Solid Know How™

Category » Customers

There were 25 articles found in this category:

1. How to Create and Post a Received On Account (ROA) Payment.
   Answer: As credit invoices are made from both Solid Sales Pro and the main software component, the totals of those invoices will be reflected on the customer’s account balance. As customer statements are mailed out and payments are received, it’s important to mark off the invoices t ...
2. How to Print a List of Customers
   Answer: Often, the only thing a person needs is a simple list to keep track of things. The Customer List is just that; a simple list of the Customer Records within Solid Route Accounting. The information on this list includes the customer name, address, phone number, contact, customer number, c ...
3. How can I Organize Customer, Inventory, Supplier, and Other Records in Solid Route Accounting?
   Answer: A Solid Route Accounting business systems contain all of our client’s records that they rely on to make their company run. Being able to organize that information by key fields is critical to finding the information needed, as quickly and efficiently as possible. Thankfully, where ...
4. How to Assign a Branch Office Customer Record to a Head Office Customer Record?
   Answer: By assigning a customer record as the Branch Office of a Head Office customer record, billing for credit invoices can be directed to that Head Office customer record, even though the inventory was delivered to and sale was made at the Branch Office customer record’s location. In t ...
5. How to Add a Customer Record to a MultiVendor / Super Customer?
   Answer: MultiVendor suppliers, also known as ‘Super Customers’, allow payments to be made directly to a supplier record, who then in turn reimburses the company for the sale. Once this relationship has been set up, it’s then easy to add new or existing customers to this relati ...
6. How to Delete Customer Records.
   Answer: Customer record in Solid Route Accounting business systems track every invoice, item return, and payment of every customer a business deals with. There does come a time however when it may be necessary to remove a customer record due to inactivity or other reasons. Before a customer rec ...
7. What All Customer Types are Available in Solid Route Accounting?
   Answer: Although there are many needs that customers face, Solid Route Accounting business systems can meet those needs within their three main customer types. These customer types are Independent customers, Head Office customers, and Branch Office customers. Within these three customer types, ...
8. What Are Customer Price Groups (CPG) and How do I Make and Use Them?
   Answer: Customer Price Groups (CPG) allow customer records to be conveniently grouped together for purposes of special pricing and reporting. Unlike a Head Office / Branch Office scenario where one customer record is dependant upon the other for such things as billing, CPGs can group together c ...
9. Can Customers in Solid Sales Pro Be Set to Have a Default Payment Type?
   Answer: All invoices and orders created in Solid Sales Pro are set to ‘Payment: Charge’ by default. This is not a customer record controlled feature but rather a default, non-changeable setting of Solid Sales Pro. If there is a concern though that customers may be charged who are no ...
10. Why Can’t I Edit Certain Fields in Solid Route Accounting Business Systems?
    Answer: Solid Route Accounting business systems are built using indexed databases of information. Although within Solid Route Accounting these databases can be organized in many ways such as by part number, part description, barcode, supplier, and so on, every one of these sets of data have a k ...
11. How to Create a MultiVendor in Solid Business Central?
    Answer: For companies using the licensed feature Solid MultiVendor (aka 'Super Customer'), they have the ability to direct customer invoices to be paid directly to a Supplier Record within their business system. This process, also known as third party billing, allows the invoices to indicate th ...
12. What are Customer Route Groups (CRG) and how to Use, Create, and Assign Them?
    Answer: Customer Route Groups (CRG) are numbers that can be assigned to customer records to group them together for purposes of sales, reporting, routing, and many other grouping needs. By assigning a single Customer Route Group to a mobile unit record, for example, only customers belonging to ...
13. Can I Retrieve or Restore a Record that I Deleted by Mistake?
    Answer: Usually, when a record is deleted within a business system, it should be considered to be gone forever. For this reason it’s very important only to delete records that are positively no longer needed. However, there is a way in Solid Business Central that records can be restored, ...
14. Customer Statements - Interest Calculation
    To calculate Interest on your Customer Statements requires that you first enter the A/R Interest calculation information in your Company Configuration: Select menu path [System / Configure / Company / Settings] Enter values for: A/R Interest Rate – enter annual interest % rate A/R Minim ...
15. How Can I Run an Accounts Receivable (A/R) Report with Ageing?
    Answer: Accurate and on time customer statements and accounts receivable reporting is crucial for any business to recuperate outstanding customer balances. Solid Route Accounting – Enterprise Edition assists with this by allowing our clients to print up to date accounts receivable reports ...
16. Can I Prevent a Route Sales Person from Selling Certain Items to Certain Customers?
    Answer: Although not included as part of the standard Solid Route Accounting – Enterprise Edition business system, the optional Approved Product List (APL) license enhances the included Special Price List to control the sale of items to specific customers. With an APL, Customers belonging ...
17. How to Prevent Customer Records from Being Sent To or Available In Solid Sales Pro
    Answer: Not all customers created within a company’s Customer Records are necessarily visited by all route sales people, or visited at all for that matter. Prime examples of this are Head Office or MultiVendor Customer Records that are not only not visited, but are often in completely dif ...
18. How to Create Departmental Discounts?
    Answer: Solid Route Accounting – Enterprise Edition offers many ways in which discounts can be applied. Departmental Discounts allows a percent to be discounted off the wholesale price of all items belonging to that department. Customer Records then need to be assigned to that Discount Le ...
19. Paid Invoices are Showing on Customer Statements or Ageing Report
    Answer: This situation will arise when looking a Customer Statement or Ageing Report that has been backdated to a previous month, or previous time period in general. When a Customer Statement or Ageing Report is backdated, all transactions more recent than that backdate will be chronologically ...
20. How to Exempt a Customer of Taxes?
    Answer: By default, Solid Business Central is installed with ‘Standard Taxes’, which are typically set as a Federal Tax and a State Tax. The system can also be configured however to manage as many taxes as necessary by switching over to ‘Multiple Tax’ mode, making it eas ...