DSD Assist offers a complete and simple way to extend your MYOB AccountRight system, improving your sales and delivery processes. With specialised mobile systems for your sales reps, van sales, and delivery drivers DSD Assist enhances your business. Integrated with MYOB AccountRight, DSD Assist reduces costs and provides flawless communication between your mobile workers and your management team.
Mobile CRM and Sales Representatives
If you use MYOB AccountRight and have sales representatives visiting wholesale customers, using DSD Assist enables your mobile workers to
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Plan and optimise their journey plans
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Create Prospects and update customer details
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Review customer sales and performance
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Create Sales Orders and Returns
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Use our Soma AI to identify upsell opportunities
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Use a beautiful catalog to make sales to customers
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Complete surveys, tasks and ranging reviews in store
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Create customer notes
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Delivery Planning and Execution
If you use MYOB AccountRight and deliver products to wholesale customers using your own fleet of vehicles, integrating with DSD Assist enables you to
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Plan and optimise your delivery routes
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Load vehicles in reverse delivery sequence
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Complete Pre and Post Run check lists
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Track deliveries from when they leave your warehouse to the customer
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Capture signature or photograph of delivery for POD
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Collect Payment for COD customers
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Centrally manage fleet inspection checks and defect reporting
B2B Customer Web Ordering
While there are many Web ordering solutions, we believe we offer additional features of value to both you and your customers
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Filters to find products based on Product Attributes
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Products recently purchased by customer featured
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Customer Templates and Featured items to grow sales
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Delivery Schedule can to established to ensure logistics efficiency
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Customer can create Favorites or Pantry items
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Freight can be added automatically
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Sales Reps notified of customers who have placed orders
Van Sales and Cash Van
Van Sales is one of the most complicated sales models. With DSD Assist Integrated with MYOB AccountRight your salespeople can
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Create a Load Request for replenishment inventory
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Create Invoices and Credit Memos for the customer
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Collect Payment, including credit card payments
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Execute a prepared route plan, or create their own
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Print invoices for the customer on portable printers
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Keep track of and be accountable for vehicle inventory
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Be held accountable for collections from customers
What information is exchanged between MYOB AccountRight and DSD Assist
Using the MYOB api's data is exchanged in both directions
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Customers and Products are extracted from MYOB AccountRight
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Product and Customer Attributes can be mapped to various DSD Assist fields
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Price Group pricing is extracted from MYOB AccountRight
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Orders or Invoices are extracted from MYOB AccountRight for Delivery
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Sales Orders, Invoices and Returns are created in MYOB AccountRight by DSD Assist