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DSD Assist offers a complete and simple way to extend your Xero system, improving your sales and delivery processes.  With specialised mobile systems for your sales reps, van sales people and delivery drivers DSD Assist enhances your business. Integrated with Xero, DSD Assist reduces costs and provides flawless communication between your mobile workers and your management team. 

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Mobile CRM and Sales Representatives
 

If you use Xero 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

  • Create Prospects and update customer details

  • Review customer sales and performance

  • Create Sales Orders and Returns

  • Use our Soma    AI to identify upsell opportunities

  • Use a beautiful catalog to make sales to customers

  • Complete surveys, tasks and ranging reviews in store

  • Create customer notes

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Delivery Planning and Execution

If you use Xero 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

  • Load vehicles in reverse delivery sequence

  • Complete Pre and Post Run check lists

  • Track deliveries from when they leave your warehouse to the customer

  • Capture signature or photograph of delivery for POD

  • Collect Payment for COD customers

  • 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

  • Products recently purchased by customer featured

  • Customer Templates and Featured items to grow sales

  • Delivery Schedule can to established to ensure logistics efficiency

  • Customer can create Favorites or Pantry items 

  • Freight can be added automatically

  • Sales Reps notified of customers who have placed orders

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Van Sales and Cash Van

What information is exchanged between Xero and DSD Assist

Van Sales is one of the most complicated sales models.  With DSD Assist Integrated with Xero your salespeople can 

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  • Create a Load Request for replenishment inventory

  • Create Invoices and Credit Memos for the customer

  • Collect Payment, including credit card payments

  • Execute a prepared route plan, or create their own

  • Print invoices for the customer on portable printers 

  • Keep track of and be accountable for vehicle inventory

  • Be held accountable for collections from customers

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Using the Xero api's data is exchanged in both directions

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  • Contacts and Products are extracted from Xero 

  • Product Attributes can be mapped to various DSD Assist fields

  • Pricing is extracted from Xero

  • Invoices are extracted from Xero for Delivery

  • Sales Orders, Quotations and Credits are created in Xero by DSD Assist

  • Payments are created in Xero

  • PDF of the Invoice of Delivery docket is copied into Xero

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See how Xero customers are using DSD Assist

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