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 ...
- How to Recreate Lost Invoices and Orders in Solid Business Central
If it should happen that something unfortunate happens to a route sales person’s handheld computer where the contents of Solid Sales Pro are wiped out, so too will be gone all the invoices they created since their last successful sync session. Although the first reaction may be to have th ...
- 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 ...
- Finalizing Customer Orders through Delivery Confirmation
Delivery Confirmation is an optionally licensed feature of Solid Route Accounting – Enterprise Edition that allows Customer Orders saved within the system to be assigned to a Mobile Unit for delivery and finalization as an Invoice. By using Delivery Confirmation, Customer Orders can be ac ...
- How to Modify, Cancel or Finalize Customer Orders
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, Finalized or Cancelled, depending on what the situation calls for. Please read the information ...
- How to Create Customer Orders
Answer: Knowing in advance what inventory is needed for a route sales person to complete their route is a major advantage when it comes to deciding what and how much inventory to load onto their truck. Using Customer Orders to gauge what’s needed not only reduces spoilage from unneeded pr ...
- How to Print Messages on Invoices?
Answer: Servicing customers properly also includes being courteous, keeping them informed on required information such as taxation and licensing, and also letting them know the company’s expectations when doing business. The best method of delivering this information on a frequent basis i ...
- The Invoices are Listing ‘Sales Tax’ Instead of the Individual Taxes. How can I Change This?
Answer: In a Solid Route Accounting – Enterprise Edition business system where Multiple Taxes have been enabled, if a Customer Record has been assigned to the Tax ID of a Tax Item instead of a Tax Group, then their taxes will be lumped into the generic ‘Sales Tax’ heading. To ...
- 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 ...
- Can Invoice Numbers be Manually Entered Into the System?
Answer: All Solid Route Accounting business systems are designed to maintain information integrity. The transaction number sequence is an important aspect of that integrity as it creates a reliable audit trail. Although transaction numbers can not be manually entered, if an additional number is ...
- Can Invoice Numbers in Solid Route Accounting be Lengthened/Shortened, or Remove the Letter and Period?
Answer: The transaction numbers used in Solid Route Accounting have been thoughtfully designed to at a glance relate important information about the transaction it belongs to. For this reason, it’s important that the entire transaction number is shown to ensure that all of this informatio ...
- Can a Saved Invoice be Modified, Deleted, or Adjusted?
Answer: All Solid Route Accounting business systems are designed to be reliable, easy to use, and accurate. Part of that accuracy is ensuring that the records our clients have and the records their customers have are identical. Because of this, once an invoice is saved inside Solid Sales Pro, i ...
- How do I Reverse an Invoice in Solid Route Accounting?
Answer: Solid Route Accounting business systems are designed to be reliable and accurate. For this reason, although we don’t allow invoices to be deleted, we do allow for them to be reversed by way of creating a duplicate, but opposite, invoice to null out the quantities and prices of the ...
- 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 ...
- Can the Handheld Computers be Configured to Never Sell Below an Item’s Low Gross Price?
Answer: The Gross Margin and Low Gross for items in Solid Route Accounting – Enterprise Edition are controlled in Solid Business Central at the Department Record level, located at [Datafile / Department / View]. When viewing or editing a department record, the values held in the 'GM' (Gro ...
- 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 ...
- 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 ...
- Can an Item be Removed from a Transaction being Created in Solid Business Central?
Answer: The answer to this question requires a bit of clarification on as to what ‘Removed’ means. The ideal solution to this problem is if the transaction has not yet been fully populated, simply change the ‘Item Code’ of the unwanted item to that of the next item being ...
- 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 ...
- How to Manually Adjust a Customer’s Balance?
Answer: From time to time, for various reasons, it may be necessary to manually adjust a customer’s balance within Solid Route Accounting – Enterprise Edition. Thankfully, not only is this possible within Solid Business Central, but it’s also traceable, like any other transact ...
