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Tech Tip 44: Geo Coding in Mango Mapping

Tech Tip 44: Geo Coding in Mango Mapping

Using the Geo Coding feature in Route Manager can be very helpful for optimizing and routing your stops. Below are a few tips to remember when running this process:

  1. When geo coding, it will take the address from Route Manager and locate it in Google. If there is a single exact match, it auto updates their address and Lat/Long.
  2. If there is no exact match, it gives likely matches for you to review, then you can pick the correct one in which it will then update the address and lat/long.

Both of the above directly affect the Route Address fields, and will change them.

If your customers have special items in their address, that are NOT part of a formal address in Google’s process (suite number, “Attn: <person>”, etc), that info WILL BE REMOVED! However, there are a couple things you can do to prevent this before you geo code:

1. Make sure these “notes” are all in the ADDRESS LINE 2 field, and then select “Ignore Address-Line 2” on the geo code screen.

2. If they can’t move them from the Line 1 field, then put them in BRACKETS: [ ] and then select the “Ignore Characters in [ ]” option on the geo code screen

Tech Tip 43: Customer Finance Assistant

Did you know there is a feature which will help create credits, debits, write-offs, or even transfer posted payments to another account? The Customer Finance Assistant allows you to create a credit, debit or write-off transactions from any account! Additionally, you also have the ability to transfer payments from one account to another — creating an easy solution when payments are applied to the wrong account.

  The Customer Finance Assistant can be found in your Route Manager toolbar located at the top of your screen. Click on the Red Dollar Sign to bring up the main screen. 

The following screen appears when a customer is being viewed in any Customer Information screen:


Account Credit
The Account Credit option is used to make positive account adjustments. In most cases, only ‘adjustment’ type product codes should be used on this screen. Note: Enter positive quantities on this screen; the quantities will be converted during the posting process!

Account Debit
The Account Debit option is used to make negative account adjustments. In most cases, only ‘adjustment’ type product codes should be used on this screen.

The Write-Off option can be used on accounts that are uncollectable. In most cases, only ‘write-off’ type product codes should be used on this screen.

Payment Xfer
The Payment Transfer option is used to transfer a payment from one account to another. This is helpful when a payment has been entered and posted to the wrong account. This process will create a negative payment on the original account and a new payment on the correct account. This can only be used if the payment has not been applied to any invoices.

For additional information on how to use this option, review supplemental document 3-28 or ask one of our friendly support staff for assistance!


Tech Tip 42: New Handheld Photos

In the new 7.0.3r3 release, you know have the capability to view stored photos on the handheld! This allows drivers and salesman to easily view photos of delivery locations, equipment, or any other important details on an account.

See the below steps on how this process works!

1. On the handheld select a customer to open the quick entry screen and then select the “I” button for the instructions menu.

2. Once inside the Instructions menu, select the camera icon.

3. The driver can now view and change pictures on the account. These photos will be attached to the account, unless modified on the handheld or desktop. The driver can view these photos at any time when the account is pulled up.

4. Back on the desktop, these photos can also be viewed and modified. They can be located on the customer information screen under the Route Info tab. By clicking the lock icon on the picture, this disables the driver from removing the photo on the handheld.

Tech Tip 41: Online Training

Did you know that all of our Power Hour videos and Tech Tips are easily accessible to our customers online? We have made it simple for you to get the training you need by providing 24/7 access to all of this information. We know that our customers are busy, so we want you to be able to take advantage of this online training at your convenience.

Click Here to View Our Videos

Training videos are also available on You will need your account login information to access them. Please contact support if you do not have this information. All of our tech tips can also be easily accessed online here.

Tech Tip 40: Narrative Printing on Invoice

In the new 7.0.3r3 release, we now provide the option to print, email, or fax the 8 1/2 x 11 invoice with the narrative and/or ticket number included! This is helpful with any kind of transaction which needs additional notation sent to the customer.

See the below steps on how this process works!

1. Navigate to Invoices>Transactions and Adjustments.
2. Modify the invoice in which you would like to add the narrative (example below).

3. Save the invoice and select the printer icon on the right hand toolbar.
4. When inside the print options, select 8 ½ x 11 format, which will show the additional
options to be included.

5. Select the options you would like to appear on the invoice, and then select to print, preview, fax, or email to complete the process. An example invoice is shown below:

Tech Tip #39 Adding a Logo to your Handheld Receipt

Route Manager allows you to customize the system in many ways, not only in the program, but on the receipts as well! Add a logo to the top of your handheld receipt to give it that extra touch and professional appearance when handing to your customers.

The image you select to appear as a header on the receipt must first be created and thensaved as a MONOCHROME Bitmap (BMP) file. The file can only be black and white. The size of the image must be compatible with the type of printer you have. For Android handhelds, you will want an image of about 500 X 200 (pixels) for your logo. For CE handhelds, refer to the table below; The software will scale the image to fit, so you may want to try a couple of size to be sure it looks correct on your receipt.

Creating Graphic Images for Your Receipt
In order for the handheld to be able to display a graphic image, you must follow these steps:
1. Create your image as specified above.
2. Save as a monochrome .BMP file in the RM2000 or RMA, Handheld, Data directory.
3. Depending on your version go to the following screen:
a. In RM2000, go to Lists, then to Handheld Options.
b. In RMAdvanced, go to Lists, then to Routes, then to Handheld Class.
4. Select the Messages Tab.
5. Place an “I” in the Justify Column.
6. Enter an “F” in the Font Column.
7. Input the name of the graphic file that you wish to use on the receipt.
8. Download the next route or do a Morning Card.
9. Print a sample receipt to see if it is acceptable.
10. Repeat the preceding steps until you have the desired results.t the name of the graphic file that you wish to use on the receipt.

Tech Tip #38: Credit Card “Easy Pay”

Route Manager makes credit card processing easy with the electronic funds module. This is included with every Route Manager setup; and gives you the capability to securely vault credit cards to an approved processor, and run credit cards through a large batch!

One of the newest features in the Credit Card screen is the option for “Right After Each Delivery”, also known as “Easy Pay”. Use this feature to have the program automatically run credit cards upon posting of an invoice!

This option can be selected on the customer’s account in the Payment Info tab. Please see the screenshot below for the selection of this option. Once an invoice is posted, the credit card will then be charged and payment is applied to the invoice automatically within Route Manager.

Tech Tip #37 Product Deposits on Hand Report

Have you been searching for a report showing your customers and their current deposits count? Look no further as the Product Deposits on Hand Report shows the total number of containers at each customer’s location in one report!

Where Can I Find This?

The Product Deposits on Hand report can be found under Reports>Accounting Reports>Other>Product Deposits on Hand.


This report includes many sorts and filters for you to create a report customized to your needs. See below for some of the options available:

Sort Option 1 & 2:  The primary and secondary fields to sort by.  You can choose from the following categories:

  • Account Number
  • Account Name
  • Quantity
  • Asset Tax ID

Change Branch:  If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.

Product Code:  Select the range of product ID’s to include in the report.

Acct No:  Enter the range of customers to generate in this report.

Deposits on Hand:  Enter the range of the number of deposits on hand.

Print Details:  Check this box to include account level detail on the report.

Include Customers with Zero Quantities:  Check this box to include customers without any bottles-on-hand quantities.

Show Customer Activity:  Select this option to display the report based on a range of customer activity dates.

Inactive Accounts Only:  Select this option to only show inactive accounts on the report.

Tech Tip #36: Auto Send Invoice After Delivery (Handheld)

If you saw our last tech tip regarding Auto Send Invoice after Delivery (Desktop), this next tip will show you how to further control email settings on the handheld. If you missed our previous tech tip, take a look at it before setting up the below options. You can find all tech tips on!

Desktop Setup

In order to give the driver control of auto sending invoices, go to Lists>Routes>Handheld Class, Sales Rules 2 tab. Left click and drag the invoice after delivery icon over to the “Displayed Buttons” side. This will give the driver access to view this option on the confirm sales screen of the handheld.


To allow the driver to make further changes and allow him to modify the email & fax information on an account, select the Android tab in the Handheld Class screen and enable the option for “Allow Changes to Email & Fax#”. Furthermore, you can set this option to “Only Allow Changes to Blank Email &Fax#” as shown below.


Using the Handheld

First, the driver will service the stop just as they always have.  Once on the Confirm Sale screen, the driver can select the Send Invoice After Delivery button to open the screens that allow them to use the feature on the fly.

If the driver is allowed to make changes on the handheld (as discussed previously by enabling the feature on the Android tab in Handheld Class), they can update the email addresses from here. Simply tap the field and enter the address. Again, these changes will update the Desktop tabs accordingly.

Next, the driver may choose to send an invoice copy Now or Always by selecting the appropriate box next to the email address.  If the driver chooses the Send Now checkbox, as soon as this invoice is uploaded a copy will be sent to the email address showing on the screen.  If the driver chooses the Always option, then this invoice will be sent upon upload AND the system will automatically send all future invoices to this account (The system will check the box on the Route Tab in Customer Information for Send Invoice After Delivery feature).

For additional information on how to set this up, refer to supplemental document 4-36 on or ask one of our friendly support staff for assistance!

Tech Tip #35 Auto Send Invoice after Delivery (Desktop)

Tech Tip #35 Auto Send Invoice after Delivery (Desktop)

In Route Manager, there are now new options for sending an invoice (Handheld PDF Copy) to each customer after the invoice has been uploaded to the desktop system or after posting (depending on settings chosen).


In order for Route Manager to email an invoice copy, it must have a Reply To address established.

You will find these settings within the Handheld tab, located under File > Branch Setup. You will find a button labeled Auto Send Invoice SMTP Settings in the middle/left of the screen.

Select the Modify button on the right hand side of the screen, then the Auto Send Invoice SMTP Settings button to open the configuration screen.

Next, you will need to fill in the information into the fields below. Notice the new fields on the right hand side for additional options!

Customer Settings

Each customer has their own settings to enable this feature. The driver can also establish these settings from the handheld, which will be discussed in our next tech tip!

You will find the configuration options on the Route tab from within the Lists > Customer Information menu item.

Select the checkbox next to the Auto Send Invoice on Upload feature.  Then choose where to send the invoice copies:

  • Delivery Email (Email field on Route tab)
  • Bill To Email (Email field on Info tab)
  • Delivery Fax (Fax Number field on Route tab)
  • Bill To Fax (Fax Number field on Info tab)

For additional information on how to set this up, refer to supplemental document 4-36 on or ask one of our friendly support staff for assistance!

About Us

For over 23 years Advantage Route Systems has been providing quality software to route companies like yours. Our customers include companies that span across several continents, from small one-truck operations to large corporations. We have solutions, products, and modules that address business needs for delivery companies. We have become “the handheld experts” and are #1 in the route delivery industry. We enjoy the opportunity to work with companies across the globe and we tailor our software to meet their needs.

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