How DSD Route Accounting Works for Distributors
In direct store delivery (DSD), route accounting software helps a distributor account for what happened on a route: truck inventory loaded, products sold or returned at each stop, invoices and payments, and the stock and cash brought back. A customer can tell the driver what they want at the stop; that request does not have to be a pre-placed sales order or a warehouse pick. Route planning determines which stops to visit and in what order. For a step-by-step example, see our DSD truck inventory and route settlement guide. For current plans, see pricing.
How Route Accounting Supports DSD
On a DSD route, the team starts with stock assigned to the truck. At a customer stop, the driver records the items the customer takes, creates an invoice, collects payment when applicable, and records returns or other adjustments. At the end of the day, route settlement reconciles those transactions with remaining truck stock and payments. Those records give managers a clearer view of sales, inventory movement, and exceptions without treating a stop-level customer request as a warehouse fulfillment order.
Route planning and route accounting work together, but they answer different questions. Planning helps organize stops and travel. Accounting captures what was sold, invoiced, paid, returned, and left on the truck. inSitu Sales brings field activity together with accounting and ERP integrations; available workflows depend on your configuration and connected system.
Why Choose Our ‘All-In-One’ Solution
inSitu Sales connects field sales, customer-specific pricing, mobile invoicing, and inventory workflows in one platform. For DSD, truck inventory and same-stop transactions are the relevant flow: a driver sells from the stock on the vehicle and records the outcome. The platform can also support pre-orders and B2B eCommerce for other sales workflows, but those are not required steps in a van-sales transaction.
Mobile invoicing lets a rep document a sale at the customer stop. Depending on the configured workflow, the rep can review customer pricing, invoice status, and payment information. Check the current plans or speak with our team to confirm the features available for your operation.
Route Accounting Questions
What is Route Accounting Software?
Route accounting software for DSD records truck stock, what each customer takes at the stop, invoices, payments, returns, and end-of-day reconciliation. Route optimization is a separate planning task: it decides the order of stops, not how route transactions are accounted for.
What Does Your Route Reconciliation Software Sync With?
inSitu Sales syncs with a number of the most popular accounting and ERP systems. Our most commonly supported integrations work with QuickBooks, SAP B1, and Xero.
Is inSitu Sales cloud-ready?
Our direct store delivery solution is hosted in the cloud, so your team can access the most up-to-date data from anywhere. Your business moves fast – with inSitu Sales you can be sure you’ve got the latest information.
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