Key Concepts of DSD and Van Sales

Understand the activities part of a tour and route.

A route is a blueprint to create specific executable tours. A route lists customer stops in a specific sequence. A route defines the key characteristics (such as start warehouse, default user, and vehicles) for delivery, sales, or merchandising trips. Routes are mapped to warehouses with drivers, products, and vehicles.

Tours are executable trips for a specific day and the user includes tour-specific characteristics and configurations. A tour includes a list of preplanned customer visits. Delivery tours are integrated from external systems, while you can create van sales, pre-sales, and merchandising tours in the Salesforce org. A tour duration can be more of than a day.

A warehouse is the start point and the end point of a tour. A DSD or van sales driver executes tours in vehicles (trucks or trailers) with the products from the warehouse.

A typical tour covers:

• Start-of-day activities such as vehicle and safety checks, inventory checkout, time, and GPS tracking.
• Delivery execution such as van-sales orders, product delivery, cash collection, handling returns, and signatures.
• End-of-day activities such as time measurement, inventory or product audit, cash difference, and replenishment order taking.

Note Direct Store Delivery (DSD) and Hybrid tours don’t support

• Order quantity suggestions based on a customer's historical order data.
• Inclusion of promotions or promotional products in orders or documents.

Here’s the list of DSD user personas with their roles and responsibilities.

• DSD Driver: Starts a tour with a preloaded truck from the warehouse, delivers pre-ordered goods, collects empties, and returns to the warehouse. Tracks asset presence, checks in remaining products, and collects money at the end of the tour.
• Van Sales Rep: Checks out products for a vehicle at the warehouse. Performs a quick store audit and creates van sales orders during each visit. Picks up the products from the truck, hands them over to the customer (with an invoice), and collects money from cash customers.
• Warehouse Admin (Admin): Defines warehouse-specific tour standards, creates routes and van-sales tours for the warehouse drivers, and reviews the tours for DSD drivers.
• Warehouse Checker & Guard: Responsible for overseeing drivers loading and unloading trucks. Is the warehouse contact for drivers to document and sign products while receiving from the warehouse or leaving the warehouse. They request truck inventory audits from the drivers once a week.
• Cashier: Manages cash, checks, and receipts at a small cash point office at the warehouse. Receives payments from the drivers at the end of the tour. Oversees cash booking.

• Start and End of Tour Activities
  Drivers perform various activities at the start and the end of the tour. You can define the start and the end of tour activities based on the tour usage. Use tour templates to configure the list of activities at the start and the end of the tour. The driver performs the start and the end of the tour activities on the Consumer Goods Cloud offline mobile app.