Solid Know How™

Article #337 Running Solid Sales Pro on iOS 16

Hardware Modified on Published on
With the release of iOS 16 and iPadOS 16, Apple is making some changes to prevent users from inadvertently installing potentially harmful software ...

Article #330 How to Upload Planograms and Other Customer Files?

Solid Route Accounting Modified on Published on
Clients can now upload files, such as planograms or other files, in the PDF, PNG, or JPEG format, associated with a particular customer, customer g...

Article #326 Mobile On-Order Report

Solid Sales Pro Modified on Published on
The mobile On-Order Report allows you to print a report of all open Orders on the mobile. Not only will this assist with restocking, but will also ...

Article #325 Stock Depletion Report

Solid Sales Pro Modified on Published on
The Stock Depletion Report allows you to print a daily or trip summary report of the stock depletion amounts on the mobile handheld unit. Not only ...

Article #323 How to Record Customer Stops when there is No Sale?

Solid Route Accounting Modified on Published on
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 cu...

Article #322 Route Sheets with Sales History

Solid Route Accounting Modified on Published on
Introduction Customer Route Sheets with Sales History allows route sales staff to receive summarized historical sales data to enable them to make ...

Article #321 Default Purchase Order Numbers

Solid Route Accounting Modified on Published on
Some customers would like to see the same purchase order number on all their transactions. This can easily be achieved with our Default Purchase Or...

Article #318 How to Create Day/Trip End Cash-Out Reports?

Solid Route Accounting Modified on Published on
The Cash-Out Report generated from within Solid Sales Pro™ is intended to report all invoices, credits and payments created at the end of a work pe...

Article #316 Signature Capture in Solid Sales Pro

Solid Sales Pro Modified on Published on
Solid Sales Pro™ allows salespersons to capture signatures and, optionally, the signer's name on transactions. Configuration Solid Route Accounting...

Article #315 Mobile On Hand Stock Report

Solid Sales Pro Modified on Published on
The Mobile On Hand Stock Report shows the quantities on hand for the particular cost center this mobile represents. To view the report: Tap on [St...

Article #314 How to Modify or Finalize Customer Orders in Solid Sales Pro?

Solid Sales Pro Modified on Published on
Answer: Once customer Orders have been created, there are still various things that can be done with them before the product is delivered to the cu...

Article #312 Solid Route Accounting and QuickBooks Online Setup Instructions

QuickBooks Online Modified on Published on
System Overview Welcome to Solid Route Accounting™ for QuickBooks® Online. Solid Route Accounting™ for QuickBooks® Online is made up of 2 parts: ...