Here is our guide to getting started with Dig This Data and all the Support Articles you will need for a smooth and seamless onboarding. 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
Dig This Data Support and Knowledge Base
Step One
Link your SOD account (if you do not sell via the LCBO you can skip this step)
*Note, if you are looking to move into the LCBO channel we do have ways to show you some data to help you guide your product decisions. Please reach out to Support for more information.
Registering and Setting Up an Account (skip items 1-3 in this article if you have already signed on with Dig this Data and proceed to item 4, uploading/ingesting data)
Step Two
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 Dig This Data
Benefits of using Dig This Data for Order Management
Setting up Warehouse Management
Step 5
Setting up your QuickBooks Integration (or other financial software) Support Article
If you are placing orders via Dig This Data you will probably also want to charge for these orders. Dig This Data 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 QB which is a huge time saver. In this article we will show you how to quickly integrate with QB 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
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. However on the next order it will default back to its Assigned Delivery Method
Assign Territories for Sales Reps
Bulk Ingesting Logistics Schedules
Step 7
Ingest Direct Delivery Vender Portal Orders
Dig This Data 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 QB. 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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