Solid Know How™

Article #320 Solid Route Accounting Feature Outline

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Component Overview Solid Route Accounting™ has the following major components: Solid Sales Pro™: an app that runs on Android or iOS computers. It...

Article #314 How to Modify or Finalize Customer Orders in Solid Sales Pro?

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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

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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

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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 #309 Customizing the Transaction Layout

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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

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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 #307 Configuring the Penny Rounding Feature

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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

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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 #303 Managing Your Accounts Receivable (AR) in QuickBooks

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The key objective of Solid Route Accounting™ is to allow you to run your business more efficiently, save you time and have accurate customer balanc...