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iOS App Updates (manually via App Store)
If a new app version is available in the Apple Business Manager, this app can be updated manually in the App Store. Proceed as follows to update the app manually: 1. Open the App Store 2. Click on your user profile at the top right (1) and scroll down in...
Stocktaking
Title Widget Widget Description Stocktaking Creates a new stocktaking order Available: Customer details General Kebab menu ( ) Type Menu item Explanation Complete stocktaking The stocktaking order is complete...
Stocktaking process
General Information A product in the stocktaking process is always identified by the product number and the batch number (if the product is batch management required). Functions in the title bar Icon Explanation Back to In Basket Heade...
Turnover
Title Widget Widget Description Turnover Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Last year" | "Year" | "Financial year". The last selected variant is saved and preselect...
KEY DATE
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year". The last selected variant is saved and preselected at the next ...
Target/Actual
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year". The last selected variant is saved and preselected at the next start. D...
Order value
Title Widget Widget description Order intake Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year". The last selected variant is saved and preselected at the next s...
Special Features for Key Account
Key Account Extensions Requires the Key account module and the selection of a Key account customer. If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account. From version 10: Instea...
Document overview
Title Widget Widget description Documents Number of documents Click: Opens the overview page Available: Customer details Homepage dashboard General Kebab menu ( ) Type Menu item Explanation Orders Basic ...
NextCloud Integration
Online Files Employee and Customer files can be imported via API from the NextCloud system. It should be noted that the files are provided online and are not uploaded to the DeDeSales server. Settings Call up Basic configuration - Settings - NextCloud Integrat...
Customer Satisfaction
First, create a job or contact/customer CRM definition. Pay attention to the status and the assigned customer list. Then switch to the Tasks - Customer Satisfaction type. Enter the link to the success page (Mandatory) Enter the link to the cancellation pag...
Workflow Summary
Title Widget Widget Description Workflow Number of open workflows Colour code: The corner turns yellow if you are the owner of an open workflow. Click: opens the summary page Available Customer details Start page dashboard ...
Workflow Details
General Title <Workflow-Type> Workflow Kebab menu ( ) Type Menu item Explanation History Header 1. To switch to Edit mode Note: Only visible if you have not entered the workflow via the dashboard. Widgets 1. Files (not for ORDER ...
Tab bar of the Stocktaking entry mask
The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...
Stocktaking Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as the grid area. Header In portrait view, the header begins with the definition from the grid area. Function Explanation Jumps one item back in the ...
Workflow Types
There are different types of workflows that can be used. Automatic Workflows 1. ORDER / Quotation Workflow is triggered when one of the following conditions from <Role>/Workflow applies: ORDER / Quotation Condition Header discount ...
Listing
Title Widget Widget Description Listing Number of Items Available: Customer details Order Quotation General Kebab menu ( ) Type Menu item Explanation Transfer Order Transfers all products from the lis...
Workflow - Workflows
Order and Complaint workflows are attached to specific role rights by default and cannot be influenced here. Individual Workflows For individual workflows, you define a definition. The name of the workflow should be a short description of the workflow. For e...