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RouteMagic can be set up very easily, enabling you to effortlessly incorporate your current systems and procedures. This ensures that your teams can operate with maximum efficiency. By eliminating any potential problems in the future, it establishes a seamless daily workflow where all your third-party systems are synchronised and processes are automated. These flawless integrations ultimately instill confidence in your team, allowing them to focus on their primary tasks while RouteMagic takes care of everything behind the scenes.
RouteMagic gives your organisation the power of a strong and smooth business solution. By leveraging different API technologies and data transfer methods, you can create a dependable management solution that meets all your integration requirements. Experience the advantages of complete integration with your business accounting software, transport management systems, warehouse management systems, as well as customised and legacy systems.
RouteMagic lets you set up an order in advance as per customer's request for a particular date and time. This request is automatically sent to the back office, which then fulfils the order on the specified date. By utilising this van sales capabilities, your field sales team becomes highly efficient, eliminating the need to manually enter the orders in the back office. You can also set up the frequency of delivery, be it on a daily, weekly, or monthly basis, and tailor the preferences accordingly by omitting Sundays or public holidays.
You have the ability to examine summaries of orders, effortlessly make any necessary changes, and record proof of deliveries (PODs) with the signature and photographs on the location. You can generate invoices automatically. Once they are prepared and conveniently export and print them using a Bluetooth printer. This simplifies your sales procedure and allows you to give the invoice to the customer at the point of sale, enhancing efficiency and customer experience.
Streamline your business operations with RouteMagic's Off-the-shelf Sage Integration Tool, designed to reduce integration efforts with Sage accounting software by 75%. Enjoy seamless data synchronization, automated financial processes, and real-time financial insights, all tailored to meet your specific business needs.
Enhance your delivery and routing efficiency with RouteMagic's Integration with Google Maps, offering real-time location tracking and optimized route planning. Experience precise navigation, live traffic updates, and detailed route analytics to ensure timely deliveries and superior service.
Route Planner is an easy to use, visual planner of sales and delivery routes. Van sales routes are created each day from each customer's call schedules with no effort from you. Routes can be viewed in Grid or Map format for more advanced planning; simple drag-n-drop calls between routes or use the Route Optimisation to plan to achieve the best routes for each day. New requests and one-off tasks can be added to a Reps manifest from the RoutePlanner, ensuring these tasks are tracked and completed. Using either optimised routes or the ETA calculator you can provide accurate visit notifications to customers and track the efficiency of your team.
With RouteMagic's user-friendly Route Planner feature, you can easily schedule and plan routes. The drag-and-drop interface allows you to allocate orders and view detailed order information. Visual clues help ensure that the right stop types are assigned to the appropriate vehicle types and prevent overloading. The Route Monitor provides complete visibility, allowing you to track locations, delivery statuses, site summaries and proof-of-delivery in real-time. This feature-rich tool streamlines your route scheduling and planning process, making it efficient and effective for your mobile sales force.
Route Planner supports the optimisation of both individual routes and a global optimisation of all proposed tasks for a day. Select the specific planning algorithm and let RouteMagic create the routes you need. All customer specific delivery/visit windows are honoured and we ensure vans are never over-loaded or driving hours exceeded.
Route Planner lets you dispatch orders on the same day instead of waiting until the next day. By enabling 'Real-time Dispatch' setting and then on the 'Route Planner' screen, you will have access to an icon for Pick, Pack, Load, and Dispatch. This feature allows you to swiftly handle and send out orders, ensuring efficient operations.
Enable routes to span multiple days, seamlessly transitioning unfinished visits to the next day upon route completion. This feature ensures continuous workflow and efficiency in handling prolonged engagements.
Streamline territory management by drawing boundaries on a map, setting default routes, and automatically associating customers within those territories. This enhances route planning precision and customer service efficiency.
Simplify scheduling by defining route-based schedules, specifying which customers are visited on particular days. This approach optimizes delivery efficiency and improves time management across routes.
Enhance service accuracy by automatically calculating the duration spent at each customer visit, refining ETA predictions. This ensures more reliable service delivery and customer satisfaction.
Empower field workers with the ability to optimize routes directly on their mobile devices, catering to situations where back-office adjustments are not feasible. This flexibility improves route efficiency and responsiveness to real-time changes.
RouteMagic is a mobile field sales team solution with some really powerful features to support your van sales teams. It manages call schedules, boosts sales performance through targeted promotions and sales history. Through RouteMagic you will be able to control pricing, ensure accurate invoicing, visibility of van stock and track real-time sales performance.
The RouteMagic mobile application seamlessly integrates with Google Maps, allowing your office team to effortlessly track the precise whereabouts of all drivers in real-time. Additionally, it provides precise timestamps and location information for every completed order.
The Stops-on-Map feature assists the driver in verifying the precise position on the map for orders that have been assigned to them. This enables them to gain an understanding of the stops they will need to visit at the beginning of their day. Additionally, the system provides the driver with the most efficient route to the next stop from their current location.
Customer notes serve as instructions or messages regarding a particular customer or sales order that you wish to communicate to the sales representative. Additionally, any updates made at the delivery location will be recorded as site visit notes for specific routes. This facilitates efficient order processing, providing a personalised customer experience and enhancing planning and scheduling.
The driver has the option to receive payment in cash from the customer upon delivery. At the end of the day, the driver needs to deposit the cash that was collected. Within the mobile app, there is a screen that allows the driver to choose between depositing the cash with the cashier or at a bank. Additionally, the driver can upload images of the necessary documents to support the deposit.
This portal empowers customers to take control of their orders, providing them with the ability to manage and track orders independently. It reduces the need to contact customer service, offering real-time updates and enhancing the customer experience through convenience and autonomy.
This feature uses customer data to generate personalized order suggestions, aiming to optimize the ordering process. It helps customers make informed choices, improving their purchasing experience and potentially increasing sales.
This functionality ensures that drivers receive precise and clear delivery instructions, tailored to each customer's specific requests. It enhances delivery accuracy and customer satisfaction by paying attention to individual preferences and requirements.
Designed for areas with limited internet access, this feature allows the app to function offline, ensuring that remote customers receive uninterrupted service. It demonstrates a commitment to accessibility and continuous service, regardless of location.
This module integrates the creation and tracking of service orders alongside regular delivery orders. It streamlines order management processes, allowing for efficient tracking and management of both service and delivery orders within the same system.
Our Customer workflow section allow you to specify how your teams service your customers ensuring the same high standards across the business. Efficiently handle multiple delivery points for each customer, incorporate specific delivery instructions and delivery windows ensuring customer SLA’s are known and met through the ability to configure individual processes for customers if required.
Call surveys allow you to capture and analyse customer feed-back, and other data such as competitor analysis and distribution gaps. Provide excellent customer service by offering a self-service portal for your customers to retrieve invoices and delivery notes to further enhance the customer experience. Our Ordering App allows Customers to place their own orders simply and quickly, and uses our extensive Pricing System to ensure orders are correctly priced.
RouteMagic provides a variety of customisable options to meet specific customer requirements. You can define customer workflows including signature and/or photograph POD. Apply Approved Product Lists and PriceLists to each customer to enhance the efficiency of order processing and determine what customer information is shared amongst your teams.
You can quickly review order summaries, effortlessly make any adjustments, and capture proof of deliveries (PODs) with customer signature and photos at the point of delivery. This speeds up the process and is more convenient for customers. Moreover, this also helps avoid any dispute related to the delivery and help build trust amongst customers.
Routemagic provides users with the ability to effectively manage outstanding payments and credit limits assigned to customers. Each customer has a dedicated accounting section within their profile, which displays their current credit limit. When a new sale is made, it is immediately reflected in the sales order. Monthly statements can be sent to customers, with a designated credit controller overseeing the process. This streamlined approach ensures improved control over credit management. Once a customer's outstanding balance surpasses their credit limit, the system automatically prevents drivers from making new sales to that customer until payment for previous goods has been received. This feature helps maintain a healthy financial flow and encourages timely payments from customers.
Customer Notes are a vital tool in providing each customer a personalised service when reps often deal with thousands of customers. RouteMagic holds customer static notes that prompt the rep on each visit - these can reinforce Credit Rules or instructions where to park; and our visit notes provide the rep and office users, with a running history of notes for each customer.
The "Customer Visit Schedule" feature facilitates the management and updating of visit schedules tailored to each customer's specific needs. This ensures that customer interactions are organized and efficient, enhancing service delivery and customer satisfaction by aligning visits with their preferences and requirements.
This feature streamlines the order process by automating the execution of orders based on a customer's predefined schedule. This automation ensures that orders are consistently processed and fulfilled without the need for manual intervention, aligning with the customer's expected delivery timelines and quantities.
Route Monitor provides you with up-to-the-minute visibility into field operations. Monitor the progress and location of your routes and drivers either in Grid-view or map-view as they complete each call or visit. It presents a consolidated view on a single screen, allowing the back-office team to monitor the status of all routes and the current whereabouts of vehicles.
All sales and deliveries instantly update the RouteMonitor so you can see how well each Rep/Driver is performing and also enable you to respond to customer queries without contacting the driver. Progress can be tracked either in the grid-view where call status is displayed through colour changes or on a Map where you can track the driver in real-time.
To assess the effectiveness of your van sales reps based on defined Key Performance Indicators (KPIs) you can use 'Daily Activity Summary Report'. This report lets you monitor the activities of your drivers, including route completed, starting time of the route, number of delivery orders, count of van sales orders, and skipped visits. Moreover, the report also furnishes details regarding the time taken to complete different deliveries along the route.
You have the option to directly communicate with the driver through the van sales mobile app. This messaging functionality proves beneficial for both the driver and the admin, as they can exchange messages and share delivery updates in real-time. Both can take appropriate action based on the received information, leading to time and cost savings.
Ensure delivery addresses are always accurate with automatic longitude and latitude updates for any missing coordinates, performed every 5 minutes. This continuous refresh guarantees precise location data, enhancing delivery efficiency and reliability.
Configure alerts and notifications to update about any concerns or issues which need to be taken care of on priority. Automated alerts and reports can be conﬁgured, so you and your customers are instantly notiﬁed about the most crucial aspects of the business like ETA for deliveries, PoDs and invoices. It reduces your working capital by fastening your order-to-cash cycle.
Once a delivery has been fulfilled, the office can receive the invoices, along with the necessary signatures and photos. These documents are then compiled and prepared to be exported to your current accounting systems. Additionally, they are sent to customers via email, thereby expediting the order-to-invoice process right away.
Allows for immediate and direct communication between drivers and the back office via the delivery mobile app. This real-time interaction facilitates quick sharing of updates, adjustments to routes, or urgent messages, enhancing operational efficiency and response times.
This functionality enables the back office to issue important alerts or instructions to field workers, ensuring vital communications are received and acknowledged. It supports better coordination and operational alignment by allowing the back office to directly influence field activities.