Here is our guide to getting started with DigThisData with links to the support articles you will need for a smooth and seamless onboarding experience. We are always here to help though. If anything comes up please reach out to our support line and we will get back to you ASAP.
DigThisData Support and Knowledge Base
Step 1: Validate your data credentials
During the sign up process, you were prompted to select a default market and enter credentials for automated data ingestion (LCBO SOD, TBS SFTP, BC LDB Portal Credentials, Liquor Connect Credential, etc). Validate that your data is flowing into Dig and if not, it's more than likely your credentials are incorrect.
Credentials can be set under your name in the Main Navigation > Account Management
Registering and Setting Up an Account
Step 2: Invite your initial users who will be needed for setting up the account.
These include individuals that have your active Accounts lists, Products lists, and QB Admin Access.
*Note, We do not recommend adding Sales Reps as users until the platform is fully up and running unless they are integral to the onboarding process.
Step 3: Adding your Customer and Direct Products
Direct Products are your core products at your normal set price for On Premise, think, what you would put on a sell sheet. All inventory is tied to this product no matter what channel you see into or what price you sell it at. This is your Core Inventory Item.
Step 4: Enabling Warehouse Management (Optional but highly recommended)
Enabling Warehouse Management allows you to manage your inventory across multiple locations and is integral to managing orders from all channels if you are running orders through DigThisData.
Benefits of using DigThisData for Order Management
Setting up Warehouse Management
Step 5: Setting up your Accounting Integration Support Article
If you are placing orders via DigThisData you will likely benefit from processing theses orders into invoices via an accounting integration. DigThisData pushes products and pricing directly to your accounting software and offers the option of sending the invoice directly to the customer. You can bulk post to QBO, Sage, or Xero which is a huge time saver. In these articles we will show you how to quickly integrate with an accounting integration and sync all your products.
*Note, In this process you will need to sync all Products, this includes deposits, discounts and promotional items.
Setting Up Your QuickBooks Integration and Product Sync
Setting Up Your Xero Integration and Product Sync
Setting Up Your Sage Business Cloud Integration and Product Sync
Step 6: Setting up Reps, Territories and Logistics
Assigning Reps, Territories is super easy using our bulk upload templates.
*Note, Customers can have multiple reps assigned to them and can also be assigned by Territories.
*Note, Logistics Schedules are set as the default but can always be manually overridden if needed. All new orders will default to the Assigned Delivery Method.
Assign Territories for Sales Reps
Bulk Ingesting Logistics Schedules
Step 7: Ingest Direct Delivery Vender Portal Orders
DigThisData offers auto ingestions of all your DDVP portal orders. This is an immense amount of time. All your orders will appear in your manager order view. You can bulk create BOLs and post to QBO, Xero, Sage or another accounting integration. No more inputting orders manually which frees up your team for more important work.
*Note - No Support Article yet see simple instructions below.
Navigate to your profile (top right of all page views)
Account Settings > Account Management > Scroll down to Liquor Control Board of Ontario and click to spawn window. Enter your DDVP credentials > Set to Auto Ingest and Save
*Note - Just below you can do the same thing for TBS. We are working towards an auto ingest function for GMS but currently these orders still need to uploaded
Step 8: Setting up your On Tap B2B Store
Navigate to your profile (top right of all page views)
Account Settings > Account Management > Scroll down to On Tap B2B Store. You will find your handy step by step Setup Wizard that will walk you through the steps to set up your store. At this point you will need to have your Product Images handy.
Product Images can be added via your Brand Codes
Operations > Product Management > Product Codes > Click into each Brand to add a photo. There is a template and a guide found in each Brand.
Once complete please reach out to SUPPORT to to set up your Merchant Account
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