Account Administrator - Maintaining your Account
How to Prevent users from viewing cost, over-riding prices and sending orders
Summary Solatech Focus allows an Account Administrator (AA) to prevent users from viewing cost information for Quotes, Sales and Orders and prevent users from over-riding item pricing. An AA may also prevent users from sending orders to the vendor. ...
Setting up email for your Solatech Focus account
Summary Solatech Focus allows users to choose how email is sent for their account. This knowledge base article provides instructions for setting up your account's email. Decide which method will be used Click on Admin from the upper navigational bar ...
How to add terms & conditions to the signature page
Summary Account Administrators (AA) can add terms & conditions which will appear on the signature page in Solatech. This article will describe how to add terms & conditions to this page. Note: This can also be done by a Site Administrator (SA) for ...
How to change your login password
Summary Solatech Focus users can change the system generated password to a unique password of their choice. This knowledge base article describes how to change your password. Instructions While logged into your Solatech Focus site, click on Admin ...
How to make an account user inactive
Summary This article will describe how an Account Administrator can mark a user as inactive. Marking a user as inactive will prevent that user from accessing the Solatech system. Instructions While logged in as an Account Administrator, click on ...
How to add an image to your Terms and Conditions
Summary Solatech Focus Account Administrators can add an image to the Terms & Conditions used for their account. This knowledge base article will describe how to add an image. Instructions While logged in as an Account Administrator (AA) click Admin ...
How to add an additional email address for all Quotes, Sales and Order output
Summary Solatech Focus gives Account Administrators the ability to assign a second "Cc" email address to which every item emailed by any user in their account will be sent. This knowledge base article provides instructions on where to enter this ...
How to prevent sales reps from deleting sales
Summary Focus gives Account Administrators (AA) the ability to prevent sales reps from deleting sales. This knowledge base article will describe how to enable this restriction. Note: This article applies only to Account Administrators who have been ...
How to setup and use Dispatch.me with a Solatech Focus Account
Summary Solatech Focus offers integration with Dispatch.me, a third party dispatching system. This knowledge base article will provide instructions on how to setup and use this feature. (Dispatch.me integration is an add-on feature for Solatech ...
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) 1) 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 1. While logged ...
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 ...