Jere V. Horwitz and Associates, Inc.

JVH GENERAL ROUTE ACCOUNTING SYSTEM



A Complete Application System Including:



The system is complete and includes all source code. It is available for the IBM Advanced S/36, System 36, or IBM AS/400.



System Features

Background

Our General Route Accounting System was developed to meet the unique requirements of this industry. The system provides the management and information necessary to control inventory and monitor business activity. This complete system also contains all of the programs to support routing, invoicing, inventory control, driver reconciliation, fixed assets, and sales analysis.

System Design

The JVH General Route Accounting System makes extensive use of menus. The user views a menu on the display station screen and makes a selection of the function to be performed. The menu controls the workflow to proceed in the proper order, and makes the system easy to use, even for first time users. Security can be set up easily to protect information or prevent unauthorized changes to data. The system starts with the master menu. A user then selects an option to perform a task, and a new menu for that function appears.

Route Ticketing

Tickets preprinted with all necessary location information are produced in route sequence. An accompanying print out provides the driver with sales history for the last five visits so that the proper selection of goods are taken into the location on the initial trip to avoid multiple trips to the service vehicle. Extra numbered tickets are available. Each ticket number is audited through the settlement process.

Truck Inventory Control

The daily load out process sets the daily beginning truck inventory. With the driver settlement at the end of the accounting day, the system absolutely tracks merchandise from the warehouse to the truck to the customer.

Warehouse Inventory Control

The module includes entry and audit of incoming P.O.'s, receipts, inventory adjustments, and truck loads. A variety of reports and inquiries allow for accurate measurement of stock levels, requirements, and movement.

Driver Settlement

A fast entry settlement program reconciles cash with sales, charges, and collections on account. Unauthorized charges are flagged as well as credit problems. The settlement feeds A/R, inventory management, and sales analysis. Driver over and shorts can be tracked over time.

Invoicing

The system supports pricing at a customer and item level giving unlimited flexibility. Invoices prepared in advance are priced and extended. The preprinted tickets for truck sales show recent items purchased and the proper prices.

Accounts Receivable

The application is an open item accounts receivable with true cash receipts entry handling both A/R cash and miscellaneous cash for balancing to bank deposits. A variety of credit terms may be set up, and past due amounts are clearly tracked. Credit limits are also available on a per client basis.

Asset Management

Individual units are tracked by location, machine number, and manufacturer. The system will generated Preventative Maintenance route sheets.

Sales Analysis

Sales and gross profit by customer and account representative are kept to the customer level for two years. The first year sales are separated out for new account incentive programs.

Inquiries

There are many inquiries available.

CUSTOMER SEARCH

This listing provides general customer information, such as: customer #, name, and address. The user may also continue to search for more specific information off of the display.

CUSTOMER ITEM REVIEW

This listing shows the purchases of the customer on the last 5 stops, dates, and items purchased.

CUSTOMER INFORMATION SEARCH

This inquiry provides a listing of invoice totals YTD and LYTD, # of invoices YTD and LYTD, salesman and payment information.

OUTSTANDING CUSTOMER INVOICES

Shows a listing of outstanding invoices and general customer information.

ITEM MASTER

Shows the last delivery to a customer with the quantities and dates in item number order.

FIXED ASSETS

Shows the machine # located at a particular customer site, manufacturer #, description of machine, cost, serial #, and date on site.

DELIVERY INFO

Shows the route # and the stop # on that particular route for a specific customer.

All of the above inquiries will allow the user to review the other inquiries through the use of command keys at the bottom of the screen.


Major Reports

Some of the major reports available are listed below:

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