Customers
This folder contains articles related to creating and updating, along with information on locating customer data.
Summary This article will describe how to create a new customer in Solatech Focus Instructions From the Home Page, click on the Add new customer butt...
Mon, 7 Jan, 2019 at 2:51 PM
Summary Solatech Focus customer records now contain a new field, Customer Name. This change was made in order to implement QuickBooks Online integration. T...
Mon, 5 Aug, 2019 at 4:53 PM
Summary Solatech Focus users have the ability to import customers from external sources, such a CRM systems. In order to do this, the data exported from th...
Thu, 22 Aug, 2019 at 3:26 PM
Summary In cases where a customer has the same billing and shipping addresses, Solatech Focus users can easily copy the data from one address to the other....
Thu, 5 Sep, 2019 at 2:40 PM
Summary Solatech Focus and DOS users can add customer notes to the customer record. These notes are only visible from within the customer record, and will...
Tue, 25 Feb, 2020 at 3:47 PM
Summary Solatech Focus and DOS users who typically charge sales tax have the ability to mark a customer as tax-exempt. This article describes how to mark ...
Tue, 25 Feb, 2020 at 4:05 PM