Payment Processing 

Features

On-truck payment balance

On-truck payment balances are tracked similarly to on-truck stock. However, there is no on-route adjustment of payment balances.

Currencies

Mobile Direct Store Deliverysupports one currency. This currency is configured in the DSD Connector Cockpit.

Collection type

You can specify for each customer whether the sales representative needs to collect payments. You have the following two options:

·        Sales representatives do not collect payments at all. In this case, the customer can either mail the payment or use bank transfer, or the customer’s bill-to partner remits the payments.

·        Sales representatives collect payments after they have delivered the products.

Payment types

You can configure different payment types. Cash, check, and credit card are the types most commonly used.

The mobile device payment type configuration must be the same as the payment types in the route accounting database.

Beginning payments

Unlike material check-out, initial payment/cash balances are not downloaded to the device. After material check-out is confirmed, sales representatives are prompted to manually enter their initial payment balances (this applies to the delivery driver and van sales processes; this functionality is not available to presellers).

End-of-day payment count and discrepancies

End-of-day payment count works similar to material check-in. Planned payment counts are generated from on-truck payment balances. The sales representative can then adjust actual amounts as well as view and confirm any possible discrepancies.