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Smart Mobile

Direct Store Delivery - DSD - System

 Serving all types of DSD companies since 1999, Smart Mobile understands the unique nature of your business we have solutions for you! Choosing the correct software for your company is one of the most important things you can do to increase efficiency. We have helped hundreds of DSD companies improve their office and route operations, and will gladly assist you with yours. 

What could complete route visibility do for your DSD route sales?

 

To stay competitive, your business needs a Smart Mobile Application. You can bring your company's delivery operations to the next level of sophistication. Lose the hassle and time-suck of paper-based processes and manual data entry. Say good-bye to the frustration of unnecessary customer credits, and say hello to complete route visibility for your DSD sales operations. 

With Smart Mobile easy-to-use user interface and low disruption implementation, even the smallest DSD delivery operation can achieve success. Smart Mobile features promote process improvements that allow your delivery operations to achieve clean order tracking, improve truck inventory tacking, dramatically reduce delivery shrink, and provide better customer service with automated email PDF delivery tickets, real-time alerts and notifications, and “where’s my truck” status updates.

 

 

Sales Route Accounting 

  • Track truck inventory with start-of-day quantities and end-of-day reconciliation
  • Create invoices, net tickets, and credits
  • Electronic record of completed customer invoices, returns, and truck orders
  • Electronic record of orders for future delivery with automated ticket build process
  • Collect payment (cash/check) information and capture signature
  • Automated email PDF of invoices with signed tickets
  • Optional printed sales receipts
  • "Store and forward" updates to accommodate network availability
  • Truck and trailer selection and the ability to capture start and end mileage
  • Detailed customer information: address, contact name, phone number, notes, photos
  • Print or email invoice and return tickets with or without pricing information
  • Capture reason codes for credit/return products
  • Collect payments on past invoices (ROA)
  • Create truck orders / load request for inventory replenishment
  • End of day inventory reconciliation and payment settlement
  • End of day reporting


Management & Visibility


  • Emails, real-time alerts, and notifications allows information to be shared with all stakeholders
  • Back-office ERP, WMS, TMS, or other business systems and processes integration
  • Adjust customer information, configuration, and pricing
  • Establish regional locations that delivery operations define
  • Create and configure all aspects of sales route schedules―create, edit, assign, and monitor
  • Define products characteristics, attributes, and pricing (customer specific pricing, promos, discounts, bracket/quantity breaks)
  • Define and configure user types, roles, and access and security profiles
  • Review and manage product inventory associated with each route/truck
  • DVIR reporting and features to manage trucks/trailers and inspection profiles and data
  • Notes and photos available for transaction review
  • Alert managers about route/sales transaction exceptions
  • Standard and custom reports with scheduled report times
  • Route schedule by customer and day of the week
  • Tracking quantity of assets delivered and returned


Customer Service

  • Online repository of customer transactions
  • Status updates and real-time alerts
  • Track all aspects of product sales to a customer with invoice tickets
  • Credit and return tickets track all aspects of product returned from a customer and reason codes
  • Automated emails to customer based on master data
  • Client web portal to view the prior transactions

Downloads

Mobile Quick Overview

Files coming soon.