How it Works How it Works

The key to growing and sustaining a DSD business is greater customer satisfaction through speedy and effective delivery and route management, without increasing costs.

DSD companies need to optimize resources and improve their invoice-to-cash cycle while at the same time reduce operating costs per route. The ultimate solution is a fully integrated ERP solution which also specifically addresses DSD requirements.

Order Tracking

Route Dispatching

Route Settlement

Route Planning for Scheduling & Dispatching Route Planning for Scheduling & Dispatching

Enhances and extends Acumatica standard distribution functionality. Enhances and extends Acumatica standard distribution functionality.

Plan shipments based on critical parameters such as warehouse, delivery type, delivery route, and SKU storage classification
Check which SKU(s) planned to be delivered are out of stock and take necessary actions more efficiently
Organize shipments by delivery loads and assign loads to drivers and delivery vehicles
Use wave, individual and weighted picks of stock items organised by delivery loads to load delivery vehicles quicker and more efficiently
Perform daily stock reconciliation by driver and delivery vehicle ensuring all non-deliveries and/or returns are captured on the system
Re-ship orders not delivered by reassigning partial or full shipment to another day and/or driver without recreating all required documents from scratch
Manage returns more efficiently by capturing reason codes for each return, auto generating necessary documents, and allocating resulting credit memos to the original invoices
Track delivery vehicle inventory with start-of-day quantities and end-of-day reconciliation

Comprehensive Route Accounting Comprehensive Route Accounting

Enhances and extends Acumatica standard accounts receivable functionality. Enhances and extends Acumatica standard accounts receivable functionality.

Manage driver payments more efficiently, capturing driver, cash register, cashier and payment collected details, auto generating necessary payment documents in bulk
Manage returns more efficiently, capturing reason codes for each return, auto generating necessary documents, and allocating resulting credit memos to the original invoices
Perform end-of-day payment reconciliation for route, vehicle sales, and non-route payments, organized by cashier, cash register and cash office
Bulk email credit memos generated through the reconciliation process
Manage daily bank deposits more efficiently, transferring both cash and checks collected from one central processing screen
Leverage customer information through powerful central views combining customer’s diverse documents generated through the different modules within the application
Track fixed assets (goods) delivered and returned to/from customers
Manage annual customer rebates and customer loans
Keep track of sales by Salesperson at line level, which information is used to calculate Salesperson commission

Management & Visibility Management & Visibility

Enhances and extends Acumatica standard application functionality. Enhances and extends Acumatica standard application functionality.

Extend management of SKUs through enhanced stock item characteristics, additional attributes, additional UOMs and additional characteristics descriptions
Configure all aspects of sales route schedules detailed by customer and day of the week
Configure the delivery fleet considering temperature-controlled characteristics
Configure delivery route schedules and link customers to one or more delivery schedules
Make use of 50+ new generic inquiries used for DSD planning & route accounting
Make use of 5 new dashboards to better manage DSD planning & route accounting
Use ready built import scenarios addressing reference data upload required to configure DSD planning & route accounting
Eliminate paper handling with automated document related functionality such as Invoice scanning/archiving and mass email of invoices/credit memos generated through the reconciliation process

Data Analytics Data Analytics

Enrich standard Acumatica pre-configured analytics Enrich standard Acumatica pre-configured analytics

Visibility on all sales history, traceable by salesperson, delivery person and settlement cashier
Monitor important KPIs in one glance with user defined dashboards
Gain insight into route performance by viewing customer orders vs. customer deliveries
Gain greater control over damage and credit management by easily identifying customer credits by reason code at the customer, product, and route level
Evaluate sales and profitability by multiple business tiers including company-level, sales zones, sales routes, customer category or by the team/individual level including sales managers, sales personnel, routes, and delivery drivers
Provide sales information at the product level, segmented by class, category & sub-category, brand & sub-brand, and SKU
Receive notifications of business situations that have deviated from the norm and require immediate attention based on a defined management by exception criteria