Solid Know How™

Category » Mobile Units

There were 12 articles found in this category:

1. How to Set a Handheld Computer to be Re-Initialized or to be Initialized it for the First Time?
   Answer: Re-Initializing an existing handheld computer, or Initializing a handheld computer for the first time, is a powerful process that first pulls any available unsaved data from the handheld computer, and then loads a completely new installation of the Solid Sales Pro software component. Be ...
2. The Complete Palm O/S Initialization Guide
   This guide is for those who have a Palm O/S handheld computer, such as the Janam XP series, and need to connect it to a Mobile Unit Record in Solid Route Accounting. Much of this information can be found through other articles in our Solid Know How knowledge base, however this is the single art ...
3. How Can a Credit be applied Against an Invoice for Returned Goods?
   Answer: Allowing returns to be applied against the current invoice a credit is not a default setting for Solid Route Accounting business systems. However, this setting is often enabled during the creation of mobile unit records. When enabled, to accept a return as a credit, simply enter in the ...
4. How do I Set Passwords for Route Sales People and Assign Them to Handheld Computers?
   Answer: Assigning handheld computers to route sales people by way of their Mobile Unit Record is a great way to ensure their responsible for their own hardware, inventory, and sales. By giving them unique passwords, it further ensures that only they and their supervisor have access to their dat ...
5. What’s the Difference Between Using ‘Reload Price List’ or ‘Reinitialize’ to Update Inventory on the Handheld Computers?
   Answer: The Inventory Price List is automatically sent to the handheld computers only once a week, on the handheld computer’s first sync after Thursday, in a process known as ‘reloading the price list’. This means that any changes to inventory records including addition, delet ...
6. 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, ...
7. 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 ...
8. How to Initialize a Windows Mobile O/S Handheld Computer to an Existing Mobile Unit Record
   Answer: Although the Mobile Unit Records stays the same within Solid Route Accounting, the handheld computers that connect to them can change over time as new handheld computers are purchased, or spare handheld computers are brought back into service. This guide is for handheld computers that d ...
9. How to Initialize a Palm O/S Handheld Computer to an Existing Mobile Unit Record
   Answer: Although the Mobile Unit Records stays the same within Solid Route Accounting, the handheld computers that connect to them can change over time as new handheld computers are purchased, or spare handheld computers are brought back into service. This guide is for handheld computers that d ...
10. How to Filter Inventory Items to Prevent Them from Showing on the Handheld Computers?
    Answer: All Inventory Records created in Solid Business Central are by default all sent to the handheld computers. However we understand that situations can arise where it’s undesirable for certain inventory items to be sent to the handheld computers. It’s for this reason that Inven ...
11. How to Create a New Mobile Unit Record in Solid Business Central?
    Answer: The handheld computers that route sales people use to create invoices while in the field are what really gives Solid Route Accounting business system owners a competitive advantage over their competition. Each handheld computer operates by settings specified in its mobile unit record, w ...
12. Please Assign a Return Code for Returned Goods!
    Description: When accepting a product return during the invoice creation process, the message, “Please assign a return code for returned goods,” will display if a Return Code has not been chosen to describe the condition of the product being returned. This message will show on eithe ...