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Article #323 How to record customer stops when there is no sale?

No Sale

Solid Route Accounting™ offers ways to control customer routes, as well as the order of customer visitation. If there is a need to confirm that customers who have purchased no items were visited, this can best be accomplished by way of creating a ‘No Sale’ transaction.

This feature is part of the Extended or Enterprise Feature set of Solid Route Accounting™. Please email a Solid Product Specialist or call 1-888-667-3769 ext 2 for more information.

Configuration

Solid Route Accounting™ comes preconfigured with a few standard reason codes that can be used on a No Sale transaction. However, you can easily add or edit reason codes for No Sales transactions from the web-based Management Console, SolidRouteAccounting.com.

To edit or add to this list:

  1. Log into SolidRouteAccounting.com
  2. Navigate to the [Lists / Reason Code] menu
  3. From the Reason Code List screen, you can customize the reason codes applicable to your business.
    Reason Code List
  4. To create a new reason code click on the [Create New] button, enter the reason and click on [Save]
  5. To edit or delete an existing reason, click on the reason and then use the [Edit] or [Delete] buttons

Each mobile can use configured to use No Sale transactions. To enable this feature for a particular mobile:

  1. Navigate to [Mobiles]
  2. Select the mobile to edit
  3. Click on [Edit]
  4. Enable the “Allow No Sale Transactions” checkbox
  5. Click on [Save]

Now synchronize the mobile for these new settings to take effect.

Notes:

  1. No Sale transactions are visible in all reports
  2. No Sale transactions are not exported to the ERP system

Solid Sales Pro™

When a mobile is allowed to create No Sale transactions, the 1100 Create Transaction screen will have a [No Sale] button. Tapping this button it will take you to the 1161 Reason Code screen where the sales rep selects one of the predefined reasons.

No Sale Button

Note: a No Sale transaction cannot have any item on it, as soon as you add an item to the transaction, the [No Sale] button changes to a [Save] button to save the transaction as normal.

Last modified on Wednesday, 19 September 2018 10:48

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