Official DTD Support

  1. Make Day Plan Stops Easier to Reorder

    We've had feedback from our reps, whom we are encouraging to make full use of the CRM. One major frustration is how bulky the process for reordering the stops on the day plan is.

    I've received three suggestions that I want to pass on as possibilities, or help point you in the direction of your own solution.


    1. Make the stops drag and drop like they use for Google Maps

    2. Have an editable stop number (ie. you can overwrite stop 8 as stop 4 and it will reorder accordingly)

    3. Allow check-ins at any point in the day plan, bypassing the order…
    2 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Manual Addresses to Tasks

    Not all tasks we plan are for established accounts or licensee leads, but we cannot add them to the Day Plan without an address or associated accounts. Can we have the ability to type our own addresses?

    1 vote
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    closed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Combine Pack-In and Pack-Out Adjustments and restrict Lot and Products

    These Adjustments were added to our options to allow current inventory to turn into other products (ie. decanting kegs or breaking down can cases into individual singles). So essentially, you will never do one without the other. As it is right now, it is a two step process in DtD for a single physical action.

    So the above, to me, makes alot of sense. However, further inventory control benefits can easily be built into it as well. The Repack could force the same batch on the Lot Code to transfer over (as it should always have come from the same…

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have the Option to turn Lot Generation and Inventory Creation into a 1-step Process

    As Lot Generation must occur before New Inventory can be put into our warehouses, it would be a great time saver and will reduce user errors to make it a one-step process.

    As we had discussed on a call, the suggestion is to have a checkbox when creating a lot to also increase the inventory with a 'New' adjustment and to select the warehouse to create it into as well.

    1 vote
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  5. Add Orders to Day Plan

    Instead of adding account cards or created tasks to our day plan, we would like the ability to send certain orders directly to our agents in a day plan route. Alternatively, the option to turn an order into a prepopulated task would be effective too.

    1 vote
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  6. Batch processing for orders

    It would be nice if we could batch process pre-orders into orders that we export from DDVP and GMS. Also, if we could batch update all open orders to posted.

    1 vote
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  7. Location Analysis XLS Export

    Export 'Reports > Location Analysis' to XLS

    2 votes
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  8. Add version codes to export files.

    We have written a few scripts in-house to manipulate DTD exports for use in other systems. To help ensure continuity on our side would it be possible to include a versioning code in the exports? This way we can be alerted when the exports change and make the requisite changes.

    1 vote
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  9. Exporting of information ie Customers, Products

    Export customer lists and product lists in order to do mass updates.

    2 votes
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    This is already possible for Customers. From the bottom “hamburger” icon, select the XLS export option. The export does not contain the same fields as the import template, however it can act as a starting point.

    Exporting Products is planned, but is complicated by the different types of products. It’s likely that only Direct products will be exported.

  10. Zapier Integration

    Allow DTD to use Zapier for third part app integrations.

    Example: Order details could be integrated with Zapier to allow for automated order workflows. Or inventory level alerts could be tied to an alert or notification systems.

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Is there an interest in connecting a google calendar to the 'Follow Ups' we schedule? Or is there a quick look/screen for all Follow Ups?

    Is there an interest in connecting a google calendar to the 'Follow Ups' we schedule? Or is there a quick look/screen for all Follow Ups?

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The Call Day Follow Up functionality is designed as a visual reminder for the current day.

    DTD Premium includes our fully integrated CRM which supports Tasks alongside Calendar (Google/Outlook/Apple) integration. With Tasks, you can set Cal notifications for any number of reasons.

    Adding similar support for Follow Ups is certainly possible, however it will require an interface audit for useability.

  12. Add a District Filter to Compare Tool

    When comparing Product/Brand, I would like to ability to filter by districts.

    1 vote
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  13. Custom colour schemes

    Would be nice to set the colour scheme for your brewery to better match brand colours to the product related charts!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This concept has been proposed in the past and while we do agree with the general idea, in practice it can expose a number of issues. Some DTD accounts support upwards of 70 products in retail channels and hundreds in Direct. For smaller catalogues it is reasonable, but larger ones can present significant issues. Additionally, for the user interface, having the standard DTD colours maintains cleanliness and cohesion.

  14. API Access

    API Access to query Dig this Data datasets from external applications

    5 votes
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  15. Add Category/Subset as a total to the Compare Tool

    When using the compare tool to compare agents, would be useful to have a tab that shows the category/subset makeup of the selected agents in compare.

    4 votes
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  16. Add Subset Market Share to Product Overview Locations Table

    Add the share of subset sales volume per location for a particular sku to the locations table for export.

    2 votes
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  17. Suggested Order Quantity

    An idea that needs a bit more analysis/thought but it would be great to explore a suggested order quantity based on X period of sales and a minimum inventory threshold

    3 votes
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  18. Misc suggestions

    -enable search function in "configure stores" tab
    -enable customized product list for stores (atleast have products listed in the same order)
    -enable customized packaging sizes for orders (we only want 24 packs available) - or enable default package size to be set to 24
    -Seach function for existing orders to edit them (prefer to seach for store number)
    -Sort existing orders by store number (low to high)
    -Sort stores in Call Days by store number (low to high)
    -Use the same colour scheme for each product in all graphs. The colour scheme changes continually. If Big Rig Gold #398255 is…

    3 votes
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