DELIVERY ROUTE OPTIMIZATION SOFTWARE

Delivery route optimization software built for wholesale distribution

Plan routes, assign drivers, track delivery progress, and close every stop with proof. Route ready-to-deliver invoices—or route orders and convert them into invoices at delivery.

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Route planning
Live driver tracking
Dispatch exceptions
Proof of delivery

Dispatch Command CenterToday

Illustrative delivery route optimization map with depot and sequenced stops

ROUTE 10112 stops · 74 miDepot → customer stops → route close

inSitu Dispatch mobile route, invoice, and proof-of-delivery screens

Late delivery exceptionRoute 101 · Stop 7 of 12 · review updated ETA

John RamirezRoute 101 · On route7 / 12

CONNECTED DELIVERY WORKFLOW

Plan. Dispatch. Deliver. Confirm.

Keep the office and every route team aligned from the transaction waiting for delivery through final proof and reconciliation.

01
Bring in delivery work
Route ready-to-deliver invoices, or route sales orders that the driver will convert into invoices at delivery.
02
Optimize & assign
Build practical routes around the depot, customer priorities, time windows, vehicles, drivers, and service requirements.
03
Dispatch & track
Send the approved route to the driver app and keep route progress, ETAs, and exceptions visible to the office.
04
Confirm & reconcile
Capture proof of delivery, record returns, generate credit memos, and review each completed route.

THE SHORT ANSWER

What is delivery route optimization software?

Delivery route optimization software organizes invoices or orders into practical routes that dispatchers can review, assign, and monitor.

For wholesale distributors, the route does not end at navigation. It connects the delivery document, driver, vehicle, customer window, delivered quantities, signature, returns, credit memos, invoice printing, customer tracking, and ERP record.

DELIVERY ROUTE PLANNING

Build routes around the way your distribution operation actually works.

Use the orders or invoices waiting for delivery to build a sequenced route. Dispatchers can compare workload, review constraints, make changes, and publish the approved plan to drivers.

Multi-stop route planning on an interactive map
Customer time windows and service priorities
Driver, vehicle, territory, and depot context
Planner review before route publication

SEE ROUTE OPTIMIZATION IN ACTION

Plan a new route

ROUTE 10112 stops · 74 miDepot → customer stops → route close

Depot & territories

Choose the route starting point and keep eligible deliveries inside the right operating area.

Time windows

Respect customer receiving hours, promised delivery windows, and expected service time.

Drivers & vehicles

Balance assigned work using available drivers, vehicles, stop counts, and configured capacity.

Priorities & changes

Review high-priority customers, add or move eligible stops, then republish the approved route.

LIVE DISPATCH BOARD

Thursday, September 3

RouteDriverProgressStatusNext ETA

Route 101 needs attentionA stop is running behind its scheduled window. The dispatcher can review the route record and coordinate the next action.

REAL-TIME DISPATCH MANAGEMENT

Live visibility for the routes that need attention.

Monitor every delivery route in context. See planned, active, completed, and exception work without losing the transaction that each stop represents.

Live route status and driver progress
Completed, pending, and exception stops
Operational ETAs and route timing
Changes shared with the assigned driver

TWO WAYS TO START A DELIVERY ROUTE

Route invoices—or turn routed orders into invoices at delivery.

Choose the transaction flow that matches how your warehouse and drivers confirm customer deliveries.

ROUTE INVOICES

Deliver invoices that are already prepared.

Assign completed invoices to the right route, vehicle, and driver. The mobile app carries the customer, document, item, and delivery details needed to complete the stop.

1Prepared invoice is assigned
2Driver verifies the delivery
3Proof and status sync back

ROUTE ORDERS

Convert the order into an invoice at delivery.

Send a sales order on the route when quantities may need final confirmation. The driver can review eligible changes and convert the order into the customer invoice at the stop.

1Sales order is routed
2Driver confirms delivered quantities
3Eligible order becomes an invoice

Delivery driver using the inSitu Dispatch app with route and delivery details — **Stop completed with proof**Signature, photos, status, return details, and timestamps

COMPLETE EVERY CUSTOMER STOP

Proof, returns, documents, and customer visibility in one workflow.

Give drivers the tools to verify what happened at the customer location—and give the office and customer a clearer record after the truck leaves.

Electronic proof of delivery

Capture the customer signature, delivery photos, notes, GPS context, and timestamps for a complete stop record.

Returns, reasons & credit memos

Record returned products and quantities, select the reason for each return, and create the corresponding credit memo under the configured workflow.

Thermal invoice printing

Print invoices and other configured route documents with supported mobile thermal printers and fully customizable templates.

Customer order tracking

Give customers a trackable order experience so they can see delivery progress and follow their order through completion.

MOBILE THERMAL PRINTING

Print the invoice at the customer stop.

Use fully customizable invoice templates with configured mobile thermal printers. Control the fields, labels, logo, line items, totals, terms, and signature included in the print layout.

Compact mobile thermal printer producing a customer invoice

CUSTOMER ORDER TRACKING

Let customers see their delivery progress.

Share a customer-facing tracking experience with the status and delivery information enabled for the order.

Order #10482Out for delivery

Order confirmedReady for delivery
On the routeDriver is completing scheduled stops
Arriving todayTracking information is available
DeliveredProof appears after completion

CUSTOMER ACCOUNT CONTEXT & PAYMENTS

Give drivers the information and payment tools they need at the stop.

Authorized drivers can review customer notes and open invoices before collecting payment. Select the invoices being paid, then take payment by credit card, ACH, cash, or check without separating the collection from the delivery record.

See customer notes before completing the stop
Review open invoices and outstanding balances
Select one or multiple invoices for payment
Collect credit card, ACH, cash, or check payments at delivery

PAYMENT CAPABILITY FLOWFrom customer context to reconciled payment

01
Customer context
Review customer notes, account details, and the outstanding balance before collecting.
02
Open invoices
See eligible open invoices and select the documents covered by the payment.
03
Take payment
Collect payments by credit card, ACH, cash, or check at the customer stop.
CREDIT CARDACHCASHCHECK
04
Reconcile
Keep the payment connected to the delivery record and configured ERP workflow.

One connected delivery recordPayment status is available for route review and reconciliation.

ROUTE SETTLEMENT & RECONCILIATION

Close the day with the delivery record in context.

Review completed and failed stops beside invoices, order conversions, returns, credit memos, payments, and delivery exceptions before the route is settled.

Planned versus completed stops
Invoices and order-to-invoice conversions
Returns, reasons, and credit memos
Exceptions that still need office review

Route 101 settlementREADY FOR REVIEW

Stops12Delivered11Returns2Exceptions1

Invoices delivered: 8
Orders converted to invoices: 3
Credit memos created: 2
Stops requiring review: 1

CONNECT YOUR ERP

Keep delivery activity connected to your system of record.

Synchronize eligible customers, products, orders, invoices, inventory, returns, credit memos, payments, and delivery status through supported ERP and accounting integrations.

VIEW ERP INTEGRATIONS

DISPATCH & ROUTE MANAGEMENT FAQ

Answers for distribution teams

Direct answers about delivery route planning, invoice and order routing, proof of delivery, payments, returns, printing, customer tracking, and ERP connections.

What is delivery route optimization software?+

Delivery route optimization software turns a group of delivery stops into a practical route plan. inSitu Dispatch helps wholesale distributors organize invoices or orders using configured inputs such as the depot, customer priorities, receiving windows, drivers, vehicles, territories, and stop requirements.

Can I route invoices or sales orders?+

Yes. You can route invoices that are ready for delivery, or route eligible sales orders that the driver can confirm and convert into invoices at the moment of delivery. The exact fields and approval rules depend on your company configuration and ERP workflow.

How does dispatch management work?+

An authorized dispatcher reviews the delivery work, optimizes and adjusts the route, assigns the driver and vehicle, and publishes the approved route. Drivers receive the route in the mobile app while the office monitors progress and exceptions.

Can dispatchers track drivers and route progress in real time?+

Yes. When connectivity and device permissions are available, the office can view route progress, driver location, completed and pending stops, timing, and delivery exceptions. Offline activity synchronizes after the device reconnects.

What proof of delivery can drivers capture?+

Drivers can capture supported proof of delivery including customer signatures, photos, notes, delivery status, location context, and timestamps. The available evidence depends on your configured workflow and device permissions.

How are returns and credit memos handled?+

Drivers can record returned items and quantities, select configured reasons for the return, and create the related credit memo. The return, credit, and inventory effect synchronize according to your permissions, approvals, and ERP rules.

Can drivers see open invoices and collect customer payments?+

Yes. At the customer stop, authorized drivers can review customer notes and open invoices, select the invoices being paid, and collect payments by credit card, ACH, cash, or check. Payment availability, processing, fees, and synchronization depend on your configured payment and ERP connections.

Can drivers print invoices with a thermal printer?+

Yes. Drivers can print invoices and other configured route documents with supported mobile thermal printers. Templates can be customized for the document, brand, fields, layout, and selected printer.

Can customers track their orders?+

Yes. Customer tracking can share order and delivery progress so recipients can follow the status of their order. The exact tracking page, notifications, and ETA information depend on the enabled workflow.

What is route settlement?+

Route settlement reviews the deliveries, invoices, returns, credit memos, payments, and exceptions recorded during the route. It gives the office a structured way to verify route activity and close outstanding items.

Does inSitu Dispatch connect with an ERP?+

Yes. inSitu Dispatch can exchange eligible customers, items, orders, invoices, inventory, returns, credit memos, payments, and delivery status with supported ERP and accounting systems. The integration and source-of-record rules depend on your implementation.

READY TO IMPROVE YOUR DELIVERY OPERATION?

See one route from assignment to proof and settlement.

Bring your invoice, order, customer notes, payments, returns, printing, tracking, and ERP workflow. We’ll map inSitu Dispatch to the way your team delivers.