Article #310 Attaching Pictures to Transactions

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 with a customer site? Solid Sales Pro™ can capture pictures, associate them with customer sites, and retrieve these pictures easily 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 additional [Attach Photo] and [Capture Picture] buttons.

When you tap the [Attach Photo] button, Solid Sales Pro™ will open your device's image picker, allowing you to select an existing picture to attach to the transaction. Once done, you will return to the 1100 Create Transaction screen.

When you tap the [Capture Picture] button, Solid Sales Pro™ will open your camera app. Use it to take a picture; once you have done so, 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 Management Console.

Management Console

You can easily view transaction pictures from the web-based Management Console, SolidRouteAccounting.com.

1. Log in to SolidRouteAccounting.com
2. Navigate to [Transactions / Sales]

3. The Attachment column on the Sales - List screen indicates the number of pictures associated with that transaction.

   

4. To view the attachments, click on the transaction. The attachments are listed below as the transaction details.

   
5. To open an attachment, click on the link.

Emailing Pictures with Transactions:

To include the attachment(s) when emailing transactions, follow these steps:

1. Log in to SolidRouteAccounting.com
2. Navigate to the Settings screen
3. Under the Email Settings section
4. Change the Email Transaction Attachments field to:
   1. Always – always email attachments with the transaction
   2. Never – never email attachments with the transaction