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| Route Setup |
Outlet setting & Route Visit Finalization. |
| Start Day |
All Salesmen actions at the beginning of the day - Load Check in, Odometer, Outlet views. |
| Customer Operations |
All customer operations - Order Take / Delivery, Inventory & Freshness Review, Invoicing, A/R Collection, Merchandising etc… |
| Inventory |
Goods accounting SKU wise with dimensions of delivery, Returns / Damage booking, Promotions / FOC Inventory etc. |
| Information & Review |
Comprehensive view of all Route Outlet dimensions- Customer, Product, Pre sold orders, Route Book, Promotions etc. |
| End Day |
Any End day operations of Route sumup odometer, Stock count, Cash & Deposit view. |
| Transmit Data |
Tool to Upload & Download all appropriate data with RT Manager. |
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- Tele sales rep.
- Route sales people.
- Large account / key account sales people.
- Faxed orders.
- Electronic ordering.
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- Dynamic setup of all customer outlets & relevant Route schedules & journey plans.
- Comprehensive Outlet list with facility to view by Route, location, category, market type.
- Record new placement outlets as well as temporary/permanent closures.
- Setting up fixed coverage Plan for the week besides flexibility to handle urgent requests & deliveries.
- Reviewing & changing the Journey plan on periodic basis.
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- Comprehensive handling of all Load Request, Laod in & Van Inventory.
- Closing stock on the van by SKU.
- Load requests & Special deliveries besides Auto load out calculations.
- Opening stock on the van by SKU.
- Load Transfer for under stock in other vans.
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- Plan the days journey & target outlets coverage.
- Multiple Transaction types- Pre order sales, Tele sales delivery, Van sales & delivery, Order taking, payment collection & Merchandising.
- Multiple Customer operations- Order/ sales, promotions, returns, exchanges, expires.
- Sales history information & system prompt of recommended sell in Qty.
- Flexible handling of Returns (Unsold Products from customer ), Damages / Exchange (Credit for Expired products), Promotions (Quantity / Value) & price discounts.
- Balance stock holding at the outlet as per Brand availability norms / retail outlet requests.
- Flexible handling of Route operations review, Information capture etc.
- Customers to receive accurately printed invoices/ credit & debit notes & Exchange Vouchers.
- System to facilitate handling of Receivables, Credit limits & payment collection with cash & cheque details.
- Facility of salesman credit.
- Review Customer activity & balance stock on hand.
- Capture Spend made on Van maintenance ( oil & filter change, engine tune up, change tyre etc).
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- Review days Route activity, Unserviced outlets & reasons.
- Calculation of balance stock & Physical count.
- Calculate cash collections, Cheque deposits for the Route day.
- Load request for the next Route visit.
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- Day's Van Stock statement - Op. Load +/- Transfers / reload - sales -damages replaced+ returns-promotions / FOC.
- Clean Van Stock position - Clean stock, Returns/ damages, Empties.
- Calculation of Days sale- Cash & Credit.
- Generate Cash & Stock Reconciliation statements.
- Reconciliation of Cash & Cheques with sales & outstanding position.
- Facility to Print days Reconciliation statement with suspense amount for signature.
- Review expenses booked & respective claim statements, SP commission, Deduction items if any.
- Balance of Van stock & Depot stock.
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- Generation of relevant Route Reports for Route activity monitoring.
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Mobile
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