Solid Order Entry™ enables your customers to place orders, at their convenience, via their smartphone. It is convenient, accurate, secure, and very cost-effective. Orders are submitted directly to Solid Route Accounting™ and exported to your ERP system.
For more information on this optionally licensed feature, please get in touch with a Solid Product Specialist.
Configuration
To get started, follow these steps:
- Once this feature is enabled, log in to SolidRouteAccounting.com
- Navigate to the Settings screen
- Under the Company Settings section, set the Customer Order Transaction Prefix. This prefix will uniquely identify all orders placed through the Solid Order Entry™ app. The prefix can contain only numbers and letters and can be 1 to 3 long.
- Then click on [Save]
Inviting New Customers to Use Solid Order Entry™
- Log in to SolidRouteAccounting.com
- Navigate to [Mobiles / Order Entry]
- Click on [Create New]
- On the Order Entry Create - Choose Customer screen, search for and select the desired customer.
- On the Order Entry - Create screen, set the desired mobile options.
- You can apply an item filter to restrict the products available on the Solid Order Entry™ app. For more details, please see Article #286 How to Filter Items for Solid Sales Pro?
- When ready, click [Save] to preview the email that will be sent to the customer.
- If everything looks correct, click on [Send] to invite the customer to use Solid Order Entry™. The email will include instructions on downloading the Solid Order Entry™ app and a link to a getting started video.
Editing Customers
To edit the mobile options or to reset their password proceed as follows:
- Log in to SolidRouteAccounting.com
- Navigate to [Mobiles / Order Entry]
- Select the desired customer
- To edit the mobile record, click on [Edit] and make the necessary changes
- To reset the password, click on [Reset Password and Resend Invitation Email].
Deleting Customer
If you wish a customer to no longer use the Solid Order Entry™ app, you can delete the customer from the list.
- Log in to SolidRouteAccounting.com
- Navigate to [Mobiles / Order Entry]
- Select the desired customer
- Click on [Delete]
Deleting the mobile record will wipe the Solid Route Accounting™ data from the mobile the next time it syncs.