Article #278 Setting Up Users and Passwords for Solid Sales Pro

With Solid Sales Pro™ user passwords enabled, any transactions created under that login will be assigned to the selected Sales Rep.

QuickBooks Configuration

In QuickBooks, create a new Sales Rep by:

1. Click on [Lists / Customer & Vendor Profile Lists / Sales Rep List]
2. Click on [Sales Rep / New]
3. Enter the Sales Rep's name
4. When QuickBooks says this is a new Sales Rep, select [Set Up]

5. Then select [Employee] as the Name Type, and click [OK]

   Note: be sure to select employee and not other, as you cannot assign a password to other

6. You can optionally complete the "Personal" and "Address and Contact" tabs

7. On the "Additional Info" tab, click on the [Define Fields] button

   Note: this will only have to be done the very first time.

8. Enter a new label "Password", add a check-mark under the Empl column, and click [OK]
9. You now have a Custom Field called "Password", in this field, enter the mobile password for this Sales Rep
10. Click [OK] to save the information
11. Repeat these steps for all Sales Reps
12. Open Solid Fusion™ and click [Sync Now]

Solid Route Accounting™ Configuration

Next, log into SolidRouteAccounting.com:

1. Navigate to the Settings screen
2. For the "Employee Password Field", select the newly created employee custom field
3. Now enable the "Require Mobile Login" setting
4. Click [Save]

If you need to mark a particular user as a supervisor (important for mobile stock operations), then navigate to the Users tab:

1. Select the user from the list
2. On the User – Details screen, click on [Edit]
3. Check the "Supervisor" checkbox and click [Save]

Solid Sales Pro™

Now synchronize your mobile(s) by tapping on [Sync] from the Main Menu. After the sync is complete:

1. Close Solid Sales Pro™
2. For Android users:
   1. Open the mobile's Settings app
   2. Navigate to "Manage apps"
   3. Select Solid Sales Pro™
   4. Tap on [Force stop]
   5. Exit the Settings app
3. For iOS users:
   1. Double-tap on the Home button
   2. Locate Solid Sales Pro™
   3. Swipe up to close Solid Sales Pro™
   4. Return to the device's home screen
4. Tap on the Solid Sales Pro™ icon
5. You will now be prompted to select a Sales Rep and enter the associated password

Any transactions created under this login will be assigned to the selected Sales Rep.