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

  • Published on
    29-Mar-2015

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  • Slide 1

By: All Business Consulting delivering your route to success! Slide 2 RoutePro RoutePro users have the capability of performing the following functions: Complete Order Processing Payment processing Truck Inventory Maintenance RoutePro RoutePro 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 Slide 3 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 Slide 4 Order Entry Version Inventory Sales Version RoutePro RoutePro 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 Slide 5 RoutePro By All Business Consulting RoutePro Lets take a look how easy it is to for everyone to use the Handheld and RoutePro Slide 6 Through the use of a drop down list the salesperson logs into the handheld system RoutePro By All Business Consulting Slide 7 RoutePro By All Business Consulting RoutePro Scheduling: RoutePro quickly generates the driver/salespersons routes based upon the visit frequency and the day of the week preferred by the customer Main Menu Screen Slide 8 Stops List RoutePro By All Business Consulting One can add,delete and move stops from the list. Slide 9 Stop 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. Slide 10 RoutePro By All Business Consulting 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 Slide 11 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 Slide 12 RoutePro By All Business Consulting Main Menu Main Menu: Customer File The user enjoys the capability of finding all information pertaining to their customer right from the handheld unit. Slide 13 Customer File/ Show Detail Customer File/ Show Detail: The tabbed form displays the customer information in an organized and legible manner. RoutePro By All Business Consulting Slide 14 Customer File/ Show Invoices Customer File/ Show Invoices: The user can even see unpaid invoices for the selected customer right from their units. RoutePro By All Business Consulting Slide 15 RoutePro By All Business Consulting Main Menu Main Menu: Inventory File Slide 16 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. Slide 17 RoutePro By All Business Consulting Main Menu Main Menu: Truck Inventory Replenishment RoutePro A suggested replenishment order is created by RoutePro System, based upon the sales of the day. Slide 18 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. Slide 19 Main Menu Main Menu: End of Day RoutePro By All Business Consulting End of Day helps the user and administration know exactly how much receivables to expect. Slide 20 RoutePro By All Business Consulting End of Day End of Day is a quick summary of the days sales and collections. This can be printed and submitted with the days sales and cash receipts. A special section is available in the event you incurred any expenses during the day. Slide 21 RoutePro By All Business Consulting Main Menu Main Menu: Synchronize Data User can download and upload the data via cellular (wireless) or through serial connection to a computer using a cradle. Connect Slide 22 Middleware Slide 23 RoutePro By All Business Consulting The stops for each customer can easily be created and maintained from the desktop software. Route Maintenance Slide 24 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 Maintenance Slide 25 RoutePro At synchronization the data is transferred to RoutePro Middleware to create a Picking list for the warehouse to prepare next day truck replenishment. Replenishment Order RoutePro By All Business Consulting Slide 26 By: All Business Consulting delivering your route to success!

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