Account Administrator - Maintaining your Account
How to change what is shown on customer output
Summary Account Administrators can now choose to modify what is shown on output. You may now also include the Sales Rep's telephone number and email to customer output. This knowledge base article will describe how to set this up for your account. ...
Updating or adding margins for your account
Summary An Account Administrator can update existing margins or add margins for new products on their account. This knowledge base article describes that process. Instructions To change margins for a vendor in bulk (many products at once) Begin by ...
How to add or change your vendor account numbers in Focus
Summary In the event you add a new vendor, or if account numbers change for existing vendors, an account administrator can easily add or update vendor account numbers. This knowledge base article describes this process. Instructions While logged in ...
How to disable products on your account
Summary Products may be disabled on your account if you no longer wish to have them listed in order entry as available products. Products which have been discontinued by the manufacturer should also be disabled. This knowledge base article contains ...
Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts
Summary Solatech Focus gives users with a company Focus site the ability to assign outside sales reps to multiple accounts. As an account administrator, you can create customers for your outside sales reps and view any quotes, sales and orders that ...
How to add or modify the output logo for your account
Summary Solatech Focus gives Account Administrators (AA) the ability to add a company logo to be used on all output. This article describes the process of adding a logo for your Account, and how to modify the dimensions, alignment, sizing and ...
Account Administrator - How to Maintain your Focus Account
Summary The Account Administrator (AA) has the ability to change or add products, discounts, lists and users on their account. This Knowledge Base article will describe how to perform these tasks. Instructions We will begin by clicking on the Admin ...
Adding or Modifying your Company's Address
Summary This article will describe how to modify your Account's address information, logo and/or terms and conditions Instructions From within Solatech Focus, click on the Admin tab. This will bring you to the Account page. Account section: here you ...