Direct Store Delivery Application

Click to display the login screen and enter the appropriate username and password.

• Note: As indicated previously, you may select 'Remember Credentials' to save the ID and password to the Device. Once the username and password have been entered, users may click the word "Login" at the top right hand side of the form to complete the process.

Start route is only displayed after users have logged into the DSD application. Once clicked, the application will load all inventory, locations and orders. Once the daily delivers/orders have been loaded, users may process the orders using the options available on the DSD tabs discussed further down on this page.

Click to complete the route and sync all orders and inventory to the main Deacom application. This should be done at the facility while connected to the appropriate wireless network. Clicking this button will force a system prompt to appear. The prompt will display either "Yes" to continue and end the route or "Cancel" to return to the DSD application without ending the route.

• If errors occur the user will be presented with a prompt (beginning in version 17.01.071) with detailed information on the errors together with the order numbers that contains the errors.

The map tab displays the locations of all loaded orders for the selected route. The blue dot on the map represents your current location. Red pins will appear at the address of the ship-to companies for all orders on the selected route. Drivers may select a red pin to view the order number, ship-to company, and order priority. Drivers may drill into the sales orders from here as well.

Allows users to sync all orders or filter for a specific set of orders to sync. Note that saved orders are automatically synced when ending the route. The following fields are available to this form:

• Date Based On - Allows users to filter their sales orders based on the different sales order dates. The default value for this field is the due to ship date.
• DSD Sync Status - Determines what orders will be synced. Options are "Shipped" and "Not Shipped". The default value for this field is set via the "DSD Sync Status" field in Sales Options.
• Route - Determines the ship via(s) that will be considered when syncing and displaying orders. Options are All and Current. "Current" filters down by current ship via while "All" does all ship vias.

Notes:

• Related to the sync orders functionality, beginning in version 17.02.010, sales order date calcs are processed and synced to sales orders in DSD. If the DSD is not online, the system will track if there are any sales dates and/or sales date calcs so that these may be synced when the device is back online.
• Sales order calculations are enabled in DSD beginning in version 17.02.010. The calcs will fire, and store against the orders the same as in main application. Calculations will also add parts to orders when saved the same as in the main application. This occurs when the device is online. If the device is not online, the system will track what calculations need to be fired, and fire/sync them when the device is back online.

Start Route Data Syncing Logic:

The DSD application will sync Bill-Tos, Ship-Tos, Orders, and Templates according to the following conditions and logic:

• The system will first determine if the ship via on the route requires approval (tr_approvalreq)
  • If true sync the following records to the device
    • Ship-to's where useable in DSD (sh_routeacct) is true
    • Bill-to's where useable in DSD (bi_routeacct) is true (all useable related Bill-Tos will sync)
    • Orders with a ship via matching the route(to_trid), due to ship today, and both the bill-to and ship-to on the order are useable in DSD(sh/bi_routeacct = true)
    • Templates with a ship via matching the route(to_trid), where both the bill-to and ship-to on the order is useable in DSD, and the ship-to on the order had a dmtrukauth record for the ship via.
  • If false sync the following records to the device
    • Orders with a ship via matching the route(to_trid), due to ship today, and both the bill-to and ship-to on the order are useable in DSD(sh/bi_routeacct = true)
    • Ship-to's where useable in DSD (sh_routeacct) is true and the ship via on the ship-to(sh_trid) matches the ship via on the route and the ship-to was on a synced order, regardless of the ship via on the ship-to.
    • Bill-to's where useable in DSD (sh_routeacct) is true and the ship via on the bill-to(bi_trid) matches the ship via on the route and the bill-to was on a synced order, regardless of the ship via on the bill-to and the bill-to is related to a ship-to that was synced.
    • No templates - This only happens with authorization required.

Option to reprint the end of route report. The end of route report includes a list of all delivered orders with details that include the order #, customer name, order total, and paid total. Additional information including a template for the report is available via Print Outs > Maintenance > DSD Layouts.

The finalize route button works in connection with the route results button. In the event that orders cannot be fully saved or shipped during the day (e.g. due to an insufficient inventory situation or message), the DSD application will still allow the end route process to continue. Any issues that occurred while saving or shipping orders will be displayed on the route results form. Clicking on the finalize route button will simply warn the user if there are any system prompts/errors, log the user out, and clear any order data. This allows orders that encountered issues to still be saved in the system so that they can be shipped in the main Deacom application after inventory and related issues have been resolved.

Click to display the "Route Options" form where the appropriate ship via method, location type, location, and cash account are selected. Once the appropriate selections have been made, click the word "Done" at the top right hand side of the form. Note that if another location type is selected or if the location type is cleared, the location field will be cleared as well. Note that the cash account is editable even after a route has been started.

• The "Start Route" button is available to this screen beginning in version 16.07.057 in order to save time and inputs for the user when starting a route in the DSD application.

The settings button option allows users to specify or change the Deacom WEB URL, display the version of the DSD application that is currently installed, and provides the option to define the printer type for the DSD device. The available printer options are Zebra (default) and Bixolon. The majority of the settings on this form will use the default values and should not be changed. Once any necessary changes have been made, click the word "Done" at the top right hand side of the form.

Click to display a list of orders that may have issues when attempting to save/ship or any backorders that were created during the route. Users have the option to click the "Order Info" button on the top right hand side of the form to display additional information.

Displays DSD order history for the past 20 days. Order history that is over 20 days old will be removed from the device to save device storage space.

Opens the Sales Order Entry form. An existing sales order must first be selected prior to clicking this button.

The orders button is located at the top left hand side of the sales order entry form and is used to return to the list of sales orders for the selected route.

The Deacom sales order number. When the device is connected, saving the order will cause the system to assign the appropriate sequential order number. If an order is saved while the device is offline (for example - in Airplane mode) the Order Number field will read '(Current Date and Time) - On Route'. Example: (03/19/2014 11:04 AM) - On Route. Once the device is back online, resaving the order will cause the order to be synced and correct order number will be assigned.

Use the search icon to select the appropriate bill-to record.

If the selected bill-to customer contains a default ship-to record, this ship-to will be displayed. Users may select another ship-to record if necessary.

Read only. Displays the ship-to companies purchase order number, if present.

This field represents the user-defined search box data for this sales order. The default value for this field defaults from the selected Ship to company, but can be changed. Additional information regarding the sales user fields is available via Sales > Maintenance > Sales User 1-5.

The payment terms for this order. Defaults from the Ship to company, but can be changed.

The facility that will ship this order. If users are restricted to a specific facility, this field will be read only.

The ship via method for this sales order. Defaults from the Ship to company, but can be changed by users who have permission via the "DSD -- Change Ship Via" security setting. Note that the Customers pre-filter in the main Deacom application contains a "Ship Via" pre-filter to assist with filtering customer based on their default ship via assignments.

The date the order is set to ship. When new orders are entered, today's date will be used. This field is display only, unless the user has the security setting "DSD--Change Due Date" set to yes which allows this field to be modified.

Denotes the contact person linked to the sales order. If the user has not selected a Customer for the order, selecting this field will display all Order Contacts in the system. If a Customer has been selected, the order contacts for that Customer will be displayed.

Notes that apply to the entire sales order. Normally printed on all sales documents.

The default value will be provided by the priority specified on the order defaults tab of the ship-to company. Before selecting a Ship-To company, it will display 0.

Display only. The sum of the extensions on the sales order lines.

Displays the "Lines To Ship" form where users may confirm shipment quantities, add order lines and/or reserve specific lots. Additional information is available within the "Shipping Orders" section further down on this page.

• The "Expiration Date" field is available on the Reserve form/screen in the DSD application to support returns of items that require an expiration date. Added in version 17.01.071.

Displays the line number that is being added or edited.

Used to select a part from a list of active, DSD salable part numbers. Specifically, the searchbox is filtered to only show items that are on the restricted selling list at the bill-to, ship-to, or facility level. This applies to category, sub-category, Item Search 1-5, and part-exclusion restricted selling. Additional information on part exclusions and restricted selling is available in the Part Exclusions section via Inventory > Item Master.

Enter the appropriate order units that will be ordered.

Displays the on hand inventory available for this Part based and is limited to the to inventory in the location the DSD device is synced to.

• For a quantity to be displayed in this field, the "On Hand Calculation" field in Sales > Options > Order Entry tab must be set to "On Hand - Open Orders".

• Displays with a mask of 999,999,999.99

Indicates the quantity of this item that has already been shipped on the selected order.

Note: This field is editable to allow for short-shipping.

The units in which the part will be sold. The sales unit should be selected in consideration of how customers will order items.

The pricing unit of the product. Pricing is based on a hierarchy of pricing options. The single most specific pricing method is automatically chosen to provide the default unit price, which can be overridden manually unless prevented by user security.

Notes:

• Price variance limits, options and variance types may be set in Sales Options.
• Deal pricing is available for use in the DSD application. Deal pricing is part of the Deacom pricing hierarchy and is maintained via Sales > Maintenance > Deal Pricing.

Total amount for this sales order line.

Available only when creating or modifying credit memos (e.g. sales orders containing a negative quantity) Note that return reasons contain a "Move Inventory To" field which specifics whether returned items will be moved to regular inventory or quarantine once the credit memo is shipped. Additional information is available via Sales > Maintenance > Return Reasons.

• Note: A return reason must be specified anytime a negative quantity is indicated on the sales order line, unless the user has the security setting "DSD - Enter negative line without return reason" set to yes.

Notes that apply only to this sales order line. Normally printed on all sales documents.

Used when creating a credit memo. Indicates this sales order is a credit only and the customer is not returning physical product. Inventory costs will not be posted. Leave the box unchecked to return material back to inventory (e.g. RMA). The security setting "Sales orders -- do not post inventory" determines whether the do not post inventory flag is enabled or disabled when creating a new sales order.

Represents the amount received by the driver/amount paid by the customer.

Optional character text box for adding notes or details about a particular sales or transaction. The reference field is available to print on the DSD receipt.

Displays the default payment type as set in Accounting > Maintenance > Payment Types. Uses may select from active payments types via the drop down list.

Order Total Remaining

Option to require a validation ID during payment. Any payment types marked to use validation will require a validation ID to be entered, usually a driver's license number. Additional information on payment types is available via Accounting > Maintenance > Payment Types.

Contains all active Payment Types as configured in the main application.

Set to "On Hand" and cannot be changed.

Drop down available to select the different inventory views or segments. The different inventory segments include:

• Reserved
• Inter-Company Transit
• Quarantine (When selected, display inventory on the on hand and lots reports that is currently in quarantine.)
• All

Option to select a specific part number to filter results.

Option to search the active item list for part numbers that start with the same character.