Delivery Management System (DMS)

The Find Customer form allows you to easily locate customer folders by various search criteria including:

• Customer number
• Last name, first name, or company name (full or partial)
• Street address (full or partial)
• Delivery City
• Phone number (full or partail)
• Assigned Route

Simply double-click the customer to open the customer folder containing all of the customer's information

The Customer Folder provides easy access to all of the customers information including:

• Primary and secondary name
• Delivery and mailing addresses
• Primary and secondary telephone and e-mail contact information
• Billing options (e.g., credit card information, tax exempt status, discount, and no charge account options)
• Standing customer order (see Standing Orders section)
• Delivery history, scheduled deliveries, order adjustments, and customer hold dates (see Order Adjustment section)
• Current customer invoices (see Invoicing Customers section)
• Customer Payments (see Customer Payments section)

The Product Counts wizard provides you with required inventory estimates for future scheduled deliveries. It takes into account the customers standing order as well as any future adjustments and/or customer hold periods.

A simple wizard interface is used in DMS for actions that require multiple steps. The first step in the Product Counts wizard is to specify the date range you wish to use and the categories you wish to count.

The second step of the Product Counts wizard preforms the actual counting of scheduled products. It also lists warnings for certian situations (such as a customer has requested a product that you have currently marked as unavailable).

After completing the final step, you can view and/or print a Product Counts reports to aid in processing and transportation of product.

Each Customer Folder has a Standing Order tab that allows you to view and edit the customer's regular order.

Delivery frequencies that are supported are as follows:

• Weekly
• Alternating week (every other week specified by even or odd weeks)
• Monthly (specified by week 1 - 4 or last week of month)

The Deliveries tab found in the Customer Folder provides a calendar giving you an overview of

• Past Deliveries
• Special Deliveries (one-time special deliveries)
• Upcoming delivery adjustments
• Scheduled deliveries
• Customer hold periods

Simply select a specific day from the calendar to view delivery details, scheduled deliveries, or hold period details.

In addition to displaying previous deliveries, you can select an upcoming delivery to make one-time adjustments to the customer's order. For scheduled delivery you can

• Hold an existing item
• Change the quantity of an item
• Add additional items

The calendar is updated with an "Order Adjusted" icon so can quickly identify which scheduled deliveries have been adjusted.

The Invoice Adjustments tab provides you with the customer's current balance. It includes summary information for deliveries and payments that will be added to the customer's next invoice.

It also allows you to make adjustments to the customers account in the form of credits or charges. These credits and charges can be specified to appear in the previous balance section of the customer's invoice or in the new charges section (see Customer Invoice Screenshot for an example).

The Invoices tab allows you to view and print a customer's previous invoices.

Clicking the "New" button on the customer's Invoices tab allows you to create a new mid-month invoice. A mid-month invoice allows you to create an intermediate invoice for an individual customer. This allows you to provide an immediate invoice for a customer if needed, rather than waiting to until end of the month.

The New Mid-month Invoice form gives you a summary of what charges will appear on the invoice to be created.

Customer invoices can be viewed and/or printed at any time.

Customer invoices include the following:

• Easy to read account total at top and bottom of invoice
• Return address and customer address aligned correctly for common windowed envelopes
• Account summary section including previous charges, payments, adjustments, balance forward, deliveries, tax, customer fees, and total amount due.
• Detailed delivery section provides delivery totals for each delivery made
• Return stub with important account information to be remitted with payment

The Customer Stops tab in the route folder allows you to re-order customers by simply dragging and dropping the customer in their new location.

Easily move customers between routes by dragging and dropping the customer(s) on another route in the list on the right of the screen.

Direction history between each customer is maintained for future references and will automatically be restored if the customer is returned to a previous order.

The Load Sheet can be viewed or printed to assist in loading a truck for delivery.

The report provides product breakdown by pallets, stacks, and crates for easy loading.

After loading the truck, the Route Sheet is printed for each route and contains each customer's current order (with adjustments and holds) as well as address and delivery directions between houses.

Delivery drivers make note of any changes made during delivery on the Route Sheet and update any in-route changes in the system when they return.

The Find Payment form allows you to locate payments entered into the system by the following criteria:

• Payment date
• Customer number
• Payment method
• Tracking # (e.g., check number)
• Payment amount

Simply double click on a payment in the list to open the customer's folder and select the given payment.

While individual payments can be entered in each customer folder, the Bulk Payment form allows faster payment entry. It assists you in entering payments by

• Allowing you to simply enter the customer number (or use the find customer option)
• Displaying customer name and address for verification
• Displaying the customer's last invoice information
• Displaying the customer's last customer payment
• Providing a warning for possible duplicate check entries

The Report List displays the various reports that are available as well as display options for the selected report.

Reports can be previewed or printed directly from the report list.

This is an example report that summarizes driver commissions by category and product.

This is an example report that shows product sales over a given time period.

DMS has an integrated help manual. Simply click the "Help" button on the various forms to find help for that topic.

MDSC works with you to provide a cost-effective customized solution tailored for your business. This customization includes data migration services so that existing customer data will be immediately available in your new management system.

Contact us for more information regarding the Delivery Management System.

Multimedia Data Services Corporation
P.O. Box 73
Hyde Park, UT 84318
435-787-7429
Email Us

Feel free to contact our clients to see how the system has worked for their businesses.