Solid Know-How™

Article #316 Signature Capture in Solid Sales Pro

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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

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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?

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Answer: Once customer Orders have been created, various things can still be done with them before the product is delivered to the customer's site. ...

Article #312 Solid Route Accounting and QuickBooks Online Setup Instructions

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

Article #311 Trip Report

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Do you ever wonder where you route salespeople travel? With Solid Route Accounting™ and the appropriate mobile devices, you will be able to genera...

Article #310 Attaching Pictures to Transactions

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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 ...

Article #308 Solid Sales Pro™ Synchronization with the Cloud

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Overview Solid Route Accounting™ is made up of 3 parts: Solid Fusion™ is the link between the accounting system (e.g. QuickBooks®, SYSPRO, etc.)....

Article #306 Solid Sales Pro Transaction Numbers Explained

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Solid Sales Pro™ uniquely numbers each transaction it creates using the following format: xxx.A000000, where: xxx is the mobile number and is used ...

Article #305 How to Use the One-time Price Override Feature?

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The One-time Price Override feature allows system administrators to provide sales reps with a unique 10-digit code that will enable the sales rep ...

Article #304 How to Enable Voiding of Transactions?

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Voiding of transactions allows sales staff to void transactions (invoices, credits and payments) that have not yet been cashed out, which will ret...

Article #302 Solid Sales Pro™ Payment Methods Explained

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Available Payment Methods Solid Sales Pro™ has several different payment methods that can be used when creating a transaction. For QuickBooks® user...

Article #299 Mobile Stock Transfers

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An essential part of Inventory Management is to monitor what inventory is transferred between which warehouses/cost centers. The most efficient way...