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A mobile solution for creating transactions using your existing ERP accounting information, including customer and inventory records.

Article #317 Stop Analysis Report

Published in Cloud Edition
Monday, 27 June 2016 14:30
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The Stop Analysis Report allows supervisors to have a bird's eye view of their route sales people's work including at what times they make their stops, the customers they visit, when that customer was last visited, how much the invoice…

Article #316 Signature Capture

Published in Cloud Edition
Monday, 27 June 2016 14:26
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Solid Sales Pro™ allows sales persons to capture signatures and optionally the signer's name on transactions. Configuration Solid Route Accounting™ provides a number of options for signature capture on the Settings page of SolidRouteAccounting.com. Firstly, you can select what kind…

Article #315 Mobile On Hand Stock Report

Published in Cloud Edition
Tuesday, 21 June 2016 12:41
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The Mobile On Hand Stock Report shows the quantities on hand for the particular cost center this mobile represents. To view the report: Tap on [Stock Operations] from the 0000 Main Menu screen Tap on the [View Stock On Hand…
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Answer: Once customer Orders have been created, there are still various things that can be done with them before the product is delivered to the customer's site. Saved customer Orders can be Modified or Finalized, depending on what the situation…
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Delivery Confirmation is an optionally licensed feature of Solid Route Accounting™. Delivery Confirmation allows Customer Orders, saved within the system (i.e.: on another mobile, on this mobile, or in the accounting system) to be assigned to a Mobile Unit for…
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System Overview Welcome to Solid Route Accounting™ for QuickBooks® Online. Solid Route Accounting™ for QuickBooks® Online is made up of 2 parts: SolidRouteAccounting.com the web management interface to configure and control your overall system. Solid Sales Pro™ the mobile application…

Article #282 How to Create Customer Route Groups

Published in Cloud Edition
Friday, 09 October 2015 04:12
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For mobile sales, it is usually desirable to separate your customer records into Customer Route Groups (CRG). This allows the upload of customers specific to that mobile route. To do this, Solid Route Accounting™ requires that your customers be assigned…

Article #311 Trip Report

Published in Cloud Edition
Friday, 11 September 2015 08:20
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Do you ever wonder where you route sales people travel? With Solid Route Accounting™ and the appropriate mobile devices you will be able to generate a Trip Report, which will show you on a map where a sales people have…

Article #310 Attaching Pictures to Transactions

Published in Cloud Edition
Wednesday, 05 August 2015 10:09
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Do you have the need to record various aspects at a customer site, such as shelf displays, damages, or just the appearance of the store? Do you need an easy way to associate these records to a customer site? Solid…
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For many businesses, the look and feel of the invoice is very important. Let's face it; sometimes we do judge a book by its cover. An invoice can tell a lot about your company. So Solid Route Accounting™ – allows…

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