Mobile Commerce Platform

Welcome to a whole new technology platform designed to handle the unique demands of wholesale distributors and manufacturers who distribute, sell and deliver their products using their own fleet of vehicles.

A real boost for your business

Proof of Delivery

ERP Integrated

Direct Store Delivery (DSD)

ERP Integrated

Route and Van Sales

ERP Integrated

Pre Sales

ERP Integrated

Are you managing your business using Sage 100 or Sage X3 (Enterprise Management) along with paper, spreadsheets and a bunch of manual processes for sales and delivery?  Perhaps you're stuck on antiquated mobile technology with inflexible settings and expensive hardware. Quite possibly you're on Quickbooks and your business is ready to take off.

The benefits you gain from first rate DSD technology add up quickly.

We invite you to explore the xkzero Mobile Commerce (XMC) platform.  The XMC platform the launching pad for your Direct Store Delivery (DSD), Route Sales and Pre Sale needs.  This is the one system to unleash your driver reps and connect their daily activity with all of your other supply chain and financial accounting systems.  Best of all XMC is specially designed for world-class ERP and accounting systems from Sage and Acumatica, the cloud ERP.

Unified ERP and DSD processes will reinforce your culture for quality and growth

Warehouse Automation

Picking, loading, unloading, put away

Logistics and Routing

Route planning, delivery dispatch, fleet management

Route Accounting

Product and payment reconciliations by warehouse and driver

Mobile Intelligence

Daily sales planning, alerts, reports, dashboards

Payments

Credit card (Paya), C.O.D., check, on account

Sage ERP Integration

Unbelievably flexible web services API, full posting control

Survey App

Merchandising, planograms, competitive intel, customer behaviors, vehicle compliance and safety

Assets and Equipment

Drop off, placement, pick up, repair, tracking

 

"We wanted the best DSD system in the world to run our business, so we turned to xkzero and that's what we did."

DJ Romano, President - Power Distributing and Romano Beverage

Everyone on your team will benefit

 

1. Sales.  Win new marketshare and increase sales to existing customers

XMC technology can help you win new customers, and increase revenue at existing accounts.  Mobile Commerce provides the right experience for each mobile user whether you are a Pre-Sales rep, Route Sale / DSD driver, or Delivery rep who modifies deliveries on site.  The result is a field service team that is better prepared to understand and satisfy the specific needs at each customer visit.

  • Pre-sales
  • Route sales
  • Delivery automated invoicing
  • Returns and credits
  • Product exchanges
  • Payment acceptance
  • Next day load request
  • Daily inventory and payment reconciliations 

Advanced features are available too

  • In store merchandising
  • Repeating orders
  • PAR level ordering
  • Adhere to promotional pricing

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2. Brand loyalty. Proof of delivery and invoice automation builds brand loyalty, increases accuracy, reduces returns and can eliminate disputes

Fast, accurate delivery helps you build brand loyalty. Obtaining signature or even photo proof of delivery you'll reduce returns and disputes, which will create more repeat business and happier customers.  The result will also mean more profitable accounts and no more labor cost involved in entering invoices after the fact and scanning paper signatures.

  • Capture electronic signatures for proof of delivery.  
  • Modify delivered quantities and auto-create your invoices.
  • Leave your customer with an accurate printed invoice or let the back end system generate that for you.  
  • Collect payments from C.O.D. customers.  Credit card, check, money order too.
  • Geo-coded transactions
  • Optionally capture photo proof-of-delivery

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3. Operations. Every warehouse loads and unloads trucks a little bit differently.  XMC will help make sure your method is the fastest and most effective for you.

XMC offers so many ways for you to plan the loading of your trucks.  The key is to find the way that works best for you so your reps can hit the streets and visit more customers in less time.

  • Schedule and Dispatch: Multi-company, multi-site, multi-warehouse 
  • Build and pick loads the way you want to work
    • By order
    • By pre-defined product mix
    • A hybrid of pre-orders plus extra inventory
    • Load based on historical averages
  • Reconcile inventory by route
    • Helps reduce loss and increase your margins
    • Account for variances whether you empty your trucks nightly or not

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4. Planning and Logistics. Proper route management and planning is key to conserving fuel costs and minimizing driving time.  Doing so will allow your driver reps to visit more customers each day 

Create efficient routes for reps to serve your customers according to their preferred schedule, allowing them to save time and you to conserve fuel in the process.

  • Define route schedules by customer location based on daily and weekly preferences for fixed schedules
  • Visual dispatch and mapping assistance for dynamic daily delivery routing
  • Flexibility to integrate with route optimization software services
  • Our mobile app will guide your rep to the next location based on scheduled stops or nearest by distance
  • Dynamically add stops and interactively inform drivers throughout the day
  • Visibility in customer service of delivery status and next planned stop by route

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5. Better informed everyone. Merchandising, compliance tracking, product launches and training new staff members are just some of the great ways you'll benefit from our wide array of intelligence tools

Capture and view data critical to serving your customers. Automate compliance tracking and reporting for your fleet.  Build more effective loads and routes.  Your team will be better informed, better prepared and higher performing.

  • Customer aging, item sales history
  • Reporting and dashboards help you understand customer and product trends
  • Gather competitive and customer intelligence with our easy to use and deploy survey app
  • Task assignment by rep and customer.  Ensure your team is following your company standards!
  • Bi-directional customer memos keep drivers and back office in synch
  • Push alert notifications keep reps up to date throughout the day
  • Merchandising displays - POP displays to make sure your product is being presented the way it should be
  • Asset placement - you can define any type of intelligence you wish to gather
  • View item / asset photos, images, MDSD, ingredients lists, nutritional info
  • Geo coded and photo-enabled transactions and surveys ensure integrity  
  • Vehicle inspections and automated accident reports ensure compliance with minimal effort and maximum visibility

Contact us now

 

6. IT. Technology to win means you feel in control your system and not the other way around

The xkzero Mobile Commerce platform was created for Sage and Acumatica by experienced ERP experts.  We don't think you'll find another mid-market DSD system built as intelligently and reliably with the back office systems.  Whether you have 5 vehicles or 100 or more, Mobile Commerce can scale  and grow with you.

Mobile app

  • Native iOS - Apple iPhone, iPad and iPad mini.  The most powerful and reliable devices for mobile business processing
  • Supports both AirPrint and Bluetooth printing options
  • On-the-fly sales tax support, including Avalara sales tax service when present in the ERP
  • Bar code scanning options
  • Credit card payment acceptance
  • Photo-enabled transactions and surveys with photo tagging too
  • Geo-aware transactions and surveys
  • Security permissions drives user interface experience

Management Console

  • Browser agnostic, web-based portal to manage things like drivers, routes, trucks, delivery schedules, display assets, container deposits, not otherwise managed in the ERP system
  • Provides reports and dashboards accessible on any desktop or mobile device
  • Document drag-and-drop sharing at Customer, Chain, Truck and User level publish quickly and easily to the mobile user
  • Create user defined tables and fields and optionally choose to publish those to the mobile user
  • Microsoft SQL database; Twitter Bootstrap, ASP.NET; editable HTML homescreen
  • ERP integration - RESTful Web API

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As your business grows and your needs evolve, we're right there with you

Education and training

Use XMC as a training and education hub. Share PDFs, Powerpoints, Word, Excel docs. Use surveys to build new product quizzes for your sales team. (they work!)

Tasks and smart memos

Assign critical and route tasks for your field reps. Use smart memos to guide transactional steps with remarkable precision.

Photo Tags

Photo enabled transactions and survey. Create your own tags too.

No-code customizations

Pass your Sage custom data easily enabling personalized info requirements of any nature. Or create mobile-only attributes. No coding required.

Printing and emailing

Support for Apple Airprint and Bluetooth printing options. Email transaction receipts from mobile, or utilize standard Sage paperless functions

Deployment

Install and maintained confidently in your own server environment or secure in a private cloud.

Scanning bar codes

Scan on and off the truck, even right to the customer shelves. Even Lot and Serialized items. Simply use the built in camera, or rugged sled options available.

Top Ranked DSD Engineered by Our Award Winning Sage ERP Team 

xkzero Mobile Commerce is built by our internal team of mobile specialists who are certified developers and consultants for Sage Enterprise Management (formerly Sage X3), Sage 100cloud / Sage 100, and Acumatica.  How well do we know ERP?  Several years ago at Sage's annual conference we joined our long time client, Goose Island Beer Company, to receive the award for Lifetime Achievement - Most Innovative Use of ERP Systems.

A Route Sales and Direct Store Delivery (DSD) solution from ERP experts ensures you the most complete and configurable integration with your back office and warehouse processes.  How well do we know DSD?  One of our clients received the #1 technology and operational ranking in a network of approximately 200 North American independent wholesalers of a global energy drink giant.

As a starting point, out-of-the-box integrations include:

  • Customers
  • Warehouses
  • Items
  • Pricing and promotions
  • Restricted item sales
  • Inventory movements
  • Product lines
  • Units of measure
  • UDFs and attributes
  • Live sales tax calculation including support for Avalara
  • Secure, compliant credit card processing supporting Paya and Sage Payment Vault

Do you have specialized customer mobile needs?  We've had clients leverage our platform for other processes too including employee expense tracking and vendor rewards payments.

Need more information?
Contact us

 

 

 

 

 

 

Ready to talk?

Ask us how mobile can transform your business–even in ways you may not have thought of.




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