Route Acct.

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Salesman NoteBook Module

CDI  provides sales force automation with CDI Route , the fully functional and integrated Remote Order Entry and Route Accounting package for portable NoteBook computers.
CDI Route Accounting allows route salesmen to quickly enter new orders on their route. Using the sorted pick lists and search capabilities, users can build orders from product master files containing all items in your warehouse. Order creation is made even more accurate since par value quantities are available for each item in each customer's store. In addition, the order quantity history for each item is also maintained in the computer.
CDI Route Accounting provides labor tracking for the entire route sales force. Time of order creation and duration of each store visit is logged for each route salesman. Reports can be generated showing average visit time, number of visits, and productivity in terms of income vs. time invested. Because all orders are entered using the computer, salesmen can increase their frequency of visitation or can handle more customers. The extensive labor tracking and reporting functions allow the route manager to optimize the workload for each of his route salesmen.
All orders and returns are sent back to the host system using the internal MODEM at the end of each day. Should a telephone line not be available, the order can be queued and sent at a later time. Unlimited  orders can be queued in the  computer. During the data exchange, the computer receives updated pricing, promotional announcements, customer routes and electronic messages from the host system. In addition, the route accountant can send electronic messages back to the host or to other route accountants via the host. The remote sales force always has the latest information allowing them to maximize sales.
In cases where the route sales force also collects, the computer will have all open invoices up to date. The salesman will apply payments on the spot with the input from the customer. Discounts , cash , checks or other type of payments can be entered. At the end of day a collection report will be printed .
CDI Route Accounting is currently installed and operating at multiple distributors.  CDI Route Accounting is being used by sales forces of 4 to 45  salesmen, with a product master file of thousands of  items, servicing hundreds of customers.

See Accounting Modules for Complete system integration.

 

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