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
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
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
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
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
