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Document overview

Title Widget Widget description
Documents
tnFs25zZLc8bxArv-drawing-9-1754905835.png
  1. Number of documents

Click: 

  • Opens the overview page

Available:

  • Customer details
  • Homepage dashboard

General

Kebab menu (image.png)

Type Menu item Explanation

Only one active entry is possible.

 Orders Basic configuration \ Roles \ <Role> \ STATISTICS / documents
Only one active entry is possible. Delivery notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Credit notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents
Only one active entry is possible. Invoices Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Quotations Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Contracts Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Direct debit notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Stocktaking notes Basic configuration \ Roles \ <Role> \ STATISTICS / documents

Only one active entry is possible.

 Unpaid invoices Basic configuration \ Roles \ <Role> \ STATISTICS


Grid

Click Swipe Views
Opens the document  
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Colour code


Blue: Prospect / Transfer customer
Red: Delivery block
Not assigned: orange

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.
Customer columns
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

Document items

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  1. Document number
  2. Document date

Kebab menu (image.png)

Type Menu item Explanation

Document additional information

Is displayed if data is available. 

  • The keys for which document additional information should be displayed can be maintained via Basic configuration \ Code table \ Document additional information.
  • If the document additional information relates to the individual product lines, the product must be selected beforehand. 
Column definition
Name Visible Sort Full Text Explanation
Picture VisibleOnlyLandscape

 
Item VisibleOnlyLandscape


Product VisibleOnlyLandscape


Name Visible


Quantity Visible


Amount Visible


Batch Hidden


Total Visible


Summary row at the bottom edge of the grid

FAQ

 

Release

From version 16

The last selection of the document type is saved and reused on the next call, unless an explicit document type is specified by the call.