DSD & Mobile Sales Setup and Administration
WMS+ supports Direct Store Delivery (DSD) and Mobile Sales through an integrated module that connects real-time field transactions to SAP Business One. To enable these workflows, system administrators must configure customer routes, driver assignments, staging bins and truck locations within SAP B1 and WMS+.
The sections below explain how to configure DSD routing, customer filtering, and truck-based loading workflows in SAP Business One and WMS+.
Configuring DSD Routes for Customers
In SAP Business One, route codes must be assigned to DSD-eligible customers. These are stored in a UDF field on the Business Partner Master Data record.
Configuration:
Field: SEM/DSD:Route
Location: Business Partner Master Data → Address Tab
Purpose: Defines the delivery route for each customer. Used by WMS+ to filter available customers during DSD workflows.
Each route code should follow a consistent format and be unique per logical delivery path. If a customer belongs to multiple routes, a default should be selected. Routes must match the driver’s assigned code for the customer to appear in WMS+.
Admin Tip:
Use standardized, unique route codes (e.g., ROUTE-01, FF-TRUCK-04). Maintain an internal list to ensure consistency between customer records and driver assignments.
Assigning Routes to Drivers
Each WMS+ driver must be linked to the route(s) they are responsible for. This is controlled using a UDF in the SAP B1 user record associated with their WMS+ login.
Configuration:
Field: DSD:Routes
Location: Administration → Setup → Users → UDF Tab
Purpose: Filters customers, orders, and inventory in WMS+ based on the driver’s assigned route.
The value entered must match the SEM/DSD:Route from the customer master data. Multiple routes can be comma-separated if the driver services more than one.
Admin Tip:
Keep driver UDFs synchronized with customer routes; mismatches prevent customers appearing in mobile workflows.
Staging and Loading Zones for DSD Operations
WMS+ uses standard warehouse staging and transfer logic to prepare orders for DSD delivery. This requires the use of staging bins and truck-specific destination bins in the SAP B1 bin structure.
Staging Bin Configuration:
Bin Code Example: STAGE-DSD-01, FF-STAGE-XDOCK-REC01A
Purpose: Temporary holding area for picked DSD inventory before loading.
Truck Bin Configuration:
Bin Code Example: TRUCK-01, FF-TRUCK-04
Purpose: Logical bin representing a delivery vehicle. Used as the destination bin during transfer from staging. Use a consistent naming pattern and avoid changes once they are assigned to active documents.
Admin Tip:
Truck bins should follow a consistent naming pattern and remain static in bin setup. Avoid deleting or renaming active truck bins once assigned to open documents.
WMS+ Logic: Route-Based Filtering
Once configured, WMS+ automatically applies route-based filtering during all DSD workflows. The system evaluates both customer and driver route fields to restrict visibility of customers, orders, and inventory.
Filtering Logic:
If the customer has a SEM/DSD:Route and the driver’s user UDF matches, the customer is displayed in WMS+.
Only inventory loaded into the truck bin assigned to the driver’s route is accessible during scanning.
Customers without a valid route or with mismatched route codes will not appear in DSD order, invoice or return lists.
Pallet Handling in DSD
If pallet logic is enabled via Admin Panel → Process Settings, WMS+ assigns a new pallet with a license plate (SSCC) when the DSD document is opened. Additional items are grouped into that pallet unless manually reassigned.
Admin Considerations:
SSCC License Plate Templates must be configured for automated pallet numbering.
Pallet Label Formats must be defined to ensure correct pallet ID output.
Bin Restrictions should be used to control where palletized inventory is stored.
Pallet tracking enhances traceability during mobile delivery and return workflows.
Pallet labels are generated upon trip completion and recorded in SAP B1 for audit purposes.
System Validation & Troubleshooting
To ensure successful DSD operation:
Verify that all DSD routes are present in both customer and driver records.
Ensure that truck bins are created and mapped to the correct warehouse.
Use consistent bin and route naming for clarity across configurations.
Confirm that only inventory in the driver’s assigned truck bin is available for scanning during mobile workflows.
Check Admin Panel → User Setup tab to validate user-specific overrides if filtering fails.