Solid Know-How™
Article #316 Proof of Delivery with Signature Capture in Solid Sales Pro
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
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?
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
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
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
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
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
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?
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?
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
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
An essential part of Inventory Management is to monitor what inventory is transferred between which warehouses/cost centers. The most efficient way...