The Top 5 Digital Forms for Beverage Distributors
Streamline and accelerate order fulfillment, customer communication, and invoicing
Digital forms act as a powerful asset for beverage distribution teams. When relying on paper forms or cumbersome PDF fillers, miscommunications resulting from data entry errors, lost forms, or form delivery delays can have costly consequences. For example, entering the wrong product name into a form could result in a product out of stock (OOS) at a customer site – a mistake that can cost your operation business or damage client relationships.
By digitizing your forms for use on phones, tablets, and computers, your business can easily eliminate opportunities for error, while accelerating form completion and order fulfillment processes, while improving professionalism and client communication. Your digital beverage distribution forms can incorporate powerful new data types, like Images and GPS location data, adding context to collected data and improving visibility into field team activities. Leveraging Barcode Scanning, Drop Down menus, and Databases, order information can be easily and instantly populated within corresponding form fields, improving accuracy while eliminating the need for redundant data entry.
Check out the top five digital forms beverage distributors and their teams are using to modernize and optimize their business processes:
New Account Form
Quickly input and route new account information with digital forms and real-time data. With digital forms, new account information can be easily captured and routed to key players, improving business agility and streamlining communication. New account details can be instantly pulled from digital forms and used to update connected databases, applications, and spreadsheets, simplifying record-keeping and ensuring your databases remain highly accurate and up to date.
Distribution Agreements
Digital distribution agreements make it easy to capture and reference important agreement details. Leveraging Conditional Logic, form fields can be made dynamically Required in response to input data, ensuring critical fields are completed before a form can be submitted.
Timesheets
Use digital timesheets to easily track employee shift data, streamline payroll workflows, reduce inaccuracies and track overtime –– all from your mobile device. Effortlessly automate the calculation of total hours worked, notify supervisors of overtime hours, and include Drop Downs pre-filled with data. Once submitted, digital timesheets can be automatically routed to supervisors, payroll departments, connected applications, and more, accelerating processing and streamlining record-keeping. To learn more about timesheets, click here >
Expense Report
Leveraging digital expense reports, users can easily input expenses, electronic Signatures, and Images of receipts. Digital expense reports make it easy to sidestep human error by adding logic to guide data input, enforce business rules, and make fields Required. Add Automatic Calculations to your form fields to instantly calculate totals, include taxes or discounts, and more – ensuring totals are highly accurate, every time. To learn more about expense reports, click here >
Invoice
Digital Invoices can be easily completed from mobile devices and automatically shared with customers and coworkers in real-time – expediting billing processes and improving the efficiency of your operation’s customer care. You can configure your form’s Default Form Name to automatically display a customer name input into your digital Invoice, simplifying record-keeping and organization. When using Number fields to add expenses, Automatic Calculations can be used to instantly calculate totals, add taxes and discounts, and more. To learn more about invoices, click here >
For more information on how digital forms and data capture can help your beverage distribution operation, check out how teams are leveraging GoFormz to streamline deliveries.
