Quotes, Sales and Orders
How to view comments on the quote, sale or order list page
Summary Solatech Focus users can easily view comments from the quote, sale or order listing pages. Instructions Click on the chat bubble on a list page The comments will be displayed in a popup window Click OK to close the comments window Applies ...
How to retain all options, including measurements, when adding line items to a quote or sale
Summary When working in order entry, users can choose to retain all options, including measurements, when adding a line and starting another. This knowledge base article describes how to enable this feature. Instructions In order entry, place a ...
How to override the cost on a line item
Summary Solatech Focus users can now override the cost on a line item. This is especially helpful when using the Custom products in the system, which have no pricing associated with them by default. This knowledge base article will describe how to ...
Using Adjustments and Promotions
Summary If the Adjustments and Promotions feature is enabled for your Site and/or Account, you will be able to use this feature to add; remove; or edit discounts or surcharges. This knowledge base article provides user instructions. Instructions On ...
How to use the Drop Shipping feature in Solatech Focus
Summary Typically purchase orders send to vendors through Solatech will be shipped to the company shipping address in your Solatech system. In cases where the shipment should go to an alternate location, Solatech gives users the ability to enter or ...
How to use the measure sheet to record customer measurements
Summary Solatech Focus gives user's the ability to capture measurements prior to beginning a quote. This knowledge base article will describe the process of capturing measurements; exporting measurements and importing measurements. It will also ...
Apparent rounding errors when using a Leica laser with your Solatech Focus system
Summary The Leica Disto™ Distancemeters with Bluetooth® allow you to set the display resolution to different values, for example to indicate 1/8 inch increments, rather than the native 1/32 inch increments. While this allows a greater ease in quickly ...
Working with quotes and sales with errors
Summary Solatech Focus allows users to continue a quote with errors and to convert the quote to a sale with errors. Solatech does not recommend continuing a quote that has errors. If a user chooses to proceed, all errors will be clearly identified ...
Using a Leica X3 laser with an Android tablet
Summary For some Android users, when a Leica Disto X3 device is connected via Bluetooth, it renders the on screen keyboard inoperable. In order to use the Disto X3 with an Android device, you will need to install and configure Gboard. Setting Up and ...
How to capture customer signature or initials in multiple areas on output
Summary Solatech Focus allows users to easily capture customer signatures in a signature box from within the cloud based system. There may be times that additional customer signatures, or initials are needed. This article describes how to use Adobe ...
How to Setup and use a Leica Disto X3 laser with your Solatech Focus system
Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device. It also describes how to transmit those measurements into your Solatech Focus system. Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...
How to use Quick Quote for Solatech Focus
The Quick Quote feature allows Sales Reps to create a quote without selecting a customer. This article describes how to use Quick Quote. Note: The customer used for Quick Quotes is automatically created. This customer will be called House followed ...
How to use the Replace feature in Solatech Focus
How to use the Replace feature in Solatech Focus Summary Solatech Focus users have the ability to replace products and/or options quickly on an existing quote or sale. This knowledge base article provides instructions on how to use this feature. ...
How to use the Reset Pricing check box
Summary In Solatech Focus, users have the ability to enter a new item price or discount on a line item. When using the Replace feature, this can cause unexpected pricing results when a new product is selected. Reset Pricing removes any existing ...
How to change the customer on a quote or sale
Summary After a quote or sales has been saved, Solatech Focus users can change the customer assigned to the quote or sale. This knowledge base article provides instructions for changing the customer. This can be done by Account Administrators (AA) ...
How to reorder line items in Solatech Focus
Summary Solatech Focus gives users the ability to easily reorder line items on a quote - even if those lines are not shown on the same page of the Quote Review screen. This article describes the process of reordering line items. Reordering items on ...
How to use DocuSign with your Solatech Focus system
Summary While Solatech Focus has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process. Note: These ...
Using the updated quoting screen in Solatech Focus
Summary The quoting screen in Solatech Focus has been updated to improve the speed and efficiency with which quotes can be created. This update changes the user interface of the quoting screen. This knowledge base will detail the changes, and how ...
How does Retain Options work?
Summary Solatech Focus has a feature called Retain Options which is enabled by default in your order entry section of Focus. This knowledge base article will describe how this feature works. More Information When creating a quote or modifying a ...
How to schedule appointments using Google Calendar
Summary Solatech Focus gives you the ability to schedule appointments that will be shown on your Google Calendar. Users may schedule appointments for themselves and other users on their account. Instructions Once one or more users have connected ...
How to capture a signature in Solatech Focus
Summary Solatech Focus gives users the ability to capture a customer signature on a quote, order confirmation or invoice. This signature will be added to output generated after the signature has been captured. In order to capture a signature, a ...
Working with discontinued and disabled products
Summary Sales reps can quickly identify a discontinued or disabled product in Solatech Focus when creating a quote, or editing a quote or sale. This knowledge base article will describe how to identify discontinued and disabled products on your ...
How to email a Report in Solatech Focus
Summary: This article explains how to email a report (output) in Solatech Focus. At many points in the Sales process, there may be a need to email output either to your customer or internally. The output available to you depends upon the status of ...
How to View a Report in Solatech Focus
Summary: This article explains how to view a report (output) in Solatech Focus. At many points in the Sales process, there may be a need to view output either for your customer or internally. The output available to you depends upon the status of ...
How to Edit a Quote or Sale in Solatech Focus
Summary This article explains how to edit the information in an existing quote or sale. After a quote or sale has been created, there are times that some of the information in the quote/sale might need to be changed. This information might include: ...
How to reset your password for Solatech Focus
Summary When your user account is created, you will receive an email from noreply@solatech.com which will contain your password. Your User Name is your email address. Should you lose your password information, you can easily reset your password for ...
How to Find a specific Quote / Sale / Order / Purchase Order
Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy. Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...
How to locate items which have been cancelled or closed in Solatech Focus
Summary When a Quote/Sale/Order/or Purchase Order has been cancelled it no longer shows up on its corresponding list page. This article will review how to locate these items. Statuses that cause an item to drop off of the list page: Quote Cancelled ...
How to use the RGA Items button for Purchase Orders in Solatech Focus
Summary: This document will overview the purpose of the RGA button in Purchase Orders, and explain how to use it. RGA stands for Return Goods Authorization. The RGA button is used when an item(s) on a specific PO is received from the fabricator ...
Converting a sale to an order in Solatech Focus
Summary: From the status of Sale, ordering your products converts your Sale to an Order. To get to your Sale Review page, first click on the Sales tab. Select the Sale you are ready to order and click on the blue hyperlink to the left of the Sale. ...
How to edit the sidemark for a Quote, Sale or Order in Solatech Focus
Summary This article describes how to change the sidemark for a Quote, Sale or Order. This feature is only available to Account Administrators and Sales Reps. Instructions Navigate to the Quote/Sale/Order Review screen In the upper left hand ...
How to change the status of a cancelled PO in Solatech Focus
Overview: This article will review how to reverse the cancelled status of a PO. One the Purchase Order Review Screen, your PO has a status. That status can be changed by clicking on any of the buttons in the Workflow section. If the purchase order ...
How to Enter a Payment in Solatech Focus
Summary This article will provide instructions on entering payments in Solatech Focus. Payments can only be applied to sales and orders. This feature is only available to users who are Sales Reps or Account Administrators. Instructions From the ...
Converting a Quote to a Sale in Solatech Focus
Summary Once your customer is ready to buy, you'll need to convert your quote to a sale. This article provides instructions on that process. This feature is only available to users who are Sales Reps or Account Administrators. Instructions From your ...
Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus
Summary This article describes how to select or change the installer for a Quote, Sale or Order. Since users who are installers can only review quotes. sales or orders on which they the selected installer, it is important to make the correct ...
Creating a quote in Solatech Focus
Summary This article will describe how to create a quote in Solatech Focus, including adding products, discounts and surcharges (shipping, measuring, install, etc.). Instructions From the Home Page, click on the Create a Quote button. (note: Site ...
Solatech Focus Home Page
Summary The home page is your starting point for Solatech Focus. This article will describe how to use the home page to navigate your site efficiently. Navigational Links The links found across the top of the Home Page will allow you to quickly add ...