DSD Route Accounting Software

LaceUp’s DSD route accounting software is a comprehensive solution for distribution companies who do direct store delivery. The LaceUp DSD route accounting software supports the following modules: sales from the truck, consignment, par level sales, DEX, and scan based trading. LaceUp’s DSD route accounting software has been designed to eliminate all aspects of the invoicing process that create inefficiencies and bottlenecks. As a result, every distributor should expect an increase of sales, decrease in costs, and an overall increase in gross profit with a system like this.

  • Create and print invoices the field.
  • Collect customer signatures and payments.
  • Live inventory management for each truck.
  • Manage clock in/out times per driver.
  • Create & send inventory load requests for driver inventory.
  • Manage authorized products and pricing per store/chain.

  • Manage promotions, temporary price reductions and BOGO’s per store or chain.
  • Add credits to a sales invoice or create a separate credit memo and invoice.
  • Work offline and synchronize once a connection can be established.
  • Ability to scan using Honeywell or Zebra scanners.
  • Full end of day reporting and inventory reconciliation.
  • Smooth integration with your ERP system.

mobile invoicing and printing quotes

Mobile Invoice Creation

The DSD route accounting system offers many tools to create invoices quickly and efficiently from the field. At the driver’s disposal is an invoice template where they can view customer purchase history, price history, and weekly average sales. The driver can also add products to the invoice using a search function, scanning the product barcode, and using an image rich catalog.

dsd software - credit memo icon

Credit Management

Just like invoices, credits are a critical component of the DSD Route Accounting Software. Most accounting systems fail to manage credits properly because credits increase inventory when they post into the accounting system. Credits come in two forms, good or bad. Good credits are returned to the warehouse and increase inventory whereas bad credits are dumped in the trash and do not affect inventory. Even though dumps do not affect inventory, distribution companies must have the ability to track the expense of dumped items for tax purposes. When issuing a credit, the dsd route accounting software lets you choose whether the item that you are picking up is a good or bad credit. Not only this, but the system enables you to place credit items on the same document as sales items or you can print a separate credit and sales document altogether.

Route Delivery Software And Inventory Tracking

Live Truck Inventory

The DSD route accounting software enables the tracking of truck inventory from the beginning of the day to the end of the day. Drivers can load up the truck by sending a load order for a future pick up day. When the day comes, the driver can accept the pending load back into their handheld. This load accept process will increase the inventory on the truck and decrease the inventory of the main warehouse. Aside from this, the driver or warehouse manager can transfer product right onto the driver’s mobile device.

Lot Traceability Software for Quickbooks

Lot Traceability

When it comes to consumer safety local and national governments have been cracking down on the distributors who do not track the location of their products. In the case of a recall, the distributor must be able to locate the recipient of a product with a certain lot number or expiration code. With the DSD route accounting software you will be able to track products from the warehouse all the way to the point of sale. In the case of a recall or a government audit, run a simple report in two clicks to identify and inform any affected customers of the recall.

DSD Software Price

Price Management

In the DSD industry it is common to see prices fluctuate from customer to customer. Some customers pay more for your products and others pay less. The DSD Route Accounting Software lets you create over 1000 price levels and associate them to any customer or customer group. Price levels can be modified at the product level to allow the user maximum flexibility with pricing. All price levels created in the back office reflect directly in the app so that drivers can worry about selling instead of worrying about potential pricing mistakes.

DSD Software Promotion And Special Pricing

Promotions

During special occasions or holidays, it is common to put certain products on promotion. Promotions enable you to move more products by incentivizing the customer to purchase product a lower price over a certain date range. Not only can you set temporary price reductions, but you also can set up buy and get free promos.  All promotions created in the admin back office are shown to the salesmen in the field so that they can move more product and increase sales.

route delivery software- signature capture

Proof of Delivery

LaceUp’s DSD route accounting software enables the driver to collect signatures for invoices, collect payment, and print the final invoice using a thermal printer on the spot. With LaceUp Proof of delivery, the driver can ask the receiver to sign on the device in acceptance of the invoice. Then the driver can print the invoice with the signature for the customer. All this information is sent to the back office where the team can pull up signed PDF copies of the invoices whenever needed.

DSD Route Accounting Software desired Specifications
Presales Preparation (Sales Rep App For Pre Sales)
Store Product catalog
Store Product catalog
Store price list
Order history
Scanning of products
Price change in store allowedOnly in office
Manager Signature
View Live Warehouse Inventory
Pre-Sales Projection Template
Create Sales Rep Routes
Assign Customers To Sales Reps
Catch Weight Support
Time Management
Track sales rep location
No Service Reasons
Route Accounting Module (Autoventas)
Customer Order History & Template
Time Management – Track Driver Clock In/Out
Product Catalog with Images
Authorized Products By Store/Chain
Mobile Invoicing & Printing
Put Sales & Credits On The Same Invoice
Truck Inventory Management
Truck Inventory PAR Levels
Send Truck Load Order to Company
Schedule Routes
No Service Reasons
Route Accounting Module (Autoventas)
Customer Order History & Template
Track What Lot Numbers Went To What Customers
Collecting Payments
Capturing Signatures
End of day reports for reconciliation
Track What Lot Numbers Went To What Customers
Payments Received Report
Sales Analysis
Inventory Settlement
Catch Weight Support – Create an invoice for a case even though the product is sold by the pound
Projection Template (allows driver to capture customer inventory to compute the values sold between last visit and this visit. This gives you a moving average of the customer’s true sales which will allow the driver to better determine what to leave in the store).
Promotions management
Promotion list for the store
Temporary Price Reduction
BOGO - Buy one get one free.
Mix and Match Pricing
Scan down management
Consignment Management Module
Scan Based Trading Module
Battery Consignment Module
Customer Par Level Module
DEX Module
Route Optimization
Capacity to manage store constraints
Input Driver Work Hours
Average Service Time
Input Truck Max Capacity In Volume or Weight, Pallets
Set Optimization Preference (wait time, distance, Duration)
Route Planning
Route Mapping
GPS Tracking
Deliver Process
Capacity to handle items rejected by receiving
Capacity to modify Invoice
Printing capacity
Manager Signature
Truck Inventory update
Collection Capacity
Proof of Delivery Module
Time Management
Turn By Turn Directions To Customer
Capacity to handle items rejected by receiving
Capacity to modify Invoice
Printing capacity
Proof of Delivery – Capture Manager Signature
Truck Inventory Tracking
Collect Payments
Full Route Return Reporting
Synch with ERP
Traverse
IntegraSys
QuickBooks Desktop
QuickBooks Online
Sage BusinessWorks
Sage 50
Sage 100/MAS 90
Sage 300
Microsoft Dynamics Great Plains
Microsoft Dynamics Navision
Microsoft Dynamics Dynamics 365
Microsoft Dynamics Just Food ERP
SAP Business One & B1 HANA
NetSuite
FishBowl Inventory Software
Acctivate Inventory Software
Reporting
Platforms
Android
Windows
Windows Hosted In The Cloud SaaS

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