General Topics
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 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 issue. 1) In this example, a user attempted to export a customer into a connected ...
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 Navigate to https://scribehow.com/workspace#dashboard Switch to tab Export to QuickBooks - Training Site - Shutters, Shades and Blinds LLC" Click "Start Export" Note the red error ...
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 ...
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 ...