What Is The ABM Sales Process?

In Arryved Brewery Management (ABM), the sales process involves the sale and delivery of Inventory to your Customers. The process starts with creating Invoices when a sale is made, scheduling a Route for delivery, Picking Inventory to load onto the Vehicle, and completing the Delivery Stops on the Route. Most of this process takes place in the Route planning in your ABM. Use this guide to learn how this process works. 

Prerequisites

• To complete the sales process in your ABM, you must be a User with either the Admin or Delivery User Role. 
• For Items to be available for sale (addable to Invoices), they must have the ‘Wholesale’ box checked for the Items’ Sizes. 

Limitations

• Your ABM doesn’t allow for negative Inventory. During the Picking phase, if there's insufficient Inventory on hand to fulfill and Item on the Picksheet, you'll have to Short Pick the Item.

How It Works

The Sequence:

Invoices

Invoices record the sale of your Inventory to a Customer. In the sales process, you’ll start by creating Invoices when a sale is made. Adding Inventory to an Invoices marks it as Committed and removes it from the Available Inventory.  

Invoices move through their own stages, separate from the Route’s lifecycle stages. Notice the progress bar at the top of the Invoice. Once Invoices are submitted, they’re ready to be added to a Route!

• Learn how to create Invoices.

Routes

Routes are created to plan the delivery of the Inventory of submitted Invoices. Invoices are added to the Route which is assigned to one Vehicle. The delivery addresses on each Invoice populate the Delivery Stops on the Route. 

• Learn how to schedule Routes.

Route Lifecycle

After Invoices, the rest of the sales process lives within the Route’s lifecycle in your ABM. Notice the progress bar at the top of the Route. 

Draft = The Route has been created but not yet saved.

Scheduled = The Save & Close button was clicked from the Route’s SETUP tab, but Picking hasn’t started yet.

Picking = The Start Picking button was clicked from the Route’s SETUP tab. Picking is in progress, the Vehicle is being loaded and the Picksheet is being verified. 

Picked = The Finish Pick button was clicked from the Route’s PICKING tab. The Vehicle has been loaded and the Picksheet was verified.

En Route = The driver is ready to take off for delivery and has clicked the Start Route button from the Route’s PICKING or STOPS tabs. 

Complete = The Complete Route button was clicked from the Route’s STOPS tab. All Delivery Stops have either been completed or skipped. 

Picking

Picking begins when the Vehicle is ready to be loaded. In the Route’s profile, a Picksheet is created with all the Items from each Invoice added to the Route. The quantity of each Item needs to be verified. If there’s insufficient inventory in your ABM or a last-minute change was made to the load in real-time, this is where you make the necessary adjustments. 

• Open the Route, go to the PICKING tab and click Start Picking. This button then changes to say ‘Finish Pick’. 
• Load the Vehicle and verify that each Item’s quantity is either Full or Short. 
• Once the Vehicle is loaded and the Picksheet has been verified, click Finish Pick.
  

Delivery Stops

Delivery Stops are created by the delivery addresses on each Invoice in the Route. Additional Stops can be added with Tasks. Your ABM can create an optimal Route by ordering the Stops in the most efficient path, using the Optimize Stops tool. 

• The driver can use ABM mobile to mark each stop as Complete or Skipped.
• Once all stops are made, the driver can click Complete Route. 
• Invoices that were delivered successfully are moved to the Fulfilled State.
• Any undelivered Invoices are moved the the Reschedule State.
• Items being returned from undelivered Invoices are moved to the ‘Unloading’ Inventory Location if their previous Location can’t be detected. 

Learn how to complete Delivery Stops.

Next

Now that you know how the sales process works in your ABM, start by learning how to create Invoices​​.