Service Description Customers Customers Title Widget Widget Description Customers Number of customers General Kebab menu ( ) Type Menu item Explanation Create new customer --------------------------------------- Not assigned Also shows customers in the current view who are not assigned to the employee via the interface, but are available through substitution or trade fair rules. --------------------------------------- Active Locked Deleted --------------------------------------- All customers Customer lists Customer lists available on the client --------------------------------------- All clients Clients Clients available on the client Grid Click Swipe Views Customer details Accounts (if it is a Key account) Table Map Column definition 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 FAQ   Release   Customer details Title Widget Widget description Customer details   General Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Kebab menu ( ) Type Menu item Explanation Request customer master data sheet --------------------------------------- Create order   Create stocktaking Create complaint Create quotation Facing Orders ---------------------------------------   Turnover   Documents   Unpaid invoices Listing Back Order Discounts --------------------------------------- Contacts Activities Addresses Notes Responsible --------------------------------------- CRM Tasks Photos Header Switch between the clients. Details Widgets 1x1 Widgets Delivery point Addresses Activities Amendments Create quotation Tasks Create order Orders Documents Visiting times Opportunities MRP list Distribution Documents Facing Photos Hierarchy Start stocktaking Consignment stock Contacts Listing Navigation Notes Unpaid invoices Product numbers Discounts Start complaint process Back Order Appointments Workflow A widget named after the form for each customer CRM. 2x2 Widgets Order value Visit Turnover Turnover (target/actual) Turnover (key date) 4x2 Widgets Tasks Appointments Key account (from version 8) If the record called up is a Key account, the widgets which contain all data of the assigned Key account when opened are displayed in purple. Master data Field Reference Editable Display in customer change e-mail Name 1 x x Name 2 Only visible if available. x x Name 3 Only visible if available. x x Telephone number Only visible if available. Clickable to call the device's telephone function. x x Fax number Only visible if available. x x Mobile Communication Number Only visible if available. x x E-mail Only visible if available. Clickable to open a new e-mail in the default e-mail client. x x E-mail for shipping notification Only visible if available. x x Purchaser Only visible if available. Main contact Only visible if available. Last visit Automatically determined. Only visible if available. Last Contact In-House Staff Automatically determined when an employee of type In-House Staff has recorded an activity for the customer. Only visible if available. Area Only visible if available. ABC Identification Only visible if available. x Tour Only visible if available. x Visiting frequency Only visible if available. x Visit duration Only visible if available. x Start week Only visible if available. x Start year Only visible if available. Customer since Only visible if available. Homepage Only visible if available. Clickable to open the URL with the default browser. x x Short name Only visible if available. Considered in full-text search Street Only visible if available. x x Postal code Only visible if available. x x Place Only visible if available. x x District Only visible if available. Considered in full-text search Country / County Only visible if available. Listing Only visible if available. Delivery block Only visible if available. Order block Only visible if available. Maintain backlogs Only visible if available. Partial delivery Only visible if available. Send invoice separately Only visible if available. Delivery note without price Only visible if available. ILN Only visible if available. Invoice discount Only visible if available. Item discount Only visible if available. Incoterms Only visible if available. Free of freight Only visible if available. Terms of payment Only visible if available. Form of payment Only visible if available. Terms of delivery Only visible if available. Customer group Only visible if available. Discount group Only visible if available. Customer category Only visible if available. Price list Only visible if available. Price group code Only visible if available. Branch type Only visible if available. Association Only visible if available. Membership number Only visible if available. Sales office Only visible if available. Group of sales agents Only visible if available. Account group Only visible if available. Advertising material Only visible if available. Daily debit entry Only visible if available. Client Only visible if available. Tax Ident Number Only visible if available. VAT ID Only visible if available. Attribute 1-16 Only visible if available. Right BASIS / customer attributes x Contact provided Only visible if available. Status Only visible if available. Credit limit Only visible if available. Parent customer Only visible if available and Key account module licensed Currency Only visible if available. Managed by Only visible if available. FAQ   Release   Delivery points Title Widget Widget Description Delivery points Quantity of Delivery points General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanation Name Always ASC Yes Mon (am) from Always Mon (am) until Always Mon (pm) from Always Mon (pm) until Always Tue (a.m.) from Always Tue (a.m.) until Always Tue (p.m.) from Always Tue (p.m.) until Always Wed (a.m.) from Always Wed (a.m.) until Always Wed (p.m.) from Always Wed (p.m.) until Always Thu (a.m.) from Always Thu (a.m.) until Always Thu (p.m.) from Always Thu (p.m.) until Always Fri (a.m.) from Always Fri (a.m.) until Always Fri (p.m.) from Always Fri (p.m.) until Always Sat (a.m.) from Hidden Sat (a.m.) until Hidden Sat (p.m.) from Hidden Sat (p.m.) until Hidden Sun (a.m.) from Hidden Sun (a.m.) until Hidden Sun (p.m.) from Hidden Sun (p.m.) until Hidden FAQ What do "(p.m.)" and "(a.m.)" stand for? Although there is no obligation to comply, (p.m.) stands for Afternoon and (a.m.) for Morning.   Release   Addresses Title Widget Widget Description Addresses Quantity of Addresses General Grid Click Swipe Views Address Details Table Column definition Name Visible Sort Full Text Explanation Type Always ASC Number Landscape Name Always Yes Name 2 Hidden Name 3 Hidden Street Landscape Yes Postal code Landscape Yes Location Always Yes District Hidden Country Hidden Telephone number Hidden Fax Number Hidden Client Hidden Address Details Lists all Master data fields of the address. FAQ   Release   Visiting times Title Widget Widget description Visiting times General Functions in the title bar Icon Explanation Switches to the edit mode of the visiting times. Form Order Field Right Reference Monday morning from Monday morning until Monday afternoon from Monday afternoon until Tuesday morning from Tuesday morning until Tuesday afternoon from Tuesday afternoon until Wednesday morning from Wednesday morning until Wednesday afternoon from Wednesday afternoon until Thursday morning from Thursday morning until Thursday afternoon from Thursday afternoon until Friday morning from Friday morning until Friday afternoon from Friday afternoon until Saturday morning from Saturday morning until Saturday afternoon from Saturday afternoon until Sunday morning from Sunday morning until Sunday afternoon from Sunday afternoon until Validation The until time must be after the from time. Action buttons Name Function Visibility Save Saves the visiting times. A value from 00:00 to 00:00 means that there is no visiting time for the period. Always FAQ What are the visiting times used for? The visiting times are taken into account in the Tour optimisation. Customers are only visited during the defined visiting times.   Release   Distribution status Title Widget Widget Description Distribution Available: Customer details Selection mask Title: Distribution status Dropdown "Template" Listing (if the customer has a listing) All active order templates that are enabled for orders. Evaluation period From (Date) Until (Date) Validation: From (Date) must be earlier than Until (Date) 4. Action button Determine status Result list Title: Distribution status Header: Name of the selection From Until Triple-Point Product groups Products (default view, the last selection is remembered, contains only the products ordered in the period) Grid (Product groups) Click Swipe Views Lists all products that were sourced in the group Not ordered (lists all products that were not sourced in the group) Table Column definition Name Visible Sort Full Text Explanation Name Visible ASC Yes Distribution grade Visible Yes Grid (Products) Click Swipe Views Calls up the product mask Table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Red, if "Locked order" or "Locked order and return" Picture Visible Name Visible ASC Yes Product VisibleOnlyLandscape Yes SKU VisibleOnlyLandscape SNB: Sales unit Sales unit VisibleOnlyLandscape SNB: VeCode Brand Hidden EAN Hidden Yes Status Hidden Focus product Hidden Top Seller Hidden Department Hidden Start of Delivery Hidden Season Hidden Design Hidden Price category Hidden Assortment group Hidden Performance Group Hidden Colour Hidden Size Hidden Advertising Material Hidden Promotion Hidden Bill of materials Hidden Yes/No Attribute 1-16 Hidden Hierarchy Hidden Shows product group name and the product group number in brackets behind Grid (from the product groups) 1. Title (depending on the source) Ordered products from "" Not ordered products from "" Click Swipe Views Calls up the product mask Table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Red, if "Locked order" or "Locked order and return" Picture Visible Name Visible ASC Yes Product VisibleOnlyLandscape Yes SKU VisibleOnlyLandscape SNB: Sales unit Sales unit VisibleOnlyLandscape SNB: VeCode Brand Hidden EAN Hidden Yes Status Hidden Focus product Hidden Top Seller Hidden Department Hidden Start of Delivery Hidden Season Hidden Design Hidden Price category Hidden Assortment group Hidden Performance Group Hidden Colour Hidden Size Hidden Advertising Material Hidden Promotion Hidden Bill of materials Hidden Yes/No Attribute 1-16 Hidden Hierarchy Hidden Shows product group name and the product group number in brackets behind FAQ   Release   Hierarchy Requires the Module: Key account Title Widget Widget Description Hierarchy Available: - Customer details page Grid Click Swipe Views Switches to the Customer masterdata, if available Turnover Table Column definition Name Visible Sort Full Text Explanation Colour code Green, if there is a Customer behind the level. Red, if it is the currently selected Customer. Name 1 Yes The hierarchy is simulated by spaces before the name. Name 2 Yes Name 3 Yes Customer Yes Street Yes Postal code Yes Location Yes Level ASC The hierarchy level counted continuously from 1-x FAQ   Release   Listing Title Widget Widget Description Listing Number of Items Available: Customer details Order Quotation  General Kebab menu ( )  Type Menu item Explanation Transfer Order Transfers all products from the list into the order with the quantity of one Sales unit   Transfer to product entry Opens the entry mask of Product entry displaying all products from the list. The products then still need to be added to the Cart (Both items are only visible if you came via the order) Grid Click Swipe Views Product details Table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Red, if "Locked Order" or "Locked Order and Return" Picture Visible Product VisibleOnlyLandscape Yes Name Visible ASC Yes Type Hidden All | Only Order | Only Return VME VisibleOnlyLandscape Sales unit VisibleOnlyLandscape Brand Hidden EAN Hidden Yes Status Hidden Focus product Hidden Top Seller Hidden Department Hidden Start of Delivery Hidden Season Hidden Design Hidden Price category Hidden Assortment group Hidden Colour Hidden Size Hidden Advertising Material Hidden Promotion Hidden Bill of materials Hidden Yes/No Attribute 1-16 Hidden Hierarchy Hidden Shows product group name and the product group number in brackets behind Field Right Reference Basic configuration \ Settings \ Exclude Advertising Material from listing check     If the setting "Exclude Advertising Material from listing check" is active in the DeDeSales backend, these are still not displayed here unless they explicitly appear in the listing. FAQ   Release   Create new customer General Kebab menu ( ) Type Menu item Right   Create new customers / BASIS / Create new customers Grid Click Swipe Views Accounts (if it is a Key account) Table Map Column definition Name Additional information Client Name 1 Name 2 From version 18 Name 3 From version 18 Street Postal code Location Telephone Mobile Phone From version 18 Fax E-mail E-mail for shipping notification / BASIS / customer master data "E-mail for shipping notification" Homepage Country Editable only during creation Language Editable only during creation Prospect attribute 1 - 6 If translated in the backend, the respective attributes are extended here. The selectable entries are defined in the Code tables in the backend. Code list: Prospect attribute 1-6   If a Code table entry is defined, the field is mandatory. If no Code table entry is defined, a text field is provided for input, which does not require mandatory entry. Price list Defined per client in the Code tables in the backend. Code list: Price lists prospects Differences online / offline entry Field / Function Online Offline (not when using a connector) Country Editable only during creation Editable only during creation Language Editable only during creation Editable only during creation Prospect attribute 1-6 Editable only during creation Until the next Data import + Data Transfer Price list Editable only during creation Until the next Data import + Data Transfer CRM Widget (from version 19) Editable only during creation Until the next Data import + Data Transfer Request customer master data sheet Yes Only at the next Data import + Data Transfer Transfer orders Yes Only at the next Data import + Data Transfer Fields of customer processing (e.g. Customer's attribute, Visiting frequency, etc.) After creation After creation FAQ   Release   Unpaid invoices Title Widget Widget Description Unpaid invoices Total of unpaid invoices Available in: Homepage dashboard Customer details General Header Total of all unpaid amounts Total of all unpaid amounts that are past the Due Date The totals always refer to all unpaid amounts and are not affected by any filter. Grid Click Swipe Views Opens the document, if available   Table Column definition Name Visible Sort Full Text Explanation Document Visible Yes Type VisibleOnlyLandscape Invoice Credit note Date VisibleOnlyLandscape MS Visible Amount VisibleOnlyLandscape Open Visible Due on Visible ASC Invoicing on 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 FAQ   Release   Product numbers Title Widget Widget description Product numbers  Quantity of product numbers Available:  Customer detail page Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Picture Visible Product VisibleOnlyLandscape Yes Name Visible ASC Yes Customer product number Visible ASC Yes Customer RRP Hidden This is the customer's RRP for the product, if available. Product columns FAQ     Release   Discounts Title Widget Widget Description Discounts Number of discounts Available: Customer details Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Discount group VisibleOnlyLandscape Customer VisibleOnlyLandscape Yes Customer group VisibleOnlyLandscape ASC Yes Product Visible Product discount group Hidden Product group Hidden Discount Visible Priority Hidden from Quantity Visible From date Visible to Date Hidden Condition Hidden Distributor Hidden FAQ   Release   Back Order Title Widget Widget Description Back Order Number of Back Orders Available: - Customer details page General Documents that are Completed are not included in the Back Orders. The exact logic is: Document must not be Completed Item must not be cancelled the Delivered Quantity of the item must be less than the ordered Quantity Depending on the setting in the backend Req. delivery date exceeded: Req. delivery date must be in the past Item open: no further check Grid Click Swipe Views Opens the document, if available Schedules, only visible if a schedule is also available  (The Item number for the schedule is determined in the client via Document number and Document item.) Table Footer Totals of the Quantity and Total columns Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Red, if "Locked ORDER" or "Locked ORDER and Return" Picture Visible Product VisibleOnlyLandscape Yes Name Visible Yes Quantity Visible Ordered - Delivered Ordered Hidden Delivered Hidden Document number VisibleOnlyLandscape Yes Document date Visible ASC Req. delivery date VisibleOnlyLandscape Amount Hidden Discount Hidden Total Hidden Amount * Quantity Product columns Hidden Schedules Name Visible Sort Full Text Explanation Date of delivery Visible ASC     Delivered Quantity Visible FAQ   Release   Responsible Title Widget Widget Description Responsible Quantity of persons responsible for the Customer. General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanation Type Always Name Always ASC Land Line Hidden Mobile communication Hidden E-Mail Landscape Fax Sent FAQ   Release