Overview
A driver must be fully set up before they can use MetriXDSD for deliveries. This includes marking the employee as a driver, entering a User ID and Password, and assigning that driver to the appropriate route in Manage Routes.
Before You Begin
Before starting this setup, make sure the employee record already exists in FlexiBake. Drivers using the DSD app must be marked as drivers in their employee profile before they can receive credentials or be assigned to routes.
Warning: Employees and users are not the same in FlexiBake. An employee only counts as a DSD seat when assigned to and using the DSD app.
Open the Employee Record
Step 1
Navigate to the Accounting Center and click Employee.
Step 2
Double-click the employee you want to set up to open their profile for editing.
Mark the Employee as a Driver
Open the Other Information tab and Make sure the employee is selected as a Driver.
Note: A driver must be marked as Driver before they can use DSD credentials or be assigned to a route.
Add DSD Login Credentials
Step 1
Enter the User ID and Password for the driver.
Step 2
Click OK to save the employee changes, repeat as necessary.
Assign the Driver to a Route
Step 1
Navigate to the Shipping Center and click Manage Routes.
Step 2
Use the filters along the top of the screen to select the correct Day of Week and Delivery Period.
Step 3
Click the Route Heading for the route you want to update.
Step 4
Click Edit Route from the menu on the right side.
Step 5
Select the correct driver from the Driver drop-down field.
Step 6
Click OK to save your changes.
Step 7
Repeat these steps for all routes and active route days that require driver assignments.
Important Customer Setup for DSD
Note: If drivers will email or print invoices and statements as part of your process, review Set Invoice Delivery Methods. Invoice Deliveries are sent to the selected Company Contacts defined under the company profile.
Warning: If a customer will pay Cash on Delivery, make sure the customer is assigned the correct COD payment terms before deliveries are processed. Customer payment terms control invoice due expectations and become the default for new sales orders.
After Setup Considerations - Getting Started
Make all route and invoice changes before invoices are loaded onto the driver’s device, because loaded deliveries will not reflect later changes made in FlexiBake.
Do not load the same route onto more than one device. Invoices can only be processed once through DSD, and End of Day should be completed on the same device used for deliveries.
Note: See our DSD Daily Drivers Usage Guide for further information.
Tip: For the most accurate DSD workflow, complete route setup, route assignment, and invoice preparation before the driver logs in for the day.