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. Via the backend code table "Order suggestion Text blocks" predefined text blocks can be created, which can be accessed via the kebab menu in the panel. The defined text blocks can contain HTML formatting such as hyperlinks. 

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: 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 area is called "Order suggestion Text blocks".

Why don't I see the Fax Recipient area?

You need a corresponding fax server licence for this item to be visible.

Release