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108 total results found

E-Mail Communication

Infrastructure

In order for emails to be sent under your domain by the DeDeNet systems, it is necessary to set an SPF record with your DNS provider. Include our entry spf.dedenet.de in your SPF record using the Include directive. If you use Microsoft 365, this could look as ...

Kontexttyp
BackendUI
Zielgruppe
AdminBackend
Plattform
Web
Typ
Übersicht
ddn_quelle
1

Time Server

Infrastructure

For the Data Transfer between DeDeSales Server and DeDeSales Client, it is necessary that both sides use the same system time. The synchronisation occurs automatically on Android and iOS Devices. On Windows Devices, however, the behaviour is such that they wan...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Übersicht
ddn_quelle
2

Data Encryption

Infrastructure

The encryption of data at the database level takes place automatically in the data centre of DeDeNet GmbH. The communication between the DeDeSales Server and the DeDeSales Client is encrypted. For the encryption of data on the Microsoft Windows Client, you mus...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Übersicht
ddn_quelle
3

Data Volume

Infrastructure

The communication between the DeDeSales Client and the server requires corresponding data volume. We generally recommend using a flat-rate tariff for tablets to operate a tablet in the public mobile communication network. Below you will find an overview of wha...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Übersicht
ddn_quelle
4

Settings

DeDeSales Backend Menu Basic configuration

System-wide basic settings are made here. Most settings are already made by DeDeNet after the workshops, so no changes need to be made here. The functions of the individual settings are described directly in the DeDeSales web backend. Unlike roles, settings ar...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Unternehmensweite Clienteinststellungen
ddn_quelle
41

Statistics - Display transferred orders via the backend

Backend Order, Quotation and Complaint ... ORDER

Use this button to access the Statistics area – Orders (equivalent to: Evaluation – Statistics – Orders). The order headers of the transferred orders and transfer orders are displayed in a table. By clicking on the Order number (highlighted in blue), you can a...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Aufträge Statistik
ddn_quelle
43

Basics and Use of Order support

Backend Order, Quotation and Complaint ... Order support menu in the backend

Usage In the overview, you can see the data that you can create in the Order support and how/where it is to be used. Menu Explanation Usage in Customer lists This is a customer group defined by you. The data specified under "Usa...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Dynamische und statische Datenermittlung und Verwendung der Menüpunkte Auftragsunterstützung
ddn_quelle
65

E-mail subscriptions

DeDeSales Backend Menu Administration

Each WEB backend user can be assigned so-called e-mail subscriptions. An e-mail subscription informs the user about certain events in DeDeSales. Some e-mail subscriptions can have their subject line supplemented with information, for example to enable automati...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
E-Mail Informationen konfigurieren
ddn_quelle
66

Customer lists

Backend Order, Quotation and Complaint ... Order support menu in the backend

This is a customer group defined by you. Depending on the licence, order templates, tasks, CRM, representations, and trade fairs can be made available to this customer group. You have the option to modify an existing customer list by clicking on it. You create...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Verwendung von Kundenlisten
ddn_quelle
68

Item lists

Backend Order, Quotation and Complaint ... Order support menu in the backend

An item list contains a number of items defined by you, which is used in the order templates. You have the option to modify an existing item list by clicking on it. You can create a new item list using the green plus button above the table. In addition to the ...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Definition von Artikellisten
ddn_quelle
69

Modules

Backend Order, Quotation and Complaint ... Order support menu in the backend

Modules are the ideal addition to Order templates. A module is capable of enriching the items of an Order template with customer-related data for a selected period. You have the option to modify an existing module by clicking on it. You can create a new modu...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Modulübersicht
ddn_quelle
70

Order templates - AVO

Backend Order, Quotation and Complaint ... Order support menu in the backend

An order template is a list that can be called up within an order in the DeDeSales client. The employee receives an overview of the items (item list) contained in the order template, enriched with customer-specific data (modules). The employee is able to order...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Bedingungen für die Auftragsvorlage festlegen
ddn_quelle
71

Campaigns

Backend Order, Quotation and Complaint ... Order support menu in the backend

Campaigns can be selected during the Conclusion of order. By evaluating the orders of a campaign, it can be assessed whether it was successful or not. For example, it is used in the Type Trade fair, Promotions, events. A campaign is, for example, a trade fair ...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Kampagne für Auftragssteuerung verwenden
ddn_quelle
72

Data collection

Backend Order, Quotation and Complaint ... Order support menu in the backend

Here you can import various data into the DeDeSales system. This includes Activities, Stocktaking notes, Notes, etc. You can also provide individual Excel files. Here you can add or delete the corresponding data. You click on the desired menu and in most cases...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Zusätzliche Daten erfassen, auch über Excel Importe
ddn_quelle
73

Tour template

Backend Order, Quotation and Complaint ... Order support menu in the backend

In combination with Start year, Visiting frequency, etc., you can create days here on which a customer visit is to be suggested. See also Tour suggestion

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Vorlagen für Touren anlegen und bearbeiten
ddn_quelle
74

Roles

DeDeSales Backend Menu Basic configuration

Here the roles for the client are created. This is usually done by DeDeNet following the respective workshops. You can extend these, but please bear in mind that certain functions also require adjustments to the interface. This may need to be commissioned. Exp...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Rollen anlegen und bearbeiten
ddn_quelle
94

Screen Splitting

DeDeSales Backend Basic Operation of the Backend

Most displays are shown split into two parts. You can adjust this layout according to your preferences. Enlarge/reduce the window area on the left: Move the mouse over the line and wait until the double arrow appears. Hold down the left mouse button and releas...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Thema
Backend Ansicht
Typ
Anleitung
ddn_quelle
170

Tables

DeDeSales Backend Basic Operation of the Backend

In many areas, the data is presented in table form.  All views in table form can be sorted, filtered and Exported to Excel. To do this, right-click on the grey header bar. The column under the mouse cursor is sorted. "No sorting" resets the sorting. Filters ca...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Tabellen exportieren, sortieren und Filtern
ddn_quelle
171