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DSD Admin Page Setup

One of the first steps to setting up DSD will be to configure the settings on your Admin Page. The settings here will apply to all DSD users, and so mainly have to do with invoice preferences and how the app interacts with FlexiBake itself.

Accessing the DSD Admin Page

To log into the DSD Admin Page,

  1. Using a browser, navigate to metrixdsd.com. The DSD Admin Page is not available through the app. 
  2. Sign in using the username "admin@domain" where the domain is the unique name/abbreviation assigned by a FlexiBake agent. The password is the same administrator password as defined in FlexiBake.

     

    If you do not know the administrator password, please ask someone who does have access to provide this to you, or reach out to support@flexibake.com. As a precautionary measure, our agents will require that permission is given by the account contact before providing such information.

 

Admin Page Settings

Now that the Admin Page is open, it's a good idea to know what each preference or feature does. 

Logo 

Here you can preview the logo file that has been set to appear on DSD invoices. In addition to the original image, a greyscale version is displayed to allow insight into how the logo will appear when printed from a Zebra printer. 

Printer 

Here there are 2 options for the default stock size:

  • 4"/104mm - Zebra Printer-  This option should only be selected if your drivers will be using either the Android or iOS apps in tandem with a Zebra bluetooth printer. Zebra printing is not available when using the browser version of DSD.
  • 8.5" x 11" (A4) - PDF and HTML Printing (Android/iOS/Browser) - Select this option if your drivers will be using the browser version, or if you plan to use an alternative bluetooth printer.

Credits

Here you can decide how the credit notes created from returns made via DSD will behave:

  • Automatically apply the credit to the invoice. Any leftover credit will be saved as an unapplied amount in FlexiBake - Selecting this option will cause credits incurred through returns to be applied against the invoice being delivered. DSD will deduct the credit amount from the total due on the invoice, and when synced the credit will be applied to the invoice in FlexiBake as well. If the value of the credit exceeds the invoice balance, the remainder will be available on that credit note in FlexiBake to be applied to other invoices by a FlexiBake user.
  • Create an unapplied credit note in FlexiBake - This option will leave the credit unapplied so that it can be reviewed and applied at a later date by a FlexiBake user. This means that the invoice created through DSD will reflect the full balance. This option is suggested for use when first implementing DSD as it allows for the office to more easily review and make corrections if necessary.

Payments 

Here you can decide how the received in DSD will behave, similar to the above options for credits:

  • Automatically apply the payment to the invoice. Any leftover credit will be saved as an unapplied amount in FlexiBake - Selecting this option will cause payments received in DSD to be applied against the invoice being delivered. DSD will deduct the payment amount from the total due on the invoice, and when synced the payment will be applied to the invoice in FlexiBake as well. If the value of the payment exceeds the invoice balance, the remainder will be available on that payment record in FlexiBake to be applied to other invoices by a FlexiBake user.
  • Create an unapplied payment in FlexiBake - This option will leave the payment unapplied so that it can be reviewed and applied at a later date by a FlexiBake user. This means that the invoice created through DSD will reflect the full balance. This option is suggested for use when first implementing DSD as it allows for the office to more easily review and make corrections if necessary.

End of Day 

Daily Report Send To Address - The email address entered here will be the default recipient for all End of Day reports made by your drivers. If entering more than one email address, make sure that they are separated by a semi-colon (;). To learn how to assign different email addresses to receive the End of Day report on a per-route basis, please see Set End of Day Recipient Override

Zero Undelivered Invoices - This option will cause any undelivered invoices (invoices that remain in the Pending Delivery section of DSD) to be zeroed out. This is intended for cases where for whatever reason a driver was unable to complete their deliveries for the day. When this preference is enabled, the driver will receive a warning that they undelivered invoices that will be set to zero. If they choose to proceed, the line items and quantities will be removed from the invoice during sync to prevent a bill being sent for a delivery that was not received.

 

If this preference is not enabled, the driver will receive a warning when ending the day that they have undelivered invoices that will need to be handled by the office. The invoices will be left as-is with original quantities until a FlexiBake user intervenes.

Email

The settings in this section are very important, as they are what allows emails to be sent out from DSD and what determine how those emails appear to your customers. Please be sure to fill out everything here for the best result!

Connection Settings

  • SMTP Server Address - This is your mail server address. If you're not sure, please ask your IT person/team for this information.
  • Port- The port to be used for DSD emails. If you're not sure, please ask your IT person/team for this information.
  • Security/SSL - Checking this box will enable the SSL security protocol.
  • Username/Email Address - Enter the email address that DSD should use to send the emails. This email will effectively be the workhorse used to send the emails, but you can select a different "From Address" in the next section. 
  • Password - Enter the password for the email address selected in the previous step. This must be kept up to date to maintain DSD's emailing capabilities.

     

    GMAIL - Please enable "allow less secure" apps through the following URL: https://www.google.com/settings/security/lesssecureapps  
    OUTLOOK 365 - SMTP Server: outlook.office365.com /Port: 25 or 87 /SSL: enabled

 

GMAILOUTLOOK 365

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  • From Address - Emails sent from DSD will appear to the customer as being sent from the address entered here. This field must be filled out for emails to succeed.
  • From Name - Enter the sender name that you would like to appear on DSD emails here.
  • CC Address (optional) - If you would like to receive a copy of all DSD emails sent out, you can enter an email address that will be cc'd and thus receive a copy.

Email Body/Message

Subject - Enter the subject line that you would like to be used here. This subject line will be static for all emails sent through DSD, so it's recommended to keep it pretty general.

Body - The text entered here will serve as a template for the email body text used when emailing invoices from DSD. You can personalize this message to your taste and business. Placeholders, found in the Placeholders tab, serve as dynamic fields that will be replaced with the corresponding information. For example, the kb-article-module-5 placeholder will be replaced by the first name entered on the contact record for a more personal touch. An example template is available on the Examples tab, feel free to copy it over and customize as desired.