---
schema_version: "1"
id: 7e8e67ebcd08b0392d2b1e3de0d013054d97c46b53aae71292415f6bfbb2d21b
title: Direct Store Delivery and Van Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_dsd_vansales.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_dsd_vansales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 730d205b832faa91f33aade54540f47b1cba93b8a2cde1b99cb9e1c1c8a5ab88
description: Direct Store Delivery (DSD) is a supply chain model where a manufacturer sells goods directly to retailers. You can process orders, payments, deliveries, and returns by using DSD. With Van Sales, drivers can create orders and deliver the ordered goods from the free stock during a store visit. The DSD and Van Sales model covers pre- and post-tour activities, inventory management, delivery planning and execution, sales, financial management, and retail execution.
products:
  - Consumer Goods
release: "264"
---
# Direct Store Delivery and Van Sales

Direct Store Delivery (DSD) is a supply chain model where a manufacturer sells goods directly to retailers. You can process orders, payments, deliveries, and returns by using DSD. With Van Sales, drivers can create orders and deliver the ordered goods from the free stock during a store visit. The DSD and Van Sales model covers pre- and post-tour activities, inventory management, delivery planning and execution, sales, financial management, and retail execution.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience </p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and
              <strong>Unlimited</strong> Editions where Consumer Goods Cloud is enabled
            </p>
          </td>

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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52540e64">WHO DOES THE ACTION</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52540e67">WHAT’S THE ACTION</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52540e70">WHAT’S THE RESULT</th>
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            <td data-label="WHO DOES THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e64 ">Order Management</td>

            <td data-label="WHAT’S THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e67 ">Pre-orders from external systems</td>

            <td data-label="WHAT’S THE RESULT" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e70 ">Orders integrated with the desktop application.</td>

          </tr>
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            <td data-label="WHO DOES THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e64 ">Tour Preparation</td>

            <td data-label="WHAT’S THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e67 ">
              <ul>
                <li>Tour planning</li>

                <li>Tour template management</li>

                <li>Create tours and routes</li>

                <li>Route optimization</li>

              </ul>
            </td>

            <td data-label="WHAT’S THE RESULT" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e70 ">Delivery and Van Sales tours are ready for the driver to carry out.</td>

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            <td data-label="WHO DOES THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e64 ">Start of Day</td>

            <td data-label="WHAT’S THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e67 ">
              <ul>
                <li>Identify and review tour information</li>

                <li>Vehicle and safety checks</li>

                <li>GPS and Time tracking</li>

                <li>Truck inventory Check-out</li>

              </ul>
            </td>

            <td data-label="WHAT’S THE RESULT" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e70 ">Driver starts the tour.</td>

          </tr>
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            <td data-label="WHO DOES THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e64 ">Delivery Execution</td>

            <td data-label="WHAT’S THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e67 ">
              <ul>
                <li>Product deliveries</li>

                <li>Van sales and pre-sales</li>

                <li>Other deliveries</li>

                <li>Merchandising</li>

                <li>Price calculation</li>

                <li>Return and empties management</li>

                <li>Cash collection</li>

                <li>Documentation</li>

              </ul>
            </td>

            <td data-label="WHAT’S THE RESULT" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e70 ">Driver executes the tour.</td>

          </tr>
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            <td data-label="WHO DOES THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e64 ">End of Day</td>

            <td data-label="WHAT’S THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e67 ">
              <ul>
                <li>Inventory check-in</li>

                <li>Inventory audits</li>

                <li>Product and cash difference</li>

                <li>Vehicle check&nbsp;time measurement</li>

                <li>Presettlement</li>

                <li>Replenishment order</li>

                <li>Vehicle and safety checks</li>

              </ul>
            </td>

            <td data-label="WHAT’S THE RESULT" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e70 ">Driver completes the tour.</td>

          </tr>
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            <td data-label="WHO DOES THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e64 ">Tour Monitoring</td>

            <td data-label="WHAT’S THE ACTION" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e67 ">
              <ul>
                <li>GPS monitoring</li>

                <li>Tour review</li>

                <li>Tour summary reporting</li>

              </ul>
            </td>

            <td data-label="WHAT’S THE RESULT" class="slds-cell-wrap" style="vertical-align:top;" headers="d52540e70 ">You can review and report tour details.</td>

          </tr>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/resources-global/_corporate/images/learning_minimap/help_minimap.png" alt="Help icon"></span></td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <p>Dive deeper into Salesforce Help.</p>
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_tour_planning.htm&amp;release=264.0.0&amp;type=5" title="Plan a route plan and execute it for timely and direct delivery of goods to retailers from the warehouse.">Tour Planning</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_dsd_inventory_management.htm&amp;release=264.0.0&amp;type=5" title="Each time the driver loads the vehicle, an inventory transaction is created (if it isn’t present) for the products based on the inventory configuration. The transaction entry is based on a combination of product name and an anchor, which can be a user, vehicle, or tour.">Inventory Management</a></li>

              </ul>
            </td>

          </tr>
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            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;"><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:35px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_admin-264-0-0-production-enus/5bb7d7f5-119d-42d0-8596-95e762837019/resources-global/_corporate/images/learning_minimap/trailhead_minimap.png" alt="Trailhead icon"></span></td>

            <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
              <p>Use Trailhead to build and test your skills.</p>
              <p style="margin-bottom:0;"><a href="https://trailhead.salesforce.com/content/learn/modules/direct-store-delivery-and-van-sales-basics-in-consumer-goods-cloud" target="_blank">Direct Store Delivery and Van Sales Basics in Consumer Goods Cloud</a></p>
            </td>

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- **[Key Concepts of DSD and Van Sales](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_keyconcepts_tour_route.htm&release=264.0.0&type=5)**  
    Direct Story Delivery (DSD) and Van Sales involve two key concepts—Tours and Route.
- **[Tour Management Templates](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_tour_management_templates.htm&release=264.0.0&type=5)**  
    As a first step in tour planning, create tour templates and route templates, and then use the templates to configure the tour settings.
- **[Tour Planning for Direct Store Delivery](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_tour_planning.htm&release=264.0.0&type=5)**  
    Plan a route plan and execute it for timely and direct delivery of goods to retailers from the warehouse.
- **[Deactivate Tour Validation Rules](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_tour_validations.htm&release=264.0.0&type=5)**  
    If you upgrade the Consumer Goods Cloud Managed package and are an existing user of the DSD and van sales capability, deactivate the validation rules for truck and trailer fields on the Tour object.
- **[Set up a Tour Driver Profile in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_tour_driver.htm&release=264.0.0&type=5)**  
    In the Consumer Goods Cloud, we don't provide a separate user profile for tour drivers. Create a user profile or clone an existing Sales Rep user profile and assign the tour driver permission sets in case you haven’t done so during the installation.
- **[Set up a Hybrid User](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_setup_hybrid_user.htm&release=264.0.0&type=5)**  
    In Consumer Goods Cloud, Salesforce doesn't provide a separate user profile for hybrid users. Create a user profile or clone an existing Sales Rep user profile, and then assign the hybrid user permission set.
- **[Configurations to Show Tours on the Consumer Goods Cloud Offline Mobile App](https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_tour_configurations_for_mobileapp.htm&release=264.0.0&type=5)**  
    Make a few configurations on the Consumer Goods Cloud desktop app as part of the initial setup for tours on the Consumer Goods offline mobile app.
- **[Configurations for Start of the Tour Activities on the Consumer Goods Cloud Offline Mobile App](https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_start_tour_activities_configurations.htm&release=264.0.0&type=5)**  
    Typically, check-out documents are integrated from the external systems as orders into the Consumer Goods Cloud desktop app. Consumer Goods Cloud ships out of the box all relevant templates for product check-out via the demo data upload in Static Resources.
- **[Delivery Execution Configurations on the Consumer Goods Cloud Desktop App](https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_delivery_execution_configurations.htm&release=264.0.0&type=5)**  
    Make certain configurations on the Consumer Goods Cloud desktop app as part of the initial setup for delivery execution of tours on the Consumer Goods Cloud offline mobile app.
- **[Configurations for End Tour Activities](https://help.salesforce.com/s/articleView?id=ind.cg_reference_admin_configurations_end_tour_for_mobileapp.htm&release=264.0.0&type=5)**  
    Efficiency of end-of-day tour activities on the Consumer Goods offline mobile app hinge on key configurations for tour and vehicle reviews, check-ins, and inventory.
- **[Cash Float Transactions](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_cash_float_transactions.htm&release=264.0.0&type=5)**  
    Configurations needed for the creation of cash float transactions for standard orders, van sales, or delivery documents. Cash flow transactions are tracked only for payments made in cash or check for the order or direct store, or van sales deliveries.
- **[Document Transaction Types (DTT)](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_document_transaction_type.htm&release=264.0.0&type=5)**  
    Determine how the Consumer Goods Cloud offline mobile app processes a document, including whether the driver collects payment or the type of printed document. DTT is an attribute in Order Template and for delivery documents, it’s integrated into the Enterprise Resource Planning (ERP) system.
- **[Inventory Management for Direct Store Delivery](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_dsd_inventory_management.htm&release=264.0.0&type=5)**  
    Each time the driver loads the vehicle, an inventory transaction is created (if it isn’t present) for the products based on the inventory configuration. The transaction entry is based on a combination of product name and an anchor, which can be a user, vehicle, or tour.
- **[Visit, Order, and Delivery Document Cancellation](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_visit_order_cancellation.htm&release=264.0.0&type=5)**  
    Users can cancel visits, deliveries, and orders on their mobile devices when unexpected events stop them from finishing tasks. Some common reasons for cancellation include inventory issues such as damaged or expired goods; logistics problems such as bad traffic, payment issues when customers can't process transactions; or store-related issues such as unexpected closures or disputes over orders.
- **[Route-Based Assignments for Users](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_route_based_assignments.htm&release=264.0.0&type=5)**  
    Manage account manager relationships by using route assignments instead of territorial assignments made through org units or trade org units. Improve the setup and user experience for Consumer Goods Cloud users such as sales representatives and merchandisers. Instead of providing users with a broad set of features and data relevant to an entire region (territory), give them access to task-focused features. With this setup, users can access the features, customer information, and tours they need.