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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Approval Processes for Direct Store Delivery (DSD) and Van Sales

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Approval Processes for Direct Store Delivery (DSD) and Van Sales

Similar to Retail Execution orders, all Direct Store Delivery and Van Sales orders are set to Ready status after drivers complete their order on the offline mobile app and the order's approval processes are completed. Here are considerations made while setting up direct approval processes of the Advance Orders object shipped as part of Static Resources for Direct Store Delivery and Van Sales.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

Only the direct approval processes are used for delivery documents and van sales orders.
Retail Execution orders are updated with status as Ready once an approval process is granted. Up until Spring ’25, you couldn’t set the status of DSD orders as Ready. Starting Summer ’25, DSD orders are set to Ready status post the approval process.
If you're an upgrade customer, we recommend reviewing the Initial Submitter field and updating it to Group: All Internal Users.

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