Encompass Technologies

Distributor IT contact steps on DSDLink User Management: find, invite, edit or unlink retailer users, change roles and account status, and export the list. Needs the Distributor IT Contact role.

DSDLink User Management

Distributor FAQ for dsdlink customer issues: Permission Denied and invalid password logins, missing password reset emails (mobile reset), wrong business name, managing retailer users, and product visibility. Requires v25.01+.

dsdlink Frequently Asked Questions

Explains the 99 Bottles 894 process: dsdlink receives distributor EDI 894 pre-delivery notices, creates dsdlink Orders, and sends a daily CSV to ABC boards; covers statuses and required fields. Needs…

99 Bottles 894 Process Overview

Video only: best practices for navigating dsdlink, with links to dsdlink help, paylink resources, KPIs, standard alerts, inviting customers, home announcements and retailer ordering. Requires v23.01+.

Best Practices Navigating dsdlink

Link list (no steps): learning path for independent retailers using dsdlink: selecting business and distributor, Shop, Cart, placing and editing orders, import files, password troubleshooting, plus distributor-side setup. v25.01+.

Role Based Learning - Independent Retailer

Link list (no steps) for the Independent Retailer learning path: dsdlink videos on the Shop, Cart, Orders and Manage pages, placing and editing orders, password help, plus distributor dsdlink setup.…

Learning Path - Independent Retailer

Retailer steps for linking a business to a distributor in dsdlink: log in, Add a Distributor from the Manage page, enter Customer ID and a Verified Invoice number, then confirm…

Linking a Business\/Distributor

Link list (no steps) for distributors: a dsdlink retailer ordering overview video plus links to dsdlink help, PayLink resources, KPIs, standard alerts, and inviting customers. Requires v23.01+.

dsdlink Overview: Retailer Ordering

Retailer troubleshooting for dsdlink login and password problems: sign in with your email, check for extra spaces, and reset it with Forgot username or password, or contact your distributor.

DSDLink Password Troubleshooting

Distributor steps for inviting a customer user to dsdlink from the Customers Users subtable in Encompass, including bulk invites for chain accounts. Needs CustomerEdit permission; v22.01+.

Inviting a customer to dsdlink

Retailer steps for resetting a forgotten dsdlink password: log in with your account email, check for extra spaces, use Forgot your password, then re-enter credentials or contact your distributor.

DSDLink Resetting Password

Distributor steps for creating and scheduling Home page announcements that retailers see on dsdlink. Needs Distributor IT Contact or Marketing role and dsdlink enabled. Requires v23.01+.

dsdlink Home Announcements

Distributor steps for creating ads on dsdlink with the Advertisements dashboard: use supplier ads or upload your own, schedule dates, and target customers. Needs a Distributor IT Contact or Marketing…

dsdlink Advertisements Dashboard

Distributor explainer on how Encompass builds customer Peer Groups from premise type, product mix and geography, and how they drive suggested products in dsdlink and Invoice Edit. Requires v22.01+.

Peer Groups

Distributor steps for installing the free dsdlink Standard Alerts from the App Library in Encompass: pick an alert, assign roles, and set a schedule. dsdlink need not be on. Requires…

dsdlink Standard Alerts (no cost)

Distributor steps for installing free dsdlink Standard Alerts (order reminders, order confirmations, license expiring) from the App Library in Encompass and scheduling them. Requires v23.03+.

dsdlink Standard Alerts

Distributor overview of the Retailer Label Home dashboard in Encompass: labels printed, brand matching, system vs custom labels, print queue, and links to design or generate retailer shelf labels. Requires…

Retailer Labels Home Dashboard - Overview

Video only: walkthrough of the new DSDLink experience, showing the updated dsdlink look and navigation for ordering and account tasks. Requires v22.01+.

DSDLink New Experience

Distributor overview of how EDI 894 pre-delivery notices are sent through dsdlink to 99 Bottles and ABC boards as a daily CSV, and how to troubleshoot missing files. Needs an…

99 Bottles Process Overview

Retailer overview of dsdlink online ordering: selecting a business and distributor, Shop and Cart pages, import files, placing and editing orders, Orders and Manage pages. Requires v22.06+.

dsdlink Overview

Retailer guide to the dsdlink Shop page: browse All Products, On Sale, New or Recommended tabs, filter products, view details, and use standard or 10-key product search to order. Requires…

Shop Page Overview

Retailer guide to the dsdlink Cart page: switch to saved carts, edit PO numbers and memos, save or remove orders per distributor, and review and place orders. Requires v24.01+.

Cart Page Overview

Retailer steps for choosing which business and distributor to view or order from in dsdlink using the menus at the top left of any page. Requires v22.06+.

Selecting Business and Distributor Guide

Retailer reference for what each order status means on dsdlink when tracking an order placed with a distributor. Article has no written content yet.

DSDLink Order Status Reference

Retailer guide to the dsdlink Manage page: connect to a distributor or business with a customer ID and invoice number, invite or disconnect users and assign roles. Requires v24.01+.

Manage Page

Retailer steps for editing an existing order on dsdlink: change quantities or remove items, commit changes and re-place the order. Only orders in Placed status can be edited, not Routed.…

Edit an Order

Retailer steps for placing an order on dsdlink: filter or search products on the Shop page, add quantities to the cart, review and place the order. Requires v22.06+.

Place an Order

Retailer guide to the dsdlink Orders page: view open, pre-order and canceled orders, edit placed orders before cutoff, and print, download or pay invoices. Requires v24.01+.

Orders Page

Distributor steps for designing a custom retailer label in Encompass from Retailer Label Home: pick a label type, add, edit or delete label components and preview the design. Requires v22.01+.

Design Retailer Labels

Retailer steps for importing an order file into the dsdlink Cart for one distributor at a time; the .csv or .xls file must have ProductNum and NumUnits columns. Requires v22.06+.

Import Files

Distributor steps for printing retailer shelf labels from the Retailer Label Home dashboard in Encompass: pick the customer, logo source, label type and colors, then preview and print. Requires v22.01+.

Generate Retailer Labels

Bailey Naas-Thornton

Retailer E-Commerce

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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