DSD Sample Documents
DSD Connect – Create and Distribute Surveys
DSD Connect – Create and Distribute Surveys Create Survey Surveys are used in DSD Connect to capture information required by the business. There are several survey types that can be dynamically added to the DSD Mobile applications. Create and ...
DSD Salesforce - Reminders and To Do Activities
Throughout DSD Salesforce a bell icon will display if the function is enabled. This allows you to create, view and manage activities. The Notification counter tells you how many you have that are overdue, or due today Tapping on the icon displays ...
MYOB AccountRight and DSD Salesforce
Integrating MYOB with DSD Salesforce and DSD SmartOrder is not difficult but there are some Integration variables you need to be aware of. The ItemCustom fields or lists will typically be mapped to categorisation fields in the DSD Assist Portal so ...
MYOB AccountRight and DSD Delivery
Integrating MYOB with DSD Delivery is not difficult but there are some Integration variables you need to be aware of. Getting the Orders from MYOB to DSD In the DSD Connect Portal you will select the Get Latest Orders button to extract orders from ...
DSD Van Sales Reprint Documents
The Reprint Documents option allows you to not only REPRINT but also VIEW and VOID delivery documents created during the trip. Tapping on a customer delivery document from the list will give the options to View, Print or Void When selecting Void ...
DSD Van Sales Same Day Orders
When customers require same day order deliveries these are available via the New Orders option. When checking the Sales Plan in the Pre Trip Tasks or when Completing Service of a customer the Application will “Check for New Orders…” When new orders ...
Routific Integration
DSD Assist can be connected to Routific route optimisation using our standard connector. When orders are imported into the DSD Connect portal the delivery sequence can be optimised so that your delivery drivers are as efficient as possible. ...
Mailchimp Integration
DSD Assist can be connected to Mailchimp using our standard connector. DSD Connect Customer and Contact data is sent to Mailchimp once each day so that you can create and send emails to your customers. We load the Mailchimp Audience with the ...
Ordermentum Integration
DSD Assist can be connected to Ordermentum using our standard connector. The integration allows clients to enhance the data they receive from their accounting system with additional information held within Ordermentum. Using DSD Salesforce a sales ...
Unleashed Integration
DSD Assist can be connected to Unleashed using our standard connector. The integration allows clients to use of DSD Connect Portal to plan their delivery trucks and DSD Delivery mobile application to obtain a Proof of Delivery. We extract ...
Inviting user to use SmartOrder
DSD SmartOrder is a B2B ordering system used by your customers to place orders. As it is a B2B system you can control which customers have access to the system. Customers need to be invited to use DSD SmartOrder They accept the invitation and set ...
DSD SmartOrder Configuration
The DSD SmartOrder website can be configured by you to reflect your corporate branding. This guide explains how to do this From the DSD Connect Portal select Administration / Settings. Then select the Order Mgt Config tab. On the right hand side ...
Acumatica / MYOB Advanced Integration
DSD Assist can be connected to MYOB Advanced / Acumatica using our standard connector Configuring MYOB Advanced / Acumatica Two customisations need to be added to the ERP system to load the Generic Inquiry we require and to extend the endpoints of ...
NAV FoodSoft Integration
NAV FoodSoft, provided by Compusoft Australia, is an ERP system for Food and Beverage Wholesalers. DSD Assist integrates with NAV FoodSoft to allow deliveries to be planned and Proof of Deliveries to be captured and sent to NAV FoodSoft. Master File ...
Adding Brand Images for Product Catalog
In DSD SmartOrder the Product Catalog has images for each brand to make the interaction easier for the customer These images will need to be added in the DSD Portal In the DSD Portal select Data Maintenance – System and then Description. If you do ...
Update Driver or Vehicle for a Delivery Trip
If a different driver or vehicle is to be used for a delivery trip than is usually used this can be assigned in the DSD Connect Portal From the Trip Planning screen select the edit icon for a Trip You will then be presented with a screen inviting you ...
Xero Integration
There are 3 steps involved in establishing the connection between DSD Assist and Xero Authorising DSD Assist to Connect with Xero Establishing the connection in the DSD Portal Configuring the connection parameters Authorising the Xero Connection with ...
DSD Salesforce Optimisation
Using DSD Salesforce a sales rep can create an optimised visit plan for the day. To configure and use this function Have the DSD Assist team enable optimisation for the sales reps by enabling the Mobile App setting ROUTIFICAPI Optimisation on ...
Accessing Cloud based Document Storage
Accessing Cloud based Document Storage from DSD Salesforce, DSD Van Sales or DSD Delivery is now supported. The supported cloud storage applications are Dropbox, Box, Microsoft OneDrive and Google Drive To Enable this function In the DSD Connect ...
Reprint or Review Invoices or Delivery Documents
On occasions the driver may need to review or reprint an invoice or delivery docket they have generated during the day. There are two ways that a document can be reprinted Before Leaving the Customer In DSD Van Sales and in DSD Delivery (depending ...
DSD Van Sales Gathering Customer GPS Locations
Within the DSD applications we use the Geo Location of the customer rather than using the address of the customer. For several reasons we find that this yields better navigation and optimisation results Within our database we have two sets of ...
Configuring STRIPE Payment Gateway
To configure the STRIPE payments gateway in DSD Assist you firstly need to have a STRIPE account. Navigate to https://stripe.com/ and create an account Having created an account you will need to share your api keys with the DSD Assist support team ...
DSD Delivery Deliver an Order
Selecting Deliver to Store will begin the delivery process to the customer. A warning message will appear if your device GPS believes that you are not close enough to the store. You can press Return to Return to select another customer if you have ...
DSD Delivery Selecting a Customer to Deliver to
The Customer Deliveries screen will show you the customers that you need to deliver to today. The customers are displayed in delivery sequence If enabled in your system configuration, the Optimisation icon at the bottom of the screen can be used ...
DSD Delivery Load Orders
You need to Load Orders each day. There are a variety of different ways that your system could be configured and this impacts on the different ways that you would Load Orders The most common ways to Load Orders are By Order In Bulk By barcode ...
DSD Delivery Delivery Plan
Your Delivery Plan is the list of customers you need to deliver to today. The customers will be displayed in delivery sequence, so the first customer is at the TOP of the list, and the last one at the BOTTOM. Tapping on a customer in the list will ...
DSD Delivery Pre Trip Activities
Pre Trip Tasks are activities you need to perform before you leave the depot Delivery Plan The Delivery Plan button will show the list of customers who have a drop ready for the day. Customers are shown in order of delivery, so the first customers ...
Setting Minimum Selling Price of an Item
In general DSD Assist expects the price for an item to be established by the Accounting or ERP system in the data we extract from these systems. However, if you allow the Sales Rep or Van Salesperson to change the price in the field you may wish to ...
Setting up item barcode scanning
Barcodes of items can be scanned in the DSD Assist mobile applications. Some extra configuration may be required on a Zebra or Honeywell device that has a built in barcode scanner. These scanners act as a keyboard wedge so a prefix needs to be ...
Importing Visit Plan
A Visit Plan is the list of customers that a sales rep or driver will visit each day. The Visit Plan is also used in our DSD SmartOrder product to determine the order days for a customer. Few ERP or Accounting systems are able to maintain a Visit ...
Eway Credit Card Payment Configuration
DSD Salesforce, DSD Van Sales and DSD Delivery users can accept payment from customers using a credit card. One of the card gateways we have enabled is EWAY. To use Eway you will need to create an account at http://www.eway.com.au Having created ...
Customer Colour Meanings
In the DSD Assist Mobile applications the customer is colour coded to tell the user a little more information about the customer DSD Van Sales and DSD Salesforce Customer Colour Meaning Green The customer has been visited today Red The customer is on ...
Importing Standing Orders into DSD Assist
Standing Orders are used in the Bakery and Dairy industries in particular. A Standing Order is a recurring order and in the Bakery and Dairy industries these typically occur every day or two. Few ERP or Accounting systems are able to maintain ...
MYOB AccountRight Integration
DSD Assist supports MYOB AccountRight Live using the MYOB API for data integration. It is possible to integrate with MYOB AccountRight on premiss but that is not our preferred option. The AccountRight API supports all versions of AccountRight, for ...
DSD Salesforce Order Summary
Once you have completed an order the ORDER SUMMARY screen is displayed Review an Order Tapping on the Green bar that displays the quantities for each transaction type displays a summary of what the customer is ordering Adjusting Order Price If this ...
DSD Salesforce Sales Order
Because customers tend to purchase similar items in each order, the items that the customer has purchased in the last 6 orders are automatically added to the order on the right part of the screen On the left part of the screen are your products ...
DSD Salesforce Distribution Check
The Distribution Check allows you to record the shelf check of your items at the customer. Any distribution check data previously collected for the customer is displayed to allow you to update the shelf distribution. If no distribution has ...
DSD Salesforce Add or Edit Customer
You can add a new customer, or edit the details of the currently selected customer. This function can be selected from the Customer Selection screen or from the Customer Activities screen When creating a new customer the status can be a Customer or ...
DSD Salesforce Customer Notes
Customer Notes can be recorded and reviewed for any customer. On the Select Customer screen the Notes icon is displayed in orange if there are notes for the customer There are a number of Note types available to be used. There will be configured ...
DSD Salesforce Customer Activities
After selecting Visit Customer there are a number of different activities that you could perform with the selected customer Customer Notes This is another place where you can view and add notes for the customer Update Details You can update the ...
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