Customer Service & Accounting
No more waiting for piles of paperwork. No more trying to decipher scratched off delivery quantity changes. No more scrambling to account for payments and inventory variances.
For Customer Service/Accounting
- Automated Sync of Completed Transactions to ERP; Eliminate Invoice Data Entry
- Automated Route Reconciliations: By Driver/Day, Inventory, Payments
- No More Scanning and Filing Signatures
- Follows ERP sales tax rules (including Avalara)
- Leverage popular credit card integrations
- Track container deposits
- Native Performance Reports and Dashboards
- Create Surveys and Share Documents
- Task Assignment
- Guided Workflow
Benefits for Management
- Saves Time
- Improves Accuracy
- Avoids Lost Paperwork
- Minimizes and Easily Resolves Disputes
- Accelerates Order to Cash
- XMC can also serve as a Training and Education Hub
- While providing you with Data to Analyze Everything
By Business Process
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Direct Store Delivery
Direct Store DeliveryXMC provides all the tools you’ll need to organize your day, sell with confidence, delight customers, all while keeping inventory & payments under control.
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Route & Van Sales
Route & Van SalesGet the most out of visits to your route customers. Refresh stock, introduce new products, handle everything easily on your mobile device.
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Route Delivery
Route DeliveryPlan and prioritize the most cost-efficient routes, while meeting tight customer delivery windows, and allowing your driver/reps to visit more customers daily.
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Key Features
Key FeaturesXMC improves and integrates your entire delivery distribution operations. From the warehouse to the driver to sales to customer service to accounting and IT.
Warehouse Automation
Picking, loading, unloading, put away.
Routing and Logistics
Optimize and plan routes, dispatch delivery orders.
Route Accounting
Product and payment reconciliations by warehouse and driver.
Mobile Intelligence
Daily sales planning, alerts, reports, dashboards.
Payments
Credit cart (Paya), C.O.D., check, on account.
ERP Integration
Unbelievably flexible web services API, full posting control
Survey App
Merchandising, planograms, competitive intel, customer behaviors, vehicle compliance and safety.
Assets and Equipment
Drop off, placement, pick up, repair, tracking.
Education and Training
Use XMC as a training and education hub. Share PDFs, Powerpoints, Word, Excel docs. Use surveys to build new product quizzes for your sales team. (they work!)
Tasks and Smart Memos
Assign critical and route tasks for your field reps. Use smart memos to guide transactional steps with remarkable precision.
Photo Tags
Photos enabled transactions and surveys. Create your own tags too.
No-code Customizations
Pass your ERP's custom data easily enabling personalized info requirements of any nature. Or create mobile-only attributes. No coding required.
Printing and Emailing
Support for Apple AirPrint and Bluetooth printing options, Email transaction receipts from mobile, or utilize standard Sage paperless functions
Deployment
Install and maintain confidently in your own server environment or secure in a private cloud.
Scanning bar codes
Scan on and off the truck, even right to the customer shelves. Even Lot and Serialized items. Simply use the built-in camera, or rugged sled options available.
Let's Get Started
Our industry experts are ready to help accelerate your business forward, keep your customers happy. We're excited to partner with you on this journey!
