How to Manage Your Distributed Assets and Dispatch Process

Does your business rent and distribute products, and what is the best way to manage these assets?

The most difficult part of managing distributed assets for small to medium size businesses is to find a software package that can combine the ability to track and maintain where your assets are located at all times plus have the ability to integrate this with customer orders and invoicing.  Many small businesses have to use a variety of applications or disjointed systems to effectively manage their assets, accounts and the dispatch and distribution process.

There are many software packages out in the market that provide some of these features in their system, but there are not many affordable solutions that can provide a total integrated asset tracking, order management, distribution and dispatch management process, plus integrate this with customer relations and accounting.

Aztek Web Solutions has been working on providing a solution for one of our clients and has combined a solution that contains the following features:

• Customer Relationship Management
  • Instant search as you type so call centre staff can quickly and easily find customers
  • Retrict the ability to create new customers until a search and verification process has been completed, so that duplicate customer or address records and not created
  • The ability to record call centre notes and follow-up tasks
  • The ability to assign products with standard recommended retail or special pricing for a fixed period
  • The ability to have multiple customer delivery locations and sites.
  • The ability to have customers on Account or COD
  • The ability to track what customers have what stock on hand
• Order Management
  • The ability to track the order through the various phases:
    • Pending Dispatch
    • Allocated to Delivery Run
    • Intransit
    • Pending Delivery Verification
  • The ability to create recurring orders and specify which delivery run/route and day the order will be dispatched on.
  • The ability to receive multiply types of payments against orders
  • The ability to prompt the delivery driver to collect payment on delivery.
• Dispatch Management
  • The ability to assign suburbs/postcodes to a particular delivery run/route.
  • The ability to setup permanent delivery runs and add new daily orders
  • The ability to arrange deliveries in particular order prior to dispatch
  • The ability to move orders from one dispatch to another
  • The ability to print truck manifest and record what actually is loaded onto a particular truck
• Accounting and Invoicing
  • The ability to generate and post or email invoices to customers
  • The ability to generate daily, monthly or any date range for invoices
  • The ability to generate overdue invoices and statements
  • All invoices and statements stored in PDF format

If you need assistance or have a business requiring a similar solution and would like an obligation free quote or more information, then please do not hesitate to contact us.