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Information Query

'Fast Find' can be used to retrieve information quickly and easily. Simply key in the information you want to find and click 'Find' and everything that matches your search criteria will be returned.

'Master Query' provides a set of filters that you can use to specify the information you want to retrieve. Most information within the system can be retrieved using this option.

Customer Management

All information related to a customer is gathered together and can be viewed from the customer screen.

This is an extremely powerful features and is further enhanced by providing role specific views of customer information. This provides an easy way for staff to view the information they need access as quickly as possible.

Sales Order Processing

The sales order processing screen can be launched from anywhere within the system to enable you to be as responsive as possible to your customers.

Multiple types of order can be recorded including product, assets, service, trials and sanitisations.

Journey Management

A journey (route) is a collection of visits to customers. These can be scheduled visits which occur in a regular repeating pattern, or they can be one-off visits such as allocating an order to a vehicle for delivery. Service and sanitication visits can also be scheduled.

A key feature of the system is that a customer can be assigned to multiple journeys to provide maximum flexibility.

Stock & Warehouse

Multiple warehouses are supported including mobile warehouses (i.e. vans/trucks). Locations can be defined within each warehouse down to bin/pallet location.

Ideal stock levels can be configured for each warehouse, with automatic warnings if minimum stock levels have been reached along with suggested orders.

POD Processing

A POD (Proof of Delivery or Delivery Docket) provides evidence that products or services were delivered. The confirmation of the activity is the customer signature that is applied to the transaction.

Customer signatures can be displayed for all PODs captured by handheld computers. They can then be emailed to customers or printed if desired.

Invoicing

Invoices can be manually input or they can be automatically generated by the system.

As well as generating an invoice per POD, the system can also accumulate all activity for a defined period and include it on a single invoice/statement/remittance slip.

Receipt Processing

Multiple types of receipt can be processed including cash, cheque, direct debit, credit card payment and bank transfer.

Receipts can be allocated (or part-allocated) to one or more invoices, including invoices across delivery accounts linked to a head office account.

Contract Management

A contract sets out terms and conditions under which equipment is supplied to a customer. This can be chargeable or 'free on loan'.

The contract module is fully integrated with the customer invoicing module so that recurring rental and other related charges can be included on monthly invoices.

Asset Management

This application has extensive functionality for managing 'roaming' assets, i.e. assets placed with customers.

All activity associated with an asset from acquisition to disposal can be displayed including current, location rental history, service history, movement history, and sanitisation history.

Credit Control

The purpose of this module is to ensure that credit control information is gathered on the system and eliminate notes scribbled on aged debt reports, or on Post It Notes.

An interesting feature of this module is that the credit history of an account is maintained, i.e. details of the time when it was placed on stop, and when transactions were disputed.

Customer Notes

Interactions with customers (e.g. phone calls) can be recorded and follow up actions scheduled.

Schedule activities appear in the work area of the person to whom they have been assigned on the date on which they are due.

Pricing

Multiple layers of pricing are supported that allows a pricing structure to be configured for the need of an individual customer.

Flexibility can be given to adjust pricing at time of order, or it can be controlled through the use of mechanisms such as volume breaks.

Fleet Management

The vehicles that are used to undertake activities on journeys can be maintained.

Additional functions include maintaining service and accident histories.

Sales Ledger

Underpinning all customer activity is a sales ledger that allocates activity to nominal codes used by a nominal ledger.

A financial year is organised into periods and the nominal figures are reported for each period.

Marketing Surveys

Find out what your customers think of your business and the service you provide them with by asking them and gathering the feedback for analysis.

Use our team to help you design and configure your survey and then use the system to make contact and record the results.

Notifications

Work with our team to define critical events in the system that you or others in your organisation need to be notified about.

This could be a driver not logging on by a certain time; a customer approaching their credit limit; or a minimum stock level being hit.

Reports

Use the standard reports to keep tabs on some or all aspects of your business operation. Reports can also be configured to show just the information your require.

Reports may be scheduled to be run at pre-determined times, with the output being sent by email to one or more designated recipients.

Mobile Device Management

Mobile computing devices can be used to record many of the transactions within the system. Their use needs to be controlled and managed including activating and deactivating them.

Examples of transactions that can be recorded include orders, PODs, invoices, receipts, and stock movements.

Suppliers

A list of suppliers is maintained in this module. Details maintained include name, address, and contact details.

Mappings can be maintained that relate products on the system to the product codes used by the supplier.

Supplier Invoices

Supplier invoices can relate to stock or non-stock items. Stock orders are raised in the stock & warehouse module and the supplier invoices are matched against these orders and stock receipts.

Non-stock invoices relate to third party services such as utilities. In this case purchase orders are not used and the invoices have to be allocated to nominal codes.

Supplier Payments

Payments to suppliers can be recorded and allocated against invoices. This includes part payments.

The creditor debt report can be used to assist with identifying which accounts need to be paid.

Purchase Ledger

The purchase ledger is similar to the sales ledger in that supplier transactions are recorded against nominal codes.

At period end, purchase transactions are reported by nominal code.