Account Administrator - Maintaining your Account

This folder contains information only for Account administrators

Adding or Modifying your Company's Address and Terms and Conditions
Summary This article will describe how to modify your Account's address information, logo and/or terms and conditions Instructions From within Sol...
Mon, 4 Feb, 2019 at 1:55 PM
Managing Vendor Discounts for your Account in Solatech Focus
Summary Account  Administrators have the ability to change or add vendor discounts for their account when needed.  This document explains the process of up...
Fri, 18 Jan, 2019 at 9:23 AM
Account Administrator - How to Maintain your Focus Account
Summary The Account Administrator (AA) has the ability to change or add products, discounts, lists and users on their account.  This Knowledge Base article...
Tue, 5 Feb, 2019 at 1:34 PM
How to add or modify the output logo for your account
Summary Solatech Focus gives Account Administrators (AA) the ability to add a company logo to be used on all output. This article describes the process of ...
Thu, 13 Jun, 2019 at 1:34 PM
Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts
Summary Solatech Focus gives users with a company Focus site the ability to assign outside sales reps to multiple accounts. As an account administrator, yo...
Tue, 18 Jun, 2019 at 10:26 AM
How to change what is shown on customer output
Summary Account Administrators can now change what is seen on customer output. Account Administrators can now choose to either hide or show MSRP and item d...
Thu, 5 Sep, 2019 at 1:02 PM
How to disable products on your account
Summary Products may be disabled on your account if you no longer wish to have them listed in order entry as available products.  Products which have been ...
Thu, 18 Jul, 2019 at 3:04 PM
How to add or change your vendor account numbers in Focus
Summary In the event you add a new vendor, or if account numbers change for existing vendors, an account administrator can easily add or update vendor acco...
Mon, 5 Aug, 2019 at 3:35 PM
Updating or adding margins for your account
Summary An Account Administrator can update existing margins or add margins for new products on their account.  This knowledge base article describes that ...
Mon, 5 Aug, 2019 at 4:06 PM
How to setup and use Dispatch.me with a Solatech Focus Account
Summary Solatech Focus offers integration with Dispatch.me, a third party dispatching system.   This knowledge base article will provide instructions on ho...
Tue, 3 Sep, 2019 at 1:59 PM