General Topics
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 (PO)
How to create and submit a Purchase Order (PO) 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 ...
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 ...
How to convert a Quote to a Sale
How to convert a Quote to a Sale This is process for converting a quote into a sale, making it essential for anyone looking to streamline their sales workflow. By following the outlined steps, users can efficiently manage their sales transactions, ...
How to Bulk Edit a Quote or Sale
How to bulk edit a Sale This guide is for bulk editing sales, making it an essential resource for anyone looking to update their records to reduce time and error. The bulk editing feature may be used if after sale if the invoice needs an adjustment ...
How to navigate workflow on a Purchase Order
How to accept a Purchase Order Option 1: Access the PO status through the Sale page Click "Purchase Orders" Click the PO number Click Workflow banner To review the Workflow status for a PO, select from the dropdown and click "Purchase Order" Click ...
How to login to Solatech
How to login to Solatech Navigate to the Solatech login page Click the "Email address" and "Password" field to enter your credentials Click the "Login" button You will be taken to the main Solatech dashboard
How to get help and access Solatech knowledge base articles and videos
How to get help and access Solatech knowledge base articles and videos Option 1: Send a direct message via Chat Login to your Solatech site Click "Message" icon to create a ticket or inquiry Click "Leave a message" Type in your question and any ...
How to Setup Account Properties under General Tab
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 Click Settings Gear Icon Click the "Account Administration" section under Settings Click the "Properties" ...
How to setup Gmail or Microsoft to sync
How to setup Gmail or Microsoft to sync This guide provides a process for setting up Gmail to sync with your account, ensuring you can manage your emails efficiently. Login to Solatech Click the "Settings" gear icon Click "Your Account Settings" ...
How to upload a Profile Picture
How to upload a Profile Picture This guide provides a process for uploading a profile picture on Solatech, ensuring your profile is personalized and professional. Login to Solatech Click "Settings" gear icon Click "Your account settings" Click ...
Update User Contact and Address Information in personal profile
Update User Contact and Address Information in personal profile This guide provides a process for updating your user contact and address information in your personal profile. By following the steps outlined, you can ensure that your details are ...
How to Create or Edit Dashboard content
How to Create or Edit Dashboard content Login to Solatech Click "Settings" gear icon Click "Your account settings" Click "Dashboards"under "General" Click "New dashboard" button or any current Dashboards will be listed under the "Name" column. Click ...
How to customize Lists under General tab in Account Administration Settings
How to customize Lists under General tab in Account Administration Settings This guide provides a comprehensive walkthrough for customizing various lists within the Account Administration Settings, enhancing your ability to tailor the system to your ...
How to Edit Email Templates
How to edit email templates By following the steps outlined, users can efficiently modify templates, select recipients, and utilize variables for personalization. Important note: only copies can be edited. Original templates are not editable. Login ...
How to edit User permissions as an Account Admin
How to edit User permissions as an Account Admin Solatech sets up appropriate permissions per user type, but they may be adjusted per unique needs. This guide shows you how to edit user permissions. You must be logged in as an Account Admin, ...
Troubleshoot Quickbooks Online errors in Focus 2
Summary NEVER use a colon in any field that will be exported to Quickbooks. It will be rejected. Sometimes an export or other function may not work as we hope. Below is a guide to finding the rationale, enabling the user (and Support) to resolve the ...
Assigning Products to Accounts - for DOS users
Summary: This guide provides a step-by-step approach for assigning new products to accounts on your DOS site. Logged in to your DOS site, click on the gear in the upper right corner and choose Site Administration. Then click on Products in the menu ...
QuickBooks Online: Troubleshoot Export Error for a Customer in Focus 2
QuickBooks Online: Troubleshoot Export Error for a Customer in Focus 2 NEVER use a colon in a field that is exported to Quickbooks. It will be rejected. Click Customers tab Click specific Customer to export (or select all with checkbox next to Name ...
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 Enable/Disable a Product in Focus 2
How To Enable or Disable a Product in your Focus 2.0 account Summary: New products that are added to your account will be initially disabled. This guide provides a straightforward process for account administrators to enable or disable products ...
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 ...
Sidemark Format Fields
When creating automatic sidemarks, the following fields can be used: [[F]] = First name. [[FL]] = First letter of first name. [[L]] = Last name. [[LL]] = First letter of last name. [[CN]] = Customer name. [[Date]] = The current date. [[ON]] = Quote ...
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 ...
Email template fields
When adding fields to a template, enclose them in [[ and ]]. For example, to use the customer name in a template, write [[CustomerName]]. Customer fields CustomerFirstName CustomerLastName CustomerMiddleInitial CustomerCompanyName ...
Microsoft O365 Setup & Integration for 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 ...
Google Gmail Integration with 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, ...
Focus 2.0 Workflow Formulas
Workflow Sales Formulas, and Purchase Order Formulas can logically control workflow statuses in Focus 2.0 - They have been setup at the Global level, and flow to the Site and Account levels by default. Explanation of the formulas is below. "Purchase ...