DeDeSales Backend
Basic Operation of the Backend
Screen Splitting
Most displays are shown split into two parts. You can adjust this layout according to your prefer...
Tables
In many areas, the data is presented in table form. All views in table form can be sorted, filte...
Date Selection
Usually, there is the option to select the date range. A check prevents, for example, the From-Da...
Restricting Data Access for Backend Users
In the Basic configuration > Employee section, it is possible to assign a web backend user to eac...
Menu Basic configuration
Devices
This is where devices for employees are created. The first device is manually created by you and ...
Clients
Here the Configuration parameters for the clients (sales organisations / distribution channels) a...
Language
Important General Information Translations in DeDeSales can be entered not only for foreign langu...
Roles
Here the roles for the client are created. This is usually done by DeDeNet following the respecti...
Employee
Here you create the employees who either receive a device or are assigned to a customer from the ...
Code tables
Various things are controlled via the code tables. You can create new ones or, if provided, these...
Areas
An area assignment can be used whenever you do not have a direct assignment between Employee and ...
Settings
System-wide basic settings are made here. Most settings are already made by DeDeNet after the wor...
Settings - Manage PDF Contents
Define the header and footer here for different PDF documents created by DeDeSales. You can creat...
Settings - Manage e-mail content
Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggesti...
Settings - E-Mail Templates (Opportunities & Leads)
General Central administration of the e-mail templates available for selection in the "E-Mail" wi...
Menu Administration
User
General Users are responsible for operating the backend. They have nothing to do with the menu it...
Roles
General This section concerns the determination of what a User is allowed to do in the backend an...
Password
At this point, you change the password of the backend user with which you are currently logged in...
Licence
Here you get an overview of your currently issued licence. Licences can only be processed by DeDe...
Log files
The Log files section is divided into 4 areas. It is recommended not to enable this section for a...
E-mail subscriptions
Each WEB backend user can be assigned so-called e-mail subscriptions. An e-mail subscription info...
Total import
The total import is started every night at a set time by a task. Use the button if you want to pr...
Status bar left area (System and further links)
The status bar shows you the following information in the left area: 1. System Here you can see...
Status bar right area (Employee and Customer Search)
In the right area of the status bar you will find the search function in the backend. 1. Search...