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Workflow - Steps
A workflow can consist of various steps that either build on each other or interact differently among themselves. 1. Select the definition of the workflow via the drop-down menu (Mandatory field). 2. Assign a name (Mandatory field). 3. If your workflow consist...
Cart entry
Title Widget Widget description Cart Available: Order entry General Kebab menu ( ) Type Menu item Explanation without product selection the kebab menu is inactive Product details only with product selection ...
Sales Pipeline - Creating and Editing Leads
To be able to create leads, you must first maintain the lead definition. If you have questions about this, go to the Tasks & CRM section. You create leads under Sales Pipeline - Leads with the green + "Create a new lead definition". Choose a meaningful Name ...
Sales Pipeline - Costs
Enter the costs for the leads in order to be able to evaluate them statistically. Enter a Name for the costs. You can enter the generated costs here The Date on which the costs were incurred If desired, enter a suitable Lead Definition Optionally enter a...
Opportunities - Create CRM Definition
If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If a query must be completed when closing an Opportunity, it must be created with the ID "CLOSE". This means that an Opportunity can only be Completed if the query is...
Editing already completed tasks afterwards
Once a job is completed in the DeDeSales Client, there is no longer any possibility to edit it there. However, it occasionally happens that the user has made errors during input that prevent automatic evaluation of the job or distort the data. For this purpose...
Which source can I use for evaluations?
Standard report "DAILY REPORT" Expense report "Expense report" JSon API Individual report *all listed fields can be used as defined Name x x * Agent number x x (Visits), x (DailyReports) * Date x x * Week no. x * ...
Opportunities - Evaluation
An evaluation of the opportunities from the last 12 months can be found in the backend under Evaluation - STATISTICS - Opportunities. The report can be exported.
Lead - Evaluation
To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the desired lead definition and switch to the tab CRM Evaluation. These lists can be exported to Excel as usual.
Customer details
Title Widget Widget description Customer details General Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Kebab me...
Transfer to another device
Title Transfer to another device Grid Click Swipe Views selects the order for Transfer Open (opens the order) Shows only Orders with the status "Completed" and "In progress". If the mask is called from a Customer, only th...
Retrieve transferred orders
Title Retrieve transferred orders Functions in the title bar Icon Explanation Establishes a connection to the server and loads the current list from the server Grid Click Swipe Views marks the order for pick...
Attachments in Order templates
Accessible: TripplePoint via the Order templates widget in an Order template Grid Click Swipe Views Opens the attachment Delete File, if permission is granted Table Column definition Name Visible Sort Full Text Explanati...
Unpaid invoices
Title Widget Widget Description Unpaid invoices Total of unpaid invoices Available in: Homepage dashboard Customer details General Header Total of all unpaid amounts Total of all unpaid amounts that are past the Due Date The t...
Back Order
Title Widget Widget Description Back Order Number of Back Orders Available: - Customer details page General Documents that are Completed are not included in the Back Orders. The exact logic is: Document must not be Completed Item m...
Product numbers
Title Widget Widget description Product numbers Quantity of product numbers Available: Customer detail page Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Picture ...
Notes
Title Widget Widget Description Notes Number of notes Available in: Customer details Contacts ORDER mask (in the kebab menu) Opportunities General Functions in the title bar Icon Explanation + Creates a new note...
Note Details
General Title Note Header Switches to In progress mode Right: BASIS / customer master data - "May edit all Notes and Activities" Fields Name Explanation Employee Date Non-business Note In progre...