Solatech, Inc.

Site Admininstrator - Maintaining your Site 14

• User Security in Solatech Focus
• Creating and Maintaining your Site and Accounts information in Solatech Focus
• Managing Vendor Discounts in Solatech Focus
• Updating your Solatech Focus Home Page
• Available Fields for Welcome Messages

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Quotes, Sales and Orders 25

• Solatech Focus Home Page
• Creating a quote in Solatech Focus
• Converting a Quote to a Sale in Solatech Focus
• How to Enter a Payment in Solatech Focus
• Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus

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Customers 6

• Creating a new customer in Solatech Focus
• Changes to customer record and customer list
• Importing customers from external sources
• How to copy customer shipping address to billing address
• How to add customer notes

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Account Administrator - Maintaining your Account 17

• Adding or Modifying your Company's Address and Terms and Conditions
• Managing Vendor Discounts for your Account in Solatech Focus
• Account Administrator - How to Maintain your Focus Account
• How to add or modify the output logo for your account
• Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts

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Solatech Focus Workflow 1

• How to use the Workflow in Solatech Focus

Online Order Processing 1

• How to send Purchase Orders to Vendors using Online Order Processing

Update Announcements 3

• System Updates September 5th, 2019
• System Updates 2019
• System Updates October 2019

QuickBooks Online 3

• Site Administrator - How to enable QuickBooks Online integration for your accounts
• Account Administrator: How to setup QuickBooks Online Integration for your account
• How to use QuickBooks Online Integration

Reports 2

• Using the Reports Center
• How to customize reports