Route accounting for distributors: what a small firm actually needs

Route accounting mixes van sales, stock and invoicing. Here is what to put in your books and what to keep elsewhere.

By the AvrioBooks team · · 6 min read

Route accounting for distributors: what a small firm actually needs

This is general information, not tax or legal advice. Check GOV.UK or ask an accountant about your own situation.

“Route accounting” usually means managing delivery routes where drivers sell, deliver and collect. It combines van stock, handheld ordering, invoices and cash collection. Much of that is operations software. The accounting side is simpler.

What belongs in your accounting software

  • Customer invoices and credit notes.
  • Payments received and bank reconciliation.
  • Stock value and purchases. See stock counts.
  • Supplier bills and VAT.

What belongs in route software

  • Route planning and driver handhelds.
  • Van stock loads and returns.
  • Delivery proof and cash collection on the day.

Tracking sales by route

Use segments to tag invoices and costs by route, depot or driver, and run profit and loss by segment (Standard and above).

Stock

Track quantities and weighted-average cost in inventory (Premium), and adjust after a count.

Integration

If your route software exports invoices or totals, import them or use the REST API. See the developers page.

How AvrioBooks fits

It covers the accounting side. It does not include handheld route software, van stock management or driver cash collection, so be wary of any claim to the contrary, and pair it with a route tool if you need one.

What AvrioBooks does not do: it is accounting software, not a payroll, time-tracking or job-scheduling system, and it has no automatic bank feeds (it imports CSV, OFX, QFX and QIF statements). Use specialist tools for those jobs and bring the figures into your books.

Frequently asked questions

Does AvrioBooks include route accounting features?

No. It covers invoicing, payments, stock value and reporting. Use route software for handhelds and van stock.

Can I report sales by route?

Yes, using segments on the Standard plan and above.

Can I connect another system?

Yes. There is a REST API for developers.

Written by the AvrioBooks team. We build cloud accounting software for small businesses, freelancers and their accountants, from Qodexify. This article is general information, not tax, legal or financial advice. Check GOV.UK or ask an accountant about your own situation.
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