Preparing DSD Invoices for Drivers

Before Generating Sales Orders or Route Delivery Slips, ensure that the routes are set up as desired in the Shipping Center –> Manage Routes screen. To read more about this check out the following articles: 

• Sequence a Route
• Manage Routes Video
• Override Route Sequence or Assign an Order to a Route
• Or check out the dedicated section: Route Management Center Articles

Also ensure the drivers have been given DSD credentials in the Accounting Center –> Employee Button –> Other Information Tab in employee profile. To read more about this see: 

• Mark an Employee as a Driver

Daily Steps

1. In the Sales Center - Generate Standing Sales Orders for the desired Date(s), or manually create “New Sales Orders” for the desired date(s).
   • See the order taking articles for assistance: Sales Center Articles
2. Once all Sales Orders have been added to FlexiBake for the day go to Shipping Center –> Generate Route Delivery Slips Button –> Generate RDS for desired Date(s). 
   • Generate Route Delivery Slips
3. Ensure all Route Delivery Slips have been invoiced in “Maintain Route Delivery Slips” button.
   • Invoice Route Delivery Slips
     • Optionally print Invoices if required.

The invoices will now be available for the drivers to download to their devices.