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Article #128 What is a Recommended Day End Procedure for Route Sales People?

Answer: After each day of work, establishing a day end procedure will help in reconciling the work done for that period, and help to safe-guard that work from being lost or tampered with. By printing out the ‘Close Cash Out Report’ and syncing the handheld computer, the proper reporting will be generated and the handheld computer’s transactions will be saved permanently into the Solid Route Accounting business system. Each Solid Route Accounting business system has some variation and elaboration on this basic day end procedure, so please review the specific steps below for the business system being used.

Enterprise Edition Users:

The first step in the day end procedure for route sales people is to print their Close Cash Out Report from within Solid Sales Pro.

  1. On the ‘Main Menu’ inside Solid Sales Pro, go to [Day/Trip End] and select [Close Cash Out]. This will list all the transactions they created throughout the day. By using [Finalize This Cash Out], the Close Cash Out Report will print a listing of all transactions created throughout the day.
  2. Following this, if any damaged or expired goods were accepted as returns, the ‘Damaged Stock Report’ will then automatically print as well, which shows what items and quantities were returned, as well as their reason for return.
  3. Solid Sales Pro will then give the route sales person the option to ‘Continue with Finalize’. Choosing [OK] will mark all the transactions included on the printed report as having been reported on, and will not include them on any future Close Cash Out Report printed from this handheld computer.
  4. If a ‘Damaged Stock Report’ printed as per step #2 above, Solid Sales Pro will create a Stock Transfer to send those items automatically to this mobile unit record’s ‘Damaged Stock Adjust To’ cost center, and display the confirmation, “Damaged Goods Stock Transfer Saved. Do you wish to print?”
    By choosing [OK], this Stock Transfer will also print, which indicates to which cost center these damaged items were transferred to, along with listing the items and their quantities.
  5. Once the Close Cash Out Report is completed, Solid Sales Pro will return to the ‘3000 Day/Trip End’ screen. The next step in the day end procedure is to now sync the handheld computer to bring all those transactions into Solid Business Central.
  6. After the handheld computer has synced successfully into Solid Business Central, the route sales person should make sure they can log back into Solid Sales Pro, to ensure they’re ready to make sales the next day.
  7. Once the transactions have been synced, it’s recommended that a Close Cash Out Report for that mobile unit record be printed as well from Solid Business Central to ensure that the numbers from the route sales person’s Close Cash Out Report match up to those in the administration’s system. For this information, please read Article #129 How to Print Close Cash Out Reports from Solid Business Central.

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

The first step in the day end procedure for route sales people is to print their Close Cash Out Report from within Solid Sales Pro.

  1. On the ‘Main Menu’ inside Solid Sales Pro, go to [Day/Trip End] and select [Close Cash Out]. This will list all the transactions they created throughout the day. By using [Finalize This Cash Out], Solid Sales Pro will also ask, “Would you like to print a Stock Reconciliation report?”
  2. The Close Cash Out Report will print first, which lists all transactions created throughout the day. The Stock Reconciliation Report will then print, if chosen to do so. This report is primarily for businesses that use inventory management and will print a report of all inventory in the system that is not at zero quantity on hand and zero quantity sold. This report also shows how many of each item was sold for this period, which makes it easy to accurately restock the truck.
  3. Solid Sales Pro will then give the route sales person the option to ‘Continue with Finalize’. Choosing [OK] will mark all the transactions included on the printed report as having been reported on, and will not include them on any future Close Cash Out Report printed from this handheld computer.
  4. Once the Close Cash Out Report is completed, Solid Sales Pro will return to the ‘3000 Day/Trip End’ screen. The next step in the day end procedure is to now sync the handheld computer to bring all those transactions into Solid Mobile Central.
  5. After the handheld computer has synced successfully into Solid Mobile Central, the route sales person should make sure they can log back into Solid Sales Pro, to ensure they’re ready to make sales the next day.

Report Samples:

Close Cash Out Report
Cashout Report
Damaged Stock Report
Damaged Stock Report
Damaged Goods Stock Transfer
Damaged Stock Transfer
Stock Reconciliation Report
Stock Reconciliation Report

Last modified on Tuesday, 08 May 2018 11:31

Additional Info

  • Software Components: Solid Sales Pro
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