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Article #50 Can a 'No Sale' Invoice be Created so a Customer can Sign to Verify that They Were Visited?

Answer: Solid Route Accounting business systems offer ways to control customer routes, as well as the order of customer visitation. If there’s a need to create a ‘No Sale’ invoice however, to confirm that customers who have purchased no items were visited, this can best be accomplished by way of creating a ‘No Sale’ inventory item that can be added to an invoice type of transaction for such customers. This allows the customer to sign that no product was purchased, and also allows the driver to verify that they’ve completed every stop on their route. The best method of to accomplish this will depend on which Solid Route Accounting business system is being used.

Enterprise Edition Users:

  1. In Solid Business Central, navigate to [Datafile / Department / View], and use the [Insert] key to add a new department, called ‘NOSLE’. Ensure that it’s a Labour type department by setting the 'Type' to 'L'.
  2. Use [CTRL+END] to save this department, and next navigate to [Datafile / Inventory / View] where the [Insert] key can be used once again to add a new inventory item.
  3. Set the 'Part Name' as ‘NO SALE’, assign it to the ‘NOSLE’ department, set the 'Supplier' as 'INTRNL', and save this new inventory item with [CTRL+END]. Once the mobile unit records update their price lists, the route sales people can now add this item to a customer invoice to indicate ‘No Sale’ was made, and have the customer sign it.

for QuickBooks,
Microsoft Dynamics GP Edition,
Dynamic 3i Edition,
FACTS Edition,
Eyewear Genetics Edition,
Integration Edition Users:

In the office accounting system, create a new inventory item called ‘No Sale’, and if possible, select an inventory type for this item that does not require inventory quantities to be tracked, such as service or labour. Once the mobile unit records update their price lists, the route sales people can now add this item to a customer invoice to indicate ‘No Sale’ was made, and have the customer sign it.

Last modified on Tuesday, 20 February 2018 10:50

Additional Info

  • Software Components: Solid Business Central
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