdown list, i.e. click "Purchase Order" and another tab will open with the pdf to ...
How to send an email from the Sales page
How to send an email from the Sales page This is a process for sending emails directly from the Sale page, making it easy to communicate important information efficiently. Email templates can be adjusted (except the original templates), and there is ...
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 ...
How to schedule an appointment after sale
How to schedule an appointment after sale This process for scheduling an appointment after a sale, ensures you can efficiently manage appointments in one place. If your Google or Microsoft account is connected in the Account Properties settings ...
How to customize Lists on Quote page
How to customize Lists on Quote page Click the settings gear icon Click "Account Administration" Click "Lists" Click "Comment Types" to adjust the names of the note fields in different parts of the system To add an option, click the "New comment ...
How to create and submit a Purchase Order
How to create and submit a Purchase Order From the Sale page, click the "Order Now" button Click the "Order" button Click the "OK" button to order the products from the checked box. If you wish to simply "Mark as ordered" without actually sending the ...
How to create and edit Terms and Conditions
How to create and edit Terms and Conditions This is a process for creating and editing Terms and Conditions for contracts and invoices. From any screen, click the settings gear icon Click "Account Administration" On the left navigation click "Terms ...
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