Official DTD Support

  1. 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

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  2. 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

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  3. Manage Retail Filter

    Have a Filter on the Manage retail page, so you can choose to see or filter out delisted stores

    2 votes

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  4. Sales Chart for Mobile App

    The ability to see the sales chart from the app

    1 vote

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  5. 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 vote

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  6. 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 vote

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  7. 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 vote

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    This 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.

  8. 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

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  9. 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

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  10. 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

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  11. Xero integration

    Xero integration

    1 vote

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  12. Additional Contact Information

    additional information for the customer to include secondary contact and mobile phone, secondary email, etc.

    1 vote

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  13. 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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  14. 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 votes

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  15. Payment terms section

    Add a section where payment terms can be indicated for direct customers (licensee)

    1 vote

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  16. 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 votes

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  17. Add "Revenue" as a tab on the Compare Tool

    "Revenue" as a tab on the Compare Tool.

    2 votes

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  18. Store Level Product Ranking

    Can you make the product ranking at the store level more visible? Maybe in the Product section of the page as a column beside Average Units?

    1 vote

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  19. Weekly Performance

    Break down store count/listings by brand.

    For example:

    421 stores would break out into:

    Brand A: 350
    Brand B: 71

    1 vote

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  20. 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 votes

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