Solid Know How™

Category » Sales

There were 19 articles found in this category:

1. Item Level Discounts in Solid Route Accounting for QuickBooks
   Item Level Discounts allows route sales people to give discounts up to a specified maximum on items in a sales transaction. In Solid Mobile Central, navigate to [Mobile / Configuration] and select the desired mobile unit record to allow Item Level Discounts for from the list atop the screen. I ...
2. 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 ...
3. 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 ...
4. 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 ...
5. 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 ...
6. 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 ...
7. 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 ...
8. 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 ...
9. 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 ...
10. 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 ...
11. 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 ...
12. 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 ...
13. 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 ...
14. 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 ...
15. 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 ...
16. Customer Street Address Not Showing on Invoices – Solid Route Accounting for QuickBooks
    Answer: Solid Route Accounting for QuickBooks is manually configured to look at a single specific line inside the Customer Records within the QuickBooks company file for the street address. If this line contains no information, then no address will be printed. Worse yet, if this line contains o ...
17. Customer Discounts in Solid Route Accounting for QuickBooks
    Customer Discounts are not only the easiest type of special pricing available, but they’re also readily available to all Solid Route Accounting for QuickBooks clients. Customer Discounts allow the company to set the upper most limit for an invoice to be discounted by. The route sales peop ...
18. Creating and Using Price Levels in Solid Route Accounting for QuickBooks
    The most concise method of administration-controlled special pricing available for Solid Route Accounting for QuickBooks is by using the Price Levels available within QuickBooks. The ability to extend the pricing from these Price Levels out to the handheld computers is a specially licensed feat ...
19. 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 ...