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Login and Access
What do I enter as user name? Your Customer number. Although the field is called User name, you cannot assign your own name. See Request access and initial login. I do not have any access data yet. How do I get some? Via Access request on the login screen, if ...
Ordering and Cart
I cannot add an item to the cart — it says "Open matrix" This is a matrix item, which comes in several variants, such as colours and sizes. Instead of entering a quantity, you enter the variants in a table. Click on Open matrix, enter the quantities and then a...
Prices, Discounts and Coupons
My coupon was accepted, but the total does not change This is correct. Neither a coupon nor a special discount is deducted from the displayed total — both only appear as text. The deduction is only made on the invoice. At the order completion you will see a gr...
Documents and Personal Data
I do not see my invoices There are two possible reasons for this, and neither is your fault: Your shop operator has not activated this document type for you. In that case, the menu entry is completely missing. There are no documents of this type. Then the e...
Something does not appear in the shop
The most common cause is right at the beginning — it explains the majority of all cases. My change has no effect Changes to the eCom configuration only take effect once the data has been provisioned. Afterwards, the eCom system retrieves them automatically — d...
Rights, Roles and E-mails
How can I tell which rights affect the shop? By the blue cart symbol behind the entry in the role. Rights without this symbol do not affect the shop. A complete list with the respective effect is provided in the service description. See eCom rights at a glance...
Product pictures
The following image formats are supported: PNG, JPG, BMP, TIF, GIF Only the RGB colour space is supported for images (not CMYK). File validation: We check uploaded files for their actual format and no longer just for the extension (e.g. .png). This ensures gre...
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...
Details
Title Number Name General Kebab menu ( ) Type Menu item Explanation Request master data sheet Close opportunity only active if the opportunity is still In progress Customer only visible if not accessed via the Custome...
Detail page
Title Lead <Leadname> General Kebab menu ( ) Type Menu item Explanation Convert into an opportunity Requires the right: Convert lead into opportunity. Only active if the lead has not yet been converted Reset status Only a...
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...
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 ...
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 ...
Setup API Connection D365 F&O
Microsoft Azure App Registration Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name This should be a common name, e.g. "DeDeSales API Access" Supported account types Usually, "Accounts in this organisatio...
Filter
Filter The filter icon is located in various places. Here you can filter the view as desired. The fields to be filtered must first be set as filterable via the grid menu, Filters are not retained after leaving the page and must be activated anew each time. Th...
The Differences in the Area "Complete order"
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...