Route and Van Sales

 

What is Route Sales?

Route Sales is a method of selling and delivering products by a wholesale distributor directly to its customers. It involves distributors using their own branded vehicles, and strategically loading them with the inventory expected to sell on each unique route. Their driver representatives are responsible for making sales, introducing new products, and reinforcing customer relationships with a great experience.

 

Route/Van Sales Feature Capabilities

Selling Activities
  • Route Sales
  • Order Delivery
  • Pre Sales
  • Service Orders and Activities
  • Electronic Proof of Delivery
Order Management
  • Mobile Pre Sales
  • Reorder Level Management
  • Repeating Orders
  • PAR Level Management
  • Service Orders
  • Customer Self-Service Portal
Merchandising and Other In-Store Activities
  • Review Sales Performance with Customer
  • Shelf Inventory Counts and PAR Management
  • Survey Competition
  • Survey Customer
  • Monitor Promotional Participation and Effectiveness
  • Complete Service Orders
  • Place, Pick-up, Schedule Assets and Equipment
  • Complete and Schedule Tasks
  • Daily Planning

Enhanced Operational Support

Warehouse and Logistics
  • Route Planning and Optimization
  • Unified Processes from Pre Sale / Order Management / Delivery
  • Rapid Truck Loading and Unloading
  • Dispatch Delivery Orders
  • Define Standard Inventory Truck Loads
  • Inventory Check Out / Check In by Driver/Route
  • Reload Empty or Partially Full Vehicles
Asset Equipment Management
  • Track and maintain all mobile loaner assets
  • Schedule and complete repairs, pickups, drop offs
  • Assign routine and complex tasks
  • Ensure procedural compliance
  • Reduce idle time
Mobile Intelligence, Reporting and Compliance
  • Leverage full power of ERP
  • Deep understanding of customers, products, competitors, fleet
  • Better informed everyone
  • Single version of the truth
  • Smart transaction memos
  • Push notifications by user/role
  • User definable surveys
  • Document sharing
  • Photo enabled transactions and surveys
  • Customer portal capabilities
Electronic capture of valuable point of delivery information
  • Name and signature of receiver
  • Date and time stamp
  • Geo coordinates
Fast, easy to use mobile interface
  • Driver only sees customers, orders, other key data assigned to them
  • Intuitive, clear interface allows for rapid processing
  • Adjust deliveries as necessary on the spot
  • Access memos, documents, surveys or tasks assigned by driver or role
  • Integrated customer data with Maps, Email, Phone
Smart, ERP-driven data and processes
  • Completed delivery automatically creates Customer Invoice
  • Instant ERP visibility of name, signature, other key data attached to completed delivery
  • Choice to view truck inventory as warehouse in ERP
  • Require reason codes for modified deliveries or returns
Flexible Route Planning and Truck Loading
  • Advanced planning - dispatch orders to available vehicles
  • Optional auto assignment of orders by pre-determined route
  • Dynamic or ad hoc route delivery order determination
  • Map view of planned and completed delivery status
  • End of day reconciliation by vehicle of inventory and payments collected
Enhanced technology capabilities
  • Bar code scan orders on/off the truck using built-in camera scanner or bluetooth options
  • Print or email delivery receipt from the field
  • Vehicle safety and maintenance compliance gathering
  • Manage mobile loaner assets/equipment left onsite with customers
  • Mobile intelligence reporting and alerts

Route Sales done right

Fuel growth and profitability while making everyone's job easier–with xkzero Mobile Commerce (XMC).

 

Route Sales Challenges and Opportunities

The challenges facing Route Sales businesses, and ways to gain an advantage through technology.

  • Meeting sales goals
  • Satisfy fast changing customer needs
  • Need to avoid out-of-stock and overstock customers
  • Ensuring loyal customers
  • Learning about competitors
  • Establishing new product launches and promotions
  • Working with old technology
  • Over reliance on manual administrative work
  • Faster Sales Turns
  • Optimized inventory levels
  • Higher visibility and acceptance of new products
  • Fresher products
  • Understand competition
  • Improved store relationships
  • Reduce inventory loss
  • Fewer product returns
  • Get paid faster
  • Streamlined truck loading and unloading
  • Fuel and time saving route assignments
  • Ensure quality customer service
  • Ability to scale sales team, without having to scale administration
  • A more profitable distribution process
 

Pre-built ERP integration for Route Sales. Flexible, powerful, configurable, and certified.

xkzero integrations are built using fast, reliable, responsive web services.

xkzero Mobile Commerce is a customizable mobile platform that enhances and extends Sage 100. Securely and easily track deliveries, inventory, assets and your competition.

xkzero Mobile Commerce (XMC) turns mobile processes into a business advantage. Its customizable and secure platform maximizes efficiency throughout your distribution process.

xkzero Mobile Commerce (XMC) for Acumatica offers a complete cloud based enterprise solution for Route Sales. All data and business processes are in one place, accessible anywhere.

xkzero Mobile Commerce key functionality:

Your route to growth.

Contact us today to find out how your business can be more efficient and profitable, while making everyones job easier.

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