Do you need to record various aspects at a customer site, such as shelf displays, damages, or just the store's appearance? Do you need an easy way to associate these records to a customer site? Solid Sales Pro™ can capture pictures, associate them to customer sites and has an easy way of retrieving these pictures on our Management Console.
This feature is available in Solid Route Accounting™ with Extended Features or Enterprise Features. For more information on this feature, please do not hesitate to contact a Solid Product Specialist or call 1-888-667-3769 ext 2.
Solid Sales Pro™
There are no special configuration settings for this feature. If you are licensed for this feature, the 1100 Create Transaction screen will have an additional [Add Picture] button.
When you tap on the [Add Picture] button, Solid Sales Pro™ will open your device's camera app. Use it to take a picture; once done, you will return to the 1100 Create Transaction screen. To add another image, repeat the process.
The next time Solid Sales Pro™ synchronizes, the picture(s) will be uploaded to the cloud.
Management Console
You can easily view pictures associated with transactions from the web-based Management Console, SolidRouteAccounting.com.
- Log in to SolidRouteAccounting.com
- Navigate to [Sales / Sales]
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On the Sales - List screen, the last column indicates the number of pictures associated with that particular transaction.
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To view the attachments click, on the transaction and the attachment are listed below the transaction details.
- To open an attachment, click on the link.
Emailing Pictures with Transactions:
In order to include the attachment(s) when emailing transactions, follow these steps:
- Log in to SolidRouteAccounting.com
- Navigate to the Settings screen
- Under the Email Settings section
- Change the Email Transaction Attachments field to:
- Always – always email attachments with the transaction
- Never – never email attachment with the transaction