Basic Handheld
The basic features are the ability to make a sale or issue a credit
and record the details of payment in a data set on the server.
This requires the presence of functioning item, customer and order datasets
as well as pricing, promotions and adequate lookups for both items and
customers.
Truck Inventory
An inventory dataset to record starting and current inventory as well as
summarised movements by category (sale, return, transfer in or out, adjustment).
The ability to transfer inventory.
The ability to count and verify inventory, and post associated adjustments.
The ability to account for change of inventory on a settlement.
Multiple Route
Salesman and route logins with passwords.
Tracking of transactions by route or salesman.
Separation of inventory by route.
Advanced Handheld
Lookup of customers by phone number or street.
Lookup of items by UPC.
Effectivity dating for items, prices and promotions.
Handling of generic pricing and promotions by customer and item categories.
Automatic order generation based on past sales.
Item scroll during ordering process.
Full settlement reporting and recording with inventory variance.
Printing
Basic printing is for a physically connected serial printer.
Bluetooth printing is for a wireless printer in the immediate proximity.
Multiple Company
Company specific login with access to a separate dataset based on login.
Parameterised feature controls, menus and document headings.
Separation of database maintenance by company with security.
Web Maintenance
Ability to view, search, update and create data using a web browser interface.
Web Reporting
Ability to generate, view and print reports of selected data using a
web browser interface.
- transaction reprint
- customer list
- item list
- pricing and promotion list
- settlement details by route
- inventory list and valuation
- performance by salesman and/or route
Distribution Centre
The full handheld capabilities on a full-screen terminal with appropriate
interface changes.
Additional support for separated ordering and shipping with
picking and shipping documents, and bills of lading.
Inventory analysis with replenishment cycle support (purchasing subsystem).
Price and Promotion Management
Full screen terminal interface for the management of effectivity dated
pricing and promotions.
Management of pricing contracts and promotions by generic coding
(eg. a given price or discount is applicable by any combination of
buying group, customer class, region, billing group, ordering group or
delivery location with any combination of item group, category, size or sku).
Inventory Control
Transfers between any combination of trucks, warehouses, and factories.
Tracking of inventory by location including intransit inventory.
Variance accounting to GL level with separated counting by location and date.
Ability to continue business while a count is in progress.
Inventory reporting and valuation by date and time.
Shortage/surplus recording and accounting by salesman.
Route Reconciliation
Full accounting for sales, inventory, payments and charges by salesman
with recording of actual receipts against reported,
counted inventory against theoretical, and posting of over/short records.
Commission calculation by salesman taking into account shortages, returns
and bad debts incurred.
Commission structure by region, route, salesman, customer group and class
or number, item group, cateory and size or sku.
Cyclical detailed reporting for each salesman.
Accounting Feeds
Preparation of data for import into Accounts Receivable
and General Ledger Subsystems.
EDI Feed
Preparation of EDI format packets for direct transmission
or import into EDI interface.
Manufacturing Feed
Preparation of data on inventory levels pending orders and past usage
for feed into manufacturing demand projections for MRP.