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Solid Know How™ Articles

Solid Know How™ Articles

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Voiding of transactions allows sales staff to void transactions (invoices, credits and payments) that have not yet been cashed out, which will return the items back into inventory and void the customer transaction. For more information on this optionally licensed…
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The key objective of Solid Route Accounting™ is to allow you to run your business more efficiently, save you time and have accurate customer balances. Accounts Receivable Do you provide goods or perform a service before getting paid? The money…
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System Overview Welcome to Solid Route Accounting™ for QuickBooks®. Solid Route Accounting™ is made up of 3 parts: Solid Fusion™ which is the link between the accounting system (e.g. QuickBooks®, SYSPRO, etc.). SolidRouteAccounting.com the web management interface to configure and…
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Available Payment Methods Solid Sales Pro™ has a number of different payment methods that can be used when creating a transaction. For QuickBooks® users, the list of available payment methods is obtained directly from QuickBooks®. For all other ERP systems…
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From February 4, 2013 the Royal Canadian Mint will no longer distribute pennies. In order for Solid Route Accounting™ to correctly round up or down to the nearest 5 cents for cash transactions you will need to create a new…
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In QuickBooks® create a new Sales Rep by: Click on [Lists / Customer & Vendor Profile Lists / Sales Rep List] Click on [Sales Rep / New] Enter the Sales Rep's name When QuickBooks® says this is a new Sales…
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Solid Business Central™ now has the ability to email transactions to customers and suppliers. In order to be able to email transactions from Solid Business Central™ to customer and/or suppliers you will first need to make a few configuration changes.…

Article #300 How to Configure Email Settings

Published in Cloud Edition
Wednesday, 28 January 2015 03:24
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Solid Route Accounting™ - Cloud Edition has the ability to email transactions from Solid Sales Pro™. When sending transactions via email, there are a few settings to consider. How This Feature Affects Your Company The ability to email transactions directly…

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…

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