DSD Sample Documents
DSD Salesforce Pre Visit Planning
When you select a customer in DSD Salesforce various details are displayed about the customer to assist you with your visit planning. On the right hand side of the screen you can review the customer before you begin your call Across the top of the ...
DSD Salesforce Visit Plan
Within DSD Salesforce the customers you are scheduled to visit today are displayed on the left side of the SELECT CUSTOMER screen. There are several ways that a customer is added to this list Route Schedule If there is a visit plan established for ...
Initial DSD Salesforce Installation
Having downloaded and installed DSD Salesforce the first time, or after an uninstall, then it needs to be reinitialised When you start DSD Salesforce you will be presented with a screen like the following. You will need to end the Company Code ...
Installing DSD Assist Mobile applications
The DSD Assist Android Mobile applications are installed using the Installer program that is located in the Google Play Store. The Apple applications are loaded from the Apple App Store. This table provides the complete list of where to install ...
Create a Manual Product Tree
Product trees are used in the DSD Assist applications to allow users to find products based on a hierarchy. The hierarchy can be created dynamically based upon the imported data from the ERP system, or it can be created manually. This document ...
Stocktake a Vehicle
Using DSD Van Sales a driver can stocktake their truck. A Stock take report is generated from the process and the vehicle inventory is updated at the end of the process. The stocktake function will need to be enabled by DSD Assist support before ...