Solid Know How™

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 Mobile Central [Mobile] menu path remains unchanged. Detailed procedures for Windows Mobile Setup and Installation can be found on the Solid KnowHow™ knowledge base. NOTE: Windows Mobile devices require that Windows ActiveSync or Windows Mobile Device Center be installed on the computer running Solid MultiConnect.

Signature Printing in Solid Sales Pro (WM Only): Signature printing is now supported in Solid Sales Pro Windows Mobile Edition printing to the Datamax/O’Neil 4t thermal printers. A new "Print Signature" option has been added to [Mobile / Configuration] screen of Solid Mobile Central allowing you to set this for each mobile unit record.

Signature Review & Reprint: The Solid Mobile Central [Sales / Reprint] option has been added to allow you to view transactions along with the related signature. You also have the ability to reprint sales transactions. Signatures will also print provided the Windows printer you use supports graphics printing. For the most part this will include most laser and inkjet printers.

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 for selection and sales/order creation. To enable Customer Jobs:

1. Start Solid Mobile Central
2. Select menu path [Company / Configuration]
3. Click on the [Fusion] tab
4. Check off the “Enable Customer Job Support” option and click on [Apply]
5. Start Solid Fusion and click on [Run] to perform a full data exchange with your QuickBooks company file.
6. Start Solid MultiConnect and sync all mobile handheld devices.

Optional Printing: A new mobile configuration option “Offer to Print after Saving?” has been added to the [Mobile / Configuration] screen of Solid Mobile Central. This option is checked by default. If un-checked, the program will not prompt to print after saving. NOTE: Re-printing from the 1200 Review/Reprint screen is not affected by this setting and will always print.

Prompt to Synchronize: Further to the 10 day operation limit placed on the Solid Sales Pro handheld program, you will now be presented with a warning message after the 7^th day of continuous operation indicating that the mobile unit must be synchronized. The message will continue and number of days will count down until such time the 10 day limit is exceeded or the mobile unit is synchronized.

Variable Currency Format: A new company configuration option “Currency Symbol” has been added to the [Company / Configuration / Licensing] tab of Solid Mobile Central. This option allows you to select the currency symbol to print by country.

Variable Date Format: A new company configuration option “Date Format” has been added to the [Company / Configuration / Licensing] tab of Solid Mobile Central. This option allows you to select the date format to be used by the Solid Sales Pro program.

Opticon Barcode Scanner Extension: A new Opticon Barcode Scanner extension for Windows Mobile has been added to ensure that scanning is only applicable to specific fields. This change offers more control and efficiencies to the Solid Sales Pro scanning functionality, that the native Opticon scanner driver was not able to provide.

Barcode Scanner Reset: A Barcode Scanner Reset option has been added to the Solid Sales Pro [Properties / Scanning] 4500-Scanning Options screen to handle cases when the barcode scanner becomes incorrectly disabled.

New Optional Licensed Features:

Customer Price Levels (QuickBooks Premier & Enterprise Editions only): Customer Price Levels are now being imported into Solid Route Accounting from QuickBooks Premier & Enterprise versions.  For more information and licensing options, please contact Solid Client Services at 1-888-667-3769 x2 or sales@solid-innovation.com.

Program Issues Corrected in Solid Route Accounting 10 for QuickBooks:

1. All known Error 18 messages occurring in the Solid Sales Pro for Windows Mobile version have been corrected.
2. Additional checks have been put in place to prevent a synchronization session from being run while Solid Sales Pro is still running.
3. Issue with the QTY value intermittently being set back to zero (0) on the 1135 Item Details screen, has been corrected.
4. Issue in the Solid Sales Pro for Windows Mobile version with only printing one invoice copy when multiple invoice copies have been requested, has been corrected.
5. Issue in the Solid Sales Pro for Windows Mobile version where the right hand scroll bar blocks the pricing fields on the 1133, 1134 & 1135 screens making it difficult to edit prices, has been corrected.
6. If you select an item from the 1130-Selected Items screen and go to the [Details] screen, when you return to the 1130 screen, the program now stays positioned on the same item rather than positioning to the last item in the list.
7. Intermittent occurrence of the “Quantity cannot be zero” message after clicking [OK] on the 1133-Barcode Detail screen then scanning a subsequent barcode from the 1130-Selected Items screen has been corrected.
8. Issue on the 1133, 1134 and 1135 screen where the cursor positions to the left of the quantity value has been corrected. Upon arriving at each of these screens, the program will now highlight the whole quantity field value allowing you to quickly change the quantity value if required.
9. Issue in the Solid Mobile Central transaction re-print function where duplicate items were being printed, has been corrected.
10. Issue in Solid Sales Pro where the last item added is not highlighted when entering ‘1131 Add Items’ screen while in ‘Description’ order has been corrected.
11. Issue where ROA Payment type was not transferring correctly to QuickBooks has been corrected.
12. Issue where the Default Customer Tax ID from the QuickBooks was not being sent to the mobile units has been corrected. Customer records that do not have a specific Tax ID assigned to them under the [Edit Customer / Additional Info] tab in QuickBooks will now be assigned the default Customer Tax ID as defined under the [Edit / Preferences / Sales Tax / Company Preferences] tab in QuickBooks.
13. Issue in Solid MultiConnect Windows Mobile connect sessions where “Idle Timeouts” would occur while Solid Fusion was running causing the sync session to disconnect early, has been corrected

Backup Before you Begin!

It is sound business and computing practice to perform a FULL backup prior to beginning any installation or upgrade procedure.

1. Exit from the Solid Mobile Central, Solid Fusion and Solid MultiConnect programs from all workstations.
2. At the Server, enter the Solid Mobile Central program and select menu path ‘Backup’ and proceed with the on screen instructions.

Solid Route Accounting 10 for QuickBooks® Installation Procedures

Solid Route Accounting 10 for QuickBooks is available for downloading from the Solid Innovation website. A DSL or Cable high speed Internet connection is recommended for downloading. If you do not have an Internet connection or are using a Dialup Internet service, please contact Solid Client Services for assistance.

1. Synchronize all mobile units to ensure that all transaction information has been submitted to the main accounting system.
2. Create a current backup of the Solid Route Accounting system by starting Solid Mobile Central and clicking on the [Backup] menu option.
3. Exit from Solid Mobile Central, Solid Fusion and Solid MultiConnect at all workstations.
4. Click here to download Solid Route Accounting 10 for QuickBooks®  lf you wish you may also choose to [Save] the installer to a  hard drive location on your computer.  If you have saved the installer, locate and double-click on the SolidRouteAccounting10-IE-100308.exe file to begin the installation wizard.
5. Follow the prompts on the screen clicking the [Next] button to continue.
6. When presented with the program license agreement, read through it and if you agree to the terms, click on [I Agree] then click [Next] to continue.
7. When presented with the 'Select Installation Folder', enter the appropriate drive and folder location to install the program to (default C:\Si).  Click on the [Browse...] button if it is necessary to change the installation folder then click on [Next] to continue.
8. Click on [Next] to confirm and begin the installation process.
9. Once all updated program files have been installed, you will be prompted to enter your software product key.  Enter your software product key as supplied with your original purchase, then click on [Next]. 

NOTE: if you are upgrading from Solid Route Accounting 9, the system should recall your software product key.  If you are upgrading from Solid Route Accounting 2007 or earlier, please contact the Solid Client Services team for assistance.

10. Once activation has completed and the “Done” message displays, click on [Close].
11. If you are prompted to run the [System/Upgrade] procedures, click on [Yes] to continue.  
12. When the installation is complete, the 'Installation Complete' window should pop up.  Click [Close].
13. Start Solid Mobile Central and perform any upgrade procedures if prompted.
14. Start Solid Fusion and perform an up to date data exchange with the QuickBooks accounting system.
15. Start Solid MultiConnect and synchronize all mobile units.

Assistance

For information on licensing or assistance with the Installation / Upgrade procedures, please do not hesitate to contact our Solid Client Services team at 1-888-667-3769 then press 1 (within North America), email us at support@solid-innovation.com or fax us at 1-306-953-5893. NOTE: You must have a paid up support agreement to receive assistance.