Solid Know How™

Category » for QuickBooks®

There were 35 articles found in this category:

1. Multi-Vendor™ Setup for QuickBooks®
   What is Multi-Vendor™? The Multi-Vendor™ feature for Solid Route Accounting™ for QuickBooks®, also referred to as ‘Third-Party Billing’, is an optional licensed feature which allows invoices created by a DSD company to be paid to a supplier, who will then in tur ...
2. How to enable Customer Jobs support in Solid Route Accounting for QuickBooks
   Customer Jobs: Customer Jobs are now being imported from QuickBooks® into Solid Route Accounting™ as “Branch” customers of the main or “Head Office” customer record. These customer records will then display on the mobile Solid Sales Pro™ handheld program ...
3. Windows Mobile Sync Guide for Setup and Installation
   The versatility of Solid MultiConnect allows Windows Mobile handheld computers to connect to Solid Route Accounting business systems, giving our clients even more choice when it comes to choosing what handheld computers to use. Although the end result of being able to make mobile sales is the s ...
4. 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 c ...
5. Customer Route Sheets with Sales History
   Introduction Customer Route Sheets with Sales History allows route sales staff to receive summarized historical sales data to allow them the make informed sales decisions based on customer historical information. It also allows them to monitor spoilage rates on perishable products and optimize ...
6. Solid Route Accounting™ for QuickBooks
   Customer Order & Mobile Invoice Operations Pre-Sell, Pre-Order, and Estimates Invoice Standing Orders Sales Invoices and Customer Orders Credits and returns Received on account Credit Limit Checking Review and Reprint Transactions Add notes for each item sold Additional per each price Se ...
7. Release Notes for Solid Route Accounting™ - Integration Edition
   For detailed installation instructions see Article #265 Installation Instructions for Solid Route Accounting™ - Integration Edition. Note: Does not apply to Solid Route Accounting – Enterprise Edition: Solid Route Accounting – Integration Edition is a standardized product used ...
8. Additional Setup Steps for QuickBooks UK Version
   If you are using QuickBooks® UK 2008 or 2010 version there are a few additional setup steps that you will need to perform in order to use Solid Route Accounting™ for QuickBooks®. If you run Solid Fusion you may get the following errors: Error: Could not add Item Sales Tax of &ldqu ...
9. Release Notes & Installation Instructions for Solid Route Accounting 10 for QuickBooks®
   New Standard Features: Windows Mobile Support: Solid Sales Pro is now available for Windows Mobile handheld devices. This is in addition to PalmOS devices and you can mix and match devices within the Solid Route Accounting system. Configuration and preparation of the Mobile Units under the Solid ...
10. Installation Instructions for Solid Route Accounting™ - Integration Edition
    Backup Before you Begin! It is sound business and computing practice to perform a FULL backup prior to beginning any installation or upgrade procedure. Synchronize all mobile units to ensure that all transaction information has been submitted to the main accounting system. Exit from the Solid M ...
11. Transferring your Solid Route Accounting Installation to a New Computer System
    Before you Begin Prior to beginning, please review the Solid KnowHow™ Article #34: Solid Route Accounting Hardware Specifications/Recommendations. Notes: Solid Route Accounting™ Enterprise Edition: We recommend you install a 32-bit version of the Windows operating system. If you requ ...
12. Special Pricing Options in Solid Route Accounting for QuickBooks
    Most companies have a need to some degree to be able to create and control special pricing for the items they sell to the customers they visit. Thankfully, Solid Route Accounting for QuickBooks can accomplish this need in a few different ways, which gives any company the flexibility they need t ...
13. Release Notes & Installation Instructions for Solid Route Accounting™ - Integration Edition 11.01.08
    Note: Does not apply to Solid Route Accounting – Enterprise Edition: Solid Route Accounting – Integration Edition is a standardized product used with QuickBooks, INFOR FACTS, SDC’s Dynamic 3i and other ERP systems, but not with Solid Route Accounting – Enterprise Edition. ...
14. Release Notes & Installation Instructions for Solid Route Accounting™ - Integration Edition 11.01.03
    Note: Does not apply to Solid Route Accounting – Enterprise Edition: Solid Route Accounting – Integration Edition is a standardized product used with QuickBooks, INFOR FACTS, SDC’s Dynamic 3i and other ERP systems, but not with Solid Route Accounting – Enterprise Editio ...
15. Multi-warehouse (aka Multi-Location) Inventory Control in Solid Route Accounting™ for QuickBooks®
    Multi-location Inventory Control (QuickBooks Enterprise Edition only) is an optional licensed feature which allows inventory tracking across multiple fixed and/or mobile sites. For more information and licensing options, please contact Solid Client Services at 1-888-667-3769 x2 or sales@solid-i ...
16. A customer record is missing. How can I trace it?
    A customer record is missing. How can I trace it? Note: If indexes are damaged it is possible a customer record is missing. Therefor, a System / Reindex / All in SBC or Reindex in SMC will repair this problem. Step 1: Begin in the ERP system. Check to see if the customer record is present. F ...
17. Release Notes & Installation Instructions for Solid Route Accounting - Integration Edition 10.03.10
    New Standard Features: Datamax/O'Neil Apex4 Printer Support (WM Only): Solid Sales Pro™ now supports printing to the Datamax/O'Neil Apex4 thermal printer. Program Issues Corrected: Solid Fusion™ For QuickBooks: Issue where new customers created on mobile are not exported to QuickBoo ...
18. Preparing your QuickBooks Company File for Solid Route Accounting
    To view these steps via Video Tutorial, click here to view Session#1 QuickBooks Preparation. Creating Customer Route Groups For mobile sales, it is sometimes desirable to separate your customer records into Customer Route Groups (CRG). This will allow you to just upload only those customers spe ...
19. Solid Sales Pro™
    Introduction: The proven, cross-platform, highly productive route accounting system for route sales, direct store distribution (DSD), pre-sell, mobile sales, and delivery confirmation with these key features: Exceptionally easy to start and support Sales Orders, including Customer Orders, Mob ...
20. 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 ...