PocketDelivery ROI Do you pay your drivers overtime? If so, at a base hourly rate of $22 or more, PocketDelivery will completely pay for itself, (i.e., software, hardware, and paper) over a 5 year period. • Nearly 2,000 trucks on the road today save at least 10 minutes per stop. • Clean Invoice entries are transparent to the warehouse within 3 minutes.
Sales Reps Delivery Notifications: No More Calls to the Office of Warehouse by the Sales Reps •
Sales reps are notified immediately of the status of the delivery. If there is an issue with the delivery the sales rep can address it immediately and this reduces calls to the office and warehouse.
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Merchandisers receive notifications so they know when the cases are available for setting up a display.
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Sales Managers receive notifications when they are covering for a rep or have an open territory.
PDF Copy of Signed Invoice: No More Scanning Paper Invoices •
Customers can receive a copy via email of the signed invoice.
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Sales Reps get a link to the signed invoiced if needed in the future.
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A copy of the signed receipt is saved directly to your ERP software, which allows your office staff can review minutes after the delivery is complete.
Driver End of Day Check-In: No More Paying Drivers Overtime While They Wait to Check-In at the End of the Day •
Drivers can be checked in in less than 2 minutes because all their returns and payments are organized for the checker to quickly process.
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The return data is sent back to ERP, so the credits can be created immediately, and inventory can be returned to the warehouse.
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The payment data includes a photo of the check linked to the invoice for true proof of delivery.
PocketDelivery Process
Jim Hanes
Jim Hanes
Start of Day The warehouse team can provide the driver with a printed copy of the truck’s manifest. The driver leaves the warehouse with an iPhone with the PD Driver app, a Zebra 4” bluetooth printer and a paper copy of the invoice. While a paper copy is optional many wholesalers print a copy for the customer to review.
Delivery Turn-by-turn directions ensure that the driver takes the most efficient route. Upon arrival, the driver confirms the items being delivered. The driver makes the delivery and records any changes to the delivery and records all payments. The driver is required to enter a reason code for any changes. The most common return reasons are ‘damaged’, ‘did not order’ and ‘customer refused.’ The driver then records any checks collected. Management signs for the order, and any returned items are recorded.
Proof of Electronic Signature We analyzed over 3 million invoices over a 90 day period and found 15.4% of the invoices had at least one credit. Without PocketDelivery, when a credit on a delivery occurs a driver takes out a pen and a calculator and hand write changes to correct the invoice for the customer. Drivers tell us that is a very stressful process and they often get calls from the office days later because their handwriting is not clear. We have a better way. Wholesalers using the Inventiv PocketDelivery apps follow this process to achieve a clean invoice. The driver signals in PocketDelivery that he’s closing out and works with the warehouse to process returned items as well as any money or checks acquired. A report is automatically sent to the warehouse system with the details of each delivery. This report can be sent electronically or printed. The customer signs for the delivery and a print out is provided with the clean invoice. The math is done in
PocketDelivery Driver
PD Driver is an industry best, automated proof of delivery app, designed with drivers in mind. A clean invoice is generated to print at delivery and is saved as a PDF that can be shared and does not need to be scanned. PD Driver is an iPhone/iPad app synced with PocketAdvantage to manage the details from the pickup to delivery. Turn-by-turn directions, inventory check-ins, sign-offs, delivery notes and returns—it’s all tracked in real time so that managers back in the warehouse know the ins, outs, and whereabouts of a single truck on the road.
PD Driver Feature Sets Sales Rep Deliveries To provide a high level of customer service, sales reps will make deliveries on short notice for a customer. We have an app specifically for the sales reps so they can get an electronic signature and the signed invoice is automatically sent back to your systems and the sales rep move on to their next sales call.
Moving Stops between Routes When a truck breaks down or a driver cannot deliver all his stops, we enable the data to transfer to another driver’s route. This enables the warehouse to track when the stops are switched and hold each driver accountable for the deliveries actually made.
Reship Process Customers are not always ready to receive a delivery or the driver issues the time window on an important delivery. When this occurs, the driver can request a reship for the checker to approve at the warehouse during the end-of-day process.
PD Driver Feature Sets Return Bottles on Case Orders A damaged bottle can be removed for delivery while still delivering the remaining bottles in the case.The value of the bottle return is removed from the final invoice and the reason code selected by the driver is available for the end-of-day check-in process.
Scheduled Pickups A driver cannot complete a delivery without addressing a scheduled pickup request. The value of the return can be credited to the final invoice amount so the customer can take the credit immediately.
PocketDelivery Dock
PD Dock is a subset of PocketDelivery in which dock personnel are provided with flexibility for sold deliveries. •
Managers assign drivers, vehicles, and routes to get trucks onto the street.
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Last-minute route and personnel changes are handled quickly.
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Real-time location of trucks in lists and maps.
PD Dock helps account for delivery items that may slip through the cracks. All changes are documented digitally so there is no confusion in the warehouse.
PocketDelivery Dock