Mobile Field Service Software
PRODUCTS : AGENT ROUTE ACCOUNTING
PRODUCTS
 

Real-Time Visibility of the Delivery

Proof of delivery is one of the most vital components in route accounting. When you need to confirm the quantity or even existence of a delivery, a robust system of record management is the only way in which proof can be acquired usually in the standard form of a signature. Problems with a paper-based system are that, often times, whole rooms need to be set aside for filing receipts and keeping track of the records requires a good system.

Real-Time Information at the Point of Delivery
Agent Route Accounting™ electronically captures the signature and allows for a printed receipt with the signature for the customer. All the information is then sent real-time to be stored in a database for future reference.

With Agent Route Accounting, a single representative can efficiently serve the customer, accept purchase orders, issue invoices, collect payments, provide the highest level of customer service and increase the number of sites a driver can visit each day.

Real-Time ROI Benefits:

  • Time & Labor savings
  • Driver productivity
  • Build to
  • Inventory control
  • Communications cost savings
  • Pro-active customer service
  • Fuel, Fleet Maintenance & Asset Management
  • Cash flow velocity
  • Driver reconciliation
  • Paper reduction
  • Error control
  • Consignment selling support
  • Expansion of business ~ same resources

Route Accounting and Direct Store Delivery (DSD)

A Route Accounting or DSD application typically requires the following functions on the handheld device:

Pre and post trip equipment inspection
  • Support for multiple types of equipment (Truck, Tractor, Trailer, etc.)
  • Mileage capture
  • Last inspection history for each piece of inspected equipment
Real-time delivery updates to the backend for stop and route completion
  • Time stamp capture for stop arrival and completion
  • Pickup and delivery item quantities
  • Exception reason codes with message notifications to dispatch and customer sales rep.
  • Payments collected if applicable
  • Electronic customer signature capture per invoice or stop
Electronic invoicing
  • Delivery, pickup for credit (scheduled and unscheduled), and unsaleable exchange invoices
  • Items to be delivered, picked up, and/or exchanged with item quantity and pricing
  • Customer information including: customer name, address, driving directions, and special instructions
Automatic invoicing exchange to electronic DSD capable customers
  • DEX
  • Other EDI formats
Automatic invoice adjustments
  • Undelivered and non-picked up item quantities
  • Item pricing and discount adjustments for undelivered and non-picked up items
Manual invoice adjustments
  • Item pricing and discount adjustments with automatic and/or manual control key process
Automated product returns processing
  • Return undelivered, picked up, and exchanged product to the warehouse

Key Advantages

  • Move to a true dynamic business model with real-time updating of backend enterprise systems wirelessly from the point of activity.
  • Increase customer service with real-time visibility of the delivery including dispatch, store operations and customer operations.
  • Increase inventory accuracy by handling point of activity exceptions in front of the customer.
  • Build customer service by achieving a clean delivery receipt to the customer at the point of delivery.
  • Increase the number of deliveries per driver with real time productivity data from the field.
  • Increase cash flow and billing with credit card authorization and electronic signature capture in real time back to the host.




Mobile Field Service
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