ORDER ORDER / header Title Widget Widget description Create order Click: Opens the new order header   Available         a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation mark is shown in red if there is a special feature with the order, e.g. Delivery block. Contains additional order-related information Click: Opens the information Form Order Field Permission Reference Type of order ORDER / header / Types of orders Code table: DeDeSales Auftragsart Order type ORDER / header / Order type Code table: Order type Alternative invoice recipient ORDER / header / Alternative invoice recipient Date of delivery ORDER / header / Date of delivery Fixed value date ORDER / header / Fixed value date Order confirmation ORDER / header / Order confirmation Incoterms ORDER / header / Incoterms Code table: Incoterms Order date ORDER / header / Date of order can be freely changed by the employee Discount in % ORDER / header / Order discount Terms of payment ORDER / header / Terms of payment Code table: Terms of payment Method of payment ORDER / header / Method of payment Code table: Method of payment Freight costs ORDER / header / Show freight cost selection Campaign ORDER / header / Campaigns Campaigns Order texts Field Permission Reference External order text ORDER / header / External order text Internal order text ORDER / header / Internal order text Delivery note ORDER / header / Delivery note Picking text ORDER / header / Picking text Delivery Field Permission Reference Delivery note without price ORDER / header / Delivery note without price Delivery with next order ORDER / header / Delivery with next order Maintain backlogs ORDER / header / Maintain backlogs Terms of delivery ORDER / header / Terms of delivery Delivery address ORDER / header / Delivery address; select from database & entry of a new address Delivery point ORDER / header / Enter delivery point Type of delivery ORDER / header / Type of delivery Customer order information Field Permission Reference Customer order number ORDER / header / Customer order number Contact ORDER / header / Select contact Contacts List of contents ORDER / header / List of contents Summary Field Permission Reference Name ORDER / header / Signature Signature ORDER / header / Signature Validation A validation and recalculation of the order items takes place as soon as one of the following fields in the header is changed: Type of order Date of delivery Order date Discount in % Time Type Validation Display Creation Blocked Create order not possible! The customer has an order block. Popup Completion Warning Minimum order value not reached. Credit limit exceeded. Fixed value date before date of delivery. Minimum order value not reached. Message Completion Blocked Date of delivery not possible. No type of order specified. Order date is in the future. Delivery address incorrect. Delivery address no longer exists. Postal code incorrect. Minimum order value not reached. No customer order number specified. No delivery point specified. No date of delivery specified. Date of delivery is before order date. Distributor not found. Distributor customer number not present. Products not in closed listing at distributor. No order completion for prospects. Message Completion Blocked Please enter a batch for the following products Popup Completion with order split Query You have items from multiple clients in this order. To proceed to the next step, the orders must first be split. Would you like to perform the order split now? Popup Action buttons Name Function Visibility Save Saves the order. The order can be further edited later but cannot yet be sent. Directly when creating the order or when clicking the pencil in the order mask. Complete Saves the order and sets the status to Completed. The order can be selected and sent in Data Transfer. When clicking "Complete" in the order mask. Send The order is completed and the dispatch of this order is executed immediately. When clicking "Complete" in the order mask. Transfer to another device Transfers the order to another device of the employee. If the order has been saved in the order mask and the employee has multiple devices assigned. Release From version 15 Validation and recalculation of order items when certain fields are changed. Order mask Title Order If a type of order is selected: Order / "Type of order" General Kebab menu ( ) Type Menu item Explanation Order header Send order suggestion Live price enquiry The Live price enquiry sends the order to the ERP system for price calculation. The returned prices are updated in the order. The function requires the ERP system to provide a corresponding interface (e.g. SAP, Dynamics NAV) Listing Complete order Interrupt order Customer notes Coming via the summary from the dashboard, the dashboard of the customer is displayed as a jump-off point. Transfer to another device Only visible if multiple devices are assigned to the employee. Header Shows the number of items and the total quantity (Items | Total quantity) The exclamation mark is displayed in red if there is a special feature with the order, e.g. Delivery block. Contains additional order-related information Click: Opens the information Jumps to the Order header Widgets AVO product hierarchy Completion Order suggestion (Also active for orders that are no longer editable.) Consignment stock Live price enquiry Photos Attachments Listing MRP list (Also active for orders that are no longer editable.) Favourites Import  Cart entry Items Plus ( ) Calls up the Item entry to add new products to the cart. Grid Click Swipe Views Edits the item Product details Product documents Delete Table Column definition Name Visible Sort Full text Explanation Colour code Forced Red: If the price was manually changed. Image Hidden Item Hidden Ascending Product Landscape Yes Name Always Yes Quantity Always Nat.disc. Hidden VeCode Landscape Price Always Sum Always Reason for free offer Hidden Batch Hidden From vehicle Hidden Discount Hidden Internal text Hidden Customer text Hidden Picking text Hidden Date of delivery Hidden Colour Hidden Size Hidden Status Hidden ERP status Hidden Bill of materials Hidden Item.attribute1-16 Hidden EAN Hidden Rank Hidden Sorting indicator from product master data Hierarchy Hidden Name and number Module 1 Hidden Module 2 Hidden Module 3 Hidden Module 4 Hidden Sales price Hidden FAQ   Release   Item entry - Grid Title The title shows which products are displayed, e.g. the name of the order template.   If there is no concrete list, the title "Product entry" is used. General Kebab menu ( ) Type Product details Only visible when a product is active. Product documents Only visible when a product is active. Create as new item Only active when the product is already in the cart. Direct selection inactive: Clicking directly adds the current product to the cart as a new item. Product recommendations AI module required Delete Only visible when the product is already in the cart. --------------------------------------- Cart Direct selection Inactive: When selecting a product in the grid, only the header is updated. Active: When selecting a product in the grid, the Item entry area is switched to. Quick entry Only available under UWP. Inactive: Pressing ENTER in the "Quantity" field adds the current product to the cart and selects the next product in the grid. Active: Pressing ENTER in the "Quantity" field adds the current product to the cart and exits the entry mask. The cursor moves to the search field. Attachments Only visible when accessed via an order template. Functions in the title bar Icon Explanation Enables processing of mass barcodes.  Header The headers differ depending on whether the product is already in the cart or not. Product is not yet in the cart The fields to be displayed in the additional item entry line can be configured in the backend under Basic configuration > Settings > "Additional item entry line - new item". Product* List Price* RRP* Packaging unit (e.g. 1 pc.)* Stock level* Item attributes 1-16 If activated, the live stock level can be queried here. Switches to the Item entry mask to add the product to the cart. The icon is only visible if "Direct selection" is inactive. * these fields correspond to the default setting. Product is already in the cart The fields to be displayed in the additional item entry line can be configured in the backend under Basic configuration > Settings > "Additional item entry line - item in cart". Product* Quantity (also shows Rebate in kind, e.g. 4+1)* KIP* Discount* Total* Batch Item attributes 1-16 If activated, the live stock level can be queried here. Switches to the Item entry mask to edit the selected item. The icon is only visible if "Direct selection" is inactive. * these fields correspond to the default setting. Display format of the stock field Stock level Next receipt on Stock after receipt Start of Delivery Available for Delivery from Title Content Any Any Any Available ** Available Start of Delivery DD.MM.YYYY Any Any Any Not available Available ** Available for Delivery from DD.MM.YYYY =0 Available Not available Not available Not available Available for Delivery from DD.MM.YYYY =0 Available Available Not available Not available Available for Delivery from DD.MM.YYYY > Stock after receipt !=0 Available Not available Not available Not available Stock level Stock level + DD.MM.YYYY !=0 Available Available Not available Not available Stock level Stock level | DD.MM.YYYY > Stock after receipt Any Not available Available Not available Not available Stock level Stock level > Stock after receipt Any Not available Not available Not available Not available Stock level Stock level Not available corresponds in the data to: not delivered, delivered empty or the value 0. Available corresponds in the data to: value not equal to 0. ** The "Start of Delivery" or "Available for Delivery from" date must be in the future to be considered available. Grid Click Swipe Views Direct selection active The product is activated. Item entry and Header are displayed. Direct selection inactive The Header is displayed / updated. The Item entry is hidden.   DOCUMENTS (shows the documents in which the product appears for the selected customer) DETAILS DELETE (only available if the product is already in the cart) Table Images Search bar Symbol Explanation The full text search is used. First it checks if there is a product with the input. If not, it checks if the input starts with 0, trims all leading zeros and searches again for a product. If still no result, it searches in Ean, EanVpe or Single EAN. If nothing found, it searches in DAI for an item. If nothing found, it checks against the "Rules for item suggestions" from the backend -> Settings. From version 20: By default, the rule states that all products starting with the entered number are now found. 123: iOS/Android opens the numeric keyboard for input. ABC: Opens the standard alphanumeric keyboard for input. Column definition Name Visible Sort Full Text Explanation Colour code Forced Image Landscape Name Always Product Landscape Quantity Always Nat.disc. Hidden Module 1 Hidden Module 2 Hidden Module 3 Hidden Module 4 Hidden Additional column 1 Always Only available when accessed via an order template. Additional column 2 Always Only available when accessed via an order template. Additional column 3 Always Only available when accessed via an order template. Product columns Hidden Scrolling Scrolling down (rows move down) displays the header when a product is activated. Scrolling up (rows move up) hides the header. Settings If a column configuration is made after accessing this mask via an order template, the setting applies to the selected order template. Scan function A successful scan of a product directly opens the Item entry area for creating a new entry if the product is not yet in the cart. for editing if the product is already in the cart. FAQ   Release Version 18 ** Date must be in the future. Item entry - Entry area Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as Item entry - Grid. Header In portrait view, the Header starts with the definition from the grid area. Function Explanation Jumps back one item in the grid area. Transfers the product to the cart. The entry area is exited/closed. Transfers the product to the cart and jumps forward one item in the grid area. Jumps forward one item in the grid area. You have selected a matrix item. Clicking the button opens the Matrix entry . Following the functions is the Tab bar. Validation Time Type Validation Display Item call Warning Comment present Status notice Current not in open listing Limit Price undershot List Price exceeded Max Order Quantity exceeded Quantity of Goods increase optional and quantity check fails. Max item value exceeded Start of Delivery after Date of delivery Date of delivery not possible Max Quantity exceeded Message Item call Warning Current is in Back Order. An additional info button opens the information about the Back Order. Message Item call Blocked Product Locked Current not in closed listing Product not intended for Client. No charge without Reason for free offer. Quantity of Goods increase mandatory and quantity check fails. Manual price without Note Natural quantity without Reason for free offer. Batch mandatory for Quantity of Goods. Quantity invalid. Scan function Scanning a product already in the entry mask increases the quantity in quantity of goods steps. Scanning another product takes over the current product (like the "Save" function) checks if the scanned product exists Yes: Takes over the product as a new line item in the entry mask. If a batch is required, the batch selection now appears, unless the batch is already included in the barcode. No: Switches to the grid area and displays the standard message for not found. Tab bar of the entry mask The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the individual fields depends on the activated rights in the employee's role. Field Right Note Quantity This field is always present. Rebate in kind ORDER / item / Rebate in kind Only available in smartphone portrait view, as it is normally located in the entry mask. If the Rebate in kind field is not visible, buttons to decrease/increase the quantity in order unit steps are displayed. Order units This is not an input field. Price This field is always present. If the price is manually changed, it is displayed in red. Discount in % ORDER / item / Enter discount Total This is not an input field. The total changes automatically with the input. From vehicle ORDER / item / Goods already delivered Internal text ORDER / item / Internal note Customer text ORDER / item / External note Note 3 ORDER / item / Note 3 Note 4 ORDER / item / Note 4 Retail price ORDER / item / Retail price Reason for free offer various Date of delivery ORDER / item / Delivery date by item Long text (quotation only) ORDER / item / Long texts editable in quotations Batch items If a batch item is called up and batch recording is intended, the batch must first be selected / entered there. The following is displayed for this purpose: Note: "Batch required" Dropdown: "Select opportunity" Input field "Enter opportunity" Action button "Apply" As long as the batch is not selected, the functions "Save" and "Right arrow (green)" are inactive. TAB: DETAILS Field Note Product image Click opens "Products > Images" Customer product no. If it is a transfer order, the customer product no. is first determined based on the debtor. If no entry is found, the check is performed with the distributor. EAN CODE Colour Size Commission Limit Price RRP TAB: MODULE Modules are configured individually in the backend. Up to 5 modules can be displayed. This tab is only displayed if modules are configured. See also Modules in the backend TAB: HISTORY Shows the item lines of the invoice documents for the selected customer and the selected product. The number of visible lines can be set in the backend via Basic configuration - Settings "Item history". The tab is only displayed if the corresponding right is set in the role, area "ORDER / items" in the backend. Name Visible Sort Full text Explanation Date Always Descending Receipt Number Landscape Yes Quantity Always Price Always Swipe: Show receipt TAB: GRADUATED PRICES Shows the available graduated prices of the offline pricing for the selected customer and the selected product. The tab is only displayed if the corresponding right is set in the backend. Name Visible Sort Full text Explanation Graduated price Always Standard Price, 1st graduated price, 2nd graduated price, etc. Quantity Always Ascending Price Always Valid from Hidden Valid until Hidden TAB: UNITS Shows the units for the selected product. The tab is only displayed if the corresponding right is set in the backend. Name Visible Sort Full text Explanation Unit Always Ascending Yes EAN Always Yes Quantity Always Weight Landscape G-unit Landscape Size Landscape BME Landscape Quantity in order units Landscape TAB: BILLS OF MATERIALS Shows the products contained in the selected bill of materials product. The tab is only displayed if the corresponding right is set in the backend. Name Visible Sort Full text Explanation Product Landscape Yes Name Always Ascending Yes Quantity Always EAN Landscape TAB: PRICING Shows the results of the standard pricing, otherwise the tab remains empty. Name Visible Sort Full text Explanation Type Always Yes Price or discount Condition Always Yes PRL.Condition | KGB.Condition Priority Hidden PRL.Priority | KGB.Priority Customer number Hidden PRL.PriceGroupCustomerNumber | KGB.CustomerNumber Price list Hidden PRL.PriceList Customer group Hidden KGB.CustomerGroup Customer discount group Hidden KGB.DiscountGroup Item discount group Hidden KGB.ItemDiscountGroup Product group Hidden PRL.ProductGroup | KGB.ProductGroup Item number Hidden PRL.ItemNumber | KGB.ItemNumber Client Hidden PRL.Client From quantity Hidden PRL.ValidFromQuantity | KGB.ValidFromQuantity Price Always PRL.RetailPrice Discount Always KGB.Discount Release From version 17 TAB: PRICING Matrix Entry Title Product entry General Header In the matrix entry, the Header corresponds to the definition from the grid area with the following changes: If different products are selected in the matrix, for which the values to be displayed in the header differ, "Multiple selection" is displayed in red instead. + is displayed if none of the selected products are In Basket yet. A pencil is displayed if at least one of the selected products is In Basket. Scrolling in the matrix causes the header to be shown/hidden. Entry Area In the matrix entry, the Entry Area corresponds to the known definition with the following changes: If the selection contains products that are already In Basket and these have different values in the fields of the entry mask, these fields are Hidden as they cannot be edited. +/- adjusts the Quantity in the packaging unit that all products have in common (LCM). If multiple products are selected only the TAB ITEM is shown. Information from the header is Hidden. The scanner is deactivated in the matrix. Batch management required products are not available in the matrix. FAQ   Release   Product documents Title Product documents "" General Grid Click Swipe Views Document Header Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Red: If cancelled Document type Visible Document number Visible Yes Document date Visible Descending Batch Hidden Quantity Visible Price Visible Cancelled Hidden Reason for cancellation Hidden Processing Mass Barcodes This area is only active if a scanner is set up or the camera scanner has been activated. Title Apply Barcodes General Functions in the title bar Icon Explanation Only visible when the grid is visible. Exports the grid to Excel.  Form Field Explanation Barcodes This field has no label. Barcodes and Product numbers can be entered line by line into this field. Camera Scanner If the camera scanner is activated in the Settings, the corresponding camera image is displayed. Validation The Barcodes field must be filled in. Action buttons Name Function Visibility Apply Applies all products from the Barcodes field. If products are duplicated or already included in the ORDER, the packaging unit is increased. Negative Apply Applies all products from the active Order template or product hierarchy that are not present in the Barcodes field and are not in the ORDER. When Product entry has been accessed via an Order template or via the product hierarchy. As soon as the promotion button "Apply" or "Negative Apply" is activated, a check of the Barcodes field takes place. All lines without errors are processed. Lines that lead to an error are then displayed in the following grid. Grid Column definition Name Visible Sort Full Text Explanation Scan The content of a corresponding line from the Barcodes field. Product Name Error The error message explaining why the scan could not be processed. FAQ   Release From version 18 Initial provision of the function. Cart entry Title Widget Widget description Cart Available: Order entry General Kebab menu ( ) Type Menu item Explanation   without product selection the kebab menu is inactive Product details only with product selection Product documents only with product selection Create as new item only with product selection and if the product is already in the Cart General Information The auto search (during product entry) is deactivated. The search input must be confirmed with the Enter key Only items present in the Cart are loaded. {{DDN-01@112#bkmrk-header}} Click Swipe Views Edits the item New Product documents Product details Delete Table Column Definition Name Visible Sort Full Text Explanation Status Visible Status display of the Stock level as icon Green if the Stock level of the product corresponds to >= 8 units. Red if the Stock level is below 8 units. Picture VisibleOnlyLandscape Product Visible Yes Name Visible Yes Status Hidden Product status Quantity Visible Shows the quantity in the Cart Price Visible Shows the assigned Unit price Total Visible Shows the item price Variant selection  If multiple products are found, the variant selection is displayed If a product is selected from the variant selection, the variant selection is closed and the product is loaded. If the item is present in the Cart, it is loaded and the grid scrolls to the item If not present, the found product is loaded, but without Previous/Next and "Save Next" buttons Selection/loading of a product removes the "search input" If a product is entered from the Cart, the view jumps there Column Definition Name Visible Sort Full Text Explanation Status Visible Status display of the Stock level as icon Green if the Stock level of the product corresponds to >= 8 units. Red if the Stock level is below 8 units. Picture VisibleOnlyLandscape Name Visible yes Status Hidden Product status Product Visible Yes Quantity Visible Shows the quantity in the Cart Price Visible Shows the assigned Unit price Product columns   Product recommendations Required licence: AI Module Product recommendations are determined based on products already purchased or obtained. Basic configuration - Settings - "AI: Product recommendations" Select your preferred source. You can choose between Documents (default) DeDeSales Orders Basic configuration - Settings - "AI: Product recommendations - Probability" Probability in % Enter the value here between 0 and 100. Generation of recommendation data Calculation takes place (except for the initial generation) weekly on Sunday nights. The basis for determination is all orders of all customers (Documents or DeDeSales Orders). Only results whose probability corresponds at least to the configured value are considered.