| Feature: |
Solid Route Accounting™ |
Intuit QuickBooks®
Pro (US & Canada) |
Microsoft Dynamics GP ® |
Standardized ASCII |
| Overview: |
Customer Order / Invoicing Operations
|
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Yes |
Central Pricing
Operations
|
Yes |
Some |
Yes |
Yes |
|
Yes |
Some |
Yes |
Yes |
|
Yes |
|
Some |
Some |
|
Yes |
Yes |
Yes |
Yes |
|
Please see notes below. |
| Customer Order / Mobile Invoice Operations: |
| Types of Customer Transactions: |
Pre-Sell - Create and modify 'Customer Orders'.
|
Yes |
Yes |
Yes |
Yes |
Invoicing - Create and finalize 'Customer Invoices' for sales and returns. Settle for cash, check, credit card.
|
Yes |
Yes |
Yes |
Yes |
Delivery Confirmation - Receive 'Pre-Sell' ('Customer Orders') and modify with 'Back Order' option. Settle for cash, check, credit card. |
Yes |
|
Yes |
Yes |
Received on Account - Receive 'Customer Payments' on account. |
Yes |
|
Yes |
Yes |
Standing Orders - Create 'Standing Order' with prices. Use to create new 'Customer Orders' or 'Customer Invoices'.
|
|
Yes |
|
|
| Customer Transactions: |
'Sales Invoices' and 'Customer Orders'
|
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Yes |
Yes |
Review and Reprint
Transactions
|
Yes |
Yes |
Yes |
Yes |
Add or Edit existing or new customers
|
|
Yes |
|
|
Add notes for
each item sold
|
Yes |
Yes |
Yes |
Yes |
Additional
per each price
|
Yes |
|
Yes |
Yes |
'Multi-Vendor' or '3rd Party'
invoicing or orders
|
Yes |
|
|
Yes |
| Adding Items to Invoices: |
Find by 'Product Description', 'Product Code', or 'Barcode'.
|
Yes |
Yes |
Yes |
Yes |
| Invoice Styles & Choices: |
8.5 x 11" ,
plain or pre-printed
|
Yes |
Yes |
Yes |
Yes |
4" x 80
col with logo printing
|
Yes |
Yes |
Yes |
Yes |
| Taxes: |
Automatically calculate and apply up
to 2 Taxes
|
Yes |
Match Quick Books tax methods |
See note below. |
Yes |
Automatically calculate and apply multiple
level taxes over multiple jurisdictions.
|
Yes |
Yes |
| Day End (Trip End) Operations: |
'Cash Reconciliation or 'Bank Deposit'
|
Yes |
Yes |
Yes |
Yes |
System generated 'Stock Transfer' for damaged and return goods.
|
Yes |
|
|
Yes |
'Inventory Depletion Report' from mobile computer. |
|
Yes |
|
|
| Centralized Pricing Operations: |
| Available Prices: |
'List Price'
or 'Suggested Retail' price
|
Yes |
Yes |
Microsoft Dynamics Standard Pricing is supported. |
Yes |
'Wholesale Price'
|
Yes |
Yes |
Yes |
Additional
per each price
|
Yes |
|
Yes |
Automatic secondary item price for bottle deposits, environmental charges, core charges.
|
Yes |
|
Yes |
Quantity Discounts - set levels where discounts apply for quantities
|
Yes |
|
Yes |
| Multiple Price Levels: |
|
% off item
variable by 'Product Line'
|
Yes |
|
Yes |
% off transaction total variable by 'Customer'
|
Yes |
|
Yes |
| Special Price Lists with Optional Start and/or Stop Date: |
|
Unique for 'Customer Routing Group'
|
Yes |
|
Yes |
Unique for 'Head Office' or 'Branch Office'
|
Yes |
|
Yes |
Price breaks
by Quantity
|
Yes |
|
Yes |
Time Limited price lists
|
Yes |
|
Yes |
| Operator Pricing Overrides (may be configured by mobile to prevent override): |
Override Selling
Price
|
Yes |
Yes |
Yes |
Yes |
Override List Price
|
Yes |
Yes |
Yes |
Yes |
Override Wholesale
Price
|
Yes |
Yes |
Yes |
Yes |
Override Additional
Charge Info
|
Yes |
|
Yes |
Yes |
Validate Credit
Limits
|
Yes |
Yes |
Yes |
Yes |
| Inventory Operations: |
| Quantity Tracking: |
Show Main Warehouse
Quantities
|
Yes |
Yes |
Yes |
Yes |
Affect Main
Warehouse Quantities
|
Yes |
Yes |
Yes |
Yes |
Track Mobile
Warehouse (truck) inventory
|
Yes |
|
Yes |
Yes |
Alternate or 'Supply Warehouse'
quantity
|
Yes |
|
Yes |
Yes |
| Special Tracking and Pricing Options: |
|
|
|
|
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 |
|
|
|
Lot Numbers - capture for U.S.A Drug Enforcement Agency tracking (DEA Tracking) or quality control purposes.
|
Yes |
|
Yes |
Yes |
Return Goods - mark damage, return to warehouse, or for resale.
|
Yes |
|
Yes |
Yes |
Special Charges - Automatic secondary item quantity sold for bottle deposits, environmental charges, core charges.
|
Yes |
|
Yes |
Yes |
| Warehouse Operations on Mobile Computer: |
| 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'.
|
Yes |
|
Yes |
Yes |
'Stock Counts' - Create full, partial, delayed counts of own or other warehouse, depending upon password.
|
Yes |
|
|
Yes |
'Warehouse Picking' - handle over pick, under pick, or substitute of one or more customer orders. Guide picker in location order.
|
Yes |
|
|
|
'Warehouse Receiving' - handle receiving of pre-made or new 'Purchase Orders'. Add new inventory items.
|
Yes |
|
|
|
'Buying Transactions' - Create or modify 'Buying Transactions' on mobile.
|
Yes |
|
|
|
| Stock Tracking: |
of 'Main Warehouse'
|
Yes |
Yes |
Yes |
Yes |
of local 'Mobile Warehouse'
|
Yes |
|
Yes |
Yes |
of 'Alternate Warehouse'
|
Yes |
|
Yes |
Yes |
| Stock Transfers: |
to or from 'Main Warehouse'
|
Yes |
|
|
Yes |
to or from Alternate Warehouse
|
Yes |
|
|
Yes |
to or from any warehouse, depending upon password
|
Yes |
|
|
Yes |
'Return Goods' 'Stock Transfer' created by system upon request.
|
Yes |
|
|
Yes |
| Stock Counts: |
of local 'Mobile Warehouse'
|
Yes |
|
|
Yes |
of foreign warehouse
|
Yes |
|
|
Yes |
of 'Main Warehouse'
|
Yes |
|
|
Yes |
| Virtual Warehouse Operations |
Yes |
|
|
Yes |
| System Operations: |
|
|
|
|
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'
|
Yes |
Yes |
Yes |
Yes |
Find Items by 'Product Code', 'Description', or 'Barcode'
|
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 : |
| Microsoft Dynamics® specific notes: |
|
Microsoft Dynamics GP version 8.x, 9.x, 10.x. Requires appropriate version of EConnect. |
Currency Support:
|
Supports one currency. In Microsoft Dynamics, it is the currency that is current. |
Taxation Support :
|
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 2003 to 2008, US and Canadian versions are supported. |
