Solid Know How™

Category » Mobile Unit Records

There were 13 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. 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 ...
5. 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 ...
6. 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 ...
7. Stock Reconciliation Report
   The Stock Reconciliation Report allows you to print a daily or trip summary report of the stock depletion amounts on the mobile handheld unit. Not only will this assist with restocking, it will also provide valuable information as to which products are selling best and which others are not. To ...
8. 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 ...
9. 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 ...
10. 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 ...
11. 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 ...
12. How to Create a New Mobile Unit Record in Solid Mobile Central?
    Answer: Using handheld computers to create invoices in the field is what really gives Solid Route Accounting business system owners a competitive advantage. Each handheld computer operates by settings regulated in its mobile unit record, which resides in Solid Mobile Central. Note that the numb ...
13. How to Create and Use Standing Orders?
    Answer: Standing Orders is a specially licensed feature that allows Solid Sales Pro to create an Open Order for customer records, that essentially stays with that customer record for ease of invoice entry and special pricing for subsequent visits. Further, some companies also use Standing Order ...