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By: All Business Consulting By: All Business Consulting …delivering your route to succ

By: All Business Consulting …delivering your route to success!

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Page 1: By: All Business Consulting …delivering your route to success!

By: All Business ConsultingBy: All Business Consulting

…delivering your route to success!

Page 2: By: All Business Consulting …delivering your route to success!

RouteRouteProPro users have the capability of performing the following functions:

•Complete Order Processing•Payment processing•Truck Inventory Maintenance

RouteRouteProPro is a Pocket-PC or PalmOS based product, which enables its users to perform their jobs more effectively and efficiently allowing for increased sales and improved customer care and service.

RoutePro By All Business Consulting

Page 3: By: All Business Consulting …delivering your route to success!

Benefits of the RoutePro System:

Schedule Maintenance

Have customer and sales information at the palm of your hands

Easily create and print invoices at time of delivery

Automatically customer pricing by item

No more re-entering of invoices and payments at the office

Know what you have and need in the truck at all times

Easily know what you need to replenish your truck

RoutePro By All Business Consulting

Page 4: By: All Business Consulting …delivering your route to success!

“Order Entry” Version

“Inventory Sales” Version

RouteRouteProPro Middleware

Using the handheld units in conjunction with the home office Middleware and Accounting System- Scheduling, order processing and truck inventory maintenance will be hassle free

Page 5: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Let’s take a look how easy it is to for

everyone to use the Handheld and RouteRouteProPro

Page 6: By: All Business Consulting …delivering your route to success!

Through the use of a drop down list the

salesperson logs into the handheld system

RoutePro By All Business Consulting

Page 7: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Scheduling: RouteRouteProPro quickly generates the driver/salesperson’s routes based upon the visit frequency and the day of the week preferred by the customer

Main Menu ScreenMain Menu Screen

Page 8: By: All Business Consulting …delivering your route to success!

Stops ListStops List

RoutePro By All Business Consulting

One can add,delete and

move stops from the list.

Page 9: By: All Business Consulting …delivering your route to success!

Stop Order/InvoiceStop Order/Invoice

RoutePro By All Business Consulting

Customer preferred items will automatically load onto the order.All the user must enter is the quantity needed and the order is complete.

The user can also request details on the selected item, and adjust price if needed.

The user can however still add items from the inventory list which are not part of the preferred listing.

Quick Entry: allows the barcode or item number entering to quickly add item to the order.

Page 10: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Payment Entry:Payment Entry:

Automatically displays the amount of change if applicable

Preview and Print Outstanding Invoices

Displays amount entered in Cash and/or Check.

Lets the user accept terms and capture the signature as receiving record

Simple Payment method entry

Detail Payment method entry

Page 11: By: All Business Consulting …delivering your route to success!

Receipt Printing Receipt Printing

The driver/salesperson is able to invoice the sale and select payment method for each customer. At this time the handheld device captures the customer signature and the driver/salesperson then has the ability to print a receipt for the customer.

RoutePro By All Business Consulting

Page 12: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Main MenuMain Menu: “Customer File” The user enjoys the

capability of finding all information pertaining to their customer right from

the handheld unit.

Page 13: By: All Business Consulting …delivering your route to success!

Customer File/ Show DetailCustomer File/ Show Detail: The tabbed form displays the customer information

in an organized and legible manner.

RoutePro By All Business Consulting

Page 14: By: All Business Consulting …delivering your route to success!

Customer File/ Show InvoicesCustomer File/ Show Invoices: The user can even see unpaidinvoices for the selected customer right from their units.

RoutePro By All Business Consulting

Page 15: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Main MenuMain Menu: “Inventory File”

Page 16: By: All Business Consulting …delivering your route to success!

The inventory file which is maintained in the accounting system is available on the unit.

RoutePro By All Business Consulting

The pricing rules for each item as well as for each customer defined in the accounting system also apply to the hand held sales.

Page 17: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Main MenuMain Menu: “Truck Inventory Replenishment”

A suggested replenishment order is created by RouteRouteProPro

System, based upon the sales of the day.

Page 18: By: All Business Consulting …delivering your route to success!

Replenish Replenish

RoutePro By All Business Consulting

Replenish Orders are automatically generated

from the sold quantities. User can still

increase or decrease order quantities as well as add and delete items.

The user can send the replenishment order right from the truck so it will be ready when they get

back to the office.

Page 19: By: All Business Consulting …delivering your route to success!

Main MenuMain Menu: “End of Day”

RoutePro By All Business Consulting

End of Day helps the user and administration know

exactly how much receivables to expect.

Page 20: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

End of Day End of Day

End of Day is a quick summary of the day’s sales and collections.

This can be printed and submitted with the day’s sales and cash receipts.

A special section is available in the event you incurred any expenses during the day.

Page 21: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

Main MenuMain Menu: “Synchronize Data”

User can download and upload the data via cellular (wireless) or through serial connection to a

computer using a cradle.

Connect

Page 22: By: All Business Consulting …delivering your route to success!

Middleware

Page 23: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

The stops for each customer can easily be created and maintained from

the desktop software.R

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Page 24: By: All Business Consulting …delivering your route to success!

RoutePro By All Business Consulting

The customer and items information is picked from the accounting system tables to avoid data redundancy.

In order to facilitate the order taking, one can create a preferred items list for each customer from the desktop software.

Preferred Items MaintenancePreferred Items Maintenance

Page 25: By: All Business Consulting …delivering your route to success!

At synchronization the data

is transferred to RouteRouteProPro Middleware to create a Picking list

for the warehouse to prepare next

day truck replenishme

nt.

Replenishment OrderReplenishment Order

RoutePro By All Business Consulting

Page 26: By: All Business Consulting …delivering your route to success!

By: All Business ConsultingBy: All Business Consulting

…delivering your route to success!