Article #292 Solid Survey

Solid Sales Pro Last modified on Published on
Introduction Solid Survey™ allows you define several customer survey questions that sales reps can complete during their visit to a customer. Sug...

Article #286 How to Filter Items for Solid Sales Pro?

QuickBooks Last modified on Published on
In Solid Route Accounting™, you can apply filter criteria to reduce the number of inventory items that are downloaded to mobile devices. There are ...

Article #284 Solid Sales Pro Quick Start Guide

Solid Sales Pro Last modified on Published on
The Solid Sales Pro™ Quick Start Guide provides users with a quick overview on how to get started using Solid Sales Pro™ on their mobile device. It...

Article #279 How to Enable Invoice Level Discounts in Solid Sales Pro?

Solid Sales Pro Last modified on Published on
Invoice Level Discounts allow the company to set the uppermost limit for an invoice to be discounted. The route salespeople can then grant a custom...

Article #278 Setting Up Users and Passwords for Solid Sales Pro

QuickBooks Last modified on Published on
With Solid Sales Pro™ user passwords enabled, any transactions created under that login will be assigned to the selected Sales Rep. In QuickBooks®,...

Article #254 A customer record is missing. How can I trace it?

Solid Business Central Last modified on Published on
Note: If indexes are damaged, a customer record may be missing. Therefore, a [System / Reindex / All] in Solid Business Central™ may repair this pr...

Article #234 How to Modify, Cancel or Finalize Customer Orders?

Solid Business Central Last modified on Published on
Answer: Once Customer Orders have been created, various things can be done with them before the product is delivered to the customer's site. Saved ...

Article #233 How to Create Customer Orders?

Solid Business Central Last modified on Published on
Answer: Knowing in advance what inventory is needed for a route salesperson to complete their route is a significant advantage when deciding what a...

Article #193 Open Solid Sales Pro Before Driving 2 Hours!

Solid Sales Pro Last modified on Published on
Every month, we receive calls from route salespeople who woke up in the morning, grabbed their handheld computer, started their delivery truck, dro...

Article #181 Customer Order (Pre-sell) Feature Details in Solid Sales Pro

Solid Sales Pro Last modified on Published on
Purpose: This feature has many everyday uses: Pre-sell - Used to obtain customer orders to be filled later. Delivery Confirmation - where orders a...

Article #175 Customer Discounts in Solid Route Accounting for QuickBooks

QuickBooks Last modified on Published on
Customer Discounts are not only the most accessible type of special pricing available, but they are also readily available to all Solid Route Accou...

Article #169 Solid Sales Pro is Missing from the Handheld Computer

Solid Sales Pro Last modified on Published on
Description: Looking at the Home screen/Applications menu on the handheld computer, Solid Sales Pro™ is no longer available or has been deleted. Th...