Site Admininstrator - Maintaining your Site
Solatech Updates August 2023
Summary This is a list of updates released on August 10, 2023 for your Solatech Focus account. More information Purchase orders can be created for each line of a product Closed orders can be reopened Orders can be canceled or deleted Orders can be ...
How to disable products on specific accounts
Summary Site Administrators have the ability to disable products for certain accounts, rather than disabling them for the entire site. This knowledge base article provides instructions on this process. Instructions While logged in as a Site Admin, ...
How to enable and set up Norman Woodlore Shutter and Norman North American Shutter for electronic ordering
Summary Solatech has recently added Norman Woodlore Shutter and Norman Woodlore North American Shutter to the list of Norman products that can be sent electronically. In order to enable these products for Accounts, a Site Administrator will first ...
How to use the Edit Order feature
Summary The Edit Order Feature allows a Site Administrator (SA) or Secondary SA with sufficient privileges to edit existing orders. This feature is only available to select customers . This article will describe the proper steps a SA should take when ...
Working with Adjustments and Promotions
Summary The Solatech Adjustments and Promotions feature allows Site Administrators to create and assign adjustments and promotions for their accounts. Site Administrators can also choose to take advantage of Solatech supplied shipping charges and ...
Email Template Fields
Customer Email Fields [[CustomerFirstName]] = The customer first name, for example "Joe" [[CustomerLastName]] = The customer last name, for example "Smith" [[CustomerCompanyName]] = The company name, for example "Joe's Blinds" ...
How to setup and use Dispatch.me with a Solatech Focus site
Summary Solatech Focus offers integration with Dispatch.me, a third party dispatching system. This knowledge base article will provide instructions on how to enable, setup and use this feature. (Dispatch.me integration is an add-on feature for ...
How to prevent accounts from deleting sales
Summary Site Administrators (SA) have the ability to prevent accounts from deleting sales. This knowledge base article will provide instructions on how to enable this feature. Instructions While logged in as an SA, click Admin from the upper ...
How to update margins for your accounts
Summary A Site Administrator can update margins for their accounts when needed, or add margins for newly added products. This knowledge base article describes that process. Instructions Begin by going to your Admin page Click on Accounts Click on ...
How to assign products to your accounts
Summary When a new product is added to Solatech Focus, the site administrator will receive an email from product development. If this product is one which your accounts will sell, it will need to be assigned to the account in order for each account ...
How to disable discontinued products
Summary Site Administrators should disable products which have been discontinued. This will prevent those products from being added to any new accounts which are created. This knowledge base articles provides instructions on disabling products. ...
How to add a login message for your accounts
Summary Site Administrators can now add a login message for accounts. This message will be seen in the upper left hand corner of the Focus site. This knowledge base will describe how to enter a login message. Instructions Click on Admin from the ...
How to prevent Accounts from creating new users
Summary A Site Administrator can now prevent Account Administrators from creating new users. This knowledge base article describes how restrict this privilege. Instructions Click on Admin from the upper navigational bar Click on Accounts from the ...
How to allow Sales Reps to create quotes for multiple accounts
Summary Site administrators may now choose to allow sales reps to sell for multiple accounts on their site. This knowledge base article will describe how to convert an existing sales rep to a secondary site administrator or create a new sales rep ...
How to personalize the welcome message sent to each new Focus user
Summary Solatech Focus allows a Site Administrator (SA) personalize the email message which is sent to each new Solatech Focus user. This article will describe the process of modifying the default template Instructions Click on the Admin button from ...
Updating your Solatech Focus Home Page
Summary When you receive your Focus site, the Home page has been populated based upon information provided In your setup document. As a Site Administrator, you can change the Home page when needed. This document will describe the process of making ...
Managing Vendor Discounts in Solatech Focus
Summary Site Administrators have the ability to change or add vendor discounts for any of their accounts when needed. This document explains the process of updating vendor discounts. More Information During the initial setup of your Focus site, a ...
Creating and Maintaining your Site and Accounts information in Solatech Focus
Summary When you receive your Focus site, certain items have been setup for you prior to delivery. These items include payment terms and methods, product margins, sales tax rates and more. When any of these items require adjustment, or when you need ...
Available Fields for Welcome Messages
The following fields are available when creating a welcome message that can be sent to new users. To include a field in the email content, body only, enclose them with double brackets [[ and ]]. For example: Hello [[xxx]]. Welcome to our web site. ...
User Security in Solatech Focus
Summary Each Solatech Focus user has one of four types of user security: Site Administrator, Account Administrator, Sales Rep or Installer. This article will describe each user type in detail. Site Administrator One Site Administrator is created ...