Recently Updated Pages
Which source can I use for evaluations?
Standard report "DAILY REPORT" Expense report "Expense report" JSon API Individual report...
Editing already completed tasks afterwards
Once a job is completed in the DeDeSales Client, there is no longer any possibility to edit it th...
Opportunities - Create CRM Definition
If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If ...
Cart entry
Title Widget Widget description Cart Available: Order entry General Keba...
Workflow - Steps
A workflow can consist of various steps that either build on each other or interact differently a...
Workflow - Workflows
Order and Complaint workflows are attached to specific role rights by default and cannot be influ...
Workflow Types
There are different types of workflows that can be used. Automatic Workflows 1. ORDER / Quotation...
Tab bar of the Stocktaking entry mask
The tab bar contains further information about the currently selected product or offers you the p...
Workflow Details
General Title <Workflow-Type> Workflow Kebab menu ( ) Type Menu item Explanation...
Workflow Summary
Title Widget Widget Description Workflow Number of open workflows Colour cod...
Customer Satisfaction
First, create a job or contact/customer CRM definition. Pay attention to the status and the assig...
NextCloud Integration
Online Files Employee and Customer files can be imported via API from the NextCloud system. It sh...
Document overview
Title Widget Widget description Documents Number of documents Click: Ope...
Special Features for Key Account
Key Account Extensions Requires the Key account module and the selection of a Key account custome...
Order value
Title Widget Widget description Order intake Change in % Change graphically ...
Target/Actual
Title Widget Widget Description KEY DATE Change in turnover in % Change in tu...
KEY DATE
Title Widget Widget Description KEY DATE Change in turnover in % Change in tu...
Turnover
Title Widget Widget Description Turnover Change in turnover in % Change in tu...
Stocktaking process
General Information A product in the stocktaking process is always identified by the product numb...
Stocktaking
Title Widget Widget Description Stocktaking Creates a new stocktaking order ...