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Solid Know How™ Articles

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Article #321 Default Purchase Order Numbers

Published in Cloud Edition
Thursday, 14 July 2016 16:42
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Some customers would like to see the same purchase order number on all their transactions. This can easily be achieved with our Default Purchase Order Number feature. QuickBooks® Configuration To add the Default PO Number to your customer records, you…
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Multi-location Inventory Control is part of the Enterprise Feature set of Solid Route Accounting™ which allows inventory tracking across multiple fixed and/or mobile sites. ERP Configuration In order for this feature to work optimally you will need to make the…

Article #318 Day/Trip End Cash Out Reports

Published in Cloud Edition
Monday, 27 June 2016 14:36
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The Cash Out Report generated from within Solid Sales Pro™ is intended to report on all invoices, credits and payments created at the end of a work period (day or trip). After each day of work, establishing a day end…

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…
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Answer: Calculating how much commission each employee is to receive can be a tedious and time consuming task. However all that work is made easy with Solid Route Accounting™ – Enterprise Edition. Printing Commission Reports from Solid Route Accounting™ is…

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