Complete with advanced route planning and promotional tools, ProTrack DSD is the answer to increasing Direct Store Delivery and Route efficiency, sales, and profits.
- Sales Orders and Invoices
- Customers/Routes
- Product Management
- Promotional Tools
- Merchandising
- Reports
Switch between English and Spanish languages
ProTrack DSD can be interfaced with your existing back-end or accounting system, whether you have an off the shelf solution like Quickbooks ES, POS, Sage 50/100 or something else. ProTrack DSD comes out of the box with a complete and comprehensive interface to Intuit’s QuickBooks and QuickBooks ES for no extra charge.
Simplify and Amplify DSD Sales and Operations with the Handheld App and Integrated Web Portal
Pre-Sale
Service pre-sales routes more efficiently, allowing the salesperson to concentrate on increasing sales and merchandising the product. Your sales force can enter sales orders or invoices remotely that are automatically transmitted back to your system for processing, picking, and delivering. The automatic transmission will increase efficiency and reduce errors. For DSD or direct truck sales, you can print invoices using a mobile printer.
Sales Orders and Invoicing
Easy to use, you can create sales orders or invoices, edit sales orders or invoices not yet synced, and email sales receipts to customers on the spot. Synchronize with QuickBooks, Peachtree/Sage 50 or custom sync for MAS 90/100, or other backend systems.
Customers / Routes
View customers for today's visit, all customers on the route, and turn by turn directions to find a customer's location. With the user-friendly web portal, you can assign any route to any device or salesperson, and even assign multiple routes to one device or salesperson.
Product Management
View product details in a list or gallery view with pricing information and discounts. You can also see or add product images and presentation information.
ProTrack Handheld DSD: A Complete Solution
- Route scheduling
- Select customers by route or salesperson
- Transmit invoices or sales orders to accounting system
- Barcode scanning for fast product lookup
- Transmit orders wirelessly for picking
- Complete QuickBooks integration
- DEX order delivery to customers
- Automatically apply promotions
- Give credits for spoils or returns
- View item or order history
- Print Order/Invoice using Mobile Printer
- Capture customer signature
- Print daily sales reports
- View or collect open accounts receivable
- Wirelessly update handheld and check for new updates
- Switch between English and Spanish languages
Promotional Tools
View temporary price reductions or promotions - by product or group, see promotion start and end dates, and the amount of the discount.
Merchandising
Get insights on your product placement and information such as whether your product is being rotated. Take pictures of product placements and records of shelf height, or endcap position in the store. You can send or share this information with the product/sales manager or manufacturer's rep.
Reports
View a daily sales report by route/salesperson - sales will be broken down by cash, credit, and account. Email open accounts receivable statements to customers from the device or display on screen.