Managing Water Jars in circulation in the market with Delta Sales App
Table Of Content
For businesses that deal with water jars—such as beverage distributors, food packaging companies, or manufacturers that provide reusable containers—keeping track of the status of each jar, including how many are filled, emptied, dropped off, and brought back, can be an overwhelming task. Traditional manual methods are prone to errors, are time-consuming, and can lead to inefficiencies in the supply chain.
This is where Delta Sales App, a field sales automation software, can come to the rescue. While primarily designed to streamline field sales operations, Delta Sales App can also be a game-changer for managing and tracking the movement of empty jars across your supply chain. With its powerful reporting, data management features, and easy-to-use interface, Delta Sales App helps businesses track jars effectively and ensures smooth operations.
How Delta Sales App Helps in Water Jar Management?
Managing water jars can be broken down into several key processes:
Tracking the number of jars filled: This includes monitoring jars that are given to customers after they’ve been filled.
Tracking the number of jars emptied: Understanding how many jars have been emptied and are ready to be sent back into circulation.
Tracking jars that have been dropped off and brought back: Keeping a record of where jars are placed, which customers they’re dropped off to, and when they are brought back.
By leveraging Delta Sales App, businesses can easily automate these tasks and reduce manual effort, giving them real-time visibility into jar inventory and helping them make more informed business decisions.
Here’s a look at how Delta Sales App can simplify empty jar management with just a few simple steps:
Step 1: Form Creation
The first step in tracking jars is setting up forms to record the necessary data. Delta Sales App allows businesses to create customized forms to capture all the critical details related to jar movements. These forms can include information such as:
The customer or location where jars are dropped off or picked up.
The number of jars being added, removed, or transported.
Form creation within Delta Sales App is intuitive and flexible, allowing businesses to easily capture and record jar-related data in real time.
Step 2: Data Entry
Once the form is created, the next step is to enter the data into the system. Delta Sales App allows field agents to input data directly through the mobile app while they’re on-site, ensuring that updates happen in real-time. Field sales teams or delivery drivers can quickly log details such as:
How many jars were given or returned?
The condition and status of the jars.
This streamlined data entry process minimizes errors and reduces the need for manual updates. The ability to capture this information immediately ensures that there’s no lag between actual events and the data being recorded.
Step 3: Downloading Excel Reports
Once data is entered, Delta Sales App allows users to generate comprehensive reports, making it easier to analyze and track jar inventory over time. These reports can be downloaded in Excel format, which is useful for businesses that want to keep a physical record or want to manipulate the data in other tools.
The downloadable Excel reports provide insights into:
How many jars have been given to customers?
How many jars have been returned by the customer?
Dates and time to track when the jar was given or returned.
A summary of jar movements across various locations and time periods.
This feature empowers businesses to have a detailed, real-time snapshot of their jars, which is critical for optimizing supply chain and operational efficiency.
Step 4: Transforming Data Using Pivot Tables
Once you’ve collected the data from Delta Sales App and exported it to Excel, the next step is to leverage pivot tables to gain deeper insights from that raw data. In the context of empty jar management, pivot tables can help businesses track key metrics such as jars added, jars removed, and calculate other useful fields to optimize jar circulation and inventory management.
Group by Customer Name: Pivot tables group data by customer, enabling businesses to track jar activity (added and removed) per customer, providing insights into customer behavior and jar usage.
Sum of Jars Added: This metric calculates the total number of jars delivered to customers over a period, helping businesses track distribution volume and identify demand patterns.
Sum of Jars Removed: Tracks the total number of jars returned or emptied, helping businesses ensure timely returns and monitor jar flow and return efficiency.
Calculated Field: Custom calculations, such as Net Jars in Circulation or Return Rate, can be created to analyze jar inventory and return efficiency.
How a Pivot Table Might Look?
Let’s look at a simple example of how the pivot table will look after you apply these fields to the raw data:
This type of analysis is invaluable for understanding the health of your jar management system. Businesses can turn raw data into actionable insights, allowing them to optimize jar management processes and make better decisions about inventory, delivery schedules, and customer service.
Why Use Delta Sales App for Jar Management?
Improved Efficiency: Automating the tracking of jar movements reduces manual effort, saves time, and minimizes the chance of errors.
Real-Time Tracking: With data captured instantly on-site, businesses can always have an up-to-date view of jar inventories.
In-Depth Insights: With Excel reports and pivot tables, Delta Sales App offers powerful analysis tools to help businesses better understand jar usage and optimize their operations.
Seamless Integration: Delta Sales App integrates well with your existing sales and distribution processes, making it easy to add jar tracking without a major overhaul of your operations.
Better Customer Service: By keeping track of jars more efficiently, businesses can improve their communication with customers, ensuring timely delivery and collection, and reducing the chances of stockouts or overstocking.
Conclusion
While Delta Sales App was originally designed for field sales automation, its powerful tracking, reporting, and data analysis capabilities make it an ideal solution for businesses that need to manage the movement of water jars. Whether you're tracking the number of water jars that have been filled, emptied, or moved, the app can help streamline your processes, reduce errors, and provide valuable insights into your inventory.
By following a simple workflow of form creation, data entry, reporting, and data transformation, you can ensure better control over your water jar management system. In the end, this not only boosts operational efficiency but also helps improve customer satisfaction and reduce operational costs.
In today’s fast-paced business environment, any tool that can help you stay organized and informed is an asset. With Delta Sales App, managing water jars becomes a hassle-free and streamlined process,allowing you to focus on what truly matters: delivering excellent products and services to your customers.
FAQs
1. How does Delta Sales App help with water jar management?
Delta Sales App helps in tracking of jar movements (added, removed, returned), providing real-time data and powerful reporting to optimize jar circulation and inventory management.
2. What key steps does the app offer for jar tracking?
Key steps include custom form creation, real-time data entry, Excel report generation, and the ability to analyze data with pivot tables.
3. Can I track both jar deliveries and returns?
Yes, the app tracks both jars added (delivered) and jars removed (returned or emptied), ensuring full visibility into jar movement.
4. How does pivot table analysis help in jar management?
Pivot tables help analyze key metrics such as jars added, jars removed, and create calculated fields like net jars in circulation and return rate for deeper insights.
5. How does the app improve efficiency?
By automating data collection and providing real-time updates, the app reduces manual work, minimizes errors, and streamlines jar management.
6. Can I generate reports on jar movements?
Yes, Delta Sales App allows you to generate downloadable Excel reports to analyze jar movements over time and track key metrics.
7. Is the app easy to integrate into existing processes?
Yes, Delta Sales App integrates seamlessly with your existing sales and distribution processes without requiring major changes.
8. How does the app help with customer service?
The app ensures timely jar deliveries and returns, improving communication and reducing issues with stock outs or overstocking, leading to better customer satisfaction.
9. Is the data secure?
Yes, the app is secure to protect all data collected, ensuring privacy and security.
10. Can the app be used for other inventory tasks?
Yes, the app’s features can be applied to manage other types of inventory or assets, not just empty jars.
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