Solid Know-How™
Article #316 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, there are still various things that can be done with them before the product is delivered to the cu...
Article #313 Finalizing Customer Orders through Delivery Confirmation
Delivery Confirmation is an optionally licensed feature of Solid Route Accounting™.
Delivery Confirmation allows Customer Orders saved within the s...
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 #309 Customizing the Transaction Layout
An invoice can tell a lot about your company. For many businesses, the look and feel of the invoice are very important. Let's face it; sometimes, w...
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 #307 Configuring the Penny Rounding Feature
For regions that no longer distribute pennies/cents, Solid Route Accounting™ can correctly round up or down to the nearest 5 cents for cash transac...
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 ...