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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...

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 ...

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 ...

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...

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...

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 ...

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...

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...

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 ...

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...

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

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 ...

Depending on the backend settings, the client offers the possibility to perform an internal control of the complaint on site. For example, to destroy goods directly on site or to initiate a credit note due to shortages. The complaint matrix is documented in th...

In the Employee section, you have the selection between different evaluations of the daily reports. Daily/Trip report Here you can select a single day and, depending on the granted right (Administration / Roles - "Employee \ Is allowed to modify daily reports"...

To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be selected.

Attention: Please note the General Information that Daily reports, Expenses, Visits and Reports cannot be documented on a secondary device. Please check whether you are using the main device and switch devices if necessary.

Title Widget Widget Description Data Transfer Date of the last data transfer Data currency White = Data is current Yellow = Last data transfer was more than 1 day ago Red = Last data transfer was more than 2 days ago If orders could...

Title Widget Widget Description Data Transfer     General Form Status Field Right Reference Total progress     Progress bar for the transfer of the current data packet.     Progress bar for the processing of the current...