Let’s talk
Solutions › Sales, Merch, and Delivery Planning

Sales, Merchandiser & Delivery Planning

Plan all three teams as one.

Your drivers deliver, your merchandisers set the shelf, your reps sell ahead of the truck — and today you keep them aligned by hand. Wise plans them together. Build linked sales, merchandising, and delivery plans that stay in sync automatically, so when a delivery day moves, every team moves with it.

Request a demo
See a demo of sales, merch, and delivery planning

Solve these challenges

Are you keeping your delivery, merchandising, and sales teams aligned by hand? Would you like a single change to flow across all three plans automatically? Do you need to optimize routes without breaking the customer relationships that drive your volume? See how the Wise Systems platform connects sales, merchandising, and delivery into one plan that helps you eliminate wasted visits and keep every team in sync.

  • Plan sales, merchandising, and delivery routes together
  • Sync a change in one plan across all three automatically
  • Respect each team’s own lead times and visit cadence
  • Eliminate manual offsets between pre-sell and delivery
  • Stop schedules from drifting out of sync when delivery days change
  • Reduce missed and wasted visits across teams
  • See all three teams on one screen and catch downstream delays early
  • Optimize long-static routes while preserving customer relationships
  • Benchmark actual vs. planned performance across every team
Learn about our Strategic Planner

How Sales, Delivery, and Merchandising Linked Plans Work

It all starts with optimized routes.

1

One change, every plan.

Shift a delivery or adjust a visit frequency once — the sales and merchandiser plans follow, on each team’s own terms.
2

No more drift.

End the manual offsets and out-of-sync schedules that cause missed and wasted visits.
3

See the whole operation.

View all three teams on one screen and know the downstream impact the moment one runs late.
4

Optimize with confidence.

Finally change routes that have run unchanged for years — without breaking the relationships that drive your volume.

You decide what to act on.

Let’s talk.

We’d love to learn more about your routing challenges and see where we can help.

Some more info will help us get you in touch with the right people:

Frequently asked questions

It’s coordinating three route plans — delivery, merchandising, and sales (pre-sell) — as one linked system so they stay aligned automatically. Wise Systems calls this multi-stakeholder optimization: each team gets its own plan, but the plans are nested so changes propagate across all three.
Because the three functions are interdependent. A pre-sell rep visits ahead of the delivery; a merchandiser sets displays around it. When teams are aligned by a manual offset, any change to delivery days throws the others out of sync, causing missed or wasted visits. Linking the plans keeps them aligned without re-entering the same change multiple times.
Strategic Planner builds the network, territories, and visit frequencies and generates the linked plans; Route Planner and Dispatcher convert them into daily routes and coordinate the teams in real time; Performance Manager benchmarks all three against plan.
Yes. The plans are linked, so moving a customer’s delivery day or visit frequency updates the corresponding sales and merchandiser plans according to each team’s lead-time terms.
Beverage and broadline food distributors most often, along with any operation running pre-sell, merchandising, and delivery as connected workflows on recurring routes.

Like what you see? Sign up for our newsletter.