Solid Know How™

Category » Reporting

There were 25 articles found in this category:

1. Why do Stops Appear out of Sequence on Stop Analysis Report?
   If you are using Windows Mobile handheld devices, then you need to adjust the time format on your handheld to be in a 24h format instead of the default 12h format. To change the time setting, follow these steps: Tap on [Start / Settings] Select the [System] tab Tap on the [Regional Settings] i ...
2. What’s a Recommended Day End Procedure for Route Sales People?
   Answer: After each day of work, establishing a day end procedure will help in reconciling the work done for that period, and help to safe-guard that work from being lost or tampered with. By printing out the ‘Close Cash Out Report’ and synching the handheld computer, the proper repo ...
3. How to Print Employee Sales Commission Report
   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 literally as easy as ...
4. Auto Pick Report (Re-Order; Velocity; Turnover)
   Inventory turnover, velocity, re-stocking report. Report top moving items together with quantities to order to handle re-stocking lead time based on sales history. Look at all or one cost centre. This report is produced from Solid Route Accounting - Enterprise Edition from actual sales histo ...
5. 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 ...
6. Stop Analysis Report
   The Stop Analysis Report is one of the most important reports available to Solid Route Accounting companies. It 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 ...
7. How to Print Pick Lists in Solid Business Central
   Answer: Using Pick Lists allows warehouse employees to gather the entire inventory that a route sales person will need to deliver to fulfil the Customer Orders assigned to them. By having the route sales person’s inventory ready to be loaded onto their truck when they arrive back at the ...
8. Paid Invoices / Transactions are Listed and Showing on the Aged Detail Report.
   Answer: This situation can arise if an Aged or Aged Detail report has been backdated prior to the date that those transactions were marked as ‘Paid’. Due to the accounting accuracy of Solid Route Accounting business systems, by preserving a customer’s payment history in this w ...
9. Solid EDI Set Up
   The licensed feature Solid EDI (Electronic Data Interchange) is the easiest way to send sales/reporting data to suppliers, store chains, and other corporate groups (Distribution Groups). With a single key stroke, all sales information is sent by internet to Solid Innovation, Inc., where the inf ...
10. Can a Pick List be Reprinted?
    Answer: Once a customer order has been included on a Pick List, as printed from Solid Business Central, that order is flagged as being picked, and for that reason will not be included on any future Pick List. Because Pick Lists are often comprised of multiple orders, and are not saved as a sing ...
11. What Report Will Show the Taxes over a Time Period?
    Answer: Periodically, it may be required for businesses to report on what total taxes were charged to customers, and from suppliers, over the course of a time period. The Bill Analysis and Order Analysis reports can deliver this information, and more, for any desired time period. Using these re ...
12. 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 ...
13. What is One of the Most Useful Inventory Sales Reports Available in Solid Business Central?
    Answer: In many cases, when a client needs to print a sales report from Solid Business Central, the 'Sales 2 Report' is the solution. The Sales 2 Report is found at [Datafile / Customer / Report / Sales 2], and allows reports to be printed by the following options: Single customer or range of ...
14. How to Search For and Reprint Invoices and Transactions in Solid Business Central
    Answer: The only thing more important than amassing sales and purchase data is being able to access it whenever it’s needed. Although Solid Business Central allows data to be accessed in many places, one of the most efficient ways to search for, review, and reprint transactions is from wi ...
15. 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 ...
16. How to View a Supplier’s History of Buying and Order Transactions
    Answer: As purchases are created from suppliers within the Solid Route Accounting business system, important data about what purchases the company makes is accumulated with each transaction. If there should be a need to review this Supplier History, this can be easily accessed through the Solid ...
17. How to View a Customer’s History of Sales and Order Transactions
    Answer: As sales are created for customers within the Solid Route Accounting business system, invaluable information about their purchasing trends are accumulated with each transaction. If there should be a need to review this Customer History, this can be easily accessed through the Solid Busi ...
18. How to Print an Accounts Payable or Paid On Account (POA) Report in Solid Business Central?
    Answer: For companies who practice Buying within their Solid Route Accounting business system, knowing how much they owe their suppliers is just as important as how much their customers owe them. For that reason, the Paid On Accounts (POA) reports are available to show exactly how much is owed ...
19. How to Print a Report to a Text File?
    Answer: The ability to print reports to a text file allows the company to save paper, and look professional by delivering digital reports via email to clients. There are quite a few benefits to first printing to a text file, including viewing lengthy reports before committing them to paper. For ...
20. Can I Print a Check List for Manual Inventory Counting?
    Answer: Inventory Counts are the best way to ensure that inventory levels are accurate, as well as monitor inventory shrinkage within the company. Using a printed inventory check list to perform a Manual Inventory Count is a great way to verify if a proper inventory count needs to be performed ...