BENEFITS

A Look at RouteMagic's Features

See what makes RouteMagic so great

Start of Day Operations

Vehicles Inspection

Vehicle Inspection is the first mandatory task that a driver needs to do. Ensure vehicle maintenance with daily vehicle checks. 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 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/notifications of the vehicle inspection results can be sent to the fleet manager.

Ensuring Vehicle Security Measures

Effective and Transparent Communication

Build Customize Vehicle Inspection Report

Eliminates the traditional paper-based approach

Recording of Data in Real-Time

Reduce Risk and Effort

Start of Day Operations

Loading Vehicles

Load stock based on a list of Load Orders, where the back-office has configured what all load orders need to add to the van. All load orders created for that particular date and route will show up here automatically. The Driver will come to know what he needs to load in Van to deliver today as per orders assigned to him through ERP. 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.

Real-Time Tracking

Reduced Operational Costs

Optimal Resource Utilization

Minimized lost packages

Reduced Delivery Errors

Reduced fuel consumption

Start of Day Operations

Stops on Map

The Show 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.

Get Live Updates

Increased Driver Autonomy

Accurate Navigation

Improves Accuracy

Increase Delivery Efficiency

Reduced Errors and Missed Stops

Start of Day Operations

Inventory in Van

The driver will know about what inventory he has in his van straight from the mobile app. At the start of the day, the driver will get the load orders scheduled for that day, for his route on his hand-held. He will then be able to use the mobile application to load the stock into his van. Stock option in main menu of handheld helps driver to quickly check current inventory on his VAN for a particular route. As the driver completes his operations (load/unload/sales/deliveries/returns/ stocktake), the system automatically adjusts the inventory of the van giving the driver an accurate representation of his inventory. The people in the back office also get a live view of the inventory in all the vans in the field and can leverage this info to manage the field operations.

Stock visibility

Efficient load management

Order fulfillment accuracy

Timely stock replenishment

Streamlined communication

Reduced delays and improved efficiency

Servicing Customers

Pre-order Deliveries

ERP executives can create a new sales order for a particular customer using the route assigned to a driver who will serve this 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.

Order accuracy

Efficient resource utilization

Real-time visibility

Delivery route optimization

Enhance operational control

Improve customer service.

Servicing Customers

Van Sales

Van sales automation by using technology to increase turnover Profitability and efficiency for van sales operators where sales reps sell products directly to the end customers. Van sales screen automatically fetches the correct product prices and promotions can be applied easily. The sales rep can also sell from sales history and has the relevant info at his fingertips to be able to Upsell/X-sell. The system provides him info with respect to the customer’s favorite products and enforces any customer-specific whitelists/blacklists thereby preventing mistakes.

Data-driven insights

Accurate pricing and promotions

Prevents mistakes and enforces restrictions

Real-time inventory management

Streamline reporting and analytics

Drive revenue growth

Servicing Customers

Future Orders

A forward sale is a requisition given by the customer for a future specific date/time. This order automatically goes to the back office where the back office plans those orders and delivers them on future dates as per the customer’s request. Armed with all the van sales/future sales capabilities, your field sales team becomes very efficient and there is no need to re-key the orders in the back-office.

Enhanced customer convenience

Optimal resource planning

Increase order accuracy

Efficient production and inventory management

Improved sales forecasting

Strengthened customer relationships

Servicing Customers

Consignment

A consignment order is something in which a decided level of stock should be maintained. A driver can count the stock on the customer's shelf, and based on the customer's planogram the system calculates what stock he needs to replenish. The customer gets invoiced only for the stock that gets sold (and not the stock that gets added to the shelf). The back-office staff has complete information on exactly what stock is available on every customer’s shelf.

Cost-effective stock management

Reduced financial risk

Eliminates manual stock tracking

Improved inventory accuracy

Data-driven insights

Strengthen customer relationships

Servicing Customers

Returns

The returns screen gives the driver an option to get return the product from the customer. The returned goods can be classified as ‘good’ or ‘damaged’ stock, and appropriate return reasons can be added. The damaged and good product quantity will change accordingly. Return inventory gets updated in the van and as 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.

Improves Customer satisfaction

Ensure Regulatory compliance

Effective returns management

Streamline communication

Improve product quality control

Reduce overall return process

Servicing Customers

Samples

Get your customers hooked on your products by easily managing the distribution of free samples, and enforcing sampling strategies effortlessly with our system. A sales rep can simply offer any product by adding it as a sample, and automatically it will be considered at zero cost.

Product trial and awareness

Influencing purchase decisions

Building brand loyalty

Upselling and cross-selling opportunities

Feedback and product improvement

Customer acquisition

Servicing Customers

Deposit Items

For businesses that need some assets (crates/bottles/refrigerators/..) to be left at the customer location, the system allows an easy way to manage them. The back-office staff can track all the deposit items spread across different customer locations. If appropriate, they can even charge monthly rent and the system takes care of the invoices ss and when needed, the drivers can easily increase or decrease their quantity of deposit items through the mobile app.

Asset tracking and management

Improve customer service

Reduce upfront costs for customers

Streamline invoicing and rental management

Effective asset utilization

Increase Revenue

Servicing Customers

Payment Collections

The system allows the driver to collect all the supported types of payments such as cash, checks, bank transfers, and payment gateways. Credit control rules and mandatory reference numbers/images are enforced, preventing any mistakes and future iterations/discrepancies. The system also maintains how much cash has been collected by the driver during the day, and he can deposit the cash/checks through the app.

Improve cash flow

Convenience for customers

Increase sales and customer retention

Reduced errors and discrepancies

Real-time financial tracking

Streamline accounting processes

Servicing Customers

Photo & Signature Capture

By capturing a photo and signature during delivery, customers can be assured that their package was delivered to the correct person and address. Photos and signatures can also be captured for other operations such as vehicle inspections, returns, cash deposits, and site surveys.

Enhance customer trust

Reduction of fraudulent activities

Verification of recipient identity

Quality control and inspections

Accurate record-keeping

Improved communication and dispute resolution

Servicing Customers

Customer Credit Control

RouteMagic manages the payment and credit control process seamlessly for both office and mobile staff. A customer can be given a credit limit and once the customer's overdue balance exceeds the credit limit, the system will prevent drivers from selling new goods to the customer till payment of previous goods is received.

Improve cash flow management

Minimize bad debt

Reduce financial risk

Improves profitability

Supports Variable Payment Modes

Enhance Customer Relationships

Servicing Customers

Driver Access Codes

The driver/salesperson is given the authority to give a discount or give goods on credit to the customer. If the driver wants to give an extra discount or give more credit than the predefined limit, he can request an access code from the back office and enter it into the mobile app. The system will validate the access code and once verified, allow him to complete the transaction.

Control discount and credit authorization

Enhance flexibility for drivers

Prevents abuse or misuse

Enhance accountability and transparency

Build Customer Relationship

Expedite decision-making process

Servicing Customers

Mobile Invoicing

The mobile app can generate the invoice covering all the transactions, as per your invoice template. This invoice can then be printed using a blue-tooth printer and handed over to the customer at the time of sales/delivery thereby speeding up your order to cash cycle. These invoices can also automatically be emailed to the customer if they prefer a digital copy.

Real-time accuracy

Speeds Up the Cash Flow

Enhance customer experience

Streamlines accounting processes

Cost Savings

Increase Efficiency

End-of-Day Operations

Unloading Vehicle

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. However, he can change the warehouse, if he is unloading to a different warehouse. Unloading the vehicle automatically adjusts the inventory of both the vehicle and the warehouse, giving you complete traceability of your stocks. Signatures and photos can be made mandatory to add more accountability.

Streamline warehouse operations

Enhance traceability and accountability

Seamless inventory reconciliation

Real-time inventory updates

Improve operational efficiency

Efficient stock rotation

End-of-Day Operations

Cash Deposit

At the end of the day, the driver can deposit cash that he collected during that day. In the handheld section of the mobile app, we can see the option and deposit cash with the cashier, or at a bank, and can also upload images of supporting documents. You can also configure it to treat ‘check as cash’ and the system will adjust its reports, ledgers, and screens accordingly.

Secure handling of cash

Timely and accurate financial transactions

Improve cash flow management

Reduce risk of loss or misplacement

Accountability and transparency

Enhance financial control and compliance

End-of-Day Operations

Stock Take

Stocktake is the process of counting the inventory and taking stock out of inventory, once the driver takes it the system matches that with what it has and figures out the variations. These variations are then sent to the back office for manual/automatic approvals, and then inventory in the system gets adjusted appropriately.

Enhance stock control

Effective demand planning

Streamline order fulfillment processes

Prevention of stockouts and overstocking

Identification of shrinkage or theft

Improves overall operational efficiency

End-of-Day Operations

Submitting Picklists

Picklist allows the driver to specify the items he wants to be loaded up the next day. Picklist creates a manual order in the ERP. Businesses, especially in van sales can ask their drivers when they end the day, they specify the picklist of products that they believe they would like to load in their vans the next day. The back office then takes this pick list and picks/packs these items and gets them ready for the driver to pick them up the next day.

Efficient order preparation

Improve driver productivity

Streamlines logistics

Reduce errors and miscommunication

Optimal route planning

Accurate Inventory Management

End-of-Day Operations

EOD Reconcillaitons

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.

Performance evaluation

Operational transparency

Accountability and compliance

Data analysis and decision-making

Audit and compliance readiness

Identifying Discrepancies

End-of-Day Operations

EOD Enforcements

Back-office wants to be able to specify if certain things need to be enforced at the end of the day. There are enforcement levels. To complete EOD, the driver has to check the list: Unload Vehicle, Submit Picklist, Stocktake, Cash Deposit.

Ensuring completion of daily tasks

Compliance with procedures

Accountability and responsibility

Data accuracy

Minimizes discrepancies

Financial accuracy

Sales Order Management

Create Orders

Creating new sales orders for a specific customer is the core functionality. Simply search and select already added customers from the database. The system will take the default route for the selected customers. Alternatively, you can select the different routes also which you want to assign for the sales order. The system will take the scheduled date as per the company-level setting. Else you can select the current date or any date for the sales order.

Streamline Order Management

Route assignment optimization

Flexible scheduling

Improved order accuracy

Integration with company-level settings

Order history and reordering

Sales Order Management

Pick/Pack Orders

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. For any partial picks, the system can also automatically create orders for the balance quantity. Orders which can be fulfilled later. Appropriate notes (for internal messages, or customer notes) can be added by the picker, which shows at appropriate places to streamline communication. Once picked, the orders can be packed as individual items or in packages. A picking mobile app is also available for warehouse staff and scanning is also supported.

Speeds up order fulfillment

Streamline internal communication

Reduce the time to market

Highly scalable

Ensure packaging as per order

Increase productivity

Sales Order Management

Load Orders

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, without requiring any manual effort/coordination.

Efficient Resource Allocation

Meet delivery deadlines

Real-time Tracking

Paperless Operations

Timely Delivery

Enhance overall operational performance

Sales Order Management

Deliver Orders

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. If orders are consolidated, multiple orders are usually shipped with the same van and then forwarded to specific route drivers as necessary.

Efficient Routing

Reduce Transportation Costs

Enhance Tracking and Visibility

Better Customer Service

Monitor with live status updates

Reduce Errors

Sales Order Management

Invoicing and Payments

RouteMagic has very easy and efficient Invoicing functionality. Handle all payment types through the app, and generate invoices that are automatically sent to your office the moment delivery is complete. Review invoices & export swiftly to send on to the customer. Based on our business processes, you can have the invoices created in the ‘pre-invoice’ state where they can be reviewed and edited by back-office staff, or directly converted to the invoice state. Manual or automatic consolidation of invoices can happen, with customer statements automatically emailed. Similarly, payments can be manually/automatically applied to invoices. The system keeps track of the payment and overdue status of your invoices.

Faster Cash Cycle

Efficient Review and Editing

Payment Tracking

Customise invoicing templates

Reduce errors or omissions

Improve Customer Relationships

Warehouse/Inventory Management

Real-time Stock visibility

All the vehicles can also be treated as mini-warehouses, and the back office can get the status of real-time inventory of a vehicle while sitting at their desk. You can check the inventory stock of any warehouse/van from this screen. You need to just select the name of the warehouse/van to see what is current inventory stock. RouteMagic treats 'Good' and 'Damaged' inventory separately in both warehouses and vans. Only the 'good' inventory can be sold to the customers. The system can also calculate how much inventory will be required to fulfill the current orders and tell you the count of your ‘free stock’.

Accurate Inventory Management

Efficient Replenishment Planning

Enhance Warehouse Operations

Informed Decision-Making

Efficient Resource Allocation

Seamless Communication

Warehouse/Inventory Management

Bin Locations

Bin Locations help you to know where to stock the product and find the product. In ERP you can create bin locations for warehouses, and associate products to bins so it becomes easier for the picker to pick products. This minimizes errors during the product picking process and you can organize your warehouse based on fast-moving products and the required depths of the warehouse shelf.

Seamless Communication

Accurate Stock Reconciliation

Optimize Warehouse Layout

Increased Productivity

Preventing misplaced or lost items.

Enhance Inventory Control

Warehouse/Inventory Management

Restock Levels

You can define the restock level of the product. Once in inventory, this product will reach to restock level, 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.

Inventory Optimization

Prevention of Stockouts

Streamline Reordering Process

Supplier Relationship Management

Lead Time Considerations

Demand Planning

Warehouse/Inventory Management

Purchase Orders

A new purchase order can be done with a click of a button by selecting the supplier, the warehouse you are planning this Purchase, and schedule data and time. the system will automatically take the request and goes to the pending state, Once approved by the system and inventory received, the selected purchase order will move to the delivered state. It may happen supplier sent a lesser quantity then the system will show mismatched reasons. Purchase orders help to ensure that the right quantity of goods or services is delivered in a specified time frame.

Streamline Procurement Process

Discrepancy Identification

Budget Control

Order Tracking and Documentation

Increase Productivity

Easy to Manage

Warehouse/Inventory Management

Receive Inventory

The Received Inventory option helps the business to keep adding new inventory and adjusting exciting inventory to your vans and warehouses, seamlessly. In receiving inventory you can select added purchase order and the system will automatically fetch all information from the selected purchase order. Once inventory is received, selected purchase order will move to delivered state. A Verifier can verify added/adjusted inventory along with the Reason. While receiving or adjusting inventory product conditions can be selected as good & damaged.

Accurate Inventory Management

Real-Time Inventory Updates

Order Fulfillment Efficiency

Improves Supplier Relationships

Damage and Quality Control

Improve operations efficiency

Warehouse/Inventory Management

Inventory Ledgers

An Inventory Ledger tracks inventory transactions. The total of all transactions listed in this ledger should match the total for the corresponding account in the general ledger. Inventory is added after purchasing, deducted after selling, and calculation with date and operation is maintained on software. It gives the clear movement of stock taking place in the inventory ledger, there will be two transactions vehicle loading and warehouse stock decreasing and vice versa.

Accurate Inventory Tracking

Transparency and Visibility

Stock Movement Visibility

Improved Efficiency

Time and Cost Savings

Audit and Compliance

Warehouse/Inventory Management

Recipes

Routemagic provides unique features called a recipe. It is like creating a basket of individual products shown as single units. Recipes are how a set of inputs is converted into output, you can execute recipes multiple times just by one click of a button. The recipe will have a name, description, inputs, and outputs and to execute the recipe we have to select the warehouse and number of executions then adjust the quantity of appropriate inputs in decrease and the output will increase and then recipe gets executed and new product is created as per specifications.

Standardized Production

Replicable and Scalable

Time and Cost Savings

Flexibility and Customization

Traceability and Compliance

Gives Competitive advantage

Route Planning & Optimisation

Route Planner

RouteMagic provides an incredibly easy-to-use route planner with next-generation drag and drop functionality. You can allocate orders to different routes by just dragging them to the right route. Even prioritisation (manual or automatic) of orders/site visits within a route is done through a simple click. You can plan both wholesale deliveries and van sales on the same screen. Visual indication through different colors based on ‘route type’ and ‘stop type’ makes order then route allocation easier and more accurate. Plan deliveries for up to 7 days in the future You can filter visible routes to simplify your plan & avoid costly mistakes. View stops on the map, and double-check planned routes to confirm that they are good to go. You can set your route optimization goals and the system will show you the most optimized routes as per your settings and the user can do real-time planning and dispatch orders to driver. The dispatcher may need to move multiple deliveries between routes.

Route Optimization

Prioritization and Sequencing

Wholesale and Van Sales Integration

Visual Indication and Color Coding

Future Planning

Map Visualization and Confirmation

Route Planning & Optimisation

Route Monitor

Route Monitor gives you real-time visibility into what is happening in the field. It is a single screen, where back-office planners can see the status of all the routes. and help you to track progress and improve response times to any delays or disruptions. Route Monitor makes delivery and site visit live monitoring easy and gives the view of your entire day’s operations in a single place at one glance. Keeps track of drivers and vehicles so you know can monitor them in real-time and their productivity. Route Monitor is also integrated with Google Maps to give the best output and get additional insights into live traffic updates, accidents, and weather conditions to make situational decisions on the go, etc.

Real-time Visibility

Centralized Information

Driver and Vehicle Monitoring

Integrated with Google Maps

Streamlined Communication

Performance Tracking and Analysis

Route Planning & Optimisation

Route Schedules

Route schedules are the scheduling of a driver's servicing, delivery, and arrival times for their routes. You can Select the route then start date and Frequency can be selected daily, or monthly using other conditions like skipping some days for the particular customer and assigning sequence numbers to reflect the same on the app. Also, you can define route schedules where for each route, you can easily define which customers they will be visiting on what days. Route schedules are an easier way to define van sales site visit schedules and to assign customers to routes

Efficient Planning

Time and Cost Optimization

Flexibility and Customization

Streamline Operations

Better Resource Allocation

Monitoring and Performance Evaluation

Route Planning & Optimisation

Route History

Route History to show route monitor history: You can select a date and see what happened on that route on that particular date. Route History screen allows going back up to 14 days. To view routes, select an individual time and all the vehicles whose routes you wish to have displayed within the selected time. We can get all information about orders right from driver info to the invoice. Past data allows you to review delivery performance over time and decide on strategies for upcoming rides.

Performance Analysis

Resource Planning

Customer Service Improvement

Compliance and Auditing

Historical Records

Reuse Data for Future Purposes

Route Planning & Optimisation

Territory Planning

Routemagic automatically identifies the cluster of customers and assigns them the right driver. To service each area smoothly, you can draw a territory on a map and then provide the default route for that territory, and the system will automatically identify the customers within that territory and change their default route. You can make sure that you always delegate the right tasks to the right team members, while saving fuel and time, as well as cutting other undesired expenses.

Optimal Route Planning

Improve Customer Service

Cost Reduction

Better Resource Allocation

Enhance Flexibility

Faster Deliveries

Pricing & Promotions

Promotions

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 name of promotion with date validity specification of BUY ‘number of products’ and GET ‘number of products and specify the list of products in BUY and GET section. You can then apply that promotion to a customer that you want to offer a promotion. When we create a sale order, click on Apply for a promotion, and Buy a product that matches mentioned condition, the offer product will auto-populate. Get the product reflects in the sale order without cost as a part of the promotion

Customer Attraction and Retention

Upselling and Cross-selling

Helps Clearing Stock

Product and Brand Awareness

Customer Segmentation and Personalization

Customer Engagement and Satisfaction

Pricing & Promotions

Multi-Level Price Lists

Multiple price lists can be created as per your requirement. Various Pricing options like ‘customer-specific price list’ allows you to offer prices at a discounted rate on products selected by you. The discount rate will be the same for all products for specific customers. and the ‘general price list' allows you to offer prices at a discounted rate on products selected by you. The discount rate can be absolute or percentage. If a sale order is created with the product available in a customer-specific price list then it will be offered at the discounted rate specified in the list. Other Products will be offered at default price.

Customized Pricing

Targeted Promotions

Pricing Flexibility

Improve Profitability

Customer Loyalty and Satisfaction

Pricing Analysis and Optimization

Pricing & Promotions

Volume Based Pricing

A lot of businesses provide volume-based discounts. In Routemagic setting can be used by a Business to configure special pricing for high-volume sales as it allows you to offer special or discounted prices if the quantity of a product is about a threshold. If you have these features there will be an option to set the volume threshold for a particular product, beyond this threshold, the new price will be used in sales orders, van sales, forward orders, consignment, returns, POS app and secondly set a new price if the unit exceeds volume threshold.

Incentivizes Higher Purchases

Boosts Sales

Enhances Competitiveness

Improves Customer Loyalty

Simplifies Pricing Structure

Attracts New Customers

Pricing & Promotions

Customer Tiers

Customer Tiers are a pricing strategy in which the price of a product or service varies depending on the quantity or volume purchased by the customer. This strategy involves dividing the total quantity of the product or service into different tiers or levels, each with a different price point. In routemagic if you enable tiered pricing then in the product you can define Tiers for that product.

Effective customer segmentation

Increases Customer Retention

Creates a Sense of Exclusivity

Incentivizes Higher Purchases

Simplifies decision-making

Encourages Customer Growth

Pricing & Promotions

Customer Specific Discounts

Routemagic allows you to offer prices at a discounted rate on products selected by you. The discount rate will be the same for all products. A list of products is created and a discount is offered on the whole list of specific customers. Apply this specific pricelist to customers to offer discounts. Pricelist can be selected while creating a customer or afterward by editing., it’ll help you provide a different price to selected customers whereas other customers are charged the standard prices for the product. For every customer, you can specify a ‘Customer Specific Price List’ by going to the ‘Customers' section and adding a discount price list.

Personalized Pricing

Enhanced Customer Loyalty

Increase Sales and Revenue

Upselling and Cross-selling Opportunities

Data-driven Insights

Increase Customer Satisfaction

Customer Relationship Management

Customer Specific Workflows

Routemagic software provides you with many settings. Some are available in common. Some settings can be customized as per individual customers. You can define customer workflow in customer management by adding specific info, customer’s multiple points with a time frame at which the product can be delivered. You can set van sales scheduling on a daily, weekly, or monthly basis, set standing orders, pricelists, site visit notes for specific delivery points, and other multiple settings that define the perfect workflow for customers and you can get to know the customer well.

Efficient Order Processing

Enhance Communication

Improves Planning and Scheduling

Efficient Resource Allocation

Customized Customer Experience

Targeted Marketing and Sales Strategies

Customer Relationship Management

Default Products

You can define the Default products for each customer this will save time to repeatedly add products for every sale order for that customer. you can add/edit default products and their quantities. These products will appear on the Van Sales screen when a driver is selling to this customer plus any other products which are not in the default product list for that customer.

Consistency and Standardization

Time-saving

Customer Convenience

Customization for Individual Customers

Streamline Sales Workflow

Reduce Errors and Omissions

Customer Relationship Management

Credit Control

Routemagic allows you to have good control over Overdues and credit limit given to customers. Each customer has an accounting section in their profile which has a credit limit showing, Whenever a new sale is made, it reflects on the sale order. Statements can be sent to the customer every month, and an assigned credit controller. This helps in better control Once the customer's overdue balance exceeds the credit limit, the system will prevent drivers from selling new goods to customers till payment for previous goods is received.

Improve Cash Flow

Proactive Risk Assessment

Enhance Financial Planning

Efficient Credit Management

Reduced Bad Debt

Improve Financial Performance

Customer Relationship Management

Surveys

RouteMagic’s vast setup options, you can build a system that suits your workflow, from enforced vehicle checks to end-of-site visit surveys. Site visits can provide delivery managers with valuable insights into the flow of goods and materials within a facility. This information can help optimise delivery operations and reduce costs. Setting rules for vehicle check surveys is essential to reduce risk and effort. This improves your business’s supply chain workflow, tracks vehicles in real-time, and allows instant communication with your employees making the data flow.

Performance Evaluation

Product Development and Innovation

Customer Engagement and Relationship Building

Data-Driven Decision Making

Market Research

Data Collection Efficiency

Customer Relationship Management

Customer Visit Schedule

Each Customer has at least one or more delivery points and makes schedules that help to plan things in advance and effectively. Customer visit schedules as per customer specifications can be updated and can be seen on the app. You can set van sales scheduling on a daily, weekly, or monthly basis by specific route and starting date. Programs updated here will be auto-populated in the Route planner, which makes route planning significantly easier and saves time and effort.No the chance of missing any delivery, and no reminders are needed.

Time and Resource Management

Improves Customer Service

Optimal Route Planning

Increase Productivity

Data Collection and Analysis

Maintain Proper Schedule

Customer Relationship Management

Standing Orders

Standing Orders are orders that are repeated every week, or month for a specific period of time, which helps the Route planner to ensure the effective and smooth delivery of standing orders which are future orders. While adding a customer from ERP, under the Delivery section, you can place a standing order and schedule which Route Driver is going to use for this customer. you can also set from which date, Order delivery will start. You can also set whether this order will be Daily, Weekly, or Monthly Delivery with another setting like skipping Sundays, skipping holidays, etc.

Customer Convenience

Time and Resource Savings

Revenue Stability

Flexibility and Customization

Customer Retention

Data Analysis

Product Management

Double UOM Products

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. For instance, a product called cola is a soft drink. It can be counted/ measured for each bottle or one bottle. Another way of measurement is to count in case or crate of 24 bottles. While setting up the double UOM we need to provide a multiplication factor. It means the unit required for converting it to a case. Routemagic single unit is shown as each (e) & with multiple units called case (c).

Efficient Order Fulfillment

Accurate Pricing and Costing

Efficient Stock Replenishment

Standardization and Compliance

Enhanced Sales and Pricing Strategies

Increase Profitability

Product Management

Returnable Products

The returns screen gives the Driver an Option to get return the product from the Customer. The returned goods can be classified as ‘good’ or ‘damaged’ stock, and appropriate return reasons can be added. Customers can add a product and its quantity to be returned. Credit notes can be created for the same as per price. There are return screen drivers that can take returned goods and damaged products will separate lists. There are products whose prices keep fluctuating periodically. If such products are supposed to be returned after a certain time and the price has changed then it has to be priced as per market condition.

Efficient Return Management

Accurate Stock Control

Streamline Credit Note Creation

Pricing Flexibility for Returns

Cost Control and Loss Prevention

Manage Reverse Logistics

Product Management

Catch-Weight Products

As the weights and sizes of some products vary, certain items are priced according to the exact weight of the item delivered. While Picking any order, if products are Catch Weight Products then at the time of Picking you can enter the weight of the product. For Catchweight, products show the 'Mean weight' and 'Tolerance' values. Routemagic helps manage and price their variable weight products with several key catch weight management functionalities.

Accurate Pricing

Precise Sales and Revenue Tracking

Automatic Capture Of Weight Data

Prevent Weight Mismatches

Customer Satisfaction

Improves Cost Control

Product Management

Product Groups and Classes

Classes help you to have products divided into separate classes to show in a sequence one after another. And the ability to find the same sequence helps to find products easier and faster for drivers to get things done at pace. The sequence number reflects against a specific class name accordingly it will show on the app. Product groups are defined as the Grouping of similar products. The product group type specifies the criterion by which grouping takes place. Create two item attributes on the product ID and product name with a description.

Simplified Product Identification

Improve Order Accuracy

Enhance User Experience

Scalability and Flexibility

Streamline inventory management

Simplify Reporting and Analysis

Product Management

Product whitelists and blacklists

Many customers do not sell specific products to a set of customers because of multiple reasons. In such cases, they want those products to not be available in the product dropdown either on the mobile app or back-office ERP. To achieve this they can define a Blacklist of those sets of products. You can add multiple types of Product Lists and defined rules with each type of list like White List and Black List for specific customers. The system will ensure drivers do not accidentally sell products to customers that they cannot get paid.

Controlled Product Availability

Prevent Revenue Loss

Adherence to Business Policies

Compliance and Restriction Management

Product Management

Product Images

You can upload a zip of product images (Jpeg/png). These images will automatically be added to the product, which has the same code as the image name. This will reduce doubts about the product and give the customer a perfect image.

Improves Product Understanding

Increase Customer Confidence

Reduce Returns and Disputes

Better Product Differentiation

Accessibility and Convenience

Social Sharing and Marketing

Others

Fleet Management

Fleet management involves optimizing the use of vehicles to ensure safety, compliance, and business continuity. Fleet managers can track and monitor vehicle inspections, maintenance, and utilization through features such as daily walk-around checks, damage image capture, compliance monitoring, and automated notifications. Telematics integration provides real-time information for route planning, vehicle tracking, and driver behavior monitoring. Overall, fleet management helps businesses reduce breakdowns, optimize costs, and increase profitability.

Efficient Maintenance Planning

Route Optimization

Real-time Vehicle Tracking

Compliance with Regulations

Enhanced Customer Service

Efficient asset utilization

Others

Reporting And Analytics

Reporting and analytics feature enables businesses to track performance against an agreed set of parameters. It includes customisable dashboards, real-time tracking, predictive analytics, GIS integration, driver scorecards, and customisable reports. These features allow businesses to monitor and analyse key performance indicators, anticipate problems before they occur, and evaluate driver performance based on specific KPIs. It also helps identify areas where drivers need additional training or support, recognize top-performing drivers, and generate reports tailored to business needs.

Performance Tracking

Customizable Dashboards and Reports

Enhance Efficiency and Productivity

Data-Driven Decision Making

Cost Optimization

Predictive Analytics

Others

Integration

RouteMagic has been developed with a quick setup so you can seamlessly integrate your existing systems & processes, and your teams can work as effectively as possible. Eliminates potential issues down the line, creating a smooth day-to-day workflow where your systems are in sync with each other and processes are automated. For slightly bigger businesses, RouteMagic can even serve as an extension to their existing ERP and ﬁnancial systems. It was proposed to be easily integrated through REST APIs and integrated with standard systems such as Xero, Sage, Tally, and many others. Rest assured, If your existing system supports integration, RouteMagic can integrate with it seamlessly. These seamless integrations ultimately let your team have confidence in the process, so they can get on with their primary tasks whilst RouteMagic handles everything in the background.

Streamlined Workflow

Easy to Adapt

Data Accuracy

Scalability and Flexibility

Cost Savings

Future-Proofing

Others

Audit

Audit management involves creating and maintaining a verifiable audit trail that ensures the accuracy of information exchanged between various actors within a supply chain, including suppliers, warehouse employees, route planning staff, and customers. This audit trail provides business owners with an irrefutable record of the daily interactions occurring across their enterprise. The audit management solution includes features like mail audits, invoice, and payment audits, and order audits that help authenticate and reconcile goods out, goods in, assets, and people in transit. This solution helps business owners handle disputes, trace lost and stolen goods, and ensure the continued authentication and reconciliation of various business transactions.

Accuracy and Data Integrity

Dispute Resolution

Asset and Inventory Management

Fraud Prevention and Detection

Operational Efficiency

Business Insights and Analytics

Others

Company Management

75+ settings that can be set through the UI, so in less than 10 mins you can personalise RouteMagic to your needs. It grants you optimum control over what your workers can and can't do. Rules at 3 levels: Mobile Worker, Customer, and Company. We handle the enforcement, so you can focus your time on strategic improvements rather than micromanaging or daily ﬁre fighting due to operational issues. Define re-order levels to avoid issues with insufficient stocks, and enforce actions made by mobile workers, such as adding customers or taking forward orders, pending approval from the Office before they are made official. You can implement monthly rent charges for containers or deposit items, enforce a photographic proof-of-delivery along with many more custom configurations.

Customizable Settings

Optimum Control over each action

Streamline Operations

Rent Charges and Deposit Management

Enhance Data Security

Scalability and Growth