The process of maintaining product inventory in customer sites and accounting for product sales and transfers can be a tedious and time-consuming process.  Route Trakker Consignment helps QuickBooks keeps track of inventory consigned to a customer's site, and the sales of these products over time.  At the customer site the rep simply enters the current inventory count of each product; the system automatically computes restock quantities and creates  the necessary documentation.

If the rep and the customer agree to changes in the inventory levels, these changes are entered into the same count sheets.  The system automatically classes consigned inventory separately from sales, to allow QuickBooks to accurately report inventory sold and inventory placed on consignment.

Trakker™ Consignment has all the features of Route Sales Trakker™, but also includes features to assist in consignment inventory management.

Features:

• Items can be segregated as consignment or sales (customer-owned) stock
• Consignment stock invoices are automatically created to the designated class; product sales are on a separate invoice to reflect a completed financial transaction
• An AR aging report can be loaded to the PDA on each sync, giving the route person current customer payment status
• The sales person can establish a standard route for a day, and schedule that route for repetition intervals from 1 to 365 days
• The customer's stock levels can be monitored on the PDA, and reorders and sales volumes are calculated automatically
• Once stock on hand is counted, the system automatically computes sales and reorder amounts.  One button push will invoice either a consignment customer or a stocking dealer
• Product bar codes are supported to speed order entry
• The entire customer and job database is on the device
• New customers can be added in the field and synchronized to QuickBooks®
• All inventory and non-inventory items are on the device, along with retail pricing
• Sales descriptions can be expanded in the field to fully document items or special instructions
• The system will produce invoices with customer tax rates
• Customer payments can be recorded in the field
• The customer can be provided with a hard copy receipt at the point of sale (requires a portable printer)
• Credit card payments can be documented (credit card scan is available with certain printer models)
• Create Invoices or Credit Memos within the same user interface
• Customer invoice history can be loaded to the PDA; the system will automatically delete older history based on user-specified limits.
• Customer payments are recorded separately from orders (a receive payment in QuickBooks®) can be entered; a payment receipt can be printed
• Expanded support for remote HotSync over the Internet to a PC behind a router firewall
• Comprehensive sales reports from the PDA for route accounting
• Items can be individually discounted by a % or flat dollar amount, and the user has the option of automatically documenting the discount in the item description
• Support for subtotal and % charge/discount items in the same method QuickBooks® handles these items
• A specific QuickBooks® file for sync can be designated on the PDA, and HotSync® will automatically open this QuickBooks® file, exchange all information, and close QuickBooks®
• Customer payment at the end of the order can be set to default to payment in full or no payment; the user controls the default on the PDA
• Customer Snapshot provides the PDA with a customer balance summary, taking into account current QuickBooks® balance, invoices created, payments received, and credit memos issued

Sample 8.5 x 11 invoice

Sample 2" invoice

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