CB Rutas

** It is required to have a user account with a CB membership ClickBalance Routes to use the application. Send us an email and we can contact you to give you more details about our application.

CB Routes is a mobile application that will make your sales routes more productive:
Make sure all your customers are visited.
Sell, deliver and charge your products instantly.
Check your inventory in real time.
Registry of delivery costs.
Quick and easy box cutting.

REGISTRATION OF VISITS FOR GEOLOCATION
With this application your sales agents record the visits through geolocation, with this you can verify that all your customers were visited and what the attention time was. If the customer could not be served, the sales agent may indicate the reason.

ACCOUNT CONTROL RECEIVABLE
Check in real time the balance, past due and available credit of your client, this will be useful to ensure collection and that your customers are paying in time and form.
Register traditional and electronic collections.

SALES AND INVENTORY CONTROL
Generate your sales quickly and easily, you can make:
Sales notes or electronic invoice.
Credit or cash sales
Print those vouchers or send them by email.

RECORD OF EXPENSES
Your sales agents may record the expenses incurred during the route, to be considered in the cash cut.

INVENTORIES
At any time you can check the stock of your route warehouse, as well as the products sold, returned and returned as waste.

BOX CUT
Make your box cut in a more efficient and safe way, with the advantage that you can confirm if there are leftovers or missing in what the seller reports.

ORDERS
Generate your customers' orders and instantly, they can be processed by the branch for the delivery of products to your customers quickly and easily.

** This application is only compatible with Mexican electronic invoicing.
** The application is compatible with version 3.3 of the CFDI