| Route
Management System (eRMS)
Order Entry
Pricing
Promotions
Route Settlement
Invoicing
Accounts Receivable
Credit Collection
Sales Analysis
Handheld Management I/F
Salesforce Automation I/F
Distribution Management I/F
ORDER ENTRY
The RMS Order Entry Product is designed for high volume multi-type ordering.
Call Tele Orders
Orders that are received by Customer Service/Order Entry via "telephone".
Peddle Orders
Orders where products are known but quantities are "peddled" at the delivery
site.
Recurring Standing Orders
Orders where products and quantities are known for each day of the week (i.e. Monday,
Tuesday, etc.).
Stock/Build To Orders
Orders where products and target shelf quantities (i.e. Stock To) are known for each day
of the week and the quantities are reduced by current shelf inventory at time of delivery.
EDI Orders
Orders that are received by "EDI" (Electronic Data Interchange) and
automatically updated into RMS OE.
VMI Orders
Orders that are delivered to a store as inventory (Vendor Managed Inventory) instead of as
sales, with the sales being the "sell through" at the registers.
ECR/Forecast Orders
Orders that are created for each Store based on history for an "ECR" (Efficient
Customer Response).
PRICING
The eRMS Pricing Product is designed for flexible and sophisticated pricing methods while
maintaining easy-to-use and understood structures.
Pricing Hierarchy
Wholesale prices are stored at the Customer/Store, Chain, Price Group, Secondary Price
Group, Location Price Group, and Location Item levels.
Price Types
Prices may be stored as net, cents off or percentage off entries.
Price Dating
Prices are stored with effective and ending dates.
Mass Pricing
Prices may be maintained in mass by item or an item grouping to allow changes to many item
prices (i.e. customers, groups) quickly and efficiently.
PROMOTIONS
The eRMS Promotion Product is designed for flexible and sophisticated promotion methods
while maintaining easy-to-use and understood structures.
Promotion Hierarchy
Promotions are stored by Promotion Plans that are attached to one or more customers. The
Promotion Plans are loaded with "Assignments" that are the actual promotions
(i.e. ten percent off).
Promotion Application Points
Promotions may be effective at time of ticket (i.e. delivery), invoice (i.e. recap of
deliveries), accounts receivable (i.e. discount to A/R), or rebate (i.e. after user
defined time period).
Promotion Expressions
Promotions may be expressed as cents off, percentage off, actual price, or buy/free.
Promotion Qualifications
Promotions may be qualified by dollar volume, unit volume, equivalent unit volume (i.e.
per 8 ounces), delivery unit volume (i.e. case), weight volume, average dollar sales by
period, or not volume qualified at all.
Promotion Items/Tables
Promotion Items may be listed by item or promotion group. Promotion Volume Tables may be
set up with minimum and maximum values and effect.
ROUTE SETTLEMENT
The eRMS Route Settlement Product is designed for quick and efficient settlement and
inventory control by delivery vehicle.
Ticket Entry
Orders are converted into sales automatically or by user action. Peddle deliveries are
easily entered allowing for complete ticket tracking and control. Customer level cash
collections, dump returns (by reason code), buyback returns, and delivery adjustments are
easily keyed to complete the customer delivery settlement process.
Platform Entry
Platform transactions (Loads, Adds, Cuts, Route Dump Returns, Route Fresh Returns, Left on
Truck, Specials, and Transfers) are quickly keyed to allow the Route Disappearance to be
compared to Customer Deliveries.
Route Settlement
Route Settlement allows the user to easily reconcile a Routes activities. Complete
drill ability lets the user view a product and all of its movements for the day. Cash
transactions are also quickly balanced to the deposit. All variances are reported and
tracked to give a total accounting of all activities.
Commission Tracking
Commission Tracking allows the Route Settlement transaction to automatically calculate
Driver Salesperson Commissions.
INVOICING
The eRMS Invoicing Product is designed for flexible invoicing and control.
Invoicing Periods
Invoices may be created on demand for each delivery, day, week, bi-week,
semi-month, or month.
Chain Accounting
Chain Accounting allows invoices to be summed to a single Bill-to, separated by Ship-to in
a single Bill-to, or separated by Ship-to. Invoicing produces summary pages of all
Ship-tos, with optional "marked-up" invoices to the Ship-to from
the Bill-to.
Distributor Accounting
Distributor Accounting allows the Distributor to be billed for their platform transactions
without the need to enter the transaction as a sale. Distributor Billbacks are
automatically credited at Distributor or Customer price, and a commission may be
automatically calculated and paid.
Rate File Accounting
Rate File Accounting allows Invoicing to automatically calculate various subordinate
transactions. Freight Charges, Distributor Commissions, Royalty Charges, Advertising Fees,
Buying Group Discounts, and other related transactions
are automatically created by the Invoicing transaction.
ACCOUNTS RECEIVABLE
The eRMS Accounts Receivable Product is designed for quick and efficient control on your
Accounts Receivable.
Cash Posting
Cash Posting allows for the entry of full payments, partial payments, adjustments by
reason code, on account payments, and write-ups. Batch Control is available. Complete
drill down ability to the sales ticket item level is supported.
Automatic Cash Application
Automatic Cash Application allows the user to enter a dollar amount and let the computer
suggest a group of one or more open items that match that amount.
Lockbox Interface
Lockbox Interface allows your bank to transmit a file of the payments received by a bank
lockbox and have the computer automatically apply those invoices. Any unapplied payments
are separated for further investigation.
Internal Lockbox
Internal Lockbox allows the user to enter payments in a "heads down" manner and
then post the transactions through the Lockbox Interface internally.
CREDIT COLLECTION
The eRMS Credit Collection Product is designed for comprehensive follow-up of your Accounts
Receivable.
Automatic Tickler
Automatic Tickler allows the system to create follow-up entries based on selected number
days outstanding, or credit limits.
Follow-up Tickler
Follow-up Tickler allows the Collection Representative to create a follow-up request based
upon contact or review.
Contact Tickler
Contact Tickler allows the Collection Representative to act on each Automatic and
Follow-up Tickler and report the new current status of the collection effort.
Letter Management
Letter Management Tickler allows the Collection Representative to automatically send a
specified collection letter with selected open items. A complete Letter History is tracked
for review and follow-up.
SALES ANALYSIS
The eRMS Sales Analysis Product is designed for flexible reporting and analysis.
Format Selection
Format selection allows the user to pick the type of sales report to produce; sales
analysis, trend analysis, profit analysis, return analysis, promotion analysis, etc.
Sort Selection
Sort selection allows the user to choose the order that the data is presented and
sub-totaled.
Customer Filter
Customer Filter allows the user to select only the customers that are desired.
Item Filter
Item Filter allows the user to select only the items that are desired.
Date Filter
Data Filter allows the user to select the reporting period that is desired.
HANDHELD INTERFACE
The eRMS Handheld Interface Product is designed for seamless integration to the HMS
Product.
Download Creation
Download Creation allows the user to extract the data from RMS that needs to be passed to
the HMS Product.
Upload Translation
Upload Translation allows the user to import the data collected from the HMS Product into
RMS.
Telecommunications
Telecommunications allows the Download Creation and Upload Translation files to be
easily exchanged.
SALESFORCE AUTOMATION I/F
The eRMS Salesforce Automation Interface Product is designed for seamless integration to
the SMS Product.
Download Creation
Download Creation allows the user to extract the data from eRMS that needs to be passed to
the SMS Product.
Upload Translation
Upload Translation allows the user to import the data collected from the SMS Product into
RMS.
Telecommunications
Telecommunications allows the Download Creation and Upload Translation files to be easily
exchanged.
DISTRIBUTION MANAGEMENT I/F
The eRMS Distribution Management Interface Product is designed for seamless integration to the DMS
Product.
Download Creation
Download Creation allows the user to extract the data from eRMS that needs to be passed to
the DMS Product.
Upload Translation
Upload Translation allows the user to import the data collected from the DMS Product into
RMS.
Telecommunications
Telecommunications allows the Download Creation and Upload Translation files to be easily
exchanged.
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