🚚 Route Accounting & DSD

Van sales and direct store delivery — load, deliver, invoice, collect, and reconcile offline.

Route Accounting & DSD runs the full van-sales day: load the van at the depot, deliver against planned routes, invoice on the spot, collect payments, handle returns, and reconcile stock and cash at end of day — all offline-first and posted to your ERP.

⚙ Process

How It Works

Load. Deliver. Reconcile. One continuous loop.

Load

Load the Van & Dispatch

Supervisors plan routes the evening before. Drivers confirm van loading at the depot — quantities, lots, and expiry dates — and stock is committed against their route, visible to the warehouse team in real time.

  • Van inventory committed from ERP warehouse locations
  • Route order optimized by geography, delivery windows, and priority
  • Lot, batch, and expiry captured at load for full traceability
  • Customer data, pricing, and history synced to the device before departure
Route Planner
Wed 26 Feb · 3 routes
1234ABCNorthern ZoneRep A · ActiveRep B · En routeRep C · DoneLive · 3 reps

Efficiency

94%

Total stops

31

Capacity used

81%

Jake Morrison

12 stops · 142 km

92%

load

Sara Lindqvist

9 stops · 98 km

74%

load

Tom Ackerman

10 stops · 117 km

78%

load

Deliver

Deliver, Invoice & Collect at Every Stop

The driver arrives, confirms what was actually delivered, handles returns, generates the invoice, and collects payment — all offline. Barcode scanning and geofencing keep every stop accurate and compliant.

  • Full drop, partial, substitution, or refusal — captured with reason codes
  • Invoice printed via Bluetooth or sent digitally; customer signs on-screen
  • Cash, cheque, or card collected on the spot with instant receipts
  • Photo evidence for damaged goods and proof of delivery
9:41

Good morning,

Jake Morrison

Synced
▶ Active VisitStop 3 / 12

Kroger #1142

Pre-Sales · $3,200 avg order

✓Check-in (GPS)
✓Review last order
▶Take new order
○Collect payment

Remaining Today

Walgreens Inc.

Collection

2.1 km

Target Stores

DSD

4.8 km

QuikMart #8

Pre-Sales

6.3 km
Reconcile

Reconcile & Close in the ERP

When the driver reconnects, the app syncs automatically. Sales invoices, van stock movements, and payment entries post to the ERP — and end-of-day reconciliation surfaces any variance between loaded, delivered, returned, and collected.

  • Sales invoices posted to the customer ledger automatically
  • Van inventory decremented; returns posted to the correct bin
  • Payment entries created against customer accounts — no re-keying
  • Variances between loaded, delivered, returned, and collected flagged immediately
Supervisor Dashboard
AI Active

Reps active

11

Orders done

87

Collections

$41k

On route

96%

AI Agent Activity

Anomaly Agent

Route deviation: Rep #14 off-plan 22 min

Reconciliation Agent

ERP sync complete — 0 discrepancies

Insight Agent

Kroger #1142 order down 40% — churn risk

Automation Agent

Auto-reorder executed: SKU-771 (threshold hit)

Key Features

Van Stock Loading & Ledger

Load the van at the depot with full lot, batch, and expiry tracking. Van inventory behaves like a live ledger — every delivery, return, and transfer posts to the correct ERP location.

Route-Based Delivery

Drivers follow optimized, agreement-based routes with customer data, pricing, and history pre-loaded on the device. Works fully offline between stops.

On-the-Spot Invoicing

Generate sales invoices at the stop and deliver them by Bluetooth printer, email, WhatsApp, Viber, or SMS — before the driver leaves.

Multi-Method Payment Collection

Collect cash, cheque, or card, issue instant receipts, and post every payment against the customer account — no end-of-day re-keying.

Returns & Damaged Goods

Capture returns and rejections with reason codes and photo evidence. Stock and write-offs post to the correct ERP bin automatically.

Proof of Delivery

Capture electronic signatures, geofenced check-ins, and delivery photos for every drop — a complete audit trail.

End-of-Day Reconciliation

Reconcile van stock and cash at route close. Variances between loaded, delivered, returned, and collected amounts are surfaced immediately.

ERP Integration

Connect to Microsoft Dynamics 365 Business Central, Finance & Operations, or other ERP systems. The ERP stays the system of record.

Offline-First Operation

Drivers complete the entire day without connectivity. Data syncs automatically whenever a signal appears, even briefly between stops.

Barcode & QR Scanning

Scan products at load, delivery, and return to eliminate manual entry errors and speed up every stop.

⚡ Agentic AI
Closed Beta

AI Agent Capabilities for Route Accounting & DSD

Background AI agents continuously watch your route accounting & dsd data — detecting anomalies, reconciling records, and surfacing insights.

AI agent features are currently available to invited customers. Contact us to join the early access programme →

Learn about the platform →

Van Stock Variance Detection

Agents compare loaded, delivered, returned, and on-hand quantities per vehicle, flagging discrepancies before end-of-day close.

Reconciliation Anomaly Detection

Cash, cheque, and card collections are reconciled against invoices and deliveries — unusual gaps are escalated in real time.

Delivery Compliance Monitoring

Agents track geofenced check-ins, proof-of-delivery capture, and route deviations, surfacing missed or incomplete deliveries.

Route Risk Analysis

Stop density, delivery windows, and historical delays are correlated to predict route risk and recommend plan adjustments.

🖼 Gallery

Gallery

Browse app screenshots and interface walkthroughs — see exactly what the solution looks like in action.

Showing All gallery items. 6 screenshots available.

Use Cases

01

Van Sales

Sell directly from the truck with live van stock, instant invoicing, and payment collection at every stop.

02

Direct Store Delivery

Deliver to retail stores with route planning, proof of delivery, and automatic ERP posting.

03

Route Accounting

Reconcile van inventory, cash, and invoices at end of day with full traceability and variance reporting.

04

Depot & Fleet Operations

Manage multi-warehouse van loading, transfers between vehicles, and driver swaps mid-route.

ERP Integrations

Microsoft Dynamics 365 Business CentralMicrosoft Dynamics 365 Finance & OperationsCustom / Other ERP

Industries

FMCGBeverageFoodBakeryDairyPharmaceuticalConsumer GoodsDistributionWholesale

Pricing

Dynamics Mobile pricing is based on the number of mobile users and the solutions deployed (Field Sales, Warehouse Mobility, Field Service, etc.). Estimate your cost and ROI using our pricing calculator.

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