Widgets Product hierarchy Title Widget Widget Description Product hierarchy Available: Order entry Returns entry Quotation entry General Only hierarchy nodes are displayed that contain products or whose subnodes contain products. Grid Click Swipe Views Switches to the entry mask Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Green: When there are products in the level. Name Always Ascending Yes The hierarchy is simulated by spaces before the name. Products Hidden Number of products contained in the level. FAQ   Release From version 18 Only hierarchy nodes are displayed that contain products or whose subnodes contain products. Order templates Title Widget Widget Description Order templates Quantity of order templates Available: Order entry Returns entry Quotation entry General Grid Click Swipe Views Switches to the entry mask Attachments Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Ascending Green: If prioritised, prioritised are shown first. Category Landscape Yes Name Always Ascending Yes Valid from Always Valid until Always Attachments Hidden Quantity of documents Discount Hidden FAQ Why don't I see my order template? Clarify with your responsible employee from the head office whether the order template is released, whether it has been released for your customers, or whether the validity period is active. Release   Attachments in Order templates Accessible: TripplePoint via the Order templates widget in an Order template Grid Click Swipe Views Opens the attachment Delete File, if permission is granted Table Column definition Name Visible Sort Full Text Explanation Name Visible ASC Yes Contains the File name. Available VisibleOnlyLandscape Yes Online or Offline Size VisibleOnlyLandscape Including Unit KB, MB or GB Right-aligned FAQ   Release   Favourites Title Widget Widget Description Favourites Quantity of Favourites Available: Order entry Returns entry Quotation entry General Favourites can be created in the Products. A click on the widget switches to the entry mask and loads the list of all Products that are marked as Favourite. Favourite inactive Favourite active FAQ   Release   Order suggestion Title Widget Widget Description Order suggestion Available: Order entry Returns entry Quotation entry General Title bar Icon Explanation On iOS/Android the share function is called. On UWP the save dialog opens. Switches to the contact mask of the active customer. Panel: E-Mail Recipient Multiple selection is possible.  Conditions The following recipients are displayed if an e-mail address is maintained: Contacts of the active customer. The own employee Employees of type "Backoffice" Employees of type "Dispatcher" If the active customer has an e-mail address stored, the grid contains an additional entry "From Master data (...)". Grid Click Swipe Views Marks the entry as recipient of the e-mail Table Column definition Name Visible Sort Full Text Explanation Checkbox Forced Title Landscape Last name Always Ascending Yes First name Always Yes E-Mail Always Yes Item Hidden Department Hidden   Panel: Correspondence (email only) Enter a text here for the e-mail correspondence. Texts entered here can be interpreted as HTML if it is valid HTML. Predefined text blocks can be created via the backend code table "Order suggestion Text blocks", which can be accessed through the kebab menu in the panel. The defined text blocks can contain HTML formatting such as hyperlinks. From version 21: Text input with a formatting bar (WYSIWYG editor) Bold, Italic, Underlined, numbered list, bullet list, decrease/increase indent Icon to add hyperlinks Order suggestion Text blocks, as before Since version 21, a formatting bar (WYSIWYG editor) is available above the text input. The text no longer needs to be entered manually as HTML. Grid Order suggestion Text blocks Click Swipe Views Marks the text block as e-mail correspondence Table Column definition Name Visible Sort Full Text Explanation Category Forced Key Landscape Culture Always Ascending Client Always Value Always Yes Panel: Attachments Since version 21, an additional panel is available below the Correspondence, through which documents can be selected as email attachments. Grid Click Swipe Views Adds the document to the selection as an email attachment Table Column definition Name Visible Sort Full Text Explanation Checkbox Forced Tick the checkbox so that the additional attachment is added to the email. Type Always Yes "ORDER": documents additionally attached to the order suggestion can be uploaded here. "Employee": documents centrally provided to the employee via import Path Always Yes File name Always Ascending Yes Panel: Fax Recipient Multiple selection is possible.  Conditions The following recipients are displayed if a fax number is maintained: Contacts of the active customer. The own employee Employees of type "Backoffice" Employees of type "Dispatcher" If the active customer has a fax number stored, the grid contains an additional entry "From Master data (...)". Grid Click Swipe Views Marks the entry as recipient of the fax Table Column definition Name Visible Sort Full Text Explanation Checkbox Forced Title Landscape Last name Always Ascending Yes First name Always Yes Fax Always Yes Item Hidden Department Hidden   Action buttons Name Function Visibility Send Sends the order suggestion to the e-mail addresses or fax devices of the selected recipients. FAQ Where can I maintain the Text blocks for "Correspondence (email only)"? You can maintain the texts in the code tables in the backend. The type is "Order suggestion Text blocks". Why do I not see the Fax recipient section? You need a corresponding fax server licence for this item to be visible. Release From version 21 WYSIWYG editor in the "Correspondence (email only)" panel including adding hyperlinks. New "Attachments" panel for selecting documents (type "ORDER" or "Employee") as email attachments. Consignment Stock Title Widget Widget Description Consignment Stock Number of products located in the consignment stock. Available in: Order entry Returns entry Quotation entry General Action buttons Name Function Visibility Apply remaining products Adds all products with withdrawal > 0 with the quantity from withdrawal to the cart. Apply selected product Saves the order and sets the status to Completed. The order can be selected and sent in Data Transfer. If a product is selected in the grid. Grid Click Swipe Views Enter current inventory Enter withdrawal Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Green: If edited or already in the cart. Product Landscape Yes Name Always Ascending Yes Batch Hidden Target inventory Always Current inventory Always = Target inventory - Withdrawal Withdrawal Always Product columns All hidden Enter current inventory A new current inventory can be entered. The Withdrawal column then contains Target inventory minus Current inventory. Entering a current inventory greater than the Target inventory is not possible. Enter withdrawal The withdrawn quantity is entered. The current inventory is reduced by the withdrawn quantity and Withdrawal receives the quantity you entered. FAQ   Release   MRP list Title Widget Widget Description Dispoliste Available: Order entry Returns entry Quotation entry Customer details General Grid Click Swipe Views Product details Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Red: If the product has the status "Locked Order" or "Locked Order and Return". Picture Always Product Landscape Yes Name Always Ascending Yes Document 1 Always * Document 2 Always * Document 3 Always * Document 4 Always * SKU Hidden Sales unit Hidden 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 Attribute 1-16 Hidden Hierarchy Hidden Name and Number * The name of the column is determined dynamically from the last 4 orders (including the currently recorded order). The name consists of the Document date and the Document number. FAQ Why don't I see the menu item Create new customer? (only the question and then link to the corresponding FAQ)   Release From version 18 Create new customer available. Import Title Widget Widget Description Import Available in: Order entry Quotation entry General General Information Clicking on the widget opens an information window: Import product data via Excel. The Excel document must have the following structure: No column headers First column: Item number Second column: Order Quantity Third column (optional): Batch Validation If there are no problems during validation, the products are imported directly. The following validation takes place during import. Validation Explanation Item number The item number is checked in DeDeSales. If there is no match, the following additional fields are checked in order: EAN CODE EAN CODE on the packaging unit EAN CODE on the single piece Base item number Customer's item number (DAI) Status If the product is Locked, this is recognised as a problem. Valid sales quantity If adherence to sales quantities is Mandatory and violated, this is recognised as a problem. Listing If the product is not listed and the Customer has a closed listing, this is recognised as a problem. Batch If the product is Batch management required, a Batch is required in the order and no Batch was specified in column 3, this is recognised as a problem. If one or more problems are detected, a Summary with the identified problems appears. The grid columns are: Line, Product, Error. Action buttons Name Function Visibility Import XLS In the information window: Opens a dialog for file selection. In the problem window: Imports the products that have no problems. Import process If a product appears multiple times in the Excel, it is also added multiple times to the Cart. During import, quantities are not cumulated with identical products already in the Cart. FAQ   Release