Traverse integration
FwdMbl Solutions Direct Store Delivery(DSD) App fully integrates with Traverse ERP. Our specialized Bridge Server reads customer, item, pricing, inventory, and any other information required by the Apps. The Bridge Server sends order, invoice, and payment information back to Traverse ERP.
Traverse ERP & ForwardSales DSD Mobile App Highlights
- Download Customer information including custom fields
- Download Item information including custom fields
- Download Pricing information
- Download Sales History and Payment History
- Download Sales Orders, Invoices, and Statements
- Upload sales orders, quotes, invoices, and payment information
- FwdMbl Solution’s Bridge Server handles the integration details and offers additional functionality
A Typical Day For Your DSD Route Driver
Your driver arrives at the your warehouse around 4 am in the morning. He starts to check his truck and review his load. He does a Master Data Sync with our DSD Sales App. This Master Data Sync connects to Traverse ERP and refreshes customer, item, pricing, and any other information the driver is allowed to have.
The driver heads out on his route.
Throughout the day, the driver delivers and meets with customer. At some customers he prints invoices, others he emails invoices, and others require DEX transactions. He swipes a few credit cards to collect payments. The whole time, the DSD Sales App is feeding information to the cloud and management can watch from afar.
The driver heads back to the warehouse.
Once he is back, the driver does a Transaction Sync to closeout his route for the day. A few emails are generated allowing him to replenish his truck, review scrap, and get settlement paperwork. Orders and Invoices are sent to Traverse ERP and a few minutes later the driver is out the door.
FwdMbl’s Traverse ERP DSD Software provide drivers with an easy to use and robust App Solution. Our Role Based design gives the drivers exactly the features they need, no more, no less. Our configuration options allow the configuration of the App Solution to match your companies operational needs. FwdMbl also provides Customer Portals, Mobile Sales, Proof of Delivery, and Account Management App Solutions that integrate with Traverse ERP.