Solid Know-How™
Article #234 How to Modify, Cancel or Finalize Customer Orders?
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?
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!
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
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
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 #148 How to Zero Out or Completely Write Off a Cost Center?
Answer: When performing inventory counts, there are often situations when a cost center (aka warehouse) may need to be zeroed out or written off. T...
Article #144 Can Customers in Solid Sales Pro Have a Default Payment Type?
Answer: All invoices and orders created in Solid Sales Pro™ are set to 'Payment: Charge' by default. This is not a customer record-controlled featu...
Article #140 Frequently Asked Questions: Barcodes
Are Barcodes a Feature that can be Turned On and Off?
Answer: In all versions of Solid Route Accounting™ business systems, the ability to use barco...
Article #128 What is a Recommended Day End Procedure for Route Sales People?
Answer: After each day of work, establishing a day-end procedure will help reconcile the work done for that period and help safeguard that work fro...
Article #96 How to Create Inventory Transfers in Solid Route Accounting?
Answer: An important part of Inventory Management is to monitor what inventory is transferred between which cost centers. The most efficient way to...
Article #84 How to Count Inventory for a Mobile Cost Center?
Answer: Regular inventory counts are a great way to monitor inventory shrinkage within any cost center/warehouse. Counting inventory for mobile cos...
Article #75 How to Create and Post a Received On Account (ROA) Payment?
Answer: As credit invoices are made from both Solid Sales Pro™ and the main software component, the totals of those invoices will be reflected on t...