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iOS - Register Apple Business Manager
Create Apple Business Manager Account If you want to use DeDeSales for iPhone/iPad, you need an Apple Business Manager account If you do not yet have an account, you must register here: Registration link: https://business.apple.com/#/enrollment/form Instr...
iOS - PList Configuration
PLIST Configuration via MDM If you use an MDM system, certain configuration parameters can be automatically assigned as key-value pairs via the PLIST. These include: "ServerURL", "FallbackURL" and "Device number" The server URL should be set at the profile lev...
Operation of the Chat
With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out. Structure of the AI Chat 1. Enter question Enter your question or instr...
Promotions
Supported Promotions Create note Create activity All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.
Data
The AI only works with released fields in certain areas. This keeps responses faster and clearer. Below you will find the individual areas with the corresponding queryable fields. Area: Customers Customer number Name 1-3 Address data (Street, ZIP code, Cit...
MCP Server Connection
Microsoft Azure App Registration #1 Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name Please use "DeDeSales KI MCP API" Supported account types Usually, "Accounts in this organisational directory only - ...
Supported Hardware Scanners
The following table shows the compatible hardware scanners for Product entry. Manufacturer Model Supported DeDeSales Version Koamtac KDC 200* <= 19.x Koamtac KDC 270* <= 19.x Koamtac KDC 280* <= 19.x Koamtac KDC 280 BLE 14.x ...
Role and eCom Employee
Summary The eCom system requires its own employee with a dedicated role. This role controls which functions the shop offers — just like with the field service client. Without an eCom licence, the main menu item eCom does not appear in the web backend. Procedur...
Provision of Data
Attention, current limitation: Provisioning of data currently does not work for pictures. If you have changed pictures — container, login graphic or logo — please use the Rollout button in the Employee overview instead. The limitation has been reported; as soo...
Create and position containers
Summary Containers are the advertising spaces of the shop. They are maintained under eCom \ Container. A container becomes effective in two steps: you create it, and you define how the area in which it appears is displayed. What a container is, which link type...
Maintain texts
Summary Under eCom \ Texte you maintain the texts that the customer sees in the shop — legal texts, the cookie notification, and the confirmations after registration. Distinction: The texts of the e-mails are not here, but under Basic configuration \ Setting...
Uploading Pictures
Summary Under eCom \ Pictures you upload the two fixed graphics of the shop: the graphic on the login page your logo for the menu bar, which appears after the customer logs in The required dimensions are listed in the service description on the Marketing C...
Mark pictures as AI-generated
Summary From version 19 onwards, a picture can be marked as created with AI. The shop then automatically displays the note AI GENERATED above the picture. The marking is done with the checkbox Picture is AI generated below the picture. The checkbox is availabl...
Creating and Evaluating Vouchers
Summary Vouchers are maintained under eCom \ Voucher management. A voucher is stored in the DeDeSales order as a Header discount. The usage rules and the effect in the order are described in the service description on the page Vouchers and Special discounts. C...
Create Special discounts
Summary Special discounts are maintained under eCom \ Special discounts. Unlike a voucher, a Special discount works automatically — the customer does not have to enter anything. It applies to all customers and all items in the specified period. Procedure Ope...
Unlocking and Managing Registrations
Summary Under eCom \ eCom customer registration you manage your customers' access. The type has two lists: open registrations and completed registrations. How the access model works and which e-mails are triggered is described in the service description on the...
Setting up e-mail subscriptions and maintaining templates
Summary The shop's e-mail dispatch has two controls, and in case of problems, almost always one of these is the cause: Control Location Controls Subscription Administration \ E-mail subscriptions who receives an e-mail Template Basic conf...
Extend menu and maintain contact reasons
Summary Two small configurations that concern the footer and the contact form of the shop. Create custom menu items Via eCom \ Menu extension you create additional menu items for the shop. They appear in the second column of the footer — separately for each la...