A connected dispatch day
Give booking, production and route teams the same order and quantity context, so each handoff has a record to work from.
Retail & Distribution
Smart Distribution
From production floor to the customer’s door.
Connect production, route dispatch, retail sales and cash collection. Follow every order from the booking desk to delivery and settlement.
One connected workspaceSmart Distribution01Book orders and plan production✓
02Load vehicles and dispatch routes✓
03Deliver, record returns and collect payments✓
Your everyday workflow, connected.
The whole picture
Built around the work you do every day.
Designed for
- Manufacturers with delivery routes
- Wholesale distributors
- Dispatch and route teams
- Finance and collection staff
Plan production against booked demand, load vehicles and assign route sheets to delivery agents. Keep delivered quantities, proof of delivery, returns, reusable trays and customer credit connected to daily cash reconciliation and finance.
Distribution is a chain of handoffs: the booking desk commits quantities, production prepares stock, dispatch loads a vehicle and the route team collects money. The workspace keeps those handoffs linked rather than treating each as a separate spreadsheet. Managers can follow booked demand, goods sent out, delivery differences and collections through the same daily operating cycle.
Clearer stock accountability
Keep loads, deliveries, returns and trays linked to their movements. Delivery differences remain visible for review.
Collections with context
Follow the money alongside the customer transaction and route, with reconciliation and overdue follow-up in the same workflow.
The friction we help remove
A clearer way
through the busywork.
Bring the handoffs, records and follow-through into the same operating picture.
Dispatch notes scattered across notebooks
Route sales and counter sales using different stock records
Collections disconnected from invoices
Included capabilities
Explore the details.
See what connects.
A closer look at the records, decisions and team handoffs behind each part of the solution.
01
Order booking and demand
Capture customer requirements before production and dispatch begin. Recurring standing orders keep repeat demand visible, while the daily booking picture gives the team a common starting point for quantities and preparation.
- Booked customer quantities
- Recurring standing orders
- Production demand visibility
02
Production and available stock
Connect production planning to the stock that the dispatch team needs. Keep the product and quantity context through preparation, so route loading and retail counter sales draw on the same operating records.
- Production planning
- Finished-goods availability
- Stock movement records
03
Vehicle loads and route dispatch
Allocate loads to vehicles and delivery agents, then follow the route sheet rather than a disconnected delivery note. The dispatch board provides a shared view of the work leaving the facility.
- Vehicle loading
- Route sheets and delivery stops
- Live dispatch visibility
04
Delivery differences and returns
Record what happened at the stop, including proof of delivery, short deliveries and returned goods. Reusable trays and their charges remain part of the route record instead of disappearing into a separate register.
- Proof of delivery
- Returns and short-delivery records
- Tray movement and charges
05
Collections and customer credit
Keep the collection connected to the customer and sales record. Review cash received, reconcile the route and follow credit or overdue balances with the financial team, rather than reconstructing the visit from receipts.
- Agent cash collection
- Customer credit and overdue follow-up
- Daily reconciliation
06
Counter sales and the back office
Run the retail counter alongside route sales with connected stock, purchasing and finance. Barcode labels and transaction records help the team maintain the same product picture across the factory, counter and accounts desk.
- Retail POS and barcode labels
- Purchasing and stock reports
- Financial reporting
Included at a glance
- Production planning and demand tracking
- Order booking and recurring standing orders
- Vehicle loading and route dispatch board
- Agent route sheets and proof of delivery
- Retail counter POS and barcode labels
- Cash collection and reconciliation
- Returns and short-delivery tracking
- Reusable tray tracking and charges
- Customer credit and overdue collections
- Purchasing, stock and financial reports
The everyday journey
From the first step to the final handoff.
Follow a typical transaction through the teams that keep it moving.
- 01
Book orders and plan production
The booking team records customer quantities and reviews repeat orders. Production works from that demand picture, with the product catalogue and available stock providing context for the day’s preparation.
- 02
Load vehicles and dispatch routes
Dispatch selects the vehicle, route and agent, then records the load. Route sheets keep the delivery stops linked to the goods that left the facility.
- 03
Deliver, record returns and collect payments
At the stop, the team records delivered quantities, differences and returned trays or products. Proof of delivery and collection records keep the physical handoff and payment context together.
- 04
Reconcile collections and review performance
The finance team reviews money collected against the route transactions. Credit, shortages and outstanding items remain visible for follow-up instead of being lost when the vehicle returns.
Where it fits
See it in
an everyday moment.
Illustrative scenarios showing how the capabilities work together.
The morning production run
A business prepares goods for several recurring customer routes. The booking desk reviews standing orders, production sees the required quantities and dispatch assigns the prepared load to each vehicle. The route team then works from the same customer and order context.
Closing a route with returns
An agent returns with cash, unsold goods and reusable trays. The team reviews delivered quantities and short deliveries before reconciling the collections. Goods and trays are recorded against their movements, and customer credit remains available for follow-up.
Prepare your workspace
Start with the right foundations.
Bring these details to the implementation discussion so the setup reflects your actual operation.
- Product catalogue, units of measure and opening stock
- Customer routes, vehicles and delivery-agent assignments
- Production requirements and recurring order patterns
- Payment methods, customer credit rules and opening balances
Can recurring customer orders be recorded?
Yes. Standing orders are part of the Distribution module’s booking flow. The recurring order pattern is reviewed alongside current demand so production and dispatch can plan against the day’s requirements.
How are delivery shortages and returned trays handled?
Short-delivery records, returned products, reusable tray movements and tray charges are supported. They stay connected to route operations so staff can review the difference between what was loaded and what was delivered.
Can we use a retail counter as well as delivery routes?
Yes. Retail POS is included alongside route dispatch and sales. The implementation confirms your product units, stock locations and counter workflow so the two channels use a consistent inventory picture.
Can the setup reflect our existing workflow?
Yes. The implementation discussion starts with your records, team responsibilities and approval steps. We agree the configuration and any changes before rollout, then walk through a representative transaction with the people who will use the system.
How do we confirm the scope before getting started?
Book a demonstration and bring examples of your current forms or operating process. We will distinguish the listed capabilities from separately scoped additions, confirm the data and device requirements, and prepare a proposal for your agreed implementation.
See it in your world
Let’s walk through your workflow.
Show us how your team works. We’ll demonstrate the relevant capabilities and discuss the right scope.