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CIS-Companion® Route

By CIS Group

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Overview

CIS Group has been creating innovative software solutions since 1977, always helping businesses optimize and streamline their unique business process, reducing operating costs and having a positive impact on revenue.

Over the years, we have become one of the largest providers of DIRECT STORE DELIVERY (DSD) and SALES FORCE AUTOMATION (SFA) solutions with thousands of delivery routes and sales representatives using our applications every day.

Our Solutions…

The Companion® Suite includes :

Companion® Office - a middleware system installed on a server at the client’s location allowing the management of customer information, parameter settings and reporting while communicating with the mobile units in a bidirectional environment;
Companion® Link - used for interfacing our Companion® Office to any kind of accounting system, including Sage, SAP B1, R3, S4 HANA, Microsoft Dynamics GP, AX, NAV, Oracle, Infor etc.;
CIS-Companion® Route - a solution installed on mobile units (handhelds) for sales delivery, orders, invoicing, signature capture, asset tracking, collections, settlements;


Key Features

  • INCREASE PRODUCTIVITY AND EFFICIENCY
    Companion®Route is a software solution that allows for efficient management of direct store delivery (DSD) activities. This route accounting application automates the activities of mobile sales/delivery personnel: from truck loading to end-of-day balancing and reporting. Visits and itinerary tracking via GPS, visit sequences, inventory, order &returns processing, collection, surveys & much more.
  • Route delivery management
    visit sequence, visit schedule, pickups, Scan IN-OUT, etc.
  • Fast and accurate order taking
    regular orders, samples and promotional orders.
  • Personalized algorithm
    Quantities proposed as a function of the day/product/customer/time of year, and of previous sales and orders.
  • Fast returns processing
    key-in, selection, barcoding, and credit note production.
  • Inventory management
    vehicle and POS (back store, shelf, warehouse, and display).
  • Supports invoicing
    management of invoicing to distributor clients (truck loading).
  • Supports collection
    cash, check, and credit card.
  • Evaluation of the competition
    data gathering on pricing, surveys, facings, etc.
  • Management of promotions
    At the point of sale, they will only see (if desired) client-specific information (authorized products, promotions, price lists, surveys, etc.). All calculations are made automatically with accurate data, saving time and preventing errors.
  • Route balancing
    Route balancing and easy end-of-day reporting.
  • Trays, cases and pallets tracking.
    Trays, cases, and pallets track what you have left what needs to be picked up, etc.
  • Automatic calculations and conversions
    units, boxes, weight, pallets, etc.
  • Electronic signature
    An electronic signature, stamp, and proof of delivery capture.

Videos

Simple and efficient route accounting with Companion Suite by CIS Group

Contactless electronic stamp capture using Companion Route

Find out how you can use CIS-Companion® Route to conduct surveys

Proven software for your DSD operations & route accounting!

Additional Resources

CIS Group_datasheet Route HW.pdf

CIS Group_datasheet Route HW.pdf

About Company

CIS Group has been creating innovative software solutions since 1977, always helping businesses optimize and streamline their unique business process, reducing operating costs, and having a positive impact on revenue.
CIS Group is one of the largest North-American providers of software solutions.
Direct Store Delivery (DSD), merchandising and Sales Force Automation (SFA), people transportation, and freight transport.

Address

Québec Office (HQ)
55, Castonguay Street,
Suite 301 St-Jérôme QC
J7Y 2H9 Canada

Florida Office
433, Plaza Real, Suite 275
Boca Raton, FL 33432 USA

Ontario Office
2425 Matheson Blvd.
East, 8th Floor Mississauga, ON
L4W 5K4 Canada