Sales
Route Management
Updated on: September 25, 2019
Details
Category
Sales
Service
Release Date:
July 2, 2017
Summary
The Route Management app lets you define and organize route schedules for company resources, such as a delivery driver or service technician. It also enables you to track items needed at each customer stop on the route.
For example, you might define the route and customer stops for the driver of a refrigerated truck. You can schedule each customer stop to occur on specific days of the week, such as Tuesdays and Thursdays, and to organize the stops in the needed order.
Customer templates simplify the process, storing information about each customer and the items the customer usually orders. Item information includes the item name, number, quantity and unit of measurement. By replicating the data to the appropriate local device database, item information entered into Route Management can populate customer sales orders in the DSI Route Sales app.
Note: DSI Services required
Note: The functionality provided within this application is provided "as is".
While DSI has tested this application, additional configuration for your specific ERP implementation may be necessary.
Please contact your DSI representative regarding training or additional services, if necessary.
You must uncompress the file before importing into the platform.
Note: The functionality provided within this application is provided "as is".
While DSI has tested this application, additional configuration for your specific ERP implementation may be necessary.
Please contact your DSI representative regarding training or additional services, if necessary.
Please uncompress the file and follow the instructions in the read me file.