DSD Daily Usage Routine - For Drivers

This guide will cover the average daily routine that drivers can go through when using the DSD application.

Before beginning, it's important to note a few important points:

1.  Once invoices have been loaded onto a device, new deliveries cannot be added to the route, and the loaded deliveries will not reflect any changes made in FlexiBake after that point. Make sure that all changes are made prior to drivers signing in, and if necessary use the Save As Draft feature to handle very last minute adjustments.
   
   
2. Do not load the same route onto more than one device. Invoices can only be processed once through DSD, and the End of Day can only be completed on one device. For the most accurate End of Day report, end the day on the device that was used to complete the deliveries.

Loading Up

When loading invoices onto the device that will be used, a Wi-Fi or data connection is required. 

1. Open up the Metrix DSD app, or open the browser and go to metrixdsd.com.
   
   
2. Sign in to a route using the credentials provided by the DSD administrator. The Username will have the form [driver name]@[company name].
   
   • If you do not know your Company Name, please request this by email at [e-mail]
3. Select the date that you'll be delivering for.
   
   
4. It may take a moment for the deliveries to load. You'll be taken to the Main Menu of the app.

If the device will not have Wi-Fi or data during the deliveries, you must turn off wifi before proceeding, though airplane mode is recommended for best results. This prevents the device from picking up weak or inconsistent networks.

On the Road

1. From the Main Menu, click the Route Orders option to open a list of the day's deliveries.
   
   
2. Tap on the name of the customer that you're delivering to to open the invoice for adjustments.
   
   
3. Products on the order will be listed with the order quantities. These quantities can be adjusted by tapping into the quantity field.
   
   
4. If the customer gets stale buy-backs, a second column will be available for the Returned quantity to be entered.
   
   
5. Don't see the item you're looking for? Scroll down to the Additional Products section to see a list of any items delivered in the last 30 days that aren't included on the order being delivered.
   
   
6. Still don't see it? Click on the + button on the Additional Products to open up a full list of products. Tap on the one you want to add it to the screen, and adjust the Delivered and Returned quantities as necessary.
   
   
7. Review the quantities carefully. The credit value from any returned products will be auto-calculated, as will the invoice balance.
   
   
8. If payment is required on delivery, the Payment section will be present. Adjust the value of the payment received if necessary and indicate the Payment Method.
   
   
9. To finish the delivery, click Sync.
   • If the customer is required to provide a signature, the signature box will appear. Once signed, click the Save button to proceed.
     
     
10. A warning dialogue will appear to confirm that you're ready proceed, as no further changes will be able to be made.
    
    
11. At this point, the app will print and email copies of the invoice and credit note according to the customer's preferences. If there's any issue, you'll receive a pending sync error.
    
    
12. You'll be returned to the Route Orders screen. The now-completed delivery will have moved into the . You can tap on it to review the delivery, but no changes can be made.
    • Clicking the Preview button on a completed delivery will allow the invoice to be re-printed.
      
      
13. Repeat steps 2-11 until all deliveries have been completed.

What If I Get a Pending Sync Error?

Pending Sync errors can happen for a few reasons, and they'll need to be resolved before the day can be completed and the End of Day report sent. It's important to check the error message and evaluate what to do next. Below are some more common errors, and the method we suggest handling them.

To access Pending Syncs:

1. Click on the house icon in the upper left to return to the Main Menu. Tap on the Pending Sync option to open it.
   
   
2. Tap the Invoices section to expand it. Your Pending Syncs will be listed with an error  message indicating what happened.
   
   • Connection Error - This is the most common error, and offline users will become very familiar with it. Generally it's caused by a lack of Wi-Fi/data connection when syncing a delivery. We recommend not deleting this error as it could be that the delivery did not sync to FlexiBake, which could cause discrepancies. Instead, wait until you have a stable Wi-Fi connection and then hit the Sync button in the Pending Sync to try again.
   • Invoice synced but one or more emails failed to send  - This error happens if the customer is set to receive an email, but may be missing a recipient or the email was unable to be delivered (can be caused by a spam filter for example). The exact cause of the email failure is indicated in the error message. The invoice will have been synced to FlexiBake, this is error is just to let you know that the customer may not have received the email copy of the invoice. You can delete this sync error by tapping the trash can icon, but it's a good idea to make note and let the office know so that they can resolve the issue. 
   • Invoice Already Processed - This invoice has already been synced through DSD. This could happen if the route was loaded onto another device, or if your device switched from Wi-Fi to data or vice versa while the sync was completing. Check with the office to make sure that the sync is reflected in FlexiBake, and use the trash can icon to resolve the sync error

Ending the Day

Once you've completed your route, it's time to finish up by doing the End of Day. You'll need to be connected to a wifi or data connection for the End of Day to be completed.

1. Make sure that your Pending Sync errors have been resolved. If you see a yellow number badge on your home icon, there are Pending Syncs waiting to be resolved.
   
   
2. In the Main Menu, click on End of Day.
   
   
3. Add any notes for the office in the Notes section and review the breakdown of the day's deliveries.
   
   
4. Once you're ready, click the Complete Day.
   • If there are any outstanding deliveries in Pending Deliveries, a pop-up will warn you and ask if you would like to continue.
     
     
5. A message will appear to let you know that your day has been successfully completed and you'll be logged out.