Solatech Focus Sales Rep Videos

Additional Info: Solatech Focus Home Page (KB)

Additional Info: Creating a new customer in Solatech Focus (KB)

Changes to customer record and customer list (KB)

Importing customers from external sources (KB)

Additional Info: Creating a quote in Solatech Focus (KB) 

How to Edit a Quote or Sale in Solatech Focus (KB)

How to capture a signature in Solatech Focus (KB)

How to email a Report in Solatech Focus  (KB)

How to View a Report in Solatech Focus (KB)

Converting a Quote to a Sale in Solatech Focus (KB)

Additional Info: Converting a Quote to a Sale in Solatech Focus (KB)

How to Enter a Payment in Solatech Focus (KB)

Selecting or changing the installer for a Quote, Sale or Order in Solatech Focus (KB)

How to edit the sidemark for a Quote, Sale or Order in Solatech Focus (KB)

How to locate items which have been cancelled or closed in Solatech Focus (KB)

How to Edit a Quote or Sale in Solatech Focus (KB)

How to View a Report in Solatech Focus (KB)

How to email a Report in Solatech Focus (KB)

Additional Info: Converting a sale to an order in Solatech Focus (KB)

How to Find a specific Quote / Sale / Order / Purchase Order (KB)

Additional Info: How to connect Google calendar and schedule appointments from Focus (KB)

Additional Info: How to use the RGA Items button for Purchase Orders in Solatech Focus (KB)

Solatech Focus Account Admin Videos

Additional Info: Managing Vendor Discounts in Solatech Focus (KB)

Additional Info: Account Administrator – How to Maintain your Focus Account (KB)

How to make an account user inactive (KB)

Additional Info: Adding or Modifying your Company’s Address and Terms and Conditions (KB)

Account Administrator – How to Maintain your Focus Account (KB)

How to add or modify the output logo for your account (KB)

How to change what is shown on customer output (KB)

How to prevent sales reps from deleting sales (KB)

How to add an additional email address for all Quotes, Sales and Order output (KB)

How to add an image to your Terms and Conditions (KB)

Additional Info: Site Administrator – How to enable QuickBooks Online integration for your accounts (KB)

Account Administrator: How to setup QuickBooks Online Integration for your account (KB)

How to use QuickBooks Online Integration (KB)

Additional Info: Site Admin – How to assign products to your accounts (KB)

Site Admin – How to disable discontinued products (KB)

Account Admin – How to disable products on your account (KB)

Site Admin – How to update margins for your accounts (KB)

Account Admin – Updating or adding margins for your account (KB)

Additional Info: Using the Reports Center (KB)

How to customize reports (KB)