Solid Know How™
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 ...
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 #303 Managing Your Accounts Receivable (AR) in QuickBooks
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...