1. Highlights of The OCS Program/ RouteStar DSD Features and Functions:
Easy to Set up and Use
Seamless integrates with QuickBooks (no double entry)
Invoice and Tasks Entries are automatically adjusted in QuickBooks and Tablets
Manage and Optimizes Routes
o completely customized frequency
o easily adjust routes based on a variety of methods including average collects and more
o when a new location(s) is added, it analyzes Route Schedule and recommends where to
place on Route
o supports order pre-calls to customers (if you perform them)
o email notify
Manage all customer information, deliveries and service calls from one screen
o assign to department, staff, distributors, after hours on-call, and more
o to and from handhelds
o email notify clients when service is completed
o Unique customer pricing – every item for each customer
o Multiple ways to change pricing based on % or costs
o Unlimited Customer history and file link of documents, pictures, contracts and more
Manage and Tracks product inventory and equipment (from warehouse or trucks)
o track inventory and Customer’s Equipment by location (unlimited locations)
o repairs and servicing of rented or leased equipment - whether you bill for them or not
o easily create end-of-day packouts and pre-kits
o ready for next day deliveries
o Receipts and inventory USAGE seamlessly posts to QuickBooks
Track/Pay commissions by customer and/or route
Record billable and non-billable work orders such as complaint calls, Out of Product calls,
equipment repairs, and more
Online ordering interface available (customized per client’s prior orders and consumption)
Compatible with latest Android and I Pad Tablets – (or use paper)
o Customer information and preferred pricing
o Shows rolling average and prior orders
o Create and email Quotes FAST!– for QBs Customers and Prospects (non QBs customers)
o Create Invoices – print, email or e-fax
o Signature Capture
o Create and complete Tasks (billable and non-billable work orders)
o Field Printing
o Use with or without cellular coverage - wifi
o Show pictures of products
o And more
901 7TH
AV (866) 264-6726 ext 708
VERO BEACH, FLORIDA 32960 PAUL@WESTROMSOFTWARE.COM
3. TABLE I
Android Tablets - recommended
For Tablets that work with WIFI connection, we recommend - Asus Google Nexus 7, to access internet
full time connection, MiFi cards are available through your cell phone carrier.
For Tablets that work with WIFI and cellular connection, we recommend - Pantech Element
IPad Tablets – Apple IPads
Field Printers - recommended
• Zebra RW420 Thermal Printer – Bluetooth capable
• Your local or network printers will work, if field printing is not required
TABLE II
Server Requirements
For networks with fewer than 5 users:
• Windows 7, Windows XP Professional, Windows Vista Business or Windows 2000 or greater
server
• 2GB RAM
• Minimum 2GB of FREE hard drive space
For networks with more than 5 users:
• Windows 2000 or greater server
• 4GB RAM
• Minimum 5GB of FREE hard drive space
If you need a quote on a new server we can provide one for you.
Workstation Requirements
• Windows 7, Windows Vista Business or Windows XP Professional (including 64-Bit)
• 2GB RAM
• 1GB of FREE Hard Drive Space
• Minimum 5GB of FREE hard drive space
If you need a quote on new workstations we can provide one for you.
901 7TH
AV (866) 264-6726 ext 708
VERO BEACH, FLORIDA 32960 PAUL@WESTROMSOFTWARE.COM
