Proven software for your DSD operations and route accounting

A complete route accounting solution that enables automated and efficient management of direct store delivery activities.

Are you facing challenges managing your staff on the road? Our Companion® Route software offers incomparable advantages to optimize your delivery processes.

Correctly manage your truck inventory

Quickly generate an invoice at point of sale

Reconcile and balance your routes

For more information on Companion® Route

Download the technical sheet

Find out how our software, Companion® Route, is essential for optimizing your product delivery management operations to different points of sale.

Companion® Route

This is how our route accounting software offers you simple and efficient management of your delivery routes.

Choose the package that best meets the needs of your industry. Our route accounting software suites are designed to help your business thrive!

Quick Implementation

Basic

With this preconfigured solution, depending on your industry, your mobile workforce will be ready to bill your customers in less than 28 days.

Flexible Implementation

Professional

Use the quick implementation and add some extra features (DEX, EDI, GPS).

Customized implementation

Business

Work with our project managers to configure our application according to your needs, your mode of operation, your types of users and your ERP.

Opt for the connectivity solution that can be interfaced with all types of accounting or ERP software.

Our solutions offer much more than traditional ERP data. You can complete the information gathered with our extremely comprehensive and powerful tools and benefit from a much richer information collection.

Quickbooks online | Quickbooks | Sage 300 | Sage 50 | Sage X3 | Acc Pac | SAP B1 | SAP ECC ORACLE | Microsoft Dynamics NAV | Infor | Acomba

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Companion® Route will allow you to simplify your day-to-day operations in addition to making the experience and process easier for your customers.

  • There are various predefined billing, ordering and return screens allowing the mobile user to quickly and efficiently enter the quantities to be invoiced, by product and by customer.
  • Suggested quantities and inventory of trucks available for sale can be viewed on the same screen.
  • Merchandiser can even capture backroom and shelf inventory on the same screen.
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  • Survey activities can be sent to the mobile device.
  • The mobile user can be prompted to answer a series of questions and take photos.
  • Responses and photos taken will then be accessible from office reports to analyze the results.

Sales and return statistics for the previous week can be viewed by customer or by product. The user can quickly view statistics such as sales, returns and percentage of return in dollars and units by customers and by product for that customer, allowing more informed decision-making.

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See how easy it is to process a payment by credit card with No Contact using a handheld computer or mobile phone with Companion® Route alongside one of our credit card processing partners. The delivery person just needs to pick the credit card to use. All information is stored in a secured vault in the #cloud which the handheld connects to. For security reasons, the delivery person only sees the type of card and the last 4 digits. 


Before confirming the invoice, the mobile user can select a contact email address to email the invoice (s) in PDF format.

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The advantages of Companion® Office middleware which is integrated with the Campanion® Route solution!

Configure

  • Sending messages from the office to delivery people. (Attached to a user, a store, a group of users or stores);
  • Management of rights and restrictions of mobile users. (For example: Permission to take returns or change prices.);
  • The models of documents to be printed on the road (loading notes, invoices, deposit slip);
  • Menus of users or types of users;
  • Management of algorithms for forecasting ;
  • The creation of surveys for mobile users;
  • Management of delivery schedules.

Analyze

  • GPS tracking of mobile users;
  • Sales reports, invoicing, orders according to several criteria;
  • Dynamic real-time dashboards for monitoring operations;
  • Surveys;
  • Archiving of all documents printed on the road including invoices with signatures, stamps and PODs;
  • Multiple reports.

Solutions complementary to our DSD to maximize the efficiency of your product delivery to your various points of sale!

Our solutions represent an extremely beneficial investment for your business’ growth.

Still need convincing?

Discover the anticipated ROI with our solutions!
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SFA-CRM

CIS-Companion® Rep

A modern application to help manage the activities of representatives or merchandisers.


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Companion® SKU store

A B2B web application to allow your customers to place orders directly integrated to your Companion Office.


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ISO 27001 Certification

CIS Group is an ISO/IEC 27001 certified enterprise. This is a world standard (and includes the ISO/IEC 27002 good practice guidelines) for informational assets security management. It specifies the requirements of an Information Security Management System (ISMS). The ISMS is a systematic approach of the management and security of sensitive data, involving personnel and applying risk management processes to information systems.

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Power BI Business Intelligence

Leverage enlightened decision-making by relying on the analysis of your data using powerful Dynamic Dashboards.

24-7 Bilingual Support Available

Be assured of obtaining the service you need when your teams most need it!

Rugged Mobile Equipment

Opt for powerful and durable hand-held computers, scanners, or mobile printers to optimize your efficiency.

Discover why thousands of users on the road opted for CIS Group’s Companion® software solutions!