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Article #177 How to Create and Use Standing Orders?

Answer: Standing Orders is a specially licensed feature that allows Solid Sales Pro to create an Open Order for customer records, that essentially stays with that customer record for ease of invoice entry and special pricing for subsequent visits. Further, some companies also use Standing Orders to view what a customer purchased the last time they were visited, as a sort of customer history. Standing Orders are primarily designed for companies that visit customers who have similar orders every time they’re visited, or for customers that carry certain levels of items (such as for vending machines). For further information on this feature, including pricing, please contact a Solid Innovation Product Specialist who’ll be happy to assist you.

To Enable Standing Orders for a Mobile Unit Record:

  1. Once the Standing Orders license has been purchase and applied to the Solid Route Accounting business system, open up Solid Mobile Central, and navigate to [Mobile / Properties].
  2. Select the desired Mobile Unit Record from the list at the top, and ensure there’s a checkmark in their ‘Standing Orders’ checkbox. Use the [Apply] button to save this change, and sync the handheld computer to apply it to Solid Sales Pro.

To Create Standing Orders:

  1. In Solid Sales Pro, navigate from the ‘Main Menu’ to [Sales] and [Create Transaction], and select a customer to create a Standing Order for.
  2. Once the customer is selected, tap on [Set Bill Options] and change the ‘Bill Type’ to ‘S – Standing’. If all mobile properties are enabled for this handheld computer, it may be necessary to use the down arrow to see this option. Note that once the ‘Bill Type’ is set to ‘S’, a new field of ‘Create for’ will appear, which allows this Standing Order to be assigned to any other handheld computer in the business system. Once this and all other bill options have been set, use [OK] to return to the ‘1100 Create Transaction’ screen.
  3. The Standing Order can now be populated using the [Add & Remove Items] button, just like an invoice would be created, including:
    • Inventory Items
    • Quantities
    • Specially set pricing in the ‘Price’ and ‘Retail’ field
  4. Once the inventory items have been populated, use [Save & Print] from the ‘1100 Create Transaction’ screen to save this as a Standing Order, as one would if they were creating an invoice. NOTE: When a Standing Order prints, do not give this print out to a customer! For information on how to save a Standing Order as an invoice, see the next section.

To Make an Invoice from a Standing Order:

  1. In the ‘1100 Create Transaction’ screen, select a customer that has a Standing Order created for them.
  2. Once that customer has been selected, there’ll be a new option on the ‘1100 Create Transaction’ screen of [View Orders]. Use this button to view all Standing Orders created for this customer (Standing Orders are indicated as ‘Type: S’). Choose the desired Standing Order from this list and use the [Finalize] button to indicate that when this is saved, it'll be saved as an invoice; not a Standing Order.
  3. Notice that back at the ‘1100 Create Transaction’ screen, the ‘Bill’ type has automatically changed to ‘Invoice’, and the ‘Payment’ field is set to whichever payment type was on the Standing Order, but can still be changed if needed by using the [Set Bill Options] button.
  4. Use the [Add & Modify Items] button to review the items that were on the Standing Order from which this invoice is created. As with creating any invoice, Inventory Items, Quantities, and Pricing can all be modified by selecting an item in the ‘1130 Selected Items’ screen, and using the [Details] button. Additional items can also be added to this invoice by either barcode scanning from the ‘1130 Selected Items’ screen, or by using the [Add] button. NOTE: Only newly added items can be deleted from this invoice. To not include any items that were originally part of the Standing Order on this invoice, modify their Quantity to be 0 (zero) to exclude them from printing on the finalized invoice.
  5. When all the items have been verified and adjusted as needed, use [OK] to return to the ‘1100 Create Transaction’ screen, and [Save & Print] this invoice. Any changes made during this process will not be saved to the original Standing Order for the next time this customer is visited. For information on how to modify or cancel a Standing Order, see the next section.

To Modify or Cancel a Standing Order:

  1. In the ‘1100 Create Transaction’ screen, select a customer that has a Standing Order created for them.
  2. Once that customer has been selected, there’ll be a new option on the ‘1100 Create Transaction’ screen of [View Orders]. Use this button to view all Standing Orders created for this customer (Standing Orders are indicated as ‘Type: S’). Choose the desired Standing Order from this list and use the [Modify] button to indicate that when this is re-saved, it will still be as a Standing Order.
    1. To Cancel the Standing Order, from the ‘1100 Create Transaction’ screen, select [Set Bill Options], and change the ‘Bill Type’ from ‘S – Standing’ to ‘C – Cancel’. If all mobile properties are enabled for this handheld computer, it may be necessary to use the down arrow to see this option. Use the [OK] button to return to the ‘1100 Create Transaction’ screen, and use the [Save & Print] button to [Save] this change and Cancel this Standing Order, which will remove it from this customer’s account.
  3. Notice that back at the ‘1100 Create Transaction’ screen, the ‘Bill’ type is automatically set at ‘Standing’, and the ‘Payment’ field is set to whichever payment type is on this Standing Order, but can be changed if needed by using the [Set Bill Options] button.
  4. Use the [Add & Modify Items] button to review the items that are on this Standing Order. From this ‘1130 Selected Items’ screen, Inventory Items, Quantities, and Pricing can all be modified by selecting an item, and using the [Details] button to make any changes. Additional items can also be added to this Standing Order by either barcode scanning from the ‘1130 Selected Items’ screen, or by using the [Add] button. NOTE: Only newly added items can be deleted from this Standing Order. If an item is no longer wanted on this order, modify their Quantity to be 0 (zero) to exclude them from printing on finalized invoices created from this Standing Order.
  5. When all the items have been verified and adjusted as needed, use [OK] to return to the ‘1100 Create Transaction’ screen, and use [Save & Print] to re-save this Standing Order with the changes that were made. NOTE: When this re-saved Standing Order prints, do not give this print out to a customer as it is not an actual invoice.

Last modified on Friday, 16 February 2018 13:20

Additional Info

  • Software Components: Solid Mobile Central, Solid Sales Pro
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