Seamless Wholesale Distribution Management Software

Creating new sales orders by simply searching and selecting already added customers from the database. Once orders are approved, they can be picked with just a click of a button. You can pick items individually, or in bulk. The system enforces reasons for any pick mismatches and automatically reduces the inventory from the warehouse, once an order is picked. Creating load orders once the orders are packed can be done with a click of a button. The load orders will then show up at an appropriate date for the appropriate driver on his mobile app. The process of transporting orders to their final destination by van driver. Orders can either be shipped directly to the customer, or they might first be consolidated with other orders going to nearby locations to cut costs.

The ability to specify for multi-uom products that they can only be loaded in ‘Cases’, while sold in ‘Individually’. UOM is the alternative unit of measure of the product means it can be counted/measured in 2 different ways. While delivering, the driver also has an option to pick up the goods classified as ‘good’ or ‘damaged’ stock, and appropriate return reasons can be added. Credit notes can be created for the exact product price. With our ‘Catch Weight Product’ functionality, you can charge as per the weight of the product at the time of picking. Defining the products in groups and classes enables the driver to find the product swiftly. Product classes show products in sequence and the sequence number reflects against a specific class name and this is reflected on the driver’s hand held device. You can ‘blacklist’ or ‘whitelist’ specific products which you want to sell to some specific customers along with their images with a similar product code.

Get the inventory status of any warehouse or van on your screen. RouteMagic treats 'Good' and 'Damaged' inventory separately in both warehouses and vans. Only the 'good' inventory can be sold to the customers. In the ERP, you can also create bin locations for warehouses, and associate products to bins so it becomes easier for the picker to pick products. You can define the restock level of any product. Once in inventory, this product will reach to restock level and the system will notify the user to reorder this product. Users can also mention the supplier of this product. You will get lead time for the supplier to deliver the product and in the meantime, you can satisfy orders with stock in hand. Purchase orders help to ensure that the right quantity of goods or services are delivered in a specified time frame. A new purchase order can be created by selecting the supplier and scheduling the data and time. The system will take the request that goes to the pending state automatically. Once approved by the system and the inventory has been received, the selected purchase order will move to the delivered state. The ‘Received Inventory’ option helps the business to keep adding new inventory and adjusting exciting inventory to your vans and warehouses, seamlessly. Then with ‘Inventory Ledger’, you can track all the inventory transactions listed in this ledger and should match the total for the corresponding account in the general ledger.

Promotions are created at the product level. Those promotions can be applied to customers and run for a certain period to promote or celebrate occasions, festivals or to clear stock. You can create a ‘customer-specific price list’ to offer prices at a discounted rate for a specific set of customers. You can also enable ‘volume-based pricing’, the moment any particular product reaches a particular quantity threshold in sale, the new pricing gets applicable.

Assign, allocate, and optimise routes etc. through our Route Planner, featuring a drag and drop interface. You can ensure the right stop types are allocated to the right vehicle and also that vehicles are not overloaded. Our Route Monitor feature, gives you complete visibility i.e. locations, delivery status, site summaries & PODs in real-time. With Route History, you can view routes and related information of a particular vehicle for a specific day and time for the last 14 days.

ERP executives can create a new sales order for a particular customer using the route assigned to a driver who will serve the customer using a specific vehicle. Then on the scheduled date, the driver will complete the deliveries. These deliveries could be of individual items, or for the packages where the items are packed. The system supports both manual confirmations as well as through scanning.

The returns screen gives the driver an option to return the product from the customer. The returned goods can be classified as ‘Good’ or ‘Damaged’ stock, and appropriate return reasons can be added. Return inventory gets updated in the van and when someone unloads the return, it gets updated in the warehouse accordingly. The system can automatically create a separate credit note for the returns, or adjust the returns value in the current invoice.

By capturing a photo and signature during delivery, customers can be assured that their package was delivered to the correct person and address to avoid any dispute later on. Photos and signatures can also be captured for other operations such as vehicle inspections, returns, cash deposits, and site surveys. Capturing photos can be made mandatory for any specific or all delivery points.

Routemagic allows you to have good control over overdues by setting credit limits for customers. Each customer has an accounting section in their profile which shows their credit limit. Whenever a new sale is made, it reflects on the sale order. The system will prevent drivers from selling new goods to customers till payment for previous goods is received. At the end of the day, the driver can deposit cash that he collected during that day. He can deposit cash to the cashier, or at a bank, and can also upload images of supporting documents.

Vehicle inspection is the first mandatory task that a driver needs to complete. The checks that need to be performed by the driver during the vehicle inspection are configurable through the ERP. Some checks might prompt the driver to provide more details or take a snapshot. Based on the values provided, the system decides whether the vehicle inspection is passed, passed with warnings, or failed. If you want, the system can enforce that the driver cannot continue with his work if the vehicle inspection fails. Similarly, automatic emails and notifications of the vehicle inspection results can be sent to the fleet manager.

EOD reports are updated at the end of each day to highlight what drivers have accomplished. If the driver wishes to end their shift for the day, they can choose the end of day option. To complete the EOD driver has to complete whatever operations have been mandated by the back-office, operations such as Unload Vehicle, Submit Picklist, Stocktake, and Cash Deposit. If the back-office wants certain things that need to be enforced at the end of the day, there are certain options that the driver needs to check like Unload Vehicle, Submit Picklist, Stocktake, and Cash Deposit.

Routemagic provides you with many settings, some are available under common settings, some settings can be customised as per individual customers. You can define customer workflow in the customer management section by adding specific workflows, customer’s multiple points with a time frame at which the product can be delivered. You can set delivery schedules on a daily, weekly, or monthly basis, set standing orders, price lists, site visit notes for specific or particular routes. This overall help deliver enable efficient order processing, delivery personalised customer experience and improves planning and scheduling

RouteMagic has a very easy and efficient invoicing functionality in place. You can handle all payments through the app and the invoices are automatically sent to your office the moment delivery is complete. Review invoices & export swiftly and send them to your customers. Based on your business processes, you can keep the invoices in ‘pre-invoice’ state where they can be reviewed and edited by your back-office staff, or directly convert them in the final invoice. Manual or automatic consolidation of invoices happens and statements are emailed to the customers automatically. Similarly, payments can be done manually or automatically against the invoices. The system keeps track of the payment and overdue status of your invoices.

At the start of the day, the driver will get the load orders scheduled for that day, for his route on his hand-held. If needed by the business, the driver can even submit the load order himself, or submit a picklist for the next day which then goes to the back office for approval. As the driver completes his operations, the system automatically adjusts the inventory of the van giving the driver an accurate representation of his inventory. The driver can partially or fully unload his van at the end of the day. The driver can see the current stock and the default warehouse is chosen by default in the mobile app. Unloading the vehicle automatically adjusts the inventory of both the vehicle and the warehouse.

The ‘Stops on Map’ feature helps the driver to check the exact location on map for orders assigned to him. This allows him to get an idea of what stops he would need to visit, at the start of the day. The system also gives the driver the shortest route to the next stop, from his current location.