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.​

Customer Service v2

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

DSDAssets and equipment copy 4  Direct Store Delivery

XMC 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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2routesalesAssets and equipment copy  Route & Van Sales​

Get 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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routedeliveryAssets and equipment copy 2  Route Delivery

Plan 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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keyfeaturesAssets and equipment copy 3  Key Features

XMC improves and integrates your entire delivery distribution operations. From the warehouse to the driver to sales to customer service to accounting and IT. ​

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​Key Features​

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.


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


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! 

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