RouteMagic connects sales, ordering, warehouse, delivery and accounting on a single platform, so there is no paperwork, no double entry and no broken handoffs between the office, the warehouse and the van.
An AI route engine re-sequences every stop to cut travel time, distance and fuel, while honouring vehicle capacity, skills, time windows and driver breaks.
Real-Time Route Monitor
A live operations board pairs map tracking with per-stop detail across every active route: planned vs actual ETAs, completed and skipped stops, and cash collected so far.
Van Sales & Mobile ePOD
Drivers sell from van stock with on-the-spot invoicing and payment, and capture signatures, photos and auto-emailed proof of delivery, fully offline.
WhatsApp Messaging
Send order-status updates and invoice PDFs to customers over the WhatsApp Business API using pre-approved templates, with no separate ordering app required.
Data Analytics Workspace
Interactive KPI dashboards plus a self-service workspace where your team builds, saves, schedules and shares its own views over sales, stock, route and customer data.
Deep Configurability
Over 200 company settings, per-driver handheld profiles, custom fields and configurable roles let you shape RouteMagic to exactly how your business works.
Features catalogue
Find the feature you need.
Filter across route planning, orders, warehouse, products, customers, accounting, analytics, mobile, integrations and administration.
Route Planning & Delivery
Route Planner
Allocate orders to routes up to seven days ahead, handling wholesale deliveries and van sales together, with optimisation and a map view built in.
Route Planning & Delivery
Route Optimisation
Minimise stop order, travel time and fuel use with a VRP engine constrained by vehicle skills, capacity, time windows, max stops and working hours.
Route Planning & Delivery
Route Monitor
See the whole day live on one map: vehicle trails, ETAs, completed and skipped stops, and payments collected, all in real time.
Route Planning & Delivery
Route History
Replay the monitoring data for any past date so managers can review exactly what happened on any route.
Route Planning & Delivery
Route Schedules & Types
Set van-sales and site-visit schedules at route level and categorise rounds by type so the right app workflow and planning rules apply.
Route Planning & Delivery
Route Targets
Set sales goals per route over a period, independent of which driver runs it, and track performance against them.
Route Planning & Delivery
Geofencing
Draw boundaries around delivery points to auto-confirm arrival and raise alerts on breaches such as idling or speeding.
Route Planning & Delivery
Delivery Schedules
Define when and how often each customer receives deliveries, and have those days flow automatically into the Route Planner.
Route Planning & Delivery
Territories & Regions
Map-drawn territories auto-assign customers to routes, while regions group warehouses to drive regional, ship-from pricing.
Route Planning & Delivery
Vehicles & Vehicle Types
Manage vehicle records, capacities and safety questionnaires, grouped by type so the planner respects each vehicle’s default capacity.
Route Planning & Delivery
Vehicle Skills
Tag capabilities such as chilled, ADR, tail-lift or weight limit to constrain which vehicle can serve a customer or carry a product.
Route Planning & Delivery
Vehicle Maintenance
Schedule and track vehicle servicing so breakdowns don’t disrupt the delivery plan.
Route Planning & Delivery
Driver Breaks
Let drivers log breaks that lock the app for accurate time tracking and working-time compliance.
Order Management
Sale Orders
Create and track customer orders as the start of the order-to-delivery flow, from quotation through to fulfilment.
Order Management
Telesales
Take orders over the phone with call schedules, customer context and recent-order history on one screen for the agent.
Order Management
WhatsApp Orders
Customers receive order updates and invoices on WhatsApp, and conversations feed straight into the back-office order queue.
Order Management
Client Portal Orders
Customers place their own orders through the client portal or D2C app, flagged for review before they join the delivery plan.
Order Management
Standing & Recurring Orders
Generate recurring sale orders automatically on each customer’s delivery days so regular orders are never missed.
Order Management
Quotations
Convert an accepted quotation into a confirmed sale order without re-keying a single line.
Order Management
Invoices
Auto-generate proforma invoices at order placement and final invoices on fulfilment, with bulk and consolidated per-customer runs.
Order Management
Credit Notes
Reduce a customer’s balance for returns, pricing corrections, damaged goods or goodwill, linked back to the original order.
Order Management
Return Orders
Capture returns, route goods to the right stock condition, and link the resulting credit notes automatically.
Order Management
Payments & Payment Types
Record customer payments against invoices across cash, cheque, card, bank transfer, credit note and gift card, with allocation and export.
Order Management
Promotions & Coupons
Apply buy-X-get-Y and percentage discounts automatically at order capture, plus gift cards and prepaid coupon booklets at the point of payment.
Order Management
Equipment Register
Track returnable assets such as coolers, dispensers and fridges on loan at customer sites, with install and service dates.
Order Management
Commission Tracking
Calculate and report sales commissions for drivers and reps automatically on configurable rates.
Warehouse & Inventory
Inventory & Stock Control
See stock across every warehouse and van, with add, adjust, verify and monitor functions and full tracking of how each action moves inventory.
Warehouse & Inventory
Pick Orders
Keep the warehouse aligned with the day-of plan with detailed pick lists, including bulk picking waves across several confirmed orders.
Warehouse & Inventory
Pack & Load Orders
Organise picked goods into packages and load packed stock onto vans ahead of the run, with recurring templates for repeat patterns.
Warehouse & Inventory
Individual / Bulk Pick & Pack
Trigger pick-pack-load in bulk to push the day’s work to the warehouse, or pick order-by-order for on-demand fulfilment.
Warehouse & Inventory
Stock Take
Count physical warehouse and van inventory and post the variance, including blind counts where expected quantities are hidden.
Warehouse & Inventory
Warehouse Transfer
Request, approve and fulfil stock movements between warehouses, vehicles or both, with full ledger tracking.
Warehouse & Inventory
Batch & Expiry Management
Track product batches from receipt to delivery for traceability, FIFO/FEFO compliance and expiry control.
Warehouse & Inventory
Bins & Put-Away
Manage bin-level storage with shelf-life-aware put-away rules and largest-free-space allocation, tracked through bin transactions.
Warehouse & Inventory
Inventory Ledger & Transactions
Record and audit every inventory movement in and out, with stock-condition changes between good, damaged and quarantine.
Warehouse & Inventory
Recipes & Production
Define how components combine into finished goods and record production runs against recipes with full traceability.
Warehouse & Inventory
3PL Inventory Operations
Log billable warehouse activities (receipts, put-aways, picks, transfers, repacks and dispatches) and price them via a rate card.
Warehouse & Inventory
Purchasing & Suppliers
Raise purchase orders, email them and receive goods, with supplier records, ledgers, payment terms, invoices and credit notes.
Product & Pricing
Product Management
Run the full product lifecycle in one place: identification, classification, batch, serial tracking, volume pricing and promotions.
Product & Pricing
Product Variants
Manage size, colour and pack variants under one catalogue product, each with its own SKU, stock and batch records.
Product & Pricing
Sales Catalogues
Show in-built catalogues with product variants to customers on a phone or tablet during the call or visit.
Product & Pricing
Pricelists
Set flexible pricing with absolute prices, percentage discounts or markups, and customer-specific price hierarchies.
Product & Pricing
Rebate Tiers
Reward volume with graduated pricing incentives across up to three tiers.
Product & Pricing
Unit of Measure & Catch Weight
Sell in packs, cases, kilos or litres, enter orders by case or single unit, and capture actual weight for variable-weight goods.
Product & Pricing
Groups, Classes & Attributes
Classify the catalogue by group, class, brand and structured attributes for precise filtering, rules and reporting.
Product & Pricing
Serial & Deposit Tracking
Follow serialised items by IMEI through the chain, and track reusable containers, crates and pallets left for return.
Customer Management
Customer Management
A central hub for customer records, delivery points, credit policy, territory and loyalty that every downstream process depends on.
Customer Management
Client Portal
Give customers self-service order history, invoices, statements and live delivery updates on a branded portal.
Customer Management
Customer Default Products
Pre-populate each customer’s usual SKUs on the sales screen, with editable quantities and prices for faster ordering.
Customer Management
Credit Terms & Classes
Govern when customers must pay with due-date policies, risk-based credit classes, overdue thresholds and driver-facing dunning messages.
Customer Management
Loyalty Programs
Reward spend with configurable points categories and tier-based multipliers, backed by an auditable point ledger.
Customer Management
SMS, Alerts & Access Codes
Send merge-ready SMS for ETAs and reminders, trigger event-based alerts, and issue codes that override driver authority limits.
Customer Management
Customer Prospects
Track leads through the conversion pipeline from both the back office and the mobile app.
Customer Management
Survey Management
Capture structured field data, compliance checks and photos during site visits, linked to the delivery point.
Customer Management
Whitelists & Blacklists
Restrict which products a customer or group can be offered, for compliance or commercial strategy.
Accounting & Finance
Expense Management
Drivers submit expenses with receipt photos from the app; admins review, approve and export for payroll, with per-category caps.
Accounting & Finance
Cash Deposit Reconciliation
Compare driver-collected cash against system totals and post deposit records, with branch deposit and ledger tracking.
Accounting & Finance
Budgets
Plan income and expenses across employees, companies, branches or routes, and track actuals against plan.
Accounting & Finance
VAT & Making Tax Digital
Prepare and submit VAT returns digitally in line with Making Tax Digital for VAT.
Accounting & Finance
Accounting Package Setup
Configure the link to your accounting software for invoice export and financial sync.
Reporting & Analytics
Analytics Dashboards
Slice operational data with interactive charts, KPIs and pivotable aggregates, and share dashboards by email.
Reporting & Analytics
Data Analytics Workspace
A self-service surface to build, save, schedule and share custom views over sales, inventory, route and customer data.
Reporting & Analytics
Core Reports
Built-in reports for sales, returns, daily summaries, customer balances and cash deposits, with filters, export and scheduling.
Reporting & Analytics
End-of-Day Reports
Driver, deposit, inventory and survey EOD reports confirm the day’s takings, stock and mandatory checks before close.
Reporting & Analytics
Customer & Finance Reports
Aged-debt analysis, running balances and a filterable transaction stream per customer, plus cash-journal reconciliation.
Reporting & Analytics
Compliance & Field Reports
Temperature logs, vehicle inspections, vehicle unloads and site-visit reports keep perishable and safety compliance documented.
Reporting & Analytics
Audit & Mail Audit
Record every change to key entities and every email RouteMagic sends, to confirm delivery and troubleshoot issues.
Mobile & Field
Mobile App
Drivers and reps view routes, deliver, capture signatures, collect payments and manage van stock, fully offline-capable.
Mobile & Field
ePOD Capture
Capture electronic proof of delivery with customer signature, photos and an auto-emailed POD PDF at the stop.
Mobile & Field
Van Sales
Sell from van stock at the stop with on-the-spot invoice and payment, depleting van stock in real time.
Mobile & Field
Live Navigation
In-app turn-by-turn navigation with voice prompts guides drivers to each customer geocode.
Mobile & Field
Mobile Route Optimisation
Drivers re-sequence their remaining stops mid-route using the same routing engine as the office.
Mobile & Field
Stock on Van
Show current van inventory in real time, with blind van stock takes and supplier purchases recorded from the app.
Mobile & Field
New Customer on App
Drivers add new customers directly in the field and bring them into the next route automatically.
Mobile & Field
Photos on App
Mandatory or optional photo capture across payments, deliveries, inspections and surveys, included in PDFs and linked in the ERP.
Mobile & Field
Mobile Security & MFA
Optional multi-factor authentication on the app, scoped to all users, admins only or by role.
Integrations
Accounting Integrations
Sync invoices, customers, payments and ledgers with Sage, Xero, QuickBooks, Zoho Books and Tally.
Integrations
Payment Gateways
Collect card and digital payments through Stripe and Razorpay across web and mobile, including UPI and recurring billing.
Integrations
WhatsApp Business
Send template-based order-status and invoice-delivery messages over the WhatsApp Business API.
Integrations
Maps & Routing
Geocoding, distance matrices, optimisation and traffic-aware ETAs powered by Google Maps, HERE and GraphHopper.
Integrations
SMS, Email & Push
Send delivery notifications, route alerts, invoices and app push notifications across SMS, email and mobile.
Integrations
eCommerce & CRM
Import orders and sync products and customers with WooCommerce, and sync leads, contacts and deals with Zoho CRM.
Integrations
REST API
Programmatic access to routes, stops, delivery points, vehicle trails, schedules and more for custom integrations.
Integrations
Bulk Data Import
Import products, customers, delivery points, suppliers, pricelists, vehicles, routes and orders by CSV, with searchable history.
Platform & Admin
Company Settings
Over 200 configurable settings govern routing, inventory, ordering and operational behaviour for each tenant.
Platform & Admin
Handheld Profiles
Control which mobile screens and behaviours each driver or role sees: van sales, ePOD, expenses and more.
Platform & Admin
Roles & Permissions
Built-in and fully customisable roles control feature access across web and mobile, scoped by branch, customer and route.
Platform & Admin
Custom Fields
Add tenant-defined fields to records, group them, and import their values by CSV.
Platform & Admin
Automation Workflows
Trigger event-driven email notifications and automated update and delete rules across entities.
Platform & Admin
Scheduled Operations
Background jobs keep routing, billing and customer engagement running automatically, mostly overnight.
Platform & Admin
PDF Templates & Documents
Brand and customise templates for 15+ document types, from invoices to POD sheets and consolidated picks.
Platform & Admin
Franchise Management
Run multiple franchisees as independent business units in one instance under master-tenant oversight.
Platform & Admin
Company, Branch & Warehouse
Set up the org structure of companies, branches and warehouses that underpins invoicing and operations.
Platform & Admin
Gamification & Targets
Motivate teams with leaderboards, badges and progress indicators, fed by employee groups and targets.
