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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 ...
Discounts
Title Widget Widget Description Discounts Number of discounts General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Discount group Landscape ...
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 ...
Appointment/Contact Sync via Cloud
When syncing Contacts and Appointments in DeDeSales via the Cloud, delays can occur, so that Objects do not appear or become retrievable immediately. This is because the two programmes do not communicate directly with each other, but the Cloud is in between. T...
Areas
An area assignment can be used whenever you do not have a direct assignment between Employee and Customer. A new area is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly.
Settings - Manage PDF Contents
Define the header and footer here for different PDF documents created by DeDeSales. You can create templates specific to clients and cultures. The culture is prioritised over the client. Use the copy function to create additional templates after selecting a te...
Settings - Manage e-mail content
Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client,...
Initial Setup of the DeDeSales Client
If the client has not yet been set up, you will be taken directly to the Settings of the Dashboard after starting. The client setup can be done in 3 different ways. Manual Enter the Device number Enter the server URL. Hide Floating Numeric Input => by tick...
E-Mail Subscription
If you do not have an interface via a connector to your ERP system, it is necessary to subscribe to the e-mail subscription "New customers created". This sends an e-mail to the desired address with all data from the client. These data must then be entered manu...
JSon API
Offline It is possible to have the new Customer number generated on the client and passed to the ERP system via the JSon API, so that it does not have to be linked manually in the backend. In this case, DeDeNet writes "clientgenerated" into the New customers n...
no interface
In order for the new customer to be edited directly in the client, a configuration via the backend in the Basic configuration – Settings – "New customers number range" section is necessary. This can only be carried out by DeDeNet. Together with your Project ma...
Connector
If the communication between your ERP and DeDeSales is via a connector, it can also handle the Create new customer process in your ERP system. For SAP, for example, there is a function module that must be integrated on your side. You can request this from your...
The Differences in the Terminate Offer Type
As soon as you press the Completion button in the client and depending on the role settings, you get different options on how to proceed with the order. Save You can use the "Save" button if you may need to edit the order later because you received General Inf...
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...