Solid Know-How™
Article #292 Solid Survey
Introduction
Solid Survey™ allows you to define several customer survey questions that sales reps can complete during their visit to a customer.
...
Article #291 Mobile Printer Compatibility Guide
Solid Sales Pro™, operating on various types of handheld computers, is compatible with a wide range of printers. Due to the sheer number of wireles...
Article #290 How to Install Solid Sales Pro
In Web Management Interface
The mobile administrator will need to create a new mobile record by following these steps:
Log in to SolidRouteAccount...
Article #289 How to Check Your Operating System Version?
You can find your device's operating system version number in your Settings app. You will get notifications when updates are available for you. You...
Article #288 How to Count Inventory in Solid Business Central?
Use the Inventory Count procedure to:
Support a rotational count of inventory.
Obtain a count and total cost of your inventory to compare against ...
Article #286 How to Filter Items for Solid Sales Pro?
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 #285 Release Notes for Solid Route Accounting
For detailed installation instructions, see the Setup Instructions page on SolidRouteAccounting.com.
Note:
This article does not apply to Solid Ro...
Article #284 Solid Sales Pro Quick Start Guide
The Solid Sales Pro™ Quick Start Guide provides users with a quick overview of how to get started using Solid Sales Pro™ on their mobile devices. I...
Article #282 How to Create Customer Route Groups?
Note that this Solid Know-How™ article does not apply to Solid Route Accounting™ for QuickBooks Online; please refer to Article #335 How to Create ...
Article #280 Configuring Solid Route Accounting for the Phasing Out of the Penny
From February 4, 2013, the Royal Canadian Mint will no longer distribute pennies. For Solid Route Accounting™ to correctly round up or down to the ...
Article #279 How to Enable Invoice Level Discounts in Solid Sales Pro?
Invoice-Level Discounts allow the company to set the upper limit for an invoice to be discounted. The route salespeople can then grant a customer a...
Article #278 Setting Up Users and Passwords for Solid Sales Pro
With Solid Sales Pro™ user passwords enabled, any transactions created under that login will be assigned to the selected Sales Rep.
ERP Setup
Quick...