Solid Route Accounting™ for Sage 100
Solid Route Mobile Accounting Software for Sage 100: Mobile Inventory Control, Mobile POS, Employee Location Tracking System, and Customer Survey Software
Today’s fast-paced field-based sales operations are more reliant on mobile accounting software than ever before. Being able to stay current with inventory numbers and product location, having a reliable mobile POS, having the benefit of an easy-to-use employee location tracking system, and being able to segment customers into a database and send them the appropriate feedback forms with the use of customer survey software will enable your organization to make fewer mistakes, offer a superior customer experience, and streamline operations while saving your organization thousands of dollars. When it comes to the best company offering mobile accounting software for Sage 100, Solid Innovation® is an industry leader giving businesses spanning a wide range of industries everything they need in a mobile accounting software package that’s customized to their unique needs.
Mobile Sales System
Mobile sales staff move through customer sites up to twice as fast because of barcode scanning, customer route sheets, accurate pricing, signature capture and professionally printed customer invoices.
Inventory Control
Inventory control becomes virtually automatic because of sold & return goods tracking, automatic pricing, on-hand quantities of track and supply warehouse, stock counts, stock orders.
Location Tracking
Sales team management becomes much more accurate because of automatically tracked travel and transactions. Map-based reports are available showing where salespeople travelled, transactions created, and profits made.
Customer Surveys
Easily learn what is going on at your customer sites because of Solid Survey™ with is custom questions, fill in at customer site, and printing with transactions.
Management Reporting
Reporting gets a quantum leap in quality because of specialized trip reports with location tracking, sales analysis reports, customer coverage. Accounting/ERP system reports are enhanced because of direct integration.
Easy, Easy, Easy
Designed for smooth operations with easy setup, easy to learn and use, comprehensive tailoring to your company's needs, seamless integration with the Sage 100 ERP system.
Pricing Plans
Select the right plan for you. Pricing is per mobile.
Professional
$84.95monthly
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Enterprise
$98.95monthly
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Standard Features | Trial Offer | Trial Offer |
Sage 100 Integration via Solid Fusion™ - customers, products, pricing maintained in Sage 100 |
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Customer Features | ||
Customer Information | ||
Add/edit customers on Mobile | ||
Navigation to Next Stop | ||
Call Customer | ||
Customer Route Groups
Customer Route Groups
Customer Route Groups are numbers that can be assigned to customer records to group them for sales, reporting and routing purposes. Article #282 How to Create Customer Route Groups? |
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Customer Special Pricing | ||
Customer Number Barcode Scanning | ||
Route Sheets
Route Sheets
Route Sheets allows route sales staff to receive summarized historical sales data to enable them to make informed sales decisions based on the customer's historical sales, returns, and on-hand quantities. Article #322 Route Sheets with Sales History |
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Inventory Control | ||
Item Barcode Scanning | ||
Special Pricing | ||
Item/Product Filters
Item/Product Filters
You can apply filter criteria to reduce the number of inventory items that are downloaded to mobile devices, either globally or on a per-mobile basis. Article #286 How to Filter Items for Solid Sales Pro? |
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Return Item Tracking with Reason Code
Return Item Tracking
When route salespeople accept product returns, they can assign a return code to these products, and the system can make the necessary inventory adjustment based on this return code. Article #295 Taking Product Returns with Return Code |
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Return Warehouses by Item Category
Return Warehouses by Category
The Multiple Return Warehouse feature allows you to define specific return warehouses by item category/product line/department.. Article #329 Multiple Return Warehouses |
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Multi-Warehouse Inventory Control
Multi-Warehouse Inventory Control
Multi-location Inventory Control allows inventory tracking across multiple fixed or mobile sites. Article #319 Multi-warehouse Inventory Control |
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Planograms
Planograms
Clients can now upload files, such as planograms or other files, associated with a particular customer, customer group or all customers. These files are loaded to mobile devices and can subsequently be viewed at customer sites. Article #330 How to Upload Planograms and Other Customer Files? |
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Route Sheets
Route Sheets
Route Sheets allows route sales staff to receive summarized historical sales data to enable them to make informed sales decisions based on the customer's historical sales, returns, and on-hand quantities. Article #322 Route Sheets with Sales History |
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Transaction Features | ||
Invoice | ||
Credits | ||
Payments | ||
Orders | ||
No Sale Transactions
No Sale Transactions
If there is a need to confirm that customers who have purchased no items were visited, this can best be accomplished by creating a 'No Sale' transaction. Article #323 How to Record Customer Stops when there is No Sale? |
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Print To Email
Print To Email
Solid Route Accounting™ has the ability to email transactions from Solid Sales Pro™. Article #300 How to Configure Email Settings |
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Print To Printer
Print To Printer
Solid Sales Pro™, operating on various mobile computers, is compatible with a wide range of printers. Article #291 Mobile Printer Compatibility Guide |
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Invoice Level Discounts | ||
Transaction Attachments | ||
Stock Transfers
Stock Transfers
An essential part of Inventory Management is to monitor what inventory is transferred between which warehouses/cost centers. The most efficient way to do this is by creating Inventory/Stock Transfers from Solid Sales Pro™. Article #299 Mobile Stock Transfers |
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Void Transactions
Void Transactions
Voiding of transactions allows sales staff to void transactions that have not yet been cashed out, which will return the items back into inventory and void the customer transaction. Article #304 How to Enable Voiding of Transactions? |
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Delivery Confirmation
Delivery Confirmation
Delivery Confirmation allows Customer Orders saved within the system to be assigned to a Mobile Unit for delivery and finalization as an Invoice. Article #313 Finalizing Customer Orders through Delivery Confirmation |
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Solid Survey™
Solid Survey™
Solid Survey™ allows you define several customer survey questions that sales reps can complete during their visit to a customer. Article #292 Solid Survey |
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Location Tracking | ||
Regular GPS Location Tracking | ||
Navigation to Next Stop | ||
Track Mileage | ||
Management Reporting Features | ||
Transaction Settlement with Audit Trail | ||
Trip Report
Trip Report
With Solid Route Accounting™ and the appropriate mobile devices, you will be able to generate a Trip Report, which will show you on a map where a salesperson has travelled and what transactions were created along the way. Article #311 Trip Report |
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Stop Analysis Report
Stop Analysis Report
The Stop Analysis Report allows supervisors to have a bird's-eye view of their route sales people's work. The report also provides daily subtotals and report period totals. Article #317 Stop Analysis Report |
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Transaction Interchange Report | ||
One-time Price Override
One-time Price Override
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 to override prices in Solid Sales Pro™. Article #305 How to Use the One-time Price Override Feature? |
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Optional Sales Reports | ||
Support | ||
Self-service transaction conflict resolution screen | ||
Solid Know How™ Knowledge base | ||
Chat/Email Support | ||
Priority Phone Support | ||
35-Day Trial Offer of Solid Route Accounting™ for Sage 100 | Trial Offer | Trial Offer |
- optionally licensed feature.
What is Solid Route Mobile Accounting Software for Sage 100?
Solid Route Mobile Accounting has the best Features for Sage 100 Users
Top Reasons Companies Benefit from Solid Route Mobile Accounting Software for Sage 100
- Invoicing on the go - While traditional invoicing has been looked upon as a desktop job, invoicing with the use of mobile accounting software is on the rise, as invoices can be sent from phones and tablets wherever there is an Internet connection. This means you can send invoices while on the job site, in a meeting, from your car, or at the location where you are having lunch, making business operations smoother, as the sooner one invoices, the sooner accounts get paid.
- Staying on top of bank reconciliations, mobile accounting software like Solid Route for Sage 100 integrations enables a direct feed from the client’s bank account, allowing one to see transactions on a daily basis. This enables people to do a few minutes of bank reconciling at lunch instead of letting it pile up every month, creating a time-consuming, overwhelming mess.
- Debtors - Mobile accounting software from Solid Innovation sends completed payment notifications and also notifications when an invoice is past due. This enables companies to stay on top of their accounts receivable.
- Cashflow monitoring - Set up a dashboard that allows people to check money in and out using their mobile devices. With the mobiles syncing their transactions and integrating with Sage 100, the cash flow reporting in Sage 100 is much more accurate.
- Cleaner books - Amalgamating daily bank feeds with mobile accounting software streamlines client bookkeeping. Due to the fact that businesses can code and review transactions on a daily basis, bank reconciliation can stay up to date, which helps one track and advise on business performance making the business year much less chaotic.
- Go paperless - Mobile accounting software that shows expense data via screenshots and photos of receipts eliminates stacks of documents at the end of the financial year, making tax season a lot easier to navigate.
Solid Route Mobile Accounting Software for Sage 100 Increases Business Value
More streamlined accounting and bookkeeping are critical components in succession planning. Excellent records help people showcase the profitability of the business and demand a higher price from potential buyers. Our mobile accounting software for Sage 100 makes it much simpler for business owners to maintain an accurate, clean set of accounts.