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Cloud Edition

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

Article #292 Solid Survey

Published in Cloud Edition
Wednesday, 14 January 2015 04:56
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Introduction Solid Survey™ allows you define a number of customer survey questions which sales reps can complete during their visit to a customer. For more information and pricing on this optionally licensed feature, please contact a Solid Product Specialist. Solid…

Article #298 Cloud Edition - Mobile Stock Counts

Published in Cloud Edition
Monday, 20 October 2014 12:48
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Regular inventory counts are a great way to monitor inventory shrinkage within any warehouse/cost center. Counting inventory for mobile cost centers is especially crucial to reducing shrinkage and ensuring that the route sales person's levels are accurate, since these mobile…

Article #299 Cloud Edition - Mobile Stock Transfers

Published in Cloud Edition
Monday, 20 October 2014 12:46
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An important part of Inventory Management is to monitor what inventory is transferred between which warehouses/cost centers. The most efficient way to do this is by creating Inventory/Stock Transfers from Solid Sales Pro™, which allow quantities to be transferred between…

Article #296 QuickBooks Price Levels

Published in Cloud Edition , for QuickBooks®
Thursday, 25 September 2014 08:42
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What is a Price Level? Price Levels let you set custom pricing for different customers in QuickBooks®. Once you create a Price Level and associate it with one or more customers, each time you create a transaction for those customers,…
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Approved Products List (APL) allows only authorized products to be sold to assigned customers, as well as keeping special pricing. APL will allow you to specify and "limit" the products being sold to a customer or group of customers. For…

Article #295 Taking Product Returns with Return Code

Published in Cloud Edition
Wednesday, 10 September 2014 10:09
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When Route Sales People accept product returns, they can assign a return code to these products and the system can make the necessary inventory adjustment based on this return code. For more information on this optionally licensed feature, please do…
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On some Android devices when opening a onscreen numeric keypad, for example when trying to change the price on the 1135 Item Details screen, the keypad does not have a decimal point. How do I enter a price such as…
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Note: this Solid Know How™ article only applies to Solid Route Accounting™ - Cloud Edition. Solid Sales Pro™ - Cloud Edition, operating on various types of mobile computers, is compatible with a wide range of printers. Due to the sheer…
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For detailed installation instructions see set Setup Instructions page on SolidRouteAccounting.com. Note: Does not apply to Solid Route Accounting™ - Enterprise Edition or Solid Route Accounting™ - Integration Edition. Software Releases For newer releases please see Article #324 Release Notes…

Article #286 Item Filtering

Published in Cloud Edition
Thursday, 10 April 2014 04:30
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In Solid Route Accounting™ you can apply filter criteria to reduce the number of inventory items that are downloaded to mobile devices. Item can be filtered when sending items to the mobile: One global filter that applies to all mobiles,…

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