Entering Tour Data on Mobile Devices 

When you use the Route Accounting component in combination with handhelds, the system processes the data in the following single steps:

1. Data download

The system loads the master and movement data required to execute a tour, on an intermediate server (middleware server) using an interface (IDocs = intermediate documents). The intermediate server then transfers the data to the handhelds. The transferred data is available to drivers when they are on their routes.

2. Check-out

At the start of the tour a check-out can be performed for the goods loaded on the vehicle, and the amount of cash available. This is normally performed by a second person (the checker). The data is entered on the handheld device. If any differences are found, they have to be checked and recorded. This is important because the driver is responsible for the goods on the vehicle.

3. The actual route – delivering the goods

The driver enters all transactions related to the delivery of goods to customers that occur during the route, directly in the handheld device. Some of the most important transactions are:

·        Changing delivery items in an existing delivery

·        Creating new orders and/or delivery documents

·        Writing invoices

·        Receiving payment to settle invoices

·        Writing confirmations of receipt

4. Check-in

After finishing the route, the driver returns to the depot. The goods (full products and empties) that the driver brings back (unsold merchandise or returns) are counted, entered in the handheld device, and confirmed. Both cash and checks received as payment are dealt in the same way.