Recently Updated Pages
Products
Title Widget Widget Description Products Number of products (excluding deleted...
A Day in the Life of a Sales Rep.
0. Start client 1. Data Transfer 2. Perform Start of trip 3. Ca...
Quotation header
Title Widget Widget description Create quotation Click: Opens the new quotation ...
Orders
Title Widget Widget description Orders Number of orders Includes all types o...
Visit
Title Widget Widget description Visit Visiting frequency Tour Starting and e...
Travel Report
Title Widget Widget Description Trip This widget is displayed when there is no t...
Reports
Title Widget Widget Description Reports Number of travel reports General ...
Manage Widgets
You can customise widgets as follows: Right-click on a widget to open the corresponding context m...
additional client settings
This area is divided into 2 parts. On the one hand, you have quick access to some functions and o...
Add to cart entry vs. normal entry
Here you can directly add products to the cart using the product number You confirm the search by...
Complaint header
Title Widget Widget description Create complaint Click: Opens the new complaint ...
MRP list
Title Widget Widget Description Dispoliste Available: Order entry Returns en...
Order suggestion
Title Widget Widget Description Order suggestion Available: Order entry Retu...
Favourites
Title Widget Widget Description Favourites Quantity of Favourites Available:...
Attachments / Documents
Title Widget Widget Description Documents Number of files Click: Opens the ...
Product hierarchy
Title Widget Widget Description Product hierarchy Available: Order entry Ret...
ORDER / header
Title Widget Widget description Create order Click: Opens the new order header ...
Enable device for new installation
Each employee is shown a generated QR code when newly created. This is hidden as soon as the firs...
Sales Pipeline - Costs
Enter the costs for the leads in order to be able to evaluate them statistically. Enter a Name ...
Stocktaking Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as th...