Service Description for Order, Quotation, and Complaint Entry

• ORDER
• ORDER / header
• Order mask
• Item entry - Grid
• Item entry - Entry area
• Tab bar of the entry mask
• Matrix Entry
• Product documents
• Processing Mass Barcodes
• Cart entry
• Product recommendations
• Complaint
• Complaint header
• Complaint mask
• Grid area
• Entry Area
• Product documents
• Tab bar of the entry mask
• Quotation
• Quotation header
• Quotation mask
• Grid area
• Entry Area
• Tab bar of the entry mask
• Matrix Entry
• Product documents
• Widgets
• Product hierarchy
• Order templates
• Attachments in Order templates
• Favourites
• Order suggestion
• Consignment Stock
• MRP list
• Import
• Orders
• Orders
• Transfer to another device
• Retrieve transferred orders

ORDER

ORDER / header

Title	Widget	Widget description
Create order		Click: Opens the new order header   Available         a. Customer details

General

Header

1. Displays the number of items and the total quantity (items | total quantity)
2. The exclamation mark is shown in red if there is a special feature with the order, e.g. Delivery block.
   1. Contains additional order-related information
   2. 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:

1. Type of order
2. Date of delivery
3. Order date
4. Discount in %

Time	Type	Validation	Display
Creation	Blocked	Create order not possible! The customer has an order block. <code Auftragssperre>	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

1. 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

1. Shows the number of items and the total quantity (Items | Total quantity)
2. The exclamation mark is displayed in red if there is a special feature with the order, e.g. Delivery block.
   1. Contains additional order-related information
   2. Click: Opens the information
3. Jumps to the Order header

Widgets

1. AVO
2. product hierarchy
3. Completion
4. Order suggestion (Also active for orders that are no longer editable.)
5. Consignment stock
6. Live price enquiry
7. Photos
8. Attachments
9. Listing
10. MRP list (Also active for orders that are no longer editable.)
11. Favourites
12. Import 
13. 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

1. 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".
   1. Product*
   2. List Price*
   3. RRP*
   4. Packaging unit (e.g. 1 pc.)*
   5. Stock level*
   6. Item attributes 1-16
2. If activated, the live stock level can be queried here.
3. 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

1. 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".
   1. Product*
   2. Quantity (also shows Rebate in kind, e.g. 4+1)*
   3. KIP*
   4. Discount*
   5. Total*
   6. Batch
      
   7. Item attributes 1-16
2. If activated, the live stock level can be queried here.
3. 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

1. Scrolling down (rows move down) displays the header when a product is activated.
2. Scrolling up (rows move up) hides the header.

Settings

1. 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

1. ** 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:

1. Note: "Batch required"
2. Dropdown: "Select opportunity"
3. Input field "Enter opportunity"
4. 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

1. 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:

1. 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.
2. + is displayed if none of the selected products are In Basket yet.
3. A pencil is displayed if at least one of the selected products is In Basket.
4. 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:

1. 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.
2. +/- adjusts the Quantity in the packaging unit that all products have in common (LCM).
3. If multiple products are selected
   1. only the TAB ITEM is shown.
   2. Information from the header is Hidden.
4. The scanner is deactivated in the matrix.
5. Batch management required products are not available in the matrix.

FAQ

 

Release

 

Product documents

Title
Product documents "<Produktbezeichnung>"

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

1. 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

1. The auto search (during product entry) is deactivated. The search input must be confirmed with the Enter key
2. Only items present in the Cart are loaded.
   

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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 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

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"

Basic configuration - Settings - "AI: Product recommendations - Probability"

Generation of recommendation data

Complaint

Complaint header

Title	Widget	Widget description
Create complaint		Click: Opens the new complaint header   Available         a. Customer details

General

Header

1. Displays the number of items and the total quantity (items | total quantity)
2. The exclamation mark is shown in red if there is a special feature with the complaint, e.g. delivery block.
   1. Contains additional order-related information
   2. Click: Opens the information

Form

Order

Field	Right	Reference
Reason for complaint	ORDER / complaint / Always show the complaint reason	Code table: Reason for complaint

Order texts

Field	Right	Reference
External complaint text	ORDER / complaint / External complaint text
Internal complaint text	ORDER / complaint / Internal complaint text
Complaint delivery note text	ORDER / complaint / Delivery note
Complaint picking text	ORDER / complaint / Picking text

Customer order information

Field	Right	Reference
Customer complaint number	ORDER / complaint / Customer complaint number
Contact	ORDER / header / Select contact
ComplaintCheckboxAttribute1	Only visible if the text has been renamed.
ComplaintCheckboxAttribute2	Only visible if the text has been renamed.

Summary

Field	Right	Reference
Name	ORDER / complaint / Signature
Signature	ORDER / complaint / Signature

Validation

Time	Type	Validation	Display
Completion	Blocked	No complaint number has been captured. No signature has been captured. No reason for complaint has been specified.	Message

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 "Completion" in the order mask.
Send	The order is completed and the dispatch of this order is executed immediately.	When clicking "Completion" in the order mask.
Transfer to another device	Transfers the order to another device of the employee.	If you have clicked Save in the order mask and the employee is assigned multiple devices.

Complaint mask

Title
Complaint If a header Reason for complaint is selected: Complaint / "Reason for complaint"

General

Kebab menu ()

Type	Order header	Explanation
	Send PDF
	Complete order
	Interrupt order
	Customer notes	Coming from the Summary in the Dashboard, Customer is shown as a jump-off point.
	Transfer to another device	Only visible if the Employee is assigned multiple Devices.

Header

1. Shows the number of Items and the total Quantity (Items | Total quantity)
2. The exclamation mark is shown in red if there is a special feature with the order, e.g. Delivery block.
   1. Contains additional order-related information
   2. Click: Opens the information
3. Jumps to the Complaint header

Widgets

1. AVO
2. product hierarchy
3. Completion
4. PDF
5. Photos
6. Attachments
   
7. Favourites
   

Items

Plus ()

Calls 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.
Picture	Hidden
Item	Hidden	Ascending
Product	Landscape		Yes
Name	Always		Yes
Quantity	Always
Reason for complaint	Landscape			Composite text from the selected reasons.
Invoice	Landscape
Note	Hidden
VeCode	Landscape
Price	Always
Total	Always
Batch	Hidden
Colour	Hidden
Size	Hidden
Item.attribute1-16	Hidden
EAN	Hidden
Rank	Hidden			Sorting indicator from product master
Hierarchy	Hidden			Name and Number

FAQ

 

Release

 

Grid area

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

1. 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".
   1. Product*
   2. List Price*
   3. RRP*
   4. Packaging unit (e.g. 1 pc.)*
   5. Stock level*
   6. Item attributes 1-16
2. If activated, the live stock level can be queried here.
3. 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

1. 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".
   1. Product*
   2. Quantity (also shows Rebate in kind, e.g. 4+1)*
   3. KIP*
   4. Discount*
   5. Total*
   6. Batch
      
   7. Item attributes 1-16
2. If activated, the live stock level can be queried here.
3. 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

1. Scrolling down (rows move down) displays the header when a product is activated.
2. Scrolling up (rows move up) hides the header.

Settings

1. 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

1. ** Date must be in the future.

Entry Area

Title
Product entry

General

Kebab menu ()

The entry area has the same kebab menu as the grid area.

Header

In portrait view, the header starts with the definition from the grid area.

Function	Explanation
	Jumps one item back in the grid area.
	Adds the product to the cart. The entry area is exited/closed.
	Adds the product to the cart and jumps one item forward in the grid area.
	Jumps one item forward in the grid area.

Following the functions is the tab bar.

Validation

Time	Type	Validation	Display
Item call	Warning	Comment present Status general information	Message
Item call	Blocked	Product locked Not in closed listing Product not intended for client.

Scan function

• Scanning the same product increases the quantity by 1.
• Scanning a different product
  • adds the current product (like the "Save" function)
  • Checks if the scanned product exists
    • Yes: Adds the new product directly into 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.

FAQ

 

Release

 

Product documents

Title
Product documents "<Produktbezeichnung>"

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

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	General Information
Quantity	This field is Always present.
Unit		This is not an input field.
Price	This field is Always present.	If the price is manually Edited, it is displayed in red.
Total		This is not an input field. The total changes automatically with the input.
Complaint description		The Configuration of the Complaint matrix is done in the backend under Basic configuration > Settings Complaint matrix.
Invoice	ORDER / complaint / Select Invoice
Note	This field is Always present.
Batch

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FAQ

The Sales rep. must select the reasons for a complaint anew with each entry, this is very time-consuming. Can this be optimised?

Via the right ORDER / return / Remember the reasons for a complaint you can choose whether the reasons for a complaint are retained when entering a new item.

Despite an Active listing, the Sales rep. can enter any Products in the complaint entry. How can I change this?

You must activate the check via the right ORDER / return / Check for item listings.

Release

 

Quotation

Quotation header

Title	Widget	Widget description
Create quotation		Click: Opens the new quotation header   Available         a. Customer details

General

Header

1. Shows the number of items and the total quantity (items | total quantity)
2. The exclamation mark is shown in red if there is a special feature with the quotation, e.g. delivery block.
   1. Contains additional quotation-related information
   2. Click: Opens the information

Form

Quotation

Field	Right	Reference
Type of quotation	ORDER / header / Types of orders	Code table: DeDeSales Type of order
Order type	ORDER / header / Order type	Code table: Order type
Delivery date	ORDER / header / Date of delivery
Quotation valid until	ORDER / header / Fixed value date
Offer Confirmation	ORDER / header / Order confirmation
Incoterms	ORDER / header / Incoterms	Code table: Incoterms
Quotation date	ORDER / header / Date of order can be freely changed by 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

Offer Information

Field	Right	Reference
Offer Information external	ORDER / header / External order text
Offer Information internal	ORDER / header / Internal order text
Delivery note	ORDER / header / Delivery note
Picking text	ORDER / header / Picking text

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Customer Offer Information

Field	Right	Reference
Customer Offer Number	ORDER / header / Customer order number
Contact	ORDER / header / Select contact	Contacts
List of contents	ORDER / header / List of contents

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Validation

A validation and recalculation of the order items takes place as soon as one of the following fields in the header is changed:

1. Type of quotation
2. Delivery date
3. Quotation date
4. Discount in %

Time	Type	Validation	Display
Creation	Blocked	Create quotation not possible! The customer has an order block. <code Order block>	Popup
Completion	Warning	Minimum order value not reached. Credit limit exceeded. Minimum order value not reached.	Message
Completion	Blocked	Delivery date not possible. No type of quotation specified. Quotation date is in the future. Delivery address incorrect. Delivery address no longer exists. Postal code incorrect. Minimum order value not reached. No Customer Offer Number specified. No delivery point specified. No delivery date specified. Delivery date is before order date. No quotation completion for prospects.	Message
Completion with order split	Enquiry	You have items from several clients in this quotation. To proceed to the next step, the quotations must first be split. Would you like to perform the quotation split now?	Popup

Action buttons

Name	Function	Visibility
Save	Saves the quotation. The quotation can be further edited later but cannot yet be sent.	Directly when creating the quotation or when clicking the pencil in the quotation mask.
Complete	Saves the quotation and sets the status to Completed. The quotation can be selected and sent in Data Transfer.	When clicking "Complete" in the quotation mask.
Send	The quotation is completed and the dispatch of this quotation is executed immediately.	When clicking "Complete" in the quotation mask.
Transfer to another device	Transfers the quotation to another device of the employee.	If you have clicked Save in the quotation mask and the employee has multiple devices assigned.

FAQ

 

Release

 

Quotation mask

Title
Quotation If a type of order is selected: Quotation / "Type of order"

General

Kebab menu ()

Type	Menu item	Explanation
	Quotation header
	Send order suggestion
	Live price enquiry
	Listing
	Terminate Offer
	Interrupt Offer
	Customer notes	Coming via the Summary from the Dashboard, Customer is shown as a jump-off.

Header

1. Shows the number of items and the total quantity (Items | Total quantity)
2. The exclamation mark is displayed in red if there is a special feature with the quotation, e.g. Delivery block.
   1. Contains additional quotation-related information
   2. Click: Opens the information
3. Jumps to the Quotation header

{{DDN-01@112#bkmrk-grid}}

{{DDN-01@112#bkmrk-positionen}}

Grid area

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.

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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:

1. Note: "Batch required"
2. Dropdown: "Select opportunity"
3. Input field "Enter opportunity"
4. 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

1. 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:

1. 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.
2. + is displayed if none of the selected products are In Basket yet.
3. A pencil is displayed if at least one of the selected products is In Basket.
4. 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:

1. 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.
2. +/- adjusts the Quantity in the packaging unit that all products have in common (LCM).
3. If multiple products are selected
   1. only the TAB ITEM is shown.
   2. Information from the header is Hidden.
4. The scanner is deactivated in the matrix.
5. Batch management required products are not available in the matrix.

FAQ

 

Release

 

Product documents

Title
Product documents "<Produktbezeichnung>"

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

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

1. 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:

1. Contacts of the active customer.
2. The own employee
3. Employees of type "Backoffice"
4. Employees of type "Dispatcher"
5. 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.

1. 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:

1. Text input with a formatting bar (WYSIWYG editor)
2. Bold, Italic, Underlined, numbered list, bullet list, decrease/increase indent
3. Icon to add hyperlinks
4. 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:

1. Contacts of the active customer.
2. The own employee
3. Employees of type "Backoffice"
4. Employees of type "Dispatcher"
5. 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

1. WYSIWYG editor in the "Correspondence (email only)" panel including adding hyperlinks.
2. 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

1. 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:

1. No column headers
2. First column: Item number
3. Second column: Order Quantity
4. 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

1. If a product appears multiple times in the Excel, it is also added multiple times to the Cart.
2. During import, quantities are not cumulated with identical products already in the Cart.

FAQ

 

Release

 

Orders

Orders

Title	Widget	Widget description
Orders		Number of orders Includes all types of orders including Complaints.

General

Kebab menu ()

Type	Menu item	Explanation
	Create order	Only visible when the widget has been accessed via the Customer Dashboard.
	Create stocktaking	Only visible when the widget has been accessed via the Customer Dashboard.
	Create complaint	Only visible when the widget has been accessed via the Customer Dashboard.
	Create quotation	Only visible when the widget has been accessed via the Customer Dashboard.
	---------------------------------------
	Active	Lists orders that are In progress or already Completed.
	Transferred	Lists orders that have already been Transferred or are currently in shipping.
	Deleted	Lists deleted orders.
	---------------------------------------
	Retrieve transferred orders

Grid

Click	Swipe	Views
Order	Copy Copy to customers Delete Restore (if "Deleted" selected).	Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Colour status	Forced			Green: Completed when "Active" selected. Transferred when "Transferred" selected. Yellow: When transferred from another device.
Number	Hidden
Name 1	Always		Yes	Only visible when not clicked on Orders in the Customer Dashboard.
Location	Always		Yes	Only visible when not clicked on Orders in the Customer Dashboard.
Date	Always	ASC
Type	Always		Yes
ERP no.	Landscape		Yes
Items	Hidden
Type of order	Landscape		Yes
Customer order number	Hidden
Date of delivery	Hidden
Total	Hidden
Campaign	Hidden
External order text	Hidden
Internal order text	Hidden
Picking text	Hidden
Status	Hidden
Customer columns	Hidden			Only visible when not clicked on Orders in the Customer Dashboard.
Employee	Hidden

FAQ

 

Release

 

Transfer to another device

Title
Transfer to another device

Grid

Click	Swipe	Views
selects the order for Transfer	Open (opens the order)	Shows only Orders with the status "Completed" and "In progress". If the mask is called from a Customer, only the Orders belonging to that Customer are shown.

Action buttons

Name	Function	Visibility
Transfer to another device	Transfers the selected Orders to another device of the Employee.	Visible when Save has been clicked in the Order mask and the Employee is assigned multiple Devices.

Column definition

Name	Visible	Sort	Full Text	Explanation
Checkbox	Forced
Number	Hidden
Name 1	Always			Only visible if Orders have not been clicked in the Customer dashboard.
Location	Always			Only visible if Orders have not been clicked in the Customer dashboard.
Date	Always
Type	Always
Items	Hidden
Type of order	Landscape
Customer order number	Hidden
Date of delivery	Hidden
Total	Hidden
Campaign	Hidden
External order text	Hidden
Internal order text	Hidden
Picking text	Hidden
Customer columns	Hidden			Only visible if Orders have not been clicked in the Customer dashboard.
Employee	Hidden

Retrieve transferred orders

Title
Retrieve transferred orders

Functions in the title bar

Icon	Explanation
	Establishes a connection to the server and loads the current list from the server

Grid

Click	Swipe	Views
marks the order for pick-up		Orders ready for pick-up from the main device and the Multi-device configuration of the own Employee are listed. With the right "Request orders from other agents" also foreign pick-up ready and not sent orders are listed.

Action buttons

Name	Function	Visibility
Pick-up	Transfers the selected orders to the own device.	If the mask is called from within a customer, only the orders belonging to that customer are displayed.   The orders are retrieved from the server and integrated into the client. On error-free execution, the mask closes.

Column definition

Name	Visible	Sort	Full Text	Explanation
Checkbox	Forced
Created by	Always
Device	Hidden			Name of the device (Model) from which the order comes
Number	Hidden			Order number
Customer number	Always			Only shown when accessed via the start page dashboard
Name 1	Always		Yes	Only visible if orders were not clicked in the customer dashboard.
Location	Always		Yes	Only visible if orders were not clicked in the customer dashboard.
Date	Always	ASC
Type	Always		Yes
Items	Hidden
Type of order	Landscape
Customer order number	Hidden
Date of delivery	Hidden
Total	Hidden