Solid Know How™

Category » Sales

There were 24 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. 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 ...
3. 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 ...
4. 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 ...
5. Customer Order (Pre-sell) Feature Details in Solid Sales Pro
   Purpose: This feature has many common uses: Pre-sell - Used to obtain customer orders to be filled later. Delivery Confirmation - where orders are created at another location then filled at another mobile computer. Trade Show Order Entry - to obtain customer orders at a trade show. Note: Thi ...
6. Can Route Sales People Override, Edit, or Change Prices on the Handheld Computers at Time of Sale?
   Answer: If a mobile unit record has been enabled for price editing, the route sales person can edit an item’s prices at time of sale, within Solid Sales Pro, when adding items to the invoice. The item’s pricing will be shown to the right of where the order quantity can be entered on ...
7. New Inventory Items or Price Changes are Not Updated on the Handheld Computer.
   Answer: Inventory records are typically the largest database that a company needs to maintain. To speed up the sync process, only changes in quantity levels are regularly shared through Solid MultiConnect to speed up the sync process. This simple sync session is referred to as a regular sync. O ...
8. 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 ...
9. Matching Barcode Does Not Exist!
   Description: When adding inventory to an invoice by way of barcode scanning, if the barcode number scanned does not match that of any barcode in Solid Sales Pro’s inventory list, the message, “Matching Barcode Does Not Exist,” will display on the screen. Resolution: The barc ...
10. O'Neil 4t Printer Won’t Print via Bluetooth Wireless Printing
    Answer: The wireless Bluetooth technology included in O’Neil printers, such as the O’Neil 4t 4” thermal slip printer, has increased the reliability and ease that transactions can be printed from Bluetooth enabled wireless devices. On rare occasion though, the Bluetooth signal ...
11. 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 ...
12. 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 ...
13. 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 ...
14. 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 ...
15. Can Mobile Unit Records be Set to Sort and Display Items by Description Instead of by Part Number by Default in Solid Sales Pro?
    Answer: When manually adding inventory items to a transaction within Solid Sales Pro, such as on the '1131 Add Items' screen when making an invoice, the inventory list can be switched from being sorted by Part Code or Description by using the [Part] or [Desc] buttons respectively. It’s po ...
16. 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 ...
17. Can the [Pause] Button in Solid Sales Pro be Used to Create Two Transactions at a Time?
    Answer: Within Solid Sales Pro, in nearly any screen that has the word ‘Create’ in it’s title, such as the ‘Create Transaction’ or ‘Create Outgoing Transfer’ screens, a [Pause] button is available. Although it cannot be used to create multiple transacti ...
18. How to Track Damaged and Expired Inventory Returns from a Handheld Computer?
    Answer: Damaged and expired inventory is unfortunately part of all distribution businesses. By monitoring returns from individual routes though, it may be possible to find areas where inventory returns can be drastically reduced, leaving more inventory at the customer sites, and more cash in th ...
19. 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 ...
20. 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 ...