Solatech, Inc.

Summary

Solatech Focus users have new features added on a regular basis. These new features are announced in a notification bar at the top of your home page.  This knowledge base article will contain a cumulative list of updates for 2019.   Any new features with additional knowledge base articles regarding set up or usage instructions will be followed by the hyperlink for those knowledge base articles.

May 15

New Feature

• New feature to speed up order creation process

May 30

New Features

• Google Calendar Integration
  
  
• Capture Customer Signature 

Updates

• Enhanced history logins and user notification features

June 14

New Feature

• Ability to modify size and placement of logos

July 2

New Feature

• Additional customization available for output

Updates

• Packing list added to available output

July 18

New Features

• Enhancements to Retain Options
  
  
• Discontinued and Disabled products are clearly identified in Order Entry 

August 6

New Feature

• New field in customer records

August 22

New Features

• Customers can be imported from external sources
  
  
• Administrators can now prevent Sales Reps from deleting sales

Updates

• Process reports now include a line items total

September 5

New features

• An account level cc email address can be added. This will allow an Account Administrator to enter an email address to which all quote, order confirmations, invoices and installer forms will be sent automatically when output is emailed to a customer. (How to add an additional email address)

• The email address for the Sales Rep assigned to any quote, sale or order can be added to the information section in the upper right hand corner on all output. (How to change what is shown on customer output)

• Terms and Conditions for output can now contain images. (How to add an image to your Terms and Conditions)

• The customer on an existing Quote or Sale can now be changed (How to change the customer on a quote or sale)

• Customer billing address can be easily copied to shipping address. (How to copy customer addresses)

Updates

• A Stylus can be used to capture signatures on all Windows PC's 

September 20

New Features

• Users can change their password to a unique value

October 24

New Features

• Terms and conditions can be added to the signature page

• Purchase orders for closed orders can be marked as delivered. 

• Users can change the number of line items to be shown on the Quote, Sale and Order review pages.

Updates

• The Internal Order now displays the correct Balance when generated for a quote.

• A rare  issue with rounding differences between the Taxes and Taxes Total fields has been corrected. 

Applies to:

• Solatech Focus