Amendments

Service Description Amendments

Amendments
Title 
Widget 
Widget Description   
 
 
Amendments 
 
  
 
 
Number of unread amendments 
 
Click on the icon shows the summary page with the new entries.    
Available: 
 
Homepage dashboard 
Customer details page    
 
Amendments 
 
  
 
 
Shows the latest 4 unread new items. 
 
Click on an entry in the list for the Promotion from   
Number of unread amendments 
 
Click on the icon shows the summary page with the new entries.   
Number of new entries since the last transfer. 
 
Click on the icon shows the summary page with the new entries.    
Available: 
 
Homepage dashboard
     
General
Kebab menu (
)
 
 
 
Type 
Menu item 
Explanation   
 
 
 
Mark all as read 
   
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Executes one of the Promotions listed below 
 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Colour code 
ForceVisible 
 
 
Green if unread  
 
Date 
Visible 
DESC 
 
DD.MM.YYYY  
 
Text 
Visible 
 
Yes 
  
 
Type 
VisibleOnlyLandscape 
 
 
   
Customer columns (only present if accessed via start dashboard.)
 
 
 
Name 
Visible 
Sort 
Full text 
Explanation   
 
 
Colour code 
Forced 
 
 
 
Purple: Key account 
Blue: Prospect, transfer customer, new customer 
Red: Delivery block 
Orange: Not assigned 
  
Purple has the highest priority
Blue is before "Not assigned" and before delivery block.
That means a not assigned prospect with delivery block is shown in blue.
A "Not assigned" customer with delivery block is shown in orange.
   
 
Name 1 
Visible 
ASC 
Yes 
  
 
Name 2 
Hidden 
 
Yes 
  
 
Name 3 
Hidden 
 
Yes 
  
 
Customer 
Landscape 
 
Yes 
  
 
Street 
Landscape 
 
Yes 
  
 
Postcode 
Landscape 
 
Yes 
  
 
City 
Visible 
 
Yes 
  
 
ABC Status 
Hidden 
 
 
  
 
Country 
Hidden 
 
 
  
 
Telephone number 
Hidden 
 
 
  
 
Fax number 
Hidden 
 
 
  
 
E-Mail 
Hidden 
 
Yes 
  
 
Sales office 
Hidden 
 
 
  
 
Group of sales agents 
Hidden 
 
 
  
 
Price list 
Hidden 
 
 
  
 
Last visit 
Hidden 
 
 
Automatically determined.  
 
Visiting frequency 
Hidden 
 
 
  
 
Due date 
Hidden 
 
 
The text for this column is determined as follows:
No invoice discount: no visiting frequency present in the customer master data
No visit: no last visit present
Not due: Last visit + visiting frequency > current calendar week
Now: Last visit + visiting frequency == current calendar week
Overdue (1): Last visit + visiting frequency < current calendar week
Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week  
 
Visit duration 
Hidden 
 
 
  
 
Tour 
Hidden 
 
 
  
 
Start week 
Hidden 
 
 
  
 
Client 
Hidden 
 
 
  
 
Attribute1-16 
Hidden 
 
 
  
 
Type (customer) 
Hidden 
 
 
  
 
Currency 
Hidden 
 
 
  
 
Area 
Hidden 
 
 
  
 
Customer since 
Hidden 
 
 
  
 
State 
Hidden 
 
 
  
 
Main contact 
Hidden 
 
 
  
 
Delivery block 
Hidden 
 
 
  
 
Incoterms 
Hidden 
 
 
  
 
Incoterms 2 
Hidden 
 
 
  
 
Terms of payment 
Hidden 
 
 
  
 
Terms of delivery 
Hidden 
 
 
  
 
Customer group 
Hidden 
 
 
  
 
Account group 
Hidden 
 
 
  
 
Homepage 
Hidden 
 
 
  
 
Listing 
Hidden 
 
 
  
 
Send invoice separately 
Hidden 
 
 
  
 
Delivery note without price 
Hidden 
 
 
  
 
ILN 
Hidden 
 
 
  
 
Invoice discount 
Hidden 
 
 
  
 
Form of payment 
Hidden 
 
 
  
 
Customer category 
Hidden 
 
 
  
 
Price group code 
Hidden 
 
 
  
 
Association 
Hidden 
 
 
  
 
Advertising material 
Hidden 
 
 
  
 
Tax Ident Number 
Hidden 
 
 
  
 
VAT ID 
Hidden 
 
 
  
 
Status 
Hidden 
 
 
  
 
Order block 
Hidden 
 
 
  
 
Assigned 
Hidden 
 
 
  
 
Abbreviation 
Hidden 
 
Yes 
   
Promotion summary
The entry is marked as read. Additionally, the following action can be performed.
Attention! Most actions require that the record is still present on the device. However, it is possible that after logging, the record disappears again. The entry will then still be displayed. However, an action is no longer possible.
 
 
 
Type 
Action 
Explanation   
 
 
New document 
Opens the document
 
A new document was made available in DeDeSales by import.
  
 
Item cancelled 
Opens the document
 
An item in an order (document) was marked with the status cancelled.
  
 
DAILY REPORT released 
Opens the DAILY REPORT
 
In the DeDeSales backend, a previously completed DAILY REPORT by the field service was reopened.
  
 
New customer 
Opens the customer
 
If the client receives a new "Assigned to an agent" debtor, this is noted accordingly.
  
 
Customer note changed 
Opens the customer
 
There was a change in the notes of a customer.
  
 
New product 
Opens the product
 
If the client receives a new product, this is noted here accordingly.
  
 
Product status changed 
Opens the product
 
The status of a product was changed.
Which status change generates an entry must be configured in the backend under Basic configuration \ Settings \ "Product status generates new information".
  
 
New job 
Opens the job
 
A new job was made available for the employee.
  
 
New order template 
Opens the order template 
A new order template was made available for the employee.
  
 
New file 
Opens the file 
A new file was made available for the employee.
  
 
 
Listing change  
Opens the detail page 
 
Title: Listing change 
Header:  
 
Date 
Customer 
Client  
Widget:  
 
Listing  
Grid: Click opens the product 
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Picture 
Visible 
 
 
  
 
Change 
Visible 
 
 
Deleted or added  
 
Name 
Visible 
ASC 
Yes 
  
 
Product 
Visible 
 
Yes 
  
 
VME 
VisibleOnlyLandscape 
 
 
  
 
Sales unit 
VisibleOnlyLandscape 
 
 
       
Message
If the entry required for the action is no longer available, the following message/popup appears:
"The record required for display is no longer available on your device."
 
FAQ 
  
 
Release