| Supported Operating Systems | | Windows 2000/2003, Windows XP Pro, Vista, Windows 7,
Small Business Server, Remote Terminal Services
|
| Minimum System Requirements | | Processor: Pentium or better.
User: 512MB RAM; 400Mb of storage
Server: 1Gb of data storage
|
| Function | Included | Description |
| Toll free support calls |  | All customers are encouraged to use our toll free number. |
| Your logo on main screen | | Since our customers are just as important as we are, we proudly display your company logo on the main Welcome screen. |
| Email Statements | | Ask your customers for permission to send statements by email and save the cost of printing and mailing statements. |
| SMS Message to Driver | | When a customer calls in with an order, click a button and send the message to the driver's phone. |
| Broadcast Messages by Email | | Use email to broadcast delivery reminders to customers, or any other marketing message you may have. |
| Credit card Validation | | Credit cards are validated as a credit card number and the issuer (Visa, Mastercard, etc) to help avoid typos and transpositions.
It will not validate the owner of the credit card number but will warn you if it is not a valid number of the issuer. |
| Handheld Application | | No extra charge for the use of this module and no extra charge for handheld licenses.
The only extra expenditure is the actual handheld devices and printers. |
| Unlimited Users | | No extra charge to add users as you grow. The only requirement for more users is your network. |
| Remote Access | | Access from remote locations or from the site. |
| Multi-Company Customer Support | | Separate databases for each company/branch; you can choose 'All Companies'
to search and display the company/branch for each customer. Access the customer data without
logging out of the current company/branch. |
| Company/Branch Summary | | Company summary includes total number of customers,
total customers lost and acquired with drill down on detail by Area, Industry, Business
Class, Credit Class, Method of Acquisition, Lost Reason, and Sales Rep. See sales of the top products
for specific time frames, along with average price, default price, average delivery per stop and average delivery
per month. Total sales, rentals, and number of no takes, callins, returned
funds, messages and distinct products are also listed. |
| Statement Masters | | Create Statement Masters for national accounts across multiple companies/branches. When you have multiple
companies/branches and they all sell to the same major customer a single statement can be
generated that encompasses all companies/branches. |
| One-click Customer Summary | | Includes sales
information, number of no takes, call-ins, messages, number of equipment at customer
site and amounts billed (if any), work orders, route information, averages for top
five products, and sales graphs. |
| Customer Quick Search | | Searches are automatically targeted toward active
customers for quick access. Search by any customer field in the system.
Quickly find all customers belonging to a related group such as Master Customers
and all locations. |
| Payments for Multiple Customers | | Have you ever received a check from a company that
pays other companies (or the home account) even though they are not related? Send statements to the individual customers, but code them so that you can
pay off invoices from many customers from one payment screen with one check number. |
| AR Message | | The AR Message allows you to enter a message from
the Customer Support Screen which will 'pop up' when Accounts Receivable enters the customer number in the Payment Entry Screen. This allows Customer Support
personnel to relay a message to the person entering payments, either as information
only or to indicate some action should be taken |
| Activity Calendar | | The Activity Calendar allows you to view a graphical
calendar of deliveries, payments, no takes, call ins and future scheduled delivery
days. |
| Future Delivery Calendar | | The Future Delivery Calendar allows you to view a
graphical calendar of future delivery dates for any customer. This calendar
can be sent directly to the customer by email or merely used as a visual aid by your staff. |
| Analysis Charts | | Visualize your data
with our Charting Module. A few simple clicks produce bar charts, line graphs, and
pie charts. Include any date range and you can
even things out with the Weighted Averages function. Even the most computer illiterate
will be able to click and produce charts that will give a better understanding of
the business. |
| Custom Reports | | Any special report you need can be created with the Custom Reports module. Create the report using easy point and click functions
for both tables and columns, which can be saved for future use. Custom Reports even
allows you to do cross tabs to analyze your data more easily. |
| Use Cust List | | Use Custom Reports
to create a report from any data chosen. Once created you can use a feature called 'Use Cust List' to automatically bring
you to the Customer Support Screen with the specified list so you can scroll through each customer. This is ideal for calling customers
on routes before delivery or targeting a special promotion to a certain area.
Check the COMPLETED box on the list as you go, save the list, and when you come back
you can pick up right where you left off. |
| Mailing Labels | | Expanded mailing label functions to include
the ability to create mail merges for various label sizes and letters. You
can now print route cards, letters, or other documents that require a mail
merge or document generated from the Customer Support Screen. From the Label module,
you can choose a standard Avery numbered label, or create your own size. |
| Scanned Documents | | You can drag
and drop documents into FileStorage for easy access to contracts, copies of checks,
correspondence, spreadsheets, or almost any type document you can think of.
Open File Explorer in Windows and drag the document in for File Storage.
You can add a reference number (contract or work order number, etc) and a reference
date for information and retrieval purposes. Just double click on the
item to view it in the same manner you would any document. |
| Data Entry Features | | Easy access to most information from one Customer
Support Screen. Unlimited number of telephone numbers for each
customer. Customize views so you only see the data that
you enter most of the time. Almost total access using a keyboard or a mouse
Enter new data from a form, spreadsheet, or card view. |
| Route Management | | View all routes showing number of customers,
dates, delivery day, description as well as handheld, driver and truck information. Graphically manipulate delivery dates for all
routes, or just one route. Set up delivery cycles by any number of days
from 1 to 100, weekly cycles (one, two, three, four week cycle), Fixed Monthly such as 'every first Tuesday' cycle
Slide holidays to ease the burden of delivery during holidays. Move customers or groups of customers between routes with drag and drop; see routes next to each other and move customers from one to the other;
re-sequence by dragging customers to the right spot. View on screen whether routes have been sent
to the handhelds and received or whether tickets have been printed. |
| Customer Map Coordinates | | After entering a new customer you can click a button to send it to Mappoint and get the latitude and longitude.
Then click another button to 'suggest' a route which will list all routes with customers close to the new one. Send routes to
Microsoft Mappoint to optimize the route and save gas. Send the entire route for one driver (all days) to visualize which customers are way out of the area
and move them to a new route day. |
| Optimize Routes | | Create routes and send them to Mappoint before
you run the route. GBC Advanced Routing takes only the current customers on
the route, plus any Call Ins for that route and optimizes them in Mappoint. |
| Manage Off Schedule Call Ins | | Enter and manage off schedule call ins directly
from the Customer Support Screen or Route Management Screen. Get a call in history including a detail list
in the Customer Support Screen. Assign the call in as incomplete, give it a driver
number and delivery date and it automatically goes with the rout. Instantly see all outstanding or completed call ins. |
| Work Orders | | Create/schedule work orders from the Customer Support
screen. From Route Management you can create and print those scheduled work
orders by a range of dates. Print or send to the handheld for service personnel. |
| Barcode Scanning | | Tag your equipment and inventory with barcodes. Assign
standard quantities to pallets and racks and scan the barcode when loading the truck.
Never enter another serial number incorrectly with barcode scanning. |