RouteMagic connects order capture, credit control, purchasing, warehouse execution, delivery and accounting on a single data model, so there is no paperwork, no double entry and no broken handoffs between the office, the warehouse and the van.
Six things this platform does that a stack of separate tools cannot.
A neural time-series model forecasts 30 days of demand per product, customer and route with upper and lower planning bands, then turns the forecast into min/max recommendations and purchase orders your buyer approves.
Plan rounds around delivery windows, vehicle capacity, skills and driver hours, then re-optimise as the day changes, including mid-day top-ups and last-minute order injection.
Drivers sell from van stock, invoice and take payment at the stop, and capture signature, photos and an auto-emailed proof of delivery, all of it working with no signal.
Scan goods-in, picks, packs and loads with batch and expiry captured at every touch, so a recall resolves to a customer list in minutes and variances surface before the van leaves the gate.
Loaded versus sold versus returned stock, cash by denomination, returns and empties reconcile themselves at route close. Supervisors review the variances, not the paperwork.
Back office, warehouse, driver/field, customer portal, D2C consumer app and retail POS run on one data model, so stock, price and balance mean the same thing everywhere.
Every role gets the surface built for the job, and all six read and write the same orders, stock, prices and balances.
The catalogue follows the shape of a distribution day: plan and route, sell and capture orders, validate and price, buy and replenish, pick and load, deliver and collect, reconcile, engage customers, retail counter, analyse and integrate.
Allocate up to seven days of orders to delivery rounds in one board, with wholesale drops and van sales planned together on the same map. The plan the warehouse picks to is the plan the driver runs.
Learn how it worksA vehicle-routing engine sequences every stop to cut travel time, distance and fuel while honouring delivery windows, capacity, vehicle skills, max stops and driver hours. Planners keep drag-and-drop override and what-if comparison.
Learn how it worksOne operations board pairs live map tracking with per-stop detail across every active round: planned versus actual ETAs, completed and skipped stops, and cash collected so far. Problems surface while the day can still be fixed.
Learn how it worksReplay the monitoring data for any past date, stop by stop, so a manager can settle a service dispute from evidence instead of recollection.
Learn how it worksDefine when and how often each customer is served, and have those days flow automatically into the Route Planner so nobody rebuilds the weekly pattern by hand every Monday.
Learn how it worksSet van-sales and site-visit schedules at round level and categorise rounds by type, so the right mobile workflow and the right planning rules apply without per-driver instruction.
Learn how it worksMap-drawn territories auto-assign customers to rounds and reps as the customer base changes, while regions group warehouses to drive regional, ship-from pricing.
Learn how it worksHold vehicle records, capacities and safety questionnaires, grouped by type so the planner respects each vehicle’s default volume and weight limits instead of overloading the round.
Learn how it worksTag capabilities such as chilled, ADR, tail-lift or weight limit and constrain which vehicle may serve a customer or carry a product, so an unsuitable van is never planned onto the stop.
Learn how it worksSchedule and track servicing, with service orders raised automatically when a vehicle falls due, so a missed inspection does not take a round out on the morning it was needed.
Learn how it worksDrivers log breaks that lock the app for the duration, giving accurate time-on-route data and a working-time record that stands up to scrutiny.
Learn how it worksDraw boundaries around delivery points to auto-confirm arrival without a driver tap, and raise alerts on breaches such as idling, speeding or an unplanned detour.
Learn how it worksSet sales goals per round over a period, independent of which driver runs it, and track performance against them so a weak territory is visible separately from a weak driver.
Learn how it worksTelesales, customer portal, mobile app, EDI feeds, WhatsApp and email intake, standing schedules and D2C all land in one sale-order queue, tagged by source. One validation and one fulfilment flow downstream, whichever way the order arrived.
Learn how it worksThe order record every downstream step reads from: capture, confirm and track a customer order through picking, loading, delivery and invoice without re-keying it into a second system.
Learn how it worksWork a call cycle with customer context, live balance, last orders and usual SKUs on one screen, so an agent takes a complete order on the first call instead of ringing back to correct it.
Learn how it worksInbound EDI feeds from your larger trade accounts drop straight into the same order pipeline as telesales, portal and app orders, with the same credit, pricing and stock validation. No mailbox monitoring, no manual re-entry.
Learn how it worksCapture an order now for a delivery date later, alongside standing and ad-hoc orders, so planned demand enters the fulfilment pipeline on the right day and shows up in the forecast rather than in someone’s diary.
Learn how it worksGenerate recurring orders automatically on each customer’s daily, weekly or monthly cadence from a per-customer template, with suspend and resume, so regular business is never missed on a busy morning.
Learn how it worksTrade customers place their own orders against their own pricelist in a branded portal, flagged for review before they join the delivery plan. Order-taking capacity stops being the constraint on growth.
Learn how it worksCustomers receive order updates and invoices on WhatsApp and reply in the same thread, with conversations feeding the back-office order queue. No separate app for the customer to install.
Learn how it worksReps run their journey plan, show the catalogue, take a pre-sold order against live stock and price, and record the visit outcome at the door, so the order reaches the warehouse before the rep reaches the car.
Learn how it worksSell from van stock at the stop with on-the-spot invoicing and payment, depleting van inventory in real time. The cash, the stock movement and the invoice all post from one action.
Learn how it worksRaise a quotation, then convert the accepted version into a confirmed sale order without re-keying a single line or losing the agreed pricing.
Learn how it worksHandle line-level amendments before pick or load, substitution rules, partial fulfilment, backorders, hold-and-release and cancel-with-reason: the everyday exceptions, without manual ledger workarounds afterwards.
Learn how it worksShow a live catalogue with variants, images and the customer’s own prices on a phone or tablet during the call or the visit, so the conversation is about the range rather than about what is in stock.
Learn how it worksTrack leads through the conversion pipeline from the back office or the app, and open the account in the field with duplicate checks, tax validation, geocoding and a first-order credit hold applied automatically.
Learn how it worksShow what is genuinely available per SKU while the order is being taken, across warehouses and allocations. Reps and agents promise accurately instead of creating a short the warehouse discovers at pick time.
Learn how it worksCheck credit class, limit, live balance and past-due ageing before the order commits, blocking over-limit and cash-only breaches. Manager override needs an OTP and a reason, and both are audited.
Learn how it worksPrice by customer, customer group or region with absolute prices, percentage discounts or markups, effective-date versions and margin-floor enforcement, so the right price applies without a rep negotiating it twice.
Learn how it worksApply buy-X-get-Y, bundle, combo and time-bound promotions automatically at capture, with gift cards and prepaid coupon booklets at the point of payment, and report effectiveness per SKU and channel afterwards.
Learn how it worksReward volume with graduated pricing incentives across up to three tiers, applied by the system rather than reconciled by hand at quarter end.
Learn how it worksSell in eaches and cases at the same time with a conversion factor, and capture actual weight per unit for variable-weight goods such as meat, fish, cheese and produce, with weight-based pricing on the invoice line.
Learn how it worksRun the product lifecycle in one record: identification, up to five barcodes per SKU for pack, case and supersession codes, classification, batch and serial rules, volume pricing and promotion eligibility.
Learn how it worksManage size, colour and pack variants under one catalogue product, each with its own SKU, stock and batch records, so the range stays browsable without the item master doubling in size.
Learn how it worksClassify the catalogue by group, class, brand and structured attributes so pricing rules, promotion eligibility, restrictions and reporting can all target the same definition of a range.
Learn how it worksPre-populate each customer’s usual SKUs on the sales screen with editable quantities and prices, cutting a repeat order from a search exercise to a confirmation.
Learn how it worksRestrict which products a customer or group can be offered at all, for licensing, compliance or channel strategy, so a restricted line cannot be sold by mistake.
Learn how it worksA neural time-series model reads 90+ days of ledger history to forecast 30 days of demand per product, customer and route, with upper and lower planning bands. A seasonal model takes the lines with holiday peaks, and a moving-average baseline scores both.
Learn how it worksThe forecast becomes action: min/max stock recommendations and drafted purchase orders per supplier, held for buyer sign-off with a threshold-based auto-approve. Buying stops being a spreadsheet judgement call.
Learn how it worksRaise purchase orders, email them and receive against them, with supplier records, ledgers, payment terms, invoices and credit notes in the same system as the stock they create.
Learn how it worksScan pallets and cases against the purchase order at the door, capturing batch, expiry and catch weight, flagging damage with a photo and posting over- and under-receipts. The stock is trustworthy from the moment it lands.
Learn how it worksLay out bins, bin types and zones, then let put-away auto-suggest a destination on shelf-life and per-supplier rules, with quarantine and quality bins isolated from sellable stock. Every move lands in a bin-level ledger.
Learn how it worksSet low-stock and reorder thresholds per product, warehouse and supplier so buyers see what needs replenishing before a fast-moving line runs out and a round goes out short.
Learn how it worksPick orders are grouped by round and vehicle, then scanned line by line with sequence, substitution and over/under-pick rules enforced, including wave picking across several confirmed orders. Errors get caught in the aisle, not at the customer.
Learn how it worksAggregate picked goods into cases and pallets with photo proof of pack and per-customer labels, then bind load orders to a vehicle with driver acknowledgement and supervisor sign-off. Variances are flagged before the van leaves the gate.
Learn how it worksReceiving, picking, counting and loading keep working through the Wi-Fi dead spots every warehouse has, caching locally and syncing when the signal returns. The floor never waits on the network.
Learn how it worksCapture batch and expiry at receipt and at pick, apply FIFO or FEFO per warehouse, flag short-dated stock and quarantine damage. Asked which customers got batch X, you answer in minutes rather than days.
Learn how it worksTrack each serialised unit through warehouse, vehicle, retailer and end-user stages with tenant-unique enforcement, stages that cannot be skipped, and a per-unit ownership and warranty trail a return reverses cleanly.
Learn how it worksMove stock between warehouses and vehicles in a two-step dispatch-and-receive with batch locked in transit, auto-receiving on the same site, plus mid-day top-up loads and inter-van transfers. Nothing goes missing between locations.
Learn how it worksDefine how components combine into finished goods and record production runs against the recipe, so assembled and made-to-order lines carry the same batch traceability as bought-in stock.
Learn how it worksLog billable warehouse activities (receipts, put-aways, picks, transfers, repacks and dispatches) and price them from a rate card, so third-party storage work gets invoiced instead of absorbed.
Learn how it worksDrivers and reps see the round, deliver, sell, capture signatures, take payments and manage van stock from one app that works fully offline and syncs when it can. No end-of-day paperwork run.
Learn how it worksCapture signature on glass, doorstep photos, geo-stamp and timestamp at the stop, with reason codes on a failed attempt and an auto-emailed POD PDF. Delivery disputes end with a searchable record instead of an argument.
Learn how it worksIn-app turn-by-turn navigation with voice prompts guides drivers to the customer geocode rather than the postcode centroid, which is what saves the second lap round the industrial estate.
Learn how it worksDrivers re-sequence their remaining stops mid-round using the same engine as the office, so a late add-on or a closed customer does not wreck the rest of the day.
Learn how it worksShow live van inventory to the driver, with blind van stock takes and supplier purchases recorded from the app, so what the driver can sell and what the ledger says never drift apart.
Learn how it worksTake cash counted by denomination, cheques with a photo and reference, card, UPI and digital wallets, bank transfer or on-account, with partial and short payments reason-coded and receipts issued on confirm.
Learn how it worksCapture returns with a reason code and photo for damaged, expired or unwanted stock, route the goods to the right stock condition, and draft the credit note automatically. Even returns without an invoice are handled.
Learn how it worksCustomers follow the van on a map, see a dynamic ETA and get a pre-arrival notice, then rebook a failed attempt themselves. The "where is my order?" calls stop reaching your office.
Learn how it worksMake photo capture mandatory or optional across payments, deliveries, inspections, returns and surveys, with images attached to PDFs and linked back to the record they evidence.
Learn how it worksRecord temperature logs, vehicle inspections and unload checks at the point they happen, and escalate a cold-chain breach while the stock can still be saved rather than at the audit.
Learn how it worksLoaded versus sold versus returned stock, cash by denomination, damaged goods, empties and reason-coded returns reconcile themselves at route close, with a one-tap deposit slip. Supervisors review variances, not paperwork.
Learn how it worksCompare driver-collected cash against system totals, post deposit records against branch and ledger, and hold over/short with a reason and a geo-stamped receipt trail, so drift surfaces on the day.
Learn how it worksRun blind, cycle and batch-aware counts mid-shift without shutting the warehouse, on an offline-capable app. Every variance carries a reason code and every adjustment posts to the inventory ledger with a GL impact preview.
Learn how it worksAn append-only record of every inventory movement in and out, per product and per bin, with document drill-down and stock-condition changes between good, damaged and quarantine. Any figure walks back to the action that caused it.
Learn how it worksOne view of stock across every warehouse, bin and van, by condition and cost, with add, adjust, verify and monitor functions and full tracking of how each action moved inventory.
Learn how it worksAuto-generate proforma invoices at order placement and final invoices on fulfilment, with bulk post-delivery runs, consolidated monthly invoicing per customer, multi-currency and multi-tax, and a pre-invoice review step.
Learn how it worksDraft credit notes automatically from returns and catch-weight variances, adjust commission with them, net them off the next invoice and let customers acknowledge them in the portal, so disputes close without a phone call.
Learn how it worksCalculate commission nightly against the live ledger per SKU, customer or round, on tiered, volume or margin rules, and adjust automatically for backdated returns and credit notes. Drivers see the number daily, so disputes shrink.
Learn how it worksTrack crates, dollies, kegs, CO₂ and glass by customer with a running balance, counted by the driver on every visit, variances reasoned, optional monthly holding rent invoiced and aged-deposit alerts raised for recovery.
Learn how it worksTrack coolers, dispensers and fridges on loan at customer sites with install and service dates, so an asset that stops earning its keep is visible before the next audit finds it.
Learn how it worksDrivers submit expenses with receipt photos from the app; admins review, approve and export for payroll against per-category caps, so fuel and parking stop arriving as a shoebox at month end.
Learn how it worksCap what a driver can discount, write off or collect, and issue one-time codes or manager OTPs that lift the limit for a specific stop with the reason recorded against the override.
Learn how it worksPlan income and expenses across employees, companies, branches or rounds and track actuals against plan, so a drifting cost centre is visible in the month it drifts.
Learn how it worksPrepare and submit VAT returns digitally in line with HMRC’s Making Tax Digital for VAT, from the same ledger the sales and returns posted to.
Learn how it worksOne record per trade account: role-tagged contacts, multiple delivery points, tax registration, payment terms, default pricelist, warehouse and rep, territory, credit policy and loyalty tier, with field-level change history.
Learn how it worksBefore the knock, the app shows live balance and ageing, the last five visits and orders, pricelist and loyalty tier, standing-order schedule and any open complaint. Nobody walks in without the context.
Learn how it worksA branded self-service portal for order history, invoices, statements, credit-note acknowledgement, payment by card and live delivery status, which takes routine account queries off your team.
Learn how it worksYour own consumer app for catalogue browsing, checkout, favourites and repeat ordering, loyalty earn and redeem, push offers and live delivery tracking, running on the same stock, pricing and fleet as the trade business.
Learn how it worksA consumer order geocodes, then attaches itself to the nearest active round that has the time window, capacity and driver skill to serve it, staying tagged as D2C for per-channel revenue and margin reporting.
Learn how it worksBranded WhatsApp, SMS, email and push messages fire on the milestones customers care about: order confirmed, out for delivery, pre-arrival ETA, POD signed and invoice issued, per template, language and marketing opt-in.
Learn how it worksReward spend with points accrual rules, tiered membership and tier-based pricing and promotions, redeemable at the door or in the app, backed by an auditable point ledger and a points-expiry policy.
Learn how it worksCapture structured field data, satisfaction polls, compliance checks and photos during a visit, scheduled per stop or triggered by an event, and read the responses on a dashboard rather than in a folder of forms.
Learn how it worksDrivers and reps open an account at the door with required-field validation, duplicate checks, tax validation and address geocoding, and the new customer joins the next round automatically.
Learn how it worksKeep selling when the line drops: barcode scanning, multi-line cart, cash, card, split and on-account payment, returns and refunds, receipt printing and signature capture, all signed locally and synced conflict-free on reconnect.
Learn how it worksPublish a price or promotion from head office and every till catches up in seconds, applying tier discounts and BXGY at scan time. Manager overrides need an OTP and a reason, and they show up in a discount audit trail.
Learn how it worksTill sales decrement back-room stock in real time, low-stock alerts raise reorder suggestions per supplier and store, and batch and expiry are captured where the category needs it. Reorder runs on data, not on gut feel.
Learn how it worksShift close pre-fills cash, card and returns from the day’s transactions; the cashier counts by denomination and explains any variance; the owner signs off on screen and a deposit slip drops out. A 90-minute close becomes 15.
Learn how it worksRun one to ten stores on a single tenant with a central catalogue, per-store pricelists, transfers between sister stores, per-store P&L, per-store roles and a consolidated demand report across the estate.
Learn how it worksStock and cash variances, missed stops, credit-limit and margin floor breaches, cold-chain breaches, bounced cheques and standing-order failures reach the right supervisor with the context and the next action attached.
Learn how it worksUpstream events generate the paperwork: load orders from the route plan, credit notes on return, service orders on a maintenance due date, goods receipt notes on PO confirmation, shelf-edge labels pushed from head office.
Learn how it worksSlice sales, stock, round and customer data with interactive charts, KPIs and pivotable aggregates, and email a dashboard to the people who need it on a schedule instead of exporting it by hand.
Learn how it worksA self-service surface where your own team builds, saves, schedules and shares views over sales, inventory, round and customer data, so a new question does not become a development ticket.
Learn how it worksBuilt-in reports for sales, returns, daily summaries, shortfalls, demand, customer balances and cash deposits, each with filters, export and scheduled email delivery.
Learn how it worksDriver, deposit, inventory and survey EOD reports confirm the day’s takings, stock position and mandatory checks before close, so the next morning starts from a settled position.
Learn how it worksAged-debt analysis, running balances, unallocated receipts and a filterable transaction stream per customer, plus cash-journal reconciliation, so collections work from one list rather than five.
Learn how it worksStrike rate, coverage, visit adherence, per-route forecast accuracy and promotion effectiveness, reported per rep, round and customer, so coaching is based on the pattern rather than the anecdote.
Learn how it worksRecord who changed what and when on every key entity, plus every email the platform sends, so you can confirm a customer received their invoice and prove a price was authorised.
Learn how it worksTrigger event-driven notifications, approval routing and automated update or delete rules across entities, with threshold-based auto-approve where sign-off adds nothing but delay.
Learn how it worksBackground jobs run routing, standing-order generation, forecast refits, commission runs, billing and customer engagement overnight, so the morning starts with the work already done.
Learn how it worksLeaderboards, strike-rate badges, coverage streaks and daily target nudges fed by employee groups and targets, which turns a monthly review into a daily one the team actually sees.
Learn how it worksInvoices, customers, payments and ledgers flow to Xero, QuickBooks, Sage 50, Sage 200, Zoho Books, Tally and Dynamics 365, on a daily, weekly or monthly cadence with a GL impact preview before posting.
Learn how it worksCollect card and digital payments through Stripe and Razorpay across web and mobile, including UPI and recurring billing, with settlement tracking, refunds, chargebacks and failed-payment retry handled.
Learn how it worksSend template-based order-status, ETA and invoice messages over the WhatsApp Cloud API with pre-approved templates and two-way replies inside the 24-hour window.
Learn how it worksGeocoding, distance matrices, optimisation and traffic-aware ETAs powered by Google Maps, HERE and GraphHopper, so address quality and ETA accuracy are not limited to one provider’s coverage.
Learn how it worksDeliver notifications, alerts, invoices, statements and app push through your SMS gateway and email templates, per customer preference, language and jurisdiction.
Learn how it worksImport orders and sync products and customers with WooCommerce, and sync leads, contacts and deals with Zoho CRM, so a web order becomes a picked and routed delivery without a re-key.
Learn how it worksProgrammatic access to routes, stops, delivery points, vehicle trails, orders and schedules, plus BI connectors for Looker and Power BI, for the integration your business needs that nobody shipped as standard.
Learn how it worksImport products, customers, delivery points, suppliers, pricelists, vehicles, routes and orders by CSV with validation and searchable history, which is what makes a migration a week rather than a quarter.
Learn how it worksOver 200 configurable settings govern routing, inventory, ordering, credit and operational behaviour per tenant, so the platform matches how your business already runs instead of the reverse.
Learn how it worksControl which mobile screens and behaviours each driver or role sees, from van sales and ePOD to expenses, surveys and stock, so a new starter gets a simple app and a senior driver gets the full one.
Learn how it worksBuilt-in and fully customisable roles control feature access across web and mobile, scoped by branch, customer and round, with optional multi-factor authentication for all users, admins only or by role.
Learn how it worksAdd tenant-defined fields to records, group them for the screens they belong on and import their values by CSV, so the data your operation depends on has somewhere to live.
Learn how it worksBrand and customise templates for 15+ document types, from invoices and statements to POD sheets and consolidated picks, so what reaches the customer looks like it came from you.
Learn how it worksSet up the companies, branches and warehouses that underpin invoicing, stock ownership and permissions, including multi-entity operations with separate ledgers and a shared customer master.
Learn how it worksRun multiple franchisees as independent business units in one instance under master-tenant oversight, so the centre gets consolidated visibility without taking over each operator’s day.
Learn how it worksNothing matches that. Try a different word, or tell us what you need.
Cross-cutting answers. For depth on a single capability, follow the link on its card.
Yes. The driver/field app, the warehouse app and the retail POS app all work with no connectivity: routes, deliveries, ePOD, van sales, picking, counts and till sales are captured locally and sync when the signal returns. Offline is the default assumption, not an add-on.
Yes. RouteMagic connects to Xero, QuickBooks, Sage 50, Sage 200, Zoho Books, Tally and Dynamics 365 for invoices, customers, payments and ledgers, on a daily, weekly or monthly cadence. See Integrations for the full list, plus the REST API for anything bespoke.
Both, on the same rounds. A round can be typed as van sales (sell from van stock, invoice and collect at the stop) or as pre-sold delivery against orders picked in the warehouse, and mixed rounds are planned together in one Route Planner.
One platform covering all three, which is the point. Order capture, credit control, purchasing, barcode warehouse management (WMS), route planning, ePOD, retail POS and D2C read and write the same data, so stock, price and customer balance mean the same thing in every surface.
One each. There are six surfaces (back office, warehouse app, driver/field app, customer portal, D2C consumer app and POS app) and each role uses the one built for its job. Handheld profiles and roles narrow each app down to what that person actually does.
No. Capabilities are grouped across the ePOD, Core and Premium plans, and a few depend on a third-party integration or the market you operate in. Each solution page shows the plan it starts from; Pricing sets out what is in each tier.
Yes. Batch and expiry are captured at goods-in and again at pick, FIFO or FEFO is applied per warehouse, short-dated stock is flagged, and a recall query resolves a batch to the customers who received it in minutes rather than days.
Two things in production. It forecasts 30 days of demand per product, customer and route from your own ledger history, with upper and lower planning bands; and it turns that forecast into min/max recommendations and drafted purchase orders for a buyer to approve. It also drives route optimisation and end-of-day reconciliation.
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