Article #323 How to Record Customer Stops When There is No Sale?

Solid Route Accounting™ offers ways to control customer routes, as well as the order of customer visitation. If there is a need to confirm that customers who have purchased no items were visited, this can best be accomplished by creating a 'No Sale' transaction.

This feature is part of the Extended or Enterprise Feature set of Solid Route Accounting™. Please contact a Solid Product Specialist or call 1-888-667-3769 ext 2 for more information.

Configuration

Solid Route Accounting™ comes preconfigured with a few standard reason codes that can be used on a No Sale transaction. However, you can easily add or edit reason codes for No Sales transactions from the web-based Management Console, SolidRouteAccounting.com.

To edit or add to this list:

1. Log in to SolidRouteAccounting.com
2. Navigate to the [Lists / Reason Code] menu
3. You can customize the reason codes applicable to your business from the Reason Code List screen.
   
4. To create a new reason code, click on the [Create New] button, enter the reason and click on [Save]
5. To edit or delete an existing reason, click on the reason and then use the [Edit] or [Delete] buttons
6. If you want sales reps to enter a custom reason code that is not in the predefined list, check the "Allow Custom No Sale Reason Codes" field

Each mobile can be configured to use No Sale transactions. To enable this feature for a particular mobile:

1. Navigate to [Mobiles]
2. Select the mobile to edit
3. Click on [Edit]
4. Enable the "Allow No Sale Transactions" checkbox
5. Click on [Save]

Now, synchronize the mobile for these new settings to take effect.

Notes:

1. No Sale transactions are visible in all reports
2. No Sale transactions are not exported to the ERP system

Solid Sales Pro™

When a mobile can create No-Sale transactions, the 1100 Create Transaction screen will have a [No Sale] button. Tapping this button will take you to the 1165 Reason Code screen, where the sales rep selects one of the predefined reasons or, if enabled, enter a custom reason code.

Note: a No-Sale transaction cannot have any item on it; as soon as you add an item to the transaction, the [No Sale] button changes to a [Save] button to save the transaction as usual.