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 our web-based platform!

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