Direct Store Delivery and Van Sales
Direct Store Delivery (DSD) is a supply chain model where a manufacturer sells goods directly to retailers. You can process orders, payments, deliveries, and returns by using DSD. With Van Sales, drivers can create orders and deliver the ordered goods from the free stock during a store visit. The DSD and Van Sales model covers pre- and post-tour activities, inventory management, delivery planning and execution, sales, financial management, and retail execution.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| WHO DOES THE ACTION | WHAT’S THE ACTION | WHAT’S THE RESULT |
|---|---|---|
| Order Management | Pre-orders from external systems | Orders integrated with the desktop application. |
| Tour Preparation |
|
Delivery and Van Sales tours are ready for the driver to carry out. |
| Start of Day |
|
Driver starts the tour. |
| Delivery Execution |
|
Driver executes the tour. |
| End of Day |
|
Driver completes the tour. |
| Tour Monitoring |
|
You can review and report tour details. |
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Dive deeper into Salesforce Help. |
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Use Trailhead to build and test your skills. Direct Store Delivery and Van Sales Basics in Consumer Goods Cloud |
- Key Concepts of DSD and Van Sales
Direct Story Delivery (DSD) and Van Sales involve two key concepts—Tours and Route. - Tour Management Templates
As a first step in tour planning, create tour templates and route templates, and then use the templates to configure the tour settings. - Tour Planning
Plan a route plan and execute it for timely and direct delivery of goods to retailers from the warehouse. - Deactivate Tour Validation Rules
If you upgrade the Consumer Goods Cloud Managed package and are an existing user of the DSD and van sales capability, deactivate the validation rules for truck and trailer fields on the Tour object. - Set up a Tour Driver Profile in Retail Execution
In the Consumer Goods Cloud, we don't provide a separate user profile for tour drivers. Create a user profile or clone an existing Sales Rep user profile and assign the tour driver permission sets in case you haven’t done so during the installation. - Set up a Hybrid User
In Consumer Goods Cloud, Salesforce doesn't provide a separate user profile for hybrid users. Create a user profile or clone an existing Sales Rep user profile, and then assign the hybrid user permission set. - Configurations to Show Tours on the Consumer Goods Cloud Offline Mobile App
Make a few configurations on the Consumer Goods Cloud desktop app as part of the initial setup for tours on the Consumer Goods offline mobile app. - Configurations for Start of the Tour Activities on the Consumer Goods Cloud Offline Mobile App
Typically, check-out documents are integrated from the external systems as orders into the Consumer Goods Cloud desktop app. Consumer Goods Cloud ships out of the box all relevant templates for product check-out via the demo data upload in Static Resources. - Delivery Execution Configurations on the Consumer Goods Cloud Desktop App
Make certain configurations on the Consumer Goods Cloud desktop app as part of the initial setup for delivery execution of tours on the Consumer Goods Cloud offline mobile app. - Configurations for End Tour Activities
Efficiency of end-of-day tour activities on the Consumer Goods offline mobile app hinge on key configurations for tour and vehicle reviews, check-ins, and inventory. - Cash Float Transactions
Configurations needed for the creation of cash float transactions for standard orders, van sales, or delivery documents. Cash flow transactions are tracked only for payments made in cash or check for the order or direct store, or van sales deliveries. - Document Transaction Types (DTT)
Determine how the Consumer Goods Cloud offline mobile app processes a document, including whether the driver collects payment or the type of printed document. DTT is an attribute in Order Template and for delivery documents, it’s integrated into the Enterprise Resource Planning (ERP) system. - Inventory Management
Each time the driver loads the vehicle, an inventory transaction is created (if it isn’t present) for the products based on the inventory configuration. The transaction entry is based on a combination of product name and an anchor, which can be a user, vehicle, or tour. - Visit, Order, and Delivery Document Cancellation
Users can cancel visits, deliveries, and orders on their mobile devices when unexpected events stop them from finishing tasks. Some common reasons for cancellation include inventory issues such as damaged or expired goods; logistics problems such as bad traffic, payment issues when customers can't process transactions; or store-related issues such as unexpected closures or disputes over orders. - Route-Based Assignments for Users
Manage account manager relationships by using route assignments instead of territorial assignments made through org units or trade org units. Improve the setup and user experience for Consumer Goods Cloud users such as sales representatives and merchandisers. Instead of providing users with a broad set of features and data relevant to an entire region (territory), give them access to task-focused features. With this setup, users can access the features, customer information, and tours they need.
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