Official DTD Support
24 results found
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Jump straight to store detail page in mobile app
In the mobile app having the ability to jump straight to a specific store detail page when I am on another. I would usually do this by changing the URL but there is no URL in the mobile app.
3 votes -
Store Level Product Mix by Category/Subset
Display a graph/pie chart showing the product mix at the store detail level.
ie. Wine = 75%, Spirits = 15%, Craft Beer = 4%, Macro Beer = 6%
3 votesThis is now available under Call Day Store Detail → Product Mix (a new tab).
Reporting by Product and Stock Quantity
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The ability to favourite stores so that we can easily access them when on the road
The ability to favourite stores so that we can easily access them when on the road
3 votes -
Manage Retail Filter
Have a Filter on the Manage retail page, so you can choose to see or filter out delisted stores
2 votes -
Inventory levels vs rate of sale within Warehouse details = # of weeks of inventory
At the store level you analyze the rate of sale vs the inventory levels and give a # of days of inventory left number - very helpful at store level. Why not do that very thing within the Warehouse Inventory data page? Would love to see this to help manage LCBO and orders
2 votesNow available for Premium Plan users in the Manager’s Dashboard
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Add Category/Subset as a column to Provincial leaders
Would be useful when exporting XLS from provincial leaders and viewing multiple subsets at a tie to see which product each subset belongs to.
2 votesProvincial, Regional, and DIstrict reports now have Subset Code and Name on screen exposed by mouseover of the Agent Name as well as included in XLS exports.
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Add "Revenue" as a tab on the Compare Tool
"Revenue" as a tab on the Compare Tool.
2 votesThis is now available.
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2 votes
Available in Call Days Store Detail and Industry Store Detail Product Compare
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2 votes
Available on Mouseover and added to PDF export
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Set an email reminder to reps regarding stock and stockouts, listings and delistings on a daily basis
If it were possible to send the sales team a reminder regarding the listings and de-listings, stock per items and stock outs on a per store, per territory basis.
1 vote -
Delivery Date Filter on Order Management
Would it be possible to add a filter on this screen for Delivery dates?
You could very quickly sort orders for sending to distribution for next day deliveries.1 vote -
Sales Chart for Mobile App
The ability to see the sales chart from the app
1 vote -
Can I do a mass update to customers information...
to update a specific field. ex. route numbers that weren't included when setup took place either in the delivery method or shipping agent code area.
Or do I have to do it one customer at a time?
1 voteYes. If you upload a new CSV, any records that contain a “internal_id” (Internal Identifier) field that exists, will update the record. If the internal_id does not exist, it will create a new one.
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Does anyone have a quick way to enter grocery orders into DTD other than manually for each order?
Right now it's very time consuming to enter every order that comes from the grocery management system. (so we don't do it, only entered into QBO)
Looking for an easy less time consuming method.
1 voteGMS import via CSV files is now supported
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Route Mapping
Being able to map your route by choosing staring point and end point. The map would generate the most efficient route to take. Look at the website Route XL for example. This would help reps on visit days schedule their routes.
1 voteThis feature is already available under the CRM menu item as the Day Planner. Reps can add accounts to their day plan, reorder or delete stops, and map out their entire route with instructed directions.
Reps should “check-in” once they arrive at locations and the system will calculate mileage.
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Font Colour
Hello, is it possible to change the font colour to a darker font?
I struggle to see the date/time when I'm looking at this file daily.Thank you.
1 vote -
Expand search parameters in the CRM
Is it possible to expand search parameters in the CRM so as to make it possible to search by city, postal, company name or partial names?
1 vote -
Xero integration
Xero integration
1 vote -
Additional Contact Information
additional information for the customer to include secondary contact and mobile phone, secondary email, etc.
1 vote -
more than 1 sales rep assigned to account
you should enable 2 reps to be assigned to an account. This will enable inside sales to call on the same accounts as the outside sales reps.
1 vote
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