Every customer from any of your route plans, not just today's — tap one to start a sales order for them.
Movements
New load / unload request
Items
Offload everything from this van
This creates an unload request for all stock currently on the van, exactly as recorded — not what's typed here.
Once approved, the van's stock for these items drops to zero.
Item No
Description
UOM
Qty
Value
Nothing on this van to offload.
All movements
Code
Type
Sales Rep
Van
Warehouse
Movement date
Value
Status
No movements yet.
Movements by Sales Rep
Pick a sales rep to see everything they’ve submitted — Load, Unload, Offload, and Sales Order — newest first.
Code
Description
Van
Warehouse
Qty
UOM
Movement date
Value
Status
No movements for this sales rep yet.
Movement Detail by Sales Rep by Item
Pick a sales rep, then an item, to see every line they’ve moved — Load, Unload, Offload, and
Sales Order — in order, with a running cumulative quantity in the item’s base UOM.
Date
Voucher
Item code
Description
UOM
Qty
Qty (base UOM)
Cumulative qty
No movements for this item yet.
Sales Rep Statement of Account
Pick a sales rep to see their running value balance — Load (+), Unload (−), Offload (−),
Receipt (−) for cash collected, and Promotion (−) for discounts given — in date order.
Date
Voucher
Type
Amount
Cumulative amount
No transactions for this sales rep yet.
Sales Order
Item code & description
UOM
Available
Price
Qty
Line total
Order value: 0.00
Tax: 0.00
Total: 0.00
Preview Order
Item code & description
UOM
Qty
Price
Promo
Discount
Line total
Order Value:
Tax Amount:
Discount Value (incl. order promo ):
Invoice Price:
Signatures
Collect Payment
No outstanding invoices for this customer.
Invoice Number
Invoice Type
Amount (USD)
Settled Amount
Total settled: 0.00
Recent sales orders
Code
Customer
Date
Lines
Total
No sales orders yet.
Pending approvals
For unload/offload: approving books the quantity, but doesn't drop van stock yet —
that happens when the ERP integration events poll below confirms it.
Nothing waiting on you.
Van Stock
Vehicle
Sales Rep
Item No
Description
Base UOM
Qty (QOH)
Booked
Available
Value
No stock recorded yet.
Collections
Record a payment
Invoice
Outstanding
Settle amount
Select a customer first\u2026
No outstanding invoices for this customer.
All collections
Receipt
Amount
Status
No payments yet.
Stock audits
Submit an audit
Items
All audits
Code
Mode
Status
No audits yet.
ERP integration events
Approving an unload or offload only books the quantity — van stock's Qty and Booked
columns don't actually change until you run this poll, which stands in for JDE's batch job confirming the record.
Event
Status
Retries
Last error
No integration events yet.
Master data
System Maintenance
Jump to any master data setup screen below.
Company Information
Printed on every invoice and sales order: your logo, name, address, and contact details.
No logo
User Access Rights
Control which screens each role can open in the Hub. A function row toggles all of its screens for that role at once. Tenant Admin always has full access and is not listed here. Changes take effect when a user next signs in or reloads.
Warehouses
Used as the starting point for a route's "Suggest order (by location)" button, via
whichever warehouse a route's user has as their loading warehouse.
Code
Name
Business Units
Code
Name
Description
Channels
Name
Description
Suppliers
Code
Name
Brands
Name
Customers
Code
Name
Channel
Tel
Type
Credit Limit
Status
Customer Branches
Customer
Branch code
Name
Address
Items
Code
Description
UOM
Price
Taxable
Category
Supplier
Brand
CBM
Weight
Shelf life
Status
Alternate units of measure —
Each alternate UOM has its own price and a conversion factor back to this item's base UOM ().
UOM
Price
Conversion to base
Item Categories
Name
Description
Vehicles
Driver assignment is set from the Users form below, not here.
Code
Plate
CBM
Max kg
Cold
Next service
Assigned to
Users
Code
Name
Role
Balance
Active
Created
User Customers
Link customers to a specific sales rep. If a rep has no linked customers, they can serve any customer.
Select a rep to see their customers.
Roles
The 8 built-in roles can be relabeled or deactivated but not renamed or deleted —
the app has logic tied to those exact names. A custom role you add here is fully
usable for assigning to a user and as an approval chain level, but doesn't gain access
to anything else in the app beyond that.
Name
Label
Description
Active
Add a custom role
User Items
Restrict a user to a specific set of items for every load/unload/offload they submit.
A user with nothing checked here is unrestricted — can use any item, same as before
this existed. Checking even one item switches them to "only these."
ERP Integration
Every movement, payment, and stock audit staged for delivery to the ERP, with its
current status. Submitted means our side wrote the record successfully —
Confirmed means the ERP’s own batch job has picked it up. Poll simulates
that batch job running now; Retry resubmits a failed event using the same
idempotency key, so it can never be double-posted.
Event
Source
Delivery mode
Status
Retries
Last error
Updated
No integration events yet.
Document Numbering Setup
Configure the prefix and starting number for each document type, per sales rep.
Each rep has their own sequential counter per document type.
Doc type
Prefix
Next number
Pad length
No sequences set up yet for this rep.
Archive Transactional Data
Moves all of a sales rep's movements, payments, sales orders, route plans, targets, and van stock to permanent archive tables and removes them from live tables.
This is irreversible. The rep's balance is reset to 0.
Day Close Management
Every day a sales rep has closed. Reopening is permanent and full — the rep
regains normal access to submit sales orders and payments for that date again, and
the original close record (including its totals) is removed. A log of who reopened
what, and when, is kept separately for audit purposes.
Sales rep
Date closed
Closed at
Total sales
Total discount
Total collection
No closed days yet.
Distribution List
Which items a customer can be sold — the same opt-in shape as User Items above:
a customer with nothing checked is unrestricted. Use the bulk-add controls to check
everything from a supplier, category, or brand in one click, then fine-tune individual
items below before saving.
Approval Chains
For each voucher type, who has to approve it, in order, before it's fully approved.
Editing this only affects vouchers submitted afterward — anything already pending
keeps the chain it was created with.
Promotions
Code
Description
Discount
Scope
Apply at
Active
Expiry
Targets
User
Year
Month
Amount
Route Plans
Route number is assigned automatically — the next one for this user, regardless of date.
User
Route
Date
Stops
Clone routes
Clones every existing route in the route no range below (for the user selected above)
into a matching set of new, consecutively-numbered routes — e.g. with routes 1, 2, 3,
5, 6, 7 on file (4 missing, say from a deleted route) and a range of 1 through 7, this
creates 6 new routes, 8 through 13, each carrying its corresponding source's own stops:
8 from 1, 9 from 2, 10 from 3, 11 from 5, 12 from 6, 13 from 7. A gap in the range is
skipped, not an error. Dates step one day at a time from the starting date; check off
whichever days count as a holiday below and a date landing on one moves to the next day
instead of scheduling a route there.
Defaults to the day after this user's most recently dated route plan.
Check the customers on this route. Visit order is the order they're listed in below —
drag a row to move it, or use the arrows (more reliable on a phone or tablet). Customers
with coordinates on file start ordered by nearest-neighbor distance; anyone without
coordinates is listed after, in no particular order, since there's nothing to place them by.