Introduction:
The proven, cross-platform, highly productive route accounting system for route sales, direct store distribution (DSD), pre-sell, mobile sales, and delivery confirmation with these key features:
- Exceptionally easy to start and support
- Sales Orders, including Customer Orders, Mobile Point of Sale, Delivery Confirmation
- Inventory Management and Control
- Day End/Trip End Reconciliation
Features:
Exceptionally easy to start and easy to support
- All operations are designed to be easy to learn:
- Commissioned sales people report they are up and running within the first hour with very little training
- Each operation is similar
- Video training tools are available to train staff
- Support is easy
- Each screen is individually numbered with a logical reference set
- Program is maintained automatically by Solid MultiConnect™ and Solid Mobile Central™
- Transactions are virtually never lost nor inaccurate
Sales Orders
- Create Sales Orders:
- Optionally create sales orders as a customer order or invoice, depending on program licensing
- Consider product availability from local warehouse as well as up to 2 supply warehouses
- Pricing Rules:
- Automatically calculate product prices based on customer, customer group, and product
- Note: Exact rules vary depending upon the accounting system used to drive Solid Sales Pro™
- Credit Limits:
- Consider customer credit limits, account balance, and ageing
- Taxes:
- Automatically calculate taxes depending upon jurisdiction, product, and customer
- Review and Reprint transactions:
- Note: Once a transaction is saved as an invoice, it cannot be changed; it can be reversed
- Delivery Confirmation:
- Recall a previously created customer order and make alterations to evidence changes to the customer order
- Optionally place items not currently supplied on back order
- Signature Capture:
- Obtain customer signatures on orders
- Save signatures automatically to the office system for review and reprinting of original transaction
- Optional Sales Order Features:
- Approved Products Lists (APL) (Optional):
- Integrated handling of approved products by customer or customer group (see full description below)
- Stop Order Prompting:
- Enable a prompt list that guides route sales people to the next stop
- Allows sales people to skip stops and re-visit later
- Works in concert with Solid Journey Plan to ensure customer coverage
- Approved Products Lists (APL) (Optional):
Inventory Management & Control
- Track inventory automatically:
- As sales orders are completed, the local warehouse inventory is updated
- Returned goods can be assigned return codes; based on these codes, returned goods can be either left in the warehouse (or truck) or automatically relieved
- Returned goods can be moved automatically to a separate returned goods warehouse
- Environmental or Core Charges:
- Linked Parts & Deposits - Assign up to 3 additional charges per SKU, such as bottle deposits, then automatically sell to customer with option to override
- Stock Transfers:
- Transfer products to/from local warehouse or truck via stock transfer transactions
- Create stock orders for warehouseman to fill and later turn to stock transfers to evidence truck fills
- Damaged Goods - Automatically create stock transfers to relieve damaged goods to a separate damaged goods warehouse
- Stock Counting and Warehouse Reloading:
- Create electronic count sheets to evidence counts of any warehouse
- Create stock orders to reload warehouse
- Print depletion reports
- Optional Inventory Management & Control Features:
- Multi-Vendor:
- Handle product lines on behalf of 3rd party vendors; sales person simply adds items to a proposed invoice, then the system automatically splits based on pre-defined setup
- Provision for assigning to specific customer groups
- Inventory and accounts receivable are correctly handled
- Transactions may be made payable to 3rd party vendors with correct handling of A/R while delivery history is correct
- Special invoice numbering can also be handled
- Approved Products Lists (APL):
- Maintain approved products by customer or customer group
- Allow or prohibit override; if override is allowed, then this is a recommended products list
- Route Sheets with Customer Order History:
- Create new orders based on saved sales history for the customer
- History of each item sold to the customer includes: quantities on hand, sold, and returned for up to the last 6 visits plus price sold at
- Standing Orders:
- Create a continuing pre-sell order and use as a template to create repeat orders
- Optionally modify on each visit
- Multi-Vendor:
Day End/Trip End Reconciliation
- Reconcile sales operations:
- Simple 2 step access to reconciliation
- Prints cash out report
- Optionally prints the 'Stock Reconciliation Report' (i.e.: depletion report)
Other Features
- Printing:
- Prints several styles of transaction layouts on either 8 1/2" or 4" printers
- Supports several rugged printers via Bluetooth
Benefits:
- Exceptionally easy to learn, to use, and to support
- Comprehensive sales features to make sales efforts highly productive
- Professional results even for small DSD operators