Menu Basic configuration Devices This is where devices for employees are created. The first device is manually created by you and uses a licence. Up to 2 multi-device configurations can be created via the employee; these are linked to the licence of the main device.  There are devices used by DeDeNet GmbH. These devices do not consume licences. Add a new device You press the plus to add a new device. Device number This is a mandatory field. Here you choose a preferably long, cryptic name to increase security. You then enter this number in the corresponding field during the client installation. Model This is a mandatory field where you enter the information about the model. For multi-device configurations, the model number is derived from the main device. Since the device number is very cryptic and depending on how the first model was named, it may make sense to change the model number so that it can be better assigned to an employee. TeamViewer ID If your TeamViewer is licensed so that you can assign fixed IDs and passwords for a device, you have the option here to store the data for DeDeSales support. All other fields Here you can store further information such as serial number etc. These data have no influence on the DeDeSales client but may facilitate the administration of devices in the backend. Delete device If you want to delete a device, select the device from the list and press the "Delete" button in the Assistant. Edit device Select the desired device from the list and make the amendments. To save, select the "Save / Exit process" button in the Assistant. FAQ The green plus is missing and I can no longer add another device: Check the number of main devices against the number of licensed devices. If necessary, you can delete an old device or purchase an additional device licence. Clients Here the Configuration parameters for the clients (sales organisations / distribution channels) are created. Use the plus to create a new client or select an existing one from the list to modify data. Among other things, you can set client-specific Minimum order values, minimum delivery times, etc. An explanation of the individual points can be found each time you hover the mouse over the  symbol and pause briefly. Free carriage limit and Freight costs Using the Assistant, you reach the desired page with the "Next" button. 1. Add new entries Here you create new entries via the plus "Add". 2. Delete entries If you want to delete an entry, press the bin icon. 3. Modify entries Modify existing entries using the pencil on the right edge; be sure to confirm this with the green tick at the bottom left (a) or discard the entry with the red X (b). Language Important General Information Translations in DeDeSales can be entered not only for foreign languages. You can also adjust the German standard texts according to your language usage in the same way. Please pay attention to the text length when translating. Especially in the client, optimal utilisation of text lengths was a primary goal. An overly long translation can therefore cause the text to be not fully readable in the client. Some texts contain special characters. These must not be lost during translation, as otherwise a function in DeDeSales will no longer work as it should. Special characters include curly braces { } and angle brackets < >. Example for curly braces { } Order ( {0:0000} ) 🡪 is converted into Order ( 0001 ) The translation must therefore be as follows: Order ( {0:0000} ) 🡪 is converted into Order ( 0001 ) Example for angle brackets < > The example refers to for Bold and is an HTML tag. This is important 🡪 is converted into "This is important" The translation must therefore be as follows: This is important 🡪 is converted into "This is important" Selection of Language After logging into the WEB backend, you will find under Basic configuration \ Languages a list of all languages available in DeDeSales. Now click on the language for which you want to enter translations. Note that you can also enter translations for de-DE. Next, you will see the mask with the Assistant. Now click on the left in the Assistant on the item "Enter translation". You will now receive a list of all texts occurring in the DeDeSales Client and WEB backend. Filtering and editing texts If you want to translate for a foreign language, the easiest way now is to activate a filter that shows you all texts not yet translated. To do this, click on the filter icon and select the entry "IsEmpty" from the list. Only entries for which no translation exists will now be displayed. If you want to translate a specific text, you can also filter specifically for it. If you want to search by the original German text, please filter by "Key". If you want to search by an already translated text, please filter by "Text". In the example (screenshot), the original text "Aktivität" is filtered. The word is entered in the field "Key". Then select "Contains" via the filter symbol. All texts containing the term "Aktivität" in the "Key" will now be displayed. To edit this, click next on the Edit icon  . The list expands and you now have the option to enter the translation. In this example, we enter the text "Activity". To apply the entry, please click on the Accept button . The translation is now saved. If you want to test the translation in the client, you must provide the data under Basic configuration \ Employee for your employee. Please note that you may not have the necessary right to do this. In that case, please ask your project team who can do this for you. Providing the new texts Please note that changes to texts occurring in the DeDeSales Web backend are made immediately. Changes to texts in the DeDeSales Client must either be distributed manually by a data provision or by automated distribution overnight. FAQ Why can't I find some texts? Texts can only be translated after they have been displayed once. In the DeDeSales Web backend this happens immediately. In the case of the client, you must first perform a Data Transfer. Only after the Data Transfer are the texts created in the database and available for editing. Roles Here the roles for the client are created. This is usually done by DeDeNet following the respective workshops. You can extend these, but please bear in mind that certain functions also require adjustments to the interface. This may need to be commissioned. Explanations for the individual points can be found by hovering the mouse over the symbol and pausing briefly. Multiple roles can be created. This makes sense, for example, if only some field sales employees are allowed to enter Orders or Complaints, or if you need a special role for the Backoffice because only they should perform certain tasks. You create a role in the Basic configuration - Roles area. These roles are assigned to the Employee. Create new roles via the plus button First assign a meaningful name, if there are multiple roles, so that you can recognise the function of the role at a glance. Depending on the licence, different Types are displayed, through which you can influence the work of your Employees. Use the Assistant to switch between the individual Types. Edit You can Edit the roles by clicking the desired role in the Summary and switching to the corresponding subcategories via the Assistant. Changes in a role are only rolled out to the respective Employees after a nightly Total import. If you want to distribute the changes faster, you can provide data to the individual Employee or start the Total import manually. Delete a role You can Delete roles by selecting them and pressing the "Delete" button in the Assistant. Please note that before deleting, you must remove the role from the respective Employees; otherwise, deletion is not possible. In this case, you will be notified and shown which Employees still have the role assigned. Tip Roles do not always have to be filled out completely anew; they can be copied. To do this, open the desired role and select the "Save / Create a copy" button. The role will be saved as "Copy of ...". Then rename the role according to its function, e.g. Germany with price change or Sales rep. without Order entry. Employee Here you create the employees who either receive a device or are assigned to a customer from the ERP system as employees (even if they do not receive a device). You can create as many employees as you like here. Provision of data for roll-out: If you are still on the overview page, you have the option to select "Provision of data for roll-out" at the bottom right. Here you have the possibility to provide data for several employees simultaneously. You can use this function for the roll-out, but also for distributing adjustments / amendments in the DeDeSales web backend. You create a new employee by clicking the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly. Enter data At this point, the basic data of the employee is first recorded, such as agent number, name and e-mail address. The more information stored here, the easier the support by DeDeNet. Exchange e-mail account If you have purchased the licence to synchronise the e-mail traffic of the ADM with DeDeSales, please enter the employee's Exchange e-mail account here. Synchronisation takes place every 4 hours based on the e-mail address. Culture Culture is a mandatory field because there is the possibility of multiple languages in the SAAS area. If you have set up several languages and the employee's culture is, for example, French, you can specify a fallback culture for terms that have not yet been translated into French. Devices and role Assign the employee a previously defined role and, if applicable, a device. Since there can also be employees without devices, device is not a mandatory field. Supervisor The supervisor must be entered here if they are to view the employee's appointments or visit data. The supervisor must have been created as an employee beforehand. Further properties Assign the employee the following properties if applicable: 1. Test users can enter orders, but these are not transferred to the ERP system. 2. If an employee should be able to see all customers, select the corresponding checkbox. Please note, however, that this may consume a lot of memory on the server and/or the device. 3. If an employee should also receive documents for unassigned customers (who are not assigned via the ERP system), e.g. through a substitution, check the box. 4. If you only want to create the employee but they should not yet or in the future receive any data, activate this checkbox. 5. If the employee wants outgoing mails or faxes to also be sent to their personal address, the checkbox must be set and an e-mail address entered (not the Exchange e-mail account!). 6. To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be set. Type Assign the employee a different type if, for example, they only use the backend and you want to restrict backend access. User If there is also a web backend user for the employee, please select the corresponding user here. Otherwise, leave the field empty. See also Restricting data access for backend users. Item list You can assign this to the employee if only items from the previously created list should be visible. With the assistant step "Save / Next" you proceed to the next section. Set up trade fair Here you have the option to make additional customers available on the device for individual employees for a defined period. We recommend extending the trade fair period by 2-3 days before the start and 2-3 days after the end of the trade fair, as data transfer may take a little longer and the employee may want to prepare for the new customers or perform activities afterwards. You can add a trade fair by clicking the plus. You enter the trade fair data plus the buffer days and can provide the employee with documents from the customers under Customer list. These are made available on the device at the start of the period and automatically deleted from the employee's device after the period expires. This means it is not necessary to delete the entries, but it can of course still be done. Expired trade fairs are displayed in red. Entries already made can be adjusted using the pencil icon. Set up substitution In case of illness or vacation, it may be necessary for an employee to take over customers from other employees. You then do not need to make changes in SAP for customer assignment, but create a substitution via the plus. You enter the validity period of the substitution using the date selection (1) and (2). Then you decide whether the employee should completely take over the customers of another employee (3) or only certain customers (5). Individual customer numbers are written one below the other separated by Enter. Postal code areas (4) can be limited to several individual postal codes, e.g. 37154 (one postal code per line) or postal code ranges, e.g. 30000-39999. With "Mark as assigned" (6) you can transfer the documents of the selected customers to the employee. The data is made available on the device at the start of the period and automatically deleted from the device after the period expires. This means it is not necessary to delete the entries, but it can of course still be done. Entries made can be adjusted using the pencil icon. Edit signature Here the employee's signature for refund orders can be stored. Order entry (return) Here you specify from which achievement of the credit note quota the employee should receive an additional notification. Additionally, the output text in the DeDeSales client can be colour-adjusted. Corresponding values can be configured here. Please note the dependencies here to "Basic configuration > Settings > Period for calculating the credit note quota": Here you define the period used for the calculation (credit notes / orders). Basic configuration > Roles > Credit note: With the right "Credit note only possible after order" it can be controlled whether at least one order must have been entered beforehand to improve the credit note quota. The following settings are available: No - Entry is always possible. Yes - An order must have been created beforehand. Optional - The employee receives an enquiry if no order has been created beforehand. For Yes and Optional, it should be noted that the employee can circumvent the logic in the client by first creating an order, then a credit note, and then deleting the order again. For Optional, if no order has been created, the employee must either select a reason for complaint or enter a free note. The reasons for complaint are maintained in the code tables (area: Reason for complaint). Multi-device configuration Under this point you can assign up to 2 additional devices to an employee. Devices created here are not counted in the licence. The device number is generated automatically; please read the section Model if necessary. You activate the device via the button and a new, random device number is generated and displayed as a QR code. You have the options to perform the installation via the QR code, delete the device, or activate the device. Please note the notice that daily reports, expenses, visits and reports cannot be recorded on a second device. Code tables Various things are controlled via the code tables. You can create new ones or, if provided, these are imported from the ERP system. A new code table is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly. The desired type is selected from the list (1). Then the key (2) is defined, which is further used in the ERP system. In the client, the value (3) is displayed instead. Afterwards, the culture (4) is chosen so that the display in the client appears in the correct language. You can use the Assistant with the button “Save / Create new entry” to create multiple code tables for the same key, e.g. if you use different cultures, or you can also change the key. Areas An area assignment can be used whenever you do not have a direct assignment between Employee and Customer. A new area is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly. Settings System-wide basic settings are made here. Most settings are already made by DeDeNet after the workshops, so no changes need to be made here. The functions of the individual settings are described directly in the DeDeSales web backend. Unlike roles, settings are not user-specific. Setting Type Value content Additional dependencies e.g. on role Help text Contacts are managed in DeDeSales only Checkbox Contacts created in the backend or via Excel import or in the client receive the source "Web". An Excel import under Master data - Contacts can only be performed if this setting is enabled.  Limitations on discountable items Drop Down   Specify how the value "discountable" in the product master in the DeDeSales client should be used. Split orders by item delivery date Checkbox     Performs order splitting if items have different delivery dates Order entry: Block items without KIP Multichoice Order / Return / Quotation     Order entry: Link order reason to item list Drop Down with Checkbox Order reason from code list is linked with item list. This allows control over whether listings should be ignored or not   Order entry: Link order reason to type of order Drop Down   Order reason from code list is linked to type of order   Order entry: Check consignment stock for order reason Checkbox   Order reason from code list is linked to consignment stock   Order entry: Enforce batch requirement by order reason Checkbox   Order reason from code list enforces batch requirement   Order entry: Closed listing Drop Down "do not show" / "Show and notify" Products outside the listing  Order entry: Do not show blocked items Checkbox       Order entry: Allow quantity 0 to clear the mask Checkbox     This parameter determines whether entering 0 in the quantity field of the product entry clears the mask. Order export with signatures Checkbox     Provide the customer's signature from the order as an image file in the interface. Order templates: Save grid settings per template Checkbox The view can be distributed via the setting "Adopt client column and widget configuration". Lift 'mandatory packaging unit' for 'calculate only' Checkbox     This parameter determines that in item entry, items delivered directly by ADM no longer require mandatory packaging units. Select distributors on the item level Checkbox No order completion for prospects Checkbox     If prospects have been created, this prevents an order from being recorded. This saves the adjustment in master data or customer assignments. Consignment status "Picked up" DropDown None / when the ERP order is completed / when the pick-up date is reached   Consignment status "Delivered" DropDown None / when the ERP order is completed / when the delivery date is reached / when the order is created   Use consignment stocks Checkbox       Complimentary item if no price available Checkbox     If this setting is active, the following applies for products without a price (no data in the PRL available): 1. The price is set to 0.00 during entry. 2. The acceptance of the product ignores the role's right to enter "0.00 products". Customer minimum order value function DropDown Block order / Issue warning   Customer minimum order value function: Block order | Issue warning Show stock level as colour code Checkbox     If the colour code is activated, certain keys must be delivered via the interface instead of the actual stock quantity. The keys then correspond to the following colours: Goods shipped on the day of order Value Time   For orders placed before the specified time, the minimum delivery period in days is reduced by 1 day. Delivery date instead of order date in orders Checkbox     In the customer sales display, the order value is calculated based on the delivery date instead of the document date. When importing orders, the delivery date is shown instead of the document date. Consider manual discounts in pricing Checkbox     The calculation of the entered discount is done live and taking into account the integrated pricing. If the checkbox is not set, the entered discount is not included in the pricing but only passed to the interface as an additional discount. Allow decimal places in quantity entry in item entry Checkbox     Allows entry of quantities with decimal places in the DeDeSales client. Microsoft Graph API Client settings Value / Checkbox Determine client ID Determine tenant ID Invite contact person to appointment and record corresponding activity if activated Decimal places for quantities Value Number Default: 0 Here you control the number of decimal places to be used in the DeDeSales client.  Decimal places for prices Value  Number     Decimal places for discounts Value  Number     Item discount overrides KGB Checkbox     A discount entered in DeDeSales overrides the discount from the KGB interface. The right "Consider manual discounts in pricing" must be activated. Do not round price Checkbox       Calculate prices with date DropDown Current date / Delivery date / Order date   Here you can set whether product prices are calculated based on the current date, delivery date or order date. Limitations on discountable prices DropDown Value not used / No effect, informational only / Only manual discount entry item / Only manual discount entry order / Manual discount entry item and order / Manual discount entry and discount calculation in pricing   Preselect discount Checkbox     The discount stored in the customer master (DEB interface) is automatically preselected for each item in the order. Rules for item suggestions Value .* Product search in client While entering an item number in item entry, DeDeSales can automatically display item suggestions (e.g. valid colours for an item number). Whether suggestions are shown and how the item numbers are related is described in this field with regular expressions. We recommend that entries are only made in consultation with DeDeNet GmbH. Master data are managed in DeDeSales Checkbox Visit duration /  Visiting frequency /  AbcStatus /  Start week /  Start year /  Tour /  Attribute 1-16 Allows management of debtor master data changes that should not go to the ERP system. Resolve bills of materials in PDF documents Checkbox     Bills of materials in the order suggestion are resolved and the individual components are printed next to the header component. Delete sent orders Value Days   Delete sent orders after X days. Enter 0 to disable deletion. Exclude promotional items from listing check Checkbox       Period for calculating credit note ratio Value Date from / Date to   Settings - Manage PDF Contents Define the header and footer here for different PDF documents created by DeDeSales. You can create templates specific to clients and cultures. The culture is prioritised over the client. Use the copy function to create additional templates after selecting a template, or choose the plus to create a new template. Warning: Please make sure to exit the Assistant using the "Save / Complete process" button, otherwise all amendments will be lost. The following settings can be made via the different tabs: Not all tabs are always available; this depends on which PDF type you have selected under "General". General Here you specify which PDF type it should be, as well as the corresponding culture and the desired client. Depending on the type selected, you can assign an individual report. The sender's address is only used for standard e-mails, e.g. without a report. Header The graphic (logo) should not exceed 870 pixels in width, as this utilises the full DIN A4 width. The height is generally not restricted, but you must specify the height in pixels in the upper area, otherwise the logo will not be displayed. Since the PDF files are sent by e-mail, they should generally not be larger than 5 MB. Therefore, the resolution of the graphic should not exceed 150 dpi. PNG files are best suited, but JPGs are also acceptable. To add a new graphic, first press the Image Manager button: In the Image Manager, first use the Upload button to place an image on the server. You can also create additional subfolders here to organise a structure. After uploading the image from your local PC, you can insert it into the header using the "Insert" button. Footer Here you can enter a final text that appears before the footer. To insert a graphic into the footer, scroll down a little. For both areas together, specify the height in pixels, otherwise the imprint in the PDF will not be generated. If necessary, you can assign different logos for each template. Note: The Footer section appears at the end of each page, whereas the Final text only appears at the end of the document.  Text blocks Depending on the selected type, you can use text blocks in addition to fixed text. These are enclosed in curly brackets. Example: {4} = "Name of the employee" will be output in the e-mail as "Max Mustermann". Terms and conditions Here you can enter the text of your general terms and conditions. CSS Here you can customise the appearance of the e-mail individually, see FAQ Settings Here you specify the format of the PDF when printing and the display of the items. Test If an e-mail address is stored for your backend user, you can generate a dummy PDF and have it sent to you by e-mail. FAQ CSS Q: How do I move the header in the PDF downwards (distance from the paper edge)? A. Insert the block in the CSS tab and adjust the first value div.Header { margin: 20px 65px 0 100px; /* first value = top distance 0 */ } Q: Why do footer lines (thanks, company name, address, e-mail) look so tight/cramped? A: If the line height in the footer CSS is identical to the font size (10px font, 10px line height) – there is practically no spacing between the lines. The "Footer" height field in the Footer tab only controls the total reserved space at the page end, not the line spacing within the footer – therefore this alone is not sufficient. Therefore, insert the block in the CSS TAB div.Footer { margin: 0 65px 0 100px; padding: 0 0px; font: normal 10px/14px "Segoe UI" , Arial, sans-serif; /* font 10px/line height 14px */ }   Settings - Manage e-mail content Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client, which is dynamically generated from the employee's data and appended to each outgoing e-mail. You can prefix the subject. Additionally, you can assign an individual signature for each employee by entering the agent number on the page. Agent e-mails can be created specific to culture and client. The menu resembles that of the PDF description: General, Text blocks, CSS and Test. Type: Individual mail You can store e-mail texts here that are not sent via DeDeSales. Using the agent number and the stored ID, you can call up the template in the preview. Example: /ExportTemplates/Mitarbeitermails.aspx?m=YourAgentNumber&id=StoredID Type: eCom - Shop (if licensed) Contact form  Order Registration - new password Registration - new e-mail Password forgotten Reset password Registration of new customers Registration agent - new password Change e-mail Here you can store standard texts for the mentioned eCom Shop mail types, which are sent at the corresponding points in the shop. Settings - E-Mail Templates (Opportunities & Leads) General Central administration of the e-mail templates available for selection in the "E-Mail" widget for Opportunities and Leads. Available since version 21. Template list Tree structure with "Create New E-Mail Template" and the existing templates. Edit template Fields: Name, Subject, Text (Rich-Text Editor with formatting, tables, pictures etc.). Use template For a template to be available in the client, it must also be activated: for Leads via the Lead definition (see Sales Pipeline - Create and Edit Leads), for Opportunities via the Sales process (see Sales Pipeline - Opportunities). Release From version 21 New central administration of e-mail templates for the "E-Mail" widgets in Opportunities and Leads.