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Article #322 Route Sheets with Sales History

Introduction

Sales History

Customer Route Sheets with Sales History allows route sales staff to receive summarized historical sales data to allow them to make informed sales decisions based on the customer’s historical sales, returns, and on-hand quantities. It also allows them to monitor spoilage rates on perishable products and optimize return ratios.

Optionally configured for each Mobile Unit record, this information is updated to the mobile each time they sync and, as transactions (both sales and returns) are conducted on the mobile, Solid Sales Pro™ will continue to maintain the Sales History values until the next connect session.

While servicing a customer (i.e. store account), the route sales staff can optionally enter the amount on the shelf (Quantity on Hand at the Customer) along with Sales Order Quantities and Credit/Return Quantities all on the one convenient screen. Solid Sales Pro™ will suggest an order quantity for that item based on the quantities entered above and on historical data. Once the Customer Route Sheet has been completed, the proposed order, with Sales and Credits, is generated with a single button click. Note that the order can still be modified until finalized.

For more information and pricing on this optionally licensed feature, please contact a Solid Product Specialist. Please note that a complimentary 15-day demo license is available on a one-time basis to existing clients.

Configuration

To get started follow these steps:

  1. Email a Solid Product Specialist to ensure your company is licensed.
  2. Once you receive the confirmation email, log into SolidRouteAccounting.com
  3. Navigate to the Settings screen
    Route Sheet Settings
  4. Under the Mobile Settings section enable the Route Sheets feature
  5. Then define the history period - the default is the last 5 visits/transactions. The range is 1 to 10 depending on company settings:
    1. Last x transactions
    2. Last x weeks
    3. Last x months
  6. Now define the Suggested Quantity Calculation formula:
    1. Average Sales - calculates the average quantity sold over the history period
    2. Average Sales with Multiplier - calculates the average quantity sold over the history period and multiplies the result with a multiplier.
    3. Build-to - uses the predefined build-to values to determine sales quantity, i.e. build-to qty less on-hand qty plus return qty
  7. If you selected the Multiplier calculation method, define the multiplier value (range 0 to 2)
  8. Define the number of quantity decimals to use, range 0 to 3.
  9. Click on [Save]
  10. Now navigate to the Mobiles screen
  11. Select the appropriate mobile and click on [Edit]
  12. To enable the "Route Sheets" feature, select from the 3 options:
    1. Use Company Settings
    2. Enabled
    3. Disabled
  13. Optionally enable the "Route Sheets: Set Build To"
  14. Click on [Save]

NOTE: When you initially enable Route Sheets, the summarization process runs overnight. This means you need to enable and configure Route Sheets. Then, after the overnight run and mobile computers have synchronized, historical information will be available.

Solid Sales Pro™

A new [Route Sheets] button will be displayed on the 1100 Create Transaction which takes the user to the 1160 Customer Route Sheet screen.

Create Transaction Screen with Route Sheets button

The 1160 Customer Route Sheet screen provides a list of items sold over the past ‘x’ visits as previously defined in the company configuration screen.

1160 Route Sheets Screen

You can choose from three different filters with respect to displaying Customer Route Sheet inventory records:

  1. All Products: Displays all inventory records regardless of the historical information being available or not.
  2. Sales Hist. (default): Displays only inventory records that have historical information available for the selected customer for the visit period.

Use the "Filter Items..." text box to search for a particular inventory item.

Now enter the quantity on-hand, and the number of items to return in the respective columns and the system will adjust the Sale Qty accordingly. Should it be necessary you can always adjust the Sale Qty manually to the desired value.

Tapping on the right arrow at the end of each line item will display the 1135 Item Details screen with more information on the selected inventory item, as well as the historical transaction data.
SSP 1135 Item Details screen with Sales History

Once all the quantities have been entered, tap on the [Save] button. This will validate and generate the proposed sale transaction based on the route sheet information entered, and then returns you to the 1100 Create Transaction screen to complete the transaction.

Note: when a transaction includes returns, a separate Credit transaction will be generated. When signature capture is enabled for transactions the system may prompt you for 2 signatures in a row, once for the sale transaction and one for the credit transaction.

Defining Build To Levels

Solid Route Accounting™ provides two methods for defining a customer’s build to level:

  1. Through the web management console, SolidRouteAccounting.com
  2. If enabled, via Solid Sales Pro™

SolidRouteAccounting.com

To define a customer’s build to level via the web management console proceed as follows:

  1. Navigate to [Lists / Route Sheets Build To]
  2. To create a new Build To level for a customer, click on [Create New]
    Route Sheets Build To - Active Customers
  3. Search for and select the customer
  4. From the Route Sheets - All Items screen you have two options:
    1. Use the [Auto-Populate] button:
      1. This will populate the list of items with suggested quantities using the sales history based on the Route Sheets settings
      2. Note: the suggested quantity is calculated based on the average sales per item on at least half of the transactions in the history range. Here are some examples of sale quantities for a particular item over a history range of the last 10 transactions:
        2, 1, 2, 3, 2, 1, 2, 3, 2, 2 – suggested quantity: 2
        1, 2, 3, 4, 5, 1, 2, 3, 4, 5 – suggested quantity: 3
        5, 0, 5, 0, 5, 0, 5, 0, 5, 0 – suggested quantity: 2.5 rounded to 3
        0, 0, 0, 0, 4, 0, 0, 0, 0, 4 – this item will not be included as is appears in less than half the transactions
    2. Manually add items to the Build To list:
      1. Search for and select an item from the list
      2. On the Route Sheets - New Item screen enter the desired quantity
  5. The Route Sheets - Active Items screen displays the current Build To quantity. To edit a quantity for an item click on the item
    Route Sheets Build To - Active Items
  6. From the Route Sheets - Item Details screen you can either edit or delete the record. To edit click on the [Edit] button
    Route Sheets Build To - Item Details
  7. Adjust the quantity to the desired value and click on [Save]

Solid Sales Pro™

An administrator can enable the ability to edit the Route Sheets Built To levels on a per mobile basis. If a mobile is allowed to edit the Route Sheets Build To levels then a sales rep can create or edit a customer’s Build To level directly in Solid Sales Pro™.

To edit a Route Sheets Build To level simply open the 1160 Route Sheets screen and edit the quantity in the Build To column.

Note: when multiple mobiles are allowed to edit the Route Sheets Build To levels and multiple sales reps edit the same Route Sheet, the changes contained in the last sync will be saved on the server.

SSP 1160 Route Sheets screen with Build To Levels

 

Last modified on Tuesday, 06 November 2018 09:25

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