• Delegate with Control.
• Eliminate duplication and facilitate automation.
• Up to the minute status reports on all aspects of the business.
• Real time integrated accounts package with drill down facility to all original documents.

Sales Order Processing

Herbst Insight Oil Distribution Management order processing module is set up to rely on the fewest possible key strokes to get the order on the system. This is made possible by implementing the following features:

• “TAPI” CTI phone integration allows a phone call to trigger a pop up box that, once clicked, will open that customer’s Insight details.
• Quick key shortcuts allowing for faster document selection.
• Pop up notes on customer accounts give relevant customer information on credit control, delivery specifications or any other user relevent information.
• Minimum Margin Validations can be applied at point of order entry.
• Repeat Orders and Periodical Transaction facilities.
• Ability to clone previous orders.
• Realex integration allows for pre-authorisation and deferred settlement on Credit Cards.
• Ability to route to driver at point of order entry.

Control All Deliveries

• Drivers receive orders in real time, on time, all of the time.
• Weights & Measure approved I-Meter Integration gives you full control on litres delivered directly from the meter.
• Customers sign PDA/handheld & creates instant delivery docket on site while simultaneously creating the sales documents live on the system.
• Drivers work in real time scenario with offline possibilities where required.
• No complicated end of day procedure; transactions update on the system as they occur.
• Fully live stock information by truck available to drivers & managers in the office.
• Vast reduction in administration overhead through use of PDA / Handheld computers for drivers.
• Transpoco Integration (www.transpoco.ie) allows you to track all vehicle movements.

Operations and Accounts

• Sales oriented Customer Relations Management CRM.
• Powerful sales, telesales and marketing functionality.
• Sales analysis by driver, product, margin & quantity.
• Stock control by location – by truck or by tank.
• Full credit control & cash flow management.
• Quick & easy price change facilities.
• Comprehensive pricing structures to accommodate the most complicated of pricing arrangements (quantity breaks, special prices, rebates off Schedule).
• Fuel card integration.
• Fully integrated accounts package and reporting suite.
• Web portal allows customers to sign in, through the website, and place orders directly.

Herbst Insight Oil Distribution Management Software proved to be an effective business management solution to many oil distributors in Ireland. Have a look at our TESTIMONIALS.