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Quotation header
Title Widget Widget description Create quotation Click: Opens the new quotation header Available a. Customer details General Header Shows the number of items and the total quantity (items | total quantity) The exclamation ma...
A Day in the Life of a Sales Rep.
0. Start client 1. Data Transfer 2. Perform Start of trip 3. Call up customers 4. If applicable, Start visit 5. Start order / Stocktaking / Return 6. Perform item entry 7. Comple...
Products
Title Widget Widget Description Products Number of products (excluding deleted products) General Kebab menu ( ) Type Menu item Explanation Entire range Shows all products. Favourites Only visible if at lea...
Replacement
Title Widget Widget Description Replacement Quantity of Replacement Products Available: - Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Exp...
Inventory
Title Widget Widget Description Inventory Displays the inventory Click on the widget to perform a live inventory query. FAQ Why does nothing happen when I click on the widget? For the live inventory query, an appropriate connection...
Units
Title Widget Widget Description Units Number of units General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Unit Always ASC Yes EAN Always...
Documents
Title Widget Widget Description Documents Quantity of documents General Grid Click Swipe Views Calls up the file. Table Column definition Name Visible Sort Full Text Explanation Name Alwa...
Prices
Title Widget Widget Description Prices Number of Prices General In this view, only prices of the type List Price and RRP are displayed. Grid Click Swipe Views Table Column definition Name Visible ...
Bill of materials
Title Widget Widget Description Bill of materials Quantity of products contained in the product. Available: - Product details General Grid Click Swipe Views Table Column definition Name Visible ...
Customers
Title Widget Widget Description Customers Number of customers General Kebab menu ( ) Type Menu item Explanation Create new customer --------------------------------------- Not assigned Also shows cus...
Addresses
Title Widget Widget Description Addresses Quantity of Addresses General Grid Click Swipe Views Address Details Table Column definition Name Visible Sort Full Text Explanation Type Always ...
Delivery points
Title Widget Widget Description Delivery points Quantity of Delivery points General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanation Name Alw...
Visiting times
Title Widget Widget description Visiting times General Functions in the title bar Icon Explanation Switches to the edit mode of the visiting times. Form Order Field Right Reference Monday morning fr...
Responsible
Title Widget Widget Description Responsible Quantity of persons responsible for the Customer. General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanatio...
Calendar management
Title Widget Widget description Appointments Number of today's appointments Click shows today's day in the calendar Available a. Cockpit b. Customer details Shows the first 4 customer appointmen...
Opportunities
Title Widget Widget description Opportunities 1. Open opportunities (only those where I am assigned as Person in charge) / all open opportunities Click: opens the summary page Available a. Customer details b. Star...
Contacts
Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities {{DDN-01@266#bkmrk-titel-icons}} Grid Click Swipe Views Contact details Table Action buttons ...
Tasks
Title Widget Widget Description Tasks Number of tasks Top right corner in the colour of the highest priority. Prio Z: dark red Prio A: red Prio B: orange Prio C: none Available in Homepage dashboard Customer details ...