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- Control Stock and Cash.
- Reduce Paperwork and Administration.
- Reduce Training Costs.
- Reduce Errors.
- Improve Sales Efficiency & Effectiveness.
- Improve Cash Flow.
- Improve Control & Flexibility over Pricing and Promotions.
- Improve Management Information & Reporting.
- Improve Profitability.
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- Staff morale is improved-RouteTrac saves time on mundane tasks.
- Confidence- the system is simple to use, so skills are quickly acquired.
- Sales force gets clear measures of efficiency & effectiveness.
- Efficient journey planning will optimize performance.
- Complicated pricing or discount structures cease to be a problem.
- Improved sense of professionalism.
- Improved communication.
- Realistic target setting because of better management information.
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| Setup |
Installing & Configuring various Settings of the customer, Users & password definition. |
| Start Day |
All Salesmen actions at the beginning of the day - Load Check in, Odometer, Outlet views. |
| Admin |
Creation of Usage parameters- Salesmen, Area, Tax, Payment ModeMessage & Master list with Admin of Handheld devices. |
| Product |
Comprehensive product definition - Item Type, Product Categories, Brands, pricing levels, lots shelf life, lot definition etc. |
| Customer |
Customer definition with location, Route, contact details, credit limits, Authorized products. |
| Promotions |
Defining various categories of promotions- Fixed, Regular & promotion plans. |
| Merchandising |
Mechanisms to handle POS Equipment definition, customer administration with limits, Survey & Market Intelligence Information (Competitor activity, other info etc). |
| Route Setup |
A comprehensive Route / Journey planning Module with Salesman, Van details, Load Plan Information. |
| Order |
An Order taking Module to record customer Orders for route delivery. |
| Inventory |
A comprehensive Route Inventory Monitoring through Load Requests, Load out, Load in, Load Transfer as well as Van Inventory. |
| Review |
Daily Route Transaction reconciliation ,Route book, A/R, Promotions etc. |
| Reports |
Various categories of Review & End Day Reports. |
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- Comprehensive definition of Client profile.
- Product Options includes item code & auto generation features.
- Customer options include definition of various dimensions of orders, Invoice, promotions, returns, Exchanges, POS etc.
- Promotion options with respect to orders & Invoices.
- Route options & system options.
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- Route personnel definition with associated roles, credit limits & commission basis.
- Master definition of payment types, taxes & calculation basis.
- Usage definition of various Areas, sub areas & HHT details.
- Definition of various route Messages & master lists.
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- Setup various categories of customers for route activity tracking.
- Define the product authorizations for route adherence.
- Specifying the multiple pricing plans for the routes & outlets.
- Comprehensive Outlet definition on various parameters- Name & address & route details, relevant pricing, promotion, tax details.
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- Setup various categories of products with their various distribution variants.
- Create the multiple brands for each product category with relevant agency information.
- Comprehensive Product definition on various parameters- Code, units & cases, lot quantity, shelf life details, relevant pricing, commission, tax details.
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- Specifying the various routes & the relevant outlet.
- Vehicle list for target Route coverage.
- Sales calendar & complete journey plan with customer visit sequence.
- Setup of various promotion types- fixed, regular in the route details.
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