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Distribution status
Title Widget Widget Description Distribution Available: Customer details Selection mask Title: Distribution status Dropdown "Template" Listing (if the customer has a listing) All active order templates that are enabled for o...
Hierarchy
Requires the Module: Key account Title Widget Widget Description Hierarchy Available: - Customer details page Grid Click Swipe Views Switches to the Customer masterdata, if available Turnover Table C...
Discounts
Title Widget Widget Description Discounts Number of discounts Available: Customer details Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text ...
Create new customer
General Kebab menu ( ) Type Menu item Right Create new customers <Role> / BASIS / Create new customers Grid Click Swipe Views Accounts (if it is a Key account) Table Map Column definition Name A...
Invoice / Credit note / Direct debit
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of invoic...
Order / Contract
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Status Red: if the status is "Cancelled". Green: if the statu...
Quotation
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of quotation VisibleOnlyLandscape ...
Delivery Note
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of delivery VisibleOnlyLandscape ...
Amendments
Title Widget Widget Description Amendments Number of unread amendments Click on the icon shows the summary page with the new entries. Available: Homepage dashboard Customer details page Amendments Shows the latest ...
Data collection - Target agreement
Create the Target agreement in the backend under Order support / Data collection / Target agreement. You have the option to download an Excel file and upload it again after filling it out. You can create individual records via the "Add Target agreement" button...
Set up Connector
Setting up the connection 1. Register app Log in at https://entra.microsoft.com. Now click on “App registrations”. Then click on “All applications”. Now create a new registration by clicking on “New registration” at the top. Under “Name”: enter “DeDeSales Ex...
Assignment of Emails to Customers
The Msg Root folder is checked directly, with known folders such as Junk, Deleted, Drafts etc. being ignored except for Inbox and SentItems. Thus, all user-created folders for the emails are taken into account. If the email is in the inbox or one of its subfol...
E-Mail Attachments
The E-Mail Attachments are stored in the Documents widget. At the top level, there is a folder "E-Mail Attachments" Clicking on it displays folders (All E-Mail Attachments with Date Descending and the Subject of the E-Mail) Same Subjects (without the prefi...
Provide Column configuration one-time for Employee
Set the desired configuration in your client and perform a Data Transfer. Subsequently, in the DeDeSales backend under Basic configuration \ Settings \ "Apply Client Column configuration", the column configuration can be applied one-time for an Employee role.
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 ...
Operating System Compatibility
DeDeSales Version Windows Android iOS/iPadOS 18.x Windows 10: 22H2 Build 19045.5011 Windows 11: 24H2 Build 26100.3025 Windows 11: 24H2 Build 26100.4061 Windows 11: 24H2 Build 26100.4652 Windows 11: 24H2 Build 26100.4946 Windows 11: 24H2 Build 26100.746...
Performance Description Hardware Scanner
A hardware scanner is available in the following type 1. Product search 2. Item entry 3. Facing entry If the scanner is configured in the Settings, it will be automatically connected in the corresponding types. The connection takes place in the background and ...
KDC280 BLE iOS
Setting up the scanner on iPad or iPhone To connect the scanner with the iPad or iPhone, please follow these steps: Setup on the scanner Press the two arrow keys together to enter the menu. Navigate down to the item "BT Config" and select it with the middle...