Most companies have a need, to some degree, to be able to create and control special pricing for the items they sell to the customers they visit. Thankfully, Solid Route Accounting™ for QuickBooks can accomplish this need in a few different ways, which gives any company the flexibility they need to keep their pricing accurate. The sections below outline these various methods and how they can be accomplished.

Manually Adjust Prices at Time of Sale

All for QuickBooks users can grant their route salespeople the ability to modify the price of the items they're selling at the time of invoicing those items. To enable this ability in, in [Mobiles], select the desired mobile unit record from the list. Then, in the 'Mobile Settings' area, place a checkmark in the 'Can Edit Sale Price' checkbox or even 'Can Edit Suggested Retail Price'. [Save] that change, and sync the handheld computer. Now, when adding items, they can adjust the amount in the 'Override Price' or 'Suggested Retail Price' field.

Customer Discount Percentage

Also available for QuickBooks users, Customer Discounts allows administration  staff to set an uppermost percent that their route salespeople can grant a customer a discount at time of sale. When saving the invoice, the route salespeople are then able to enter into a discount percentage field how much this customer will enjoy off of their invoice total, up to that maximum set in their mobile unit record. For more information on how to set up and use this special pricing feature, please read Article #175 Customer Discounts in Solid Route Accounting for QuickBooks.

Price Levels in QuickBooks

A great feature is extending the Price Levels available in QuickBooks to control the special pricing for customers within Solid Sales Pro™. Price Levels allows pricing to be set by percentage or individually specified price for any customer within the QuickBooks company file. This special pricing is then extended out to Solid Sales Pro™ through Solid Fusion™. For more information on how to set up and use Price Levels, please read Article #176 Creating and Using Price Levels in Solid Route Accounting for QuickBooks.


Leave a comment

All comments are moderated before being published

The #1 Route Accounting Software

Say goodbye to messy routes, disjointed delivery systems, and missed sales opportunities. Solid Route Accounting™ arms direct store distributors with a one-stop route accounting solution that drives more sales and revenue with every delivery.

Try Solid Route Accounting™