Admin Tools
We've got the day-to-day covered
Our backend operations suite of tools handles hundreds of critical functions – from customer service to billing, packing, routing, reporting, and so much more.
Customer Management
Instantly access a customer’s full profile and history with instant search. Edit individual orders and recurring items, review payment histories, issue credits/adjustments, set vacation dates, view balance, and a plethora of other customer-centric functions.
All Customer Management Features
- New customer registration
- Existing customers can login and edit
- Set alerts and reminders easily
- Billing management made simple
- Track your customer communications
- Customer startup and welcome emails
- Quick customer search
- Account creation is simple
- Take control of all the customer details with ease
Order Management
Instantly access a customer’s full profile and history with instant search. Edit individual orders and recurring items, review payment histories, issue credits/adjustments, set vacation dates, view balance, and a plethora of other customer-centric functions.
All Order Management Features
- Search for orders in a myriad of ways
- View customer order history
- Fast admin ordering
- Upsell customers on the phone
- Make use of our tablet software and put order changes in the hands of your drivers
- Easily setup an order with variety
- Go back in history and look at trends in buying
- Drivers back from route with order changes?
- Drivers back from route with order changes?
- Print specific order-only invoices at anytime
Route Management
Create as many routes as you’d like, draw shapes on a map and let our system automatically assign customers to routes. Visualize your route stops, suggest the best route, drag & drop, position by distance – it’s up to you!
All Route Management Features
- Quickly assign users to routes
- Re-position customers on your route easily
- View maps with pinstops of your routes
- Set order change cut-off times per route
- Generate driver load and drop sheets dynamically with the click of a button
- Route your drivers
- Drivers have their own login and interface
- Use our touch screen tablets
Communication Management
Over 30 different types of automatic email communications based on customer actions – delivery reminders, cut-off time reminders, followups after X delivery, birthday alerts, etc. Easily send out general news at your leisure to the entire customer base or specific sub-set.
All Communication Management Features
- Send email announcements easily
- Track your emails to customers
- Email invoices to your customers
- Follow up after registration, first order and delivery
- Email inactive customers
- Email past due customers
- Delivery reminder emails
- Order reminder emails
Billing Management
We tie in with most of the major gateway providers such as Authorize.net, Stripe, and others. You can bill through our system whenever you’d like – before delivery, after delivery, after the cut-off time, once a week on Fridays – it’s up to you!
Bill your customers with flexibility – every day, every week, every month, or for orders in the future – you decide.
All Billing Management Features
- Send invoices and receipts via email or print
- Let customers enter a credit card or e-check on file
- Post check or cash payments
- Professionally formatted paper/email/electronic billing
Product Management
Each product has a myriad of settings to help you control behavior – from “recurring only” to pre-order products like turkeys for Thanksgiving, you can be sure we have a product setting for your particular need.
All Product Management Features
- Create as many categories and products as you need
- Full control of product information
- Special pricing/products/delivery fees for different routes or areas
- Per pound pricing
- Full commercial/wholesale price support
- Track Inventory and Quantities in System
- Full supplier/vendor ordering management
- Pack certain items separately
- Charge taxes and deposits
- Track profit and sales per product, per route
- Sell seasonal products
- Setup pre-order products
- Cross-sell related items to customers
- Control featured products and sale items
Inventory Management
Inventory goes up/down automatically based on customer ordering actions – easily update inventory levels through backend admin reporting or import/export of spreadsheets. Track real-time inventory in the system – automatically get notified when quantities reach certain levels.
All Inventory Management Features
- Single/Combined item inventory tracking support
- Produce inventory reports and mass update inventories
- Only allow ordering up to stock levels
- Create purchase orders
- Auto check-in inventory
And so much more.
Our list of features and functionality grows each month – that’s the beauty of web-based software!