Solid Know How™

Article#62

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, Mobile Point of Sale, Delivery Confirmation
• Inventory Management and Control
• Day End/Trip End Reconciliation

Features:

Exceptionally easy to start and easy to support

• All operations are designed to be easy to learn:
  • Commissioned sales people report they are up and running within the first hour with very little training
  • Each operation is similar
  • Video training tools are available to train staff
• Support is easy
  • Each screen is individually numbered with a logical reference set
  • Program is maintained automatically by Solid MultiConnect and Solid Mobile Central
  • Transactions are virtually never lost nor inaccurate

Sales Orders

• Create Sales Orders:
  • Optionally create sales orders as a customer order or invoice, depending on program licensing
  • Consider product availability from local warehouse as well as up to 2 supply warehouses
• Pricing Rules:
  • Automatically calculate product prices based on customer, customer group, and product
  • Note: Exact rules vary depending upon the accounting system used to drive Solid Sales Pro
• Credit Limits:
  • Consider customer credit limits, account balance, and aging
• Taxes:
  • Automatically calculate taxes depending upon jurisdiction, product, and customer
• Review and Reprint transactions:
  • Note: Once a transaction is saved as an invoice, it cannot be changed; it can be reversed
• Delivery Confirmation:
  • Recall a previously created customer order and make alterations to evidence changes to the customer order
  • Optionally place items not currently supplied on back order
• Signature Capture:
  • Obtain customer signatures on orders
  • Save signatures automatically to the office system for review and reprinting of original transaction
• Optional Sales Order Features:
  • Approved Products Lists (APL)(Optional):
    • Integrated handling of approved products by customer or customer group (see full description below)
  • Stop Order Prompting:
    • Enable a prompt list that guides route sales people to the next stop
    • Allows sales people to skip stops and re-visit later
    • Works in concert with Solid Journey Plan to ensure customer coverage

Inventory Management & Control

• Track inventory automatically:
  • As sales orders are completed, the local warehouse inventory is updated
  • Returned goods can be assigned return codes; based on these codes, returned goods can be either left in the warehouse (or truck) or automatically relieved
  • Returned goods can be moved automatically to a separate returned goods warehouse
• Environmental or Core Charges:
  • Linked Parts & Deposits - Assign up to 3 additional charges per SKU, such as bottle deposits, then automatically sell to customer with option to override
• Stock Transfers:
  • Transfer products to/from local warehouse or truck via stock transfer transactions
  • Create stock orders for warehouseman to fill and later turn to stock transfers to evidence truck fills
  • Damaged Goods - Automatically create stock transfers to relieve damaged goods to a separate damaged goods warehouse
• Stock Counting and Warehouse Reloading:
  • Create electronic count sheets to evidence counts of any warehouse
  • Create stock orders to reload warehouse
  • Print depletion reports
• Optional Inventory Management & Control Features:
  • Multi-Vendor:
    • Handle product lines on behalf of 3rd party vendors; sales person simply adds items to a proposed invoice, then the system automatically splits based on pre-defined setup
    • Provision for assigning to specific customer groups
    • Inventory and accounts receivable are correctly handled
    • Transactions may be made payable to 3rd party vendors with correct handling of A/R while delivery history is correct
    • Special invoice numbering can also be handled
  • Approved Products Lists (APL):
    • Maintain approved products by customer or customer group
    • Allow or prohibit override; if override is allowed, then this is a recommended products list
  • Route Sheets with Customer Order History:
    • Create new orders based on saved sales history for the customer
    • History of each item sold to the customer includes: quantities on hand, sold, and returned for up to the last 6 visits plus price sold at
  • Standing Orders:
    • Create a continuing pre-sell order and use as a template to create repeat orders
    • Optionally modify on each visit

Day End/Trip End Reconciliation

• Reconcile sales operations:
  • Simple 2 step access to reconciliation
  • Prints cash out report
  • Optionally prints the 'Stock Reconciliation Report' (ie: depletion report)

Other Features

• Printing:
  • Prints several styles of transaction layouts on either 8 1/2" or 4" printers
  • Supports several rugged printers via Bluetooth
• Mobile Computers:
  • Supports Motorola computers with Windows Mobile, Janam computers with Palm OS or Windows Mobile, Opticon, or HP 211 series mobile PDAs

Benefits:

• Exceptionally easy to learn, to use, and to support
• Comprehensive sales features to make sales efforts highly productive
• Professional results even for small DSD operators

Now Available for:

• All Solid Route Accounting™ editions, including:
  • Solid Route Accounting™ - Enterprise Edition
  • Solid Route Accounting™ - Dynamic 3i Edition
  • Solid Route Accounting™ - Eyewear Genetics Edition
  • Solid Route Accounting™ - FACTS Edition
  • Solid Route Accounting™ - Integration Edition
  • Solid Route Accounting™ - Microsoft Dynamics GP Edition
  • Solid Route Accounting™ for QuickBooks®

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