Solid Sales Pro™ allows salespersons to capture signatures and optionally the signer's name on transactions.

Configuration

Solid Route Accounting™ provides several options for signature capture on the Settings page of SolidRouteAccounting.com. Firstly, you can select what kind of capture you would like:

  1. Disabled - no signature is captured
  2. Signature only - this will only capture a signature
  3. Signature and Name - this option will capture a signature and optionally capture a name

Signature Capture Settings

In addition to the type of signature capture, you can specify whether or not to capture a signature on Orders.

Capturing a Signature in Solid Sales Pro™

In Solid Sales Pro™, after creating a transaction and tapping on the [Save] button on the 1100 Create Transaction screen, you will get to the signature canvas:

1151 Signature Capture Screen

You can use a finger or stylus to capture a signature on this screen. This screen two buttons on it:

  • [Save] - this will save the signature and proceed to the next screen
  • [Clear] - this will clear the canvas and allow you to re-capture a signature

If the "Signature and Name" option was chosen in the Settings, an additional text box is displayed to enter the signer's name.

1151 Signature Capture Screen with Name

The signature, and optionally the signer's name, will be printed at the bottom of the transaction just above the transaction messages.

1210 Transaction View with Signature

Reviewing and Reprinting Transaction with Signatures

There are two ways to review and reprint transactions with a signature. The first is from Solid Sales Pro ™ from the [View All Transactions] menu.

Alternatively, you can log into SolidRouteAccounting.com and navigate to the Transactions menu. To view the signature hover over the VIEW link in the Signature column. To reprint or email a transaction, select the transaction and click on the [Print], [PDF] or [Send] button.

Solid sales pro

Leave a comment

All comments are moderated before being published