Route Accounting (DSD, or Van Sales) allows transfer of inventory between stores, vans, warehouses or other Account Types.
- Allow reps to select which warehouse they want to order their inventory from
- Allow reps that sell out of a van to manage the inventory transferred from warehouse to van to store and back.
- Multiple Warehouses - By defining Account types, you can define multiple warehouses and allow users to select a source of inventory for each Transaction Type.
To set up Route Accounting or Van Sales where the user is selling/moving inventory between an inventory source such as a van or warehouse, to a destination such as a store or another van:
- Load the relevant Account Types
- Configure the “Accounts” tab in the Transaction Type – define an origin and/or destination
- Configure actions to decrease inventory from the source and increase at the destination
The functionality for this setup is limited to Pepperi Ultimate users. To activate this on your account please contact us.
An example is provided below:
Once you have loaded the relevant Account Types (ie Customers, Warehouses, Vans, etc.) edit the Transaction Type -> Accounts Tab
Select Destination: defines which Account types are destinations of inventory.
Select Origin: defines which Account types are sources of inventory. Master Warehouse means the inventory is taken from the main distributor inventory of the item.
For example, for a Van Sales Transaction Type selling inventory from a van to a store, define the Destination as Account Type “Customer” and Origin as type “Van”. If you don’t define a type for Origin, then the source inventory will be taken from the main Distributor Inventory field value of the item (not the count in a specific store or van) called “Master Warehouse”.
Now in the Workflows tab you may add actions that update the source inventory - the item’s stock count in the van, and the destination inventory - the item’s stock count in the store.
Note: the field ItemInStockQuantity will always refer to the origin inventory, and ItemAccountInStockQuantity will always refer to the destination inventory (as you defined it in the Accounts tab).
(Make sure that the AccountInStockQuantity field is active, it may not be active by default. To do this go to Settings -> Items -> Fields, and make sure it's active in the list.)
Add only the actions you require. You may be interested in keeping track of van inventory, and not in the store’s stock count or vice versa.
Updating the Source Inventory:
In the Workflows add an “Update Inventory” action to the last status transition in the Workflow. This will deduct the inventory of the items ordered from the van.
Select Unit Quantity and click Save.
Updating the destination Inventory:
In the same action select “Update destination Account Stock”. This will add the inventory of the items ordered to the Account stock.
Mark “This field value will be added to the Account stock”, so that the Units quantity ordered will be added to the store’s stock count.
Select "Account stock will be overwritten using this field value" if you need the destination stock to be reset with the new quantity each time.
Once you have added those actions and defined the restrictions in the Accounts tab - when items are sold from the van, the Account Inventory of the “Customer” will be increased and the Account Inventory of the “Van” will be decreased by the same amount.