Quotes, Sales and Orders
This folder contains information relating to creating and editing Quotes, Sales and Orders.
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 ema...
Wed, 24 Oct, 2018 at 4:37 PM
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 so...
Tue, 30 Oct, 2018 at 12:24 PM
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...
Tue, 30 Oct, 2018 at 1:46 PM
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 outp...
Tue, 30 Oct, 2018 at 2:11 PM
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. ...
Tue, 30 Oct, 2018 at 4:10 PM
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 o...
Tue, 26 Mar, 2019 at 9:09 AM
Summary Solatech Focus gives you the ability to connect Google Calendar with your Focus account. Once setup is completed, users may schedule appointments ...
Fri, 31 May, 2019 at 4:25 PM
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...
Wed, 15 May, 2019 at 11:03 AM
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 w...
Thu, 18 Jul, 2019 at 2:21 PM
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 knowl...
Thu, 18 Jul, 2019 at 2:48 PM