← MultiRoute Docs

📱 MultiRoute — Product Knowledge Base

Everything you need to know about the Multiroute Product.

🗂️ Summary What MultiRoute does, how it works, and what you can configure
📚 Guides & References Step-by-step guides, field references, config
What is MultiRoute?
MultiRoute is an Android field-sales application that puts the entire rep workflow — orders, deliveries, collections, payments, surveys, and end-of-day settlement — on a single handheld device. It works fully offline: work is saved on the device, and the rep syncs by tapping Sync, sending everything to the MultiRoute web backend, which relays it to the ERP through the MultiRoute Connector. The app adapts to three operation modes (Pre-Sales, Delivery, Route) to match how a company's field sales actually run.
Operation modes — full detail
Tap a mode to see what it enables
Select a mode above.
Full feature scope
🛒
Order & Invoice Management
Pre-sales, invoices, returns, pickups
›
  • Four transaction types on the same flow: new order, invoice, return, and product pickup
  • Template-based orders — pre-load standard products and quantities for repeat customers
  • Promotion engine supports 6 types: fixed amount off, percentage discount, fixed price, free product, fine-grain % discount, and payment term change
  • Promotions can be auto-applied (triggers silently when conditions are met) or manual (rep selects from a promo list during the order)
  • Up to 3 customer price break tiers
  • Credit limit check with optional supervisor password override
  • Configurable rule: whether a rep can have more than one open order at the same time
  • Customer signature captured on-screen at order completion
  • Printing support: Zebra Bluetooth printer, PDF, or plain text over network
📦
Delivery (Proof of Delivery)
Direct store delivery with signed confirmation
›
  • Delivery can be created from an existing invoice, a template, or built on-device
  • Three delivery types: standard, bulk quantity, and serial/lot number tracked
  • Partial delivery supported — rep adjusts quantities per line item
  • Returns can be processed within the delivery flow
  • Customer signature captured as proof of delivery, permanently attached to the record
  • GPS timestamp and location recorded for each delivery stop
📋 Voiding a completed delivery is only possible before it is synced, and only when the customer's payment terms are not set to C.O.D. C.O.D. customers require a data correction to unlock void.
💰
Collections, Payments & Deposits
›
  • Collections show open invoices with aging buckets so the rep sees what is most overdue
  • Three payment methods: Cash, Check, and Certified Check — customer-level restrictions can limit which methods a rep may use
  • Customer signature captured on payment confirmation
  • Bounced check tracking linked to customer AR
  • Deposit module: bundles collected cash and checks into a bank deposit slip with optional photo evidence
  • End-of-day settlement reconciles total collected vs. total deposited per rep
📝
Surveys & Questionnaires
›
15 question types available:
  • Single choice and multiple choice
  • Yes / No
  • Free text and comments
  • Star rating (1 to 5)
  • Date picker
  • Photo capture
  • Signature
  • Product selection from catalog
  • Numeric input
Surveys can be assigned to a specific customer (auto-appears on visit), to a salesperson, or globally. Answers and photos sync back to the office with the next data upload.
🔄
How Sync Works
How data moves between device and the office
›
📱
Android
MultiRoute Android App
sync
↔
🌐
Website
Sync server
API
↔
🔌
Connector
Integration layer
ERP
↔
🏢
ERP
Back-office system
Tap a button to see what travels in each direction
⬇ Website
→ Android App
⬆ Android App
→ Website
📵
No signal? No problem. The rep works exactly the same way — all work is saved on the device. The moment they get signal again, everything syncs automatically. Nothing is ever lost.
When does sync happen?
🌅 Start of day Rep downloads fresh customer & product data before leaving.
🔄 During the route Rep can sync any time they have signal — updates go to the office instantly.
🌙 End of day Final sync after settlement sends the complete day's work to the office.
⚙️
What can be configured per company
Controls that shape the rep experience
›
⚙️Operation modeSets whether the app runs as Pre-Sales, Delivery, or Route. Controls which tabs, buttons, and workflows are available.
🏦DepositsEnable or disable the Deposit button on the main menu.
🗺️Mileage trackingEnable or disable odometer recording for expense and compliance reporting.
🔔Auto app updatesAutomatically check for a new version of the app when the rep launches it each morning.
📋Order templatesAllow reps to create and save their own order templates for repeat customers.
👤Customer contactsShow or hide the customer contacts section in the customer detail screen.
📋 Individual customers can also have their own overrides — for example, locking the payment terms field, disabling sale entry, or requiring a minimum order amount. These are set per customer in the server data.
🖥️
Technical specifications
›
PlatformAndroid 5.0 and above (targets Android 14)
Current version3.1.2.56
Barcode scanningZebra hardware trigger, Bluetooth scanner, or device camera
PrintingZebra Bluetooth printer, PDF, or plain text over network
On-device databaseCustom SQLite — works fully offline, no cloud dependency
ERP integrationERP-agnostic — connects via MultiRoute Connector
Multi-companyOne device can serve multiple companies, fully isolated from each other
LanguagesEnglish, Spanish
MapsGoogle Maps — customer location and route visualization
Getting Started
🗓️
A Day in the Life
The complete sequence of a rep's workday — from login and sync in the morning through deposit and settlement at night.
Open Overview →
Step-by-step guides
📦
How to Complete a Delivery
Two-phase interactive walkthrough — loading the truck at the warehouse through POD signature at the customer.
Open Guide →
🛒
How to Take a Pre-Sales Order
Step-by-step order entry flow — customer selection, product catalog, promotions, and customer signature.
Open Guide →
💰
How to Collect a Payment
Review open invoices by age, record cash or check, apply to balances, and get the customer's signature.
Open Guide →
🏦
How to Make a Deposit
Bundle collected cash and checks into a bank deposit slip — from the Main Menu through receipt and history.
Open Guide →
🏁
How to Do a Settlement
Close out the day — review orders, payments, and deposits, confirm, and generate the end-of-day settlement report.
Open Guide →
🔑
How to Configure a License
First-time device setup — activate MultiRoute with your company license, sync, and get the rep ready to work.
Open Guide →
App reference
☰
Main Menu Explained
What every tile on the main menu does — Settlement, Customers, Products, Sync, and more. Tap any tile to see a plain-language explanation.
Open Reference →
🔒
Admin Panel
Every admin menu item explained — with step-by-step instructions for Purge, Quick Configure, Retransmit, and more.
Open Reference →
📦
Product Profile
Every field on a product record explained — pricing, units of measure, inventory controls, barcodes, and more.
Open Reference →
🏪
Customer Profile
Every field on a customer record explained — credit, payment terms, pricing groups, tax, and delivery settings.
Open Reference →
🏷️
Promotions
All 6 promotion types explained — how they apply, auto vs manual, eligibility rules, and stacking behavior.
Open Reference →
⚙️
Company Configuration
Every setting in the company config record explained — operation mode, security locks, order rules, deposit controls, printing, and more.
Open Reference →
🧑‍💼
Salesman Profile
Every field on a salesman record explained — route assignment, vehicle, AR download, numbering counters, and login credentials.
Open Reference →