Solid Route Accounting™ Business System |
Enterprise Edition |
QuickBooks® Pro Edition
|
Microsoft Dynamics® GP Edition |
Integration Edition |
| Overview: |
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Yes |
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Yes |
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Yes |
Yes |
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Yes |
Some |
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Yes |
Some |
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Yes |
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Some |
Some |
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Yes |
Yes |
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Yes |
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Please see notes below. |
| Customer Order & Mobile Invoice Operations: Back to Top |
| Types of Customer Transactions: |
Pre-Sell - Create and modify 'Customer Orders'. This allows the operator to take a customer order then, add, delete, or change the quantity, items, and prices (if so configured). Then save and print or re-print the order. Printed orders are designated as ‘Customer Order’. Later, the order is synchronized with the main system or can be finalized as an invoice.
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Yes |
Yes |
Yes |
Yes |
Invoice - When creating invoices, the system is acting like a mobile point of sale system. The operator can create and finalize ‘Customer Invoices’ for sales and returns. Settle for cash, check, credit card or other. The invoice may be printed and reprinted, but not changed. Printed invoices are designated as ‘Invoice’.
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Yes |
Yes |
Yes |
Yes |
Delivery Confirmation - Receive ‘Pre-Sell’ transactions from main system , make changes to products, prices, and quantities, then close as invoices. Option to put incomplete items on back order. This option can be configured from administrative panel. |
Yes |
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Received on Account - Receive 'Customer Payments' on account. |
Yes |
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Yes |
Yes |
Standing Order - Create 'Standing Order' with prices that are unique to this particular customer. Use a 'Standing Order' to create new 'Customer Orders' or 'Customer Invoices' with changes if you wish. Optionally save changes for future use as as 'Standing Order'.
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Yes |
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| Signature Capture with Review & Reprint: |
Capture customer signatures at the mobile; print on transaction; review and reprint from office system.
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Available Option |
Available Option |
Available Option |
Available Option |
| Customer Route Sheets with Customer Order History: |
Maintain sales history, product levels, return history for each customer by product for up to the last 6 visits. Use 'Route Sheet' to create new orders with returns. Returned products use the correct selling price. |
Available Option |
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Available Option |
| Customer Transactions: |
'Sales Invoices' and 'Customer Orders'
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Yes |
Yes |
Yes |
Yes |
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Yes |
Yes |
Yes |
Yes |
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Yes |
Yes |
Yes |
Yes |
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Yes |
Yes |
Yes |
Yes |
Review and Reprint
Transactions
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Yes |
Yes |
Yes |
Yes |
Add or Edit existing or new customers
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Yes |
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Add notes for
each item sold
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Yes |
Yes |
Yes |
Yes |
Additional
per each price
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Yes |
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Yes |
Yes |
'Multi-Vendor™' / '3rd Party'
invoicing or orders
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Yes |
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Yes |
| Adding Items to Invoices: |
Find by 'Product Description', 'Product Code', or 'Barcode'.
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Yes |
Yes |
Yes |
Yes |
| Invoice Styles & Choices: |
8.5 x 11" and A4,
plain or pre-printed
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Yes |
Yes |
Yes |
Yes |
4" x 80
col with logo printing
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Yes |
Yes |
Yes |
Yes |
| Taxes: |
Automatically calculate and apply up
to 2 Taxes
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Yes |
Match QuickBooks® tax methods. |
See note below. |
Yes |
Automatically calculate and apply multiple
level taxes over multiple jurisdictions.
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Yes |
Yes |
| Day End (Trip End) Operations: Back to Top |
'Cash Reconciliation or 'Bank Deposit'
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Yes |
Yes |
Yes |
Yes |
System generated 'Stock Transfer' for damaged and return goods.
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Yes |
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Yes |
'Inventory Depletion Report' from mobile computer. |
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Yes |
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| Centralized Pricing Operations: Back to Top |
| Available Prices: |
'List Price'
or 'Suggested Retail' price
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Yes |
Yes |
Microsoft Dynamics GP 'Standard Pricing' is supported. |
Yes |
'Wholesale Price'
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Yes |
Yes |
Yes |
Additional
per each price
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Yes |
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Yes |
Automatic secondary item price for bottle deposits, environmental charges, core charges.
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Yes |
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Yes |
Quantity Discounts - set levels where discounts apply for quantities
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Yes |
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Yes |
| Multiple Price Levels: |
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% off item
variable by 'Product Line'
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Yes |
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Yes |
% off transaction total variable by 'Customer'
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Yes |
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Yes |
| Special Price Lists with Optional Start and/or Stop Date: |
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Unique for 'Customer Routing Group'
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Yes |
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Yes |
Unique for 'Head Office' or 'Branch Office'
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Yes |
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Yes |
Price breaks
by Quantity
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Yes |
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Yes |
Time Limited price lists
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Yes |
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Yes |
| Operator Pricing Overrides (may be configured by mobile to prevent override): |
Override Selling
Price
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Yes |
Yes |
Yes |
Yes |
Override List Price
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Yes |
Yes |
Yes |
Yes |
Override Wholesale
Price
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Yes |
Yes |
Yes |
Yes |
Override Additional
Charge Info
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Yes |
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Yes |
Yes |
Validate Credit
Limits
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Yes |
Yes |
Yes |
Yes |
| Inventory Operations: Back to Top |
| Quantity Tracking: |
Show Main Warehouse
Quantities
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Yes |
Yes |
Yes |
Yes |
Affect Main
Warehouse Quantities
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Yes |
Yes |
Yes |
Yes |
Track Mobile
Warehouse (truck) inventory
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Yes |
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Yes |
Yes |
Alternate or 'Supply Warehouse'
quantity
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Yes |
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Yes |
Yes |
| Special Tracking and Pricing Options: |
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Roll-Ups - Special SKU type that permits separate ordering of specifically tracked items while billing customer by a single master SKU. Pre-Sell only. |
Yes |
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Lot Numbers - capture for U.S.A Drug Enforcement Agency tracking (DEA Tracking) or quality control purposes.
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Yes |
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Yes |
Yes |
Return Goods - mark damage, return to warehouse, or for resale.
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Yes |
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Yes |
Yes |
Special Charges - Automatic secondary item quantity sold for bottle deposits, environmental charges, core charges.
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Yes |
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Yes |
Yes |
| Warehouse Operations on Mobile Computer: Back to Top |
| Types of Warehouse Transactions: |
'Stock Transfers' & 'Stock Orders' - Create new 'Stock Orders' for own or foreign warehouse depending upon password. Modify own 'Stock Orders' before they become Stock Transfers'.
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Yes |
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Yes |
Yes |
'Stock Counts' - Create full, partial, delayed counts of own or other warehouse, depending upon password.
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Yes |
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Yes |
'Warehouse Picking' - handle over pick, under pick, or substitute of one or more customer orders. Guide picker in location order.
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Yes |
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Yes |
'Warehouse Receiving' - handle receiving of pre-made or new 'Purchase Orders'. Add new inventory items.
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Yes |
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Yes |
'Buying Transactions' - Create or modify 'Buying Transactions' on mobile.
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Yes |
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Yes |
| Stock Tracking: |
of 'Main Warehouse'.
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Yes |
Yes |
Yes |
Yes |
of local 'Mobile Warehouse'.
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Yes |
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Yes |
Yes |
of 'Alternate Warehouse'.
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Yes |
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Yes |
Yes |
| Stock Transfers: |
to or from 'Main Warehouse'.
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Yes |
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Yes |
to or from Alternate Warehouse.
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Yes |
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Yes |
to or from any warehouse, depending upon password.
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Yes |
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Yes |
'Return Goods' 'Stock Transfer' created by system upon request.
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Yes |
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Yes |
| Stock Counts: |
of local 'Mobile Warehouse'.
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Yes |
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Yes |
of foreign warehouse.
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Yes |
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Yes |
of 'Main Warehouse'.
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Yes |
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Yes |
| Virtual Warehouse Operations |
Yes |
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Yes |
| System Operations: Back to Top |
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Transaction Numbering - unique to each mobile or warehouse location with separate transaction number streams and transaction type for customer, warehouse, and counting operations. |
Yes |
Yes |
Yes |
Yes |
Automatic program maintenance on mobile computers. |
Yes |
Yes |
Yes |
Yes |
Passwords - separate passwords for 'Supervisor' and 'Operator'.
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Yes |
Yes |
Yes |
Yes |
Find Items by 'Product Code', 'Description', or 'Barcode'.
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Yes |
Yes |
Yes |
Yes |
Configure mobiles separately to handle 'Credit Limit Checking', 'Types of Transactions', 'Passwords', 'Re-Initialize', 'Program and Reprogram'. |
Yes |
Yes |
Yes |
Yes |
| Other Notes: Back to Top |
| Microsoft Dynamics® specific notes: |
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Microsoft Dynamics® GP version 8.x, 9.x, 10.x. Requires appropriate version of eConnect. |
Currency Support:
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Supports one currency. In Microsoft Dynamics® GP, it is the currency that is current. |
Taxation Support :
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Certain tax types are supported (Percent of Sale/Purchase).
Certain tax rounding types are supported (To the nearest currency decimal digit).
The tax print character is not supported. |
| Intuit QuickBooks® specific notes: |
Versions: |
Intuit QuickBooks® Pro 2004 to 2009, US and Canadian versions. UK versions 2008-2009 supported. |
