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Article #250 Preparing your QuickBooks Company File for Solid Route Accounting

To view these steps via Video Tutorial, click here to view Session#1 QuickBooks Preparation.

Creating Customer Route Groups

For mobile sales, it is sometimes desirable to separate your customer records into Customer Route Groups (CRG). This will allow you to just upload only those customers specific to that mobile route. Solid Route Accounting™ requires that your customers be assigned to a three-digit numeric CRG. You may establish just one or as many Customer Route Groups as you wish.

To add a CRG to your customer records, you must setup a Custom Field for your customers:

  1. Select Customer Center from the Navigator Menu.
  2. Select the Customer button in the Customer Navigator window.
  3. Select one of the following:
    1. Click New Customer

      or

    2. Right click on any name on the list and choose Edit.
  4. Click on the Additional Info tab.
  5. Click Define Fields.
  6. Enter “RouteGroup” as the name of the field in the label column. Note the spelling and capitalization.
  7. Put a check mark on the Customers options then click on OK.
  8. Proceed with inputting a CRG for each customer record that you wish to send to a mobile sales unit.

    Note: the CRG value MUST consist of 3 digits including leading zeros, e.g. 001

Bar Codes on Inventory Items

The Solid Route Accounting™ is designed to take full advantage of integrated barcode scanners.

Barcodes allow for extreme efficiencies at point of sale and, if possible, should be considered for your mobile sales units.

To add barcodes to your item records, you must setup a custom field for your items:

  1. From the Lists menu, choose Item List
  2. Select one of the following:
    1. Click Item and select New to add a new item record.

      or

    2. Right click on any item on the list and choose Edit Item.
  3. Click Custom Fields.
  4. Click Define Fields.
  5. Enter “BarCode” as the name of the field. Note the spelling and capitalization.
  6. Select the Use checkbox and then click on OK.
  7. Then proceed with inputting a Bar Code value for the item record and click OK.

    Note: the barcode value MUST NOT contain spaces

Suggested Retail Pricing

Solid Route Accounting™ can show suggested retail pricing on invoices with very little set up. This will show the Suggested Retail Price along with the wholesale cost for each item on the invoice. It will also print retail totals as well.

To add Suggested Retail Prices to your item records, you must setup a custom field for your items:

  1. From the Lists menu, choose Item List
  2. Select one of the following:
    1. Click Item and select New to add a new item record.

      or

    2. Right click on any item on the list and choose Edit Item.
  3. Click Custom Fields.
  4. Click Define Fields.
  5. Enter “RetailPrice” as the name of the field. Note the spelling and capitalization.
  6. Select the Use checkbox and then click on OK.
  7. Proceed with inputting a Retail Price for the item record and click OK.

    Note: the retail price value MUST only consist of digits and a decimal, e.g. 19.88

Last modified on Friday, 16 February 2018 09:23

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