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Complaint header
Title Widget Widget description Create complaint Click: Opens the new complaint header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation...
Add to cart entry vs. normal entry
Here you can directly add products to the cart using the product number You confirm the search by pressing the Enter key. If a unique product is found, the entry form opens and the quantity field is preselected with a sales unit. The product can be added to th...
additional client settings
This area is divided into 2 parts. On the one hand, you have quick access to some functions and on the other hand, you can make settings here. The burger menu is only displayed on the dashboard. Settings Menu Trip ...
Manage Widgets
You can customise widgets as follows: Right-click on a widget to open the corresponding context menu. On iOS and Android, use a long press. Delete Removes the widget Replace Replaces the widget with another that is not yet present on the dashboard Add Inserts ...
Reports
Title Widget Widget Description Reports Number of travel reports General Kebab menu ( ) Type Reisekostenabrechnung Reisekostenabrechnung Functions in the title bar Icon Explanation Creation o...
Travel Report
Title Widget Widget Description Trip This widget is displayed when there is no trip for today yet. On click Start is set to the current time. Location is taken from the last end of trip. End km from the last end of trip is taken as st...
Visit
Title Widget Widget description Visit Visiting frequency Tour Starting and ending the visit Visit duration in the customer master data Last visit recorded and transferred in DeDeSales. Available: Customer details page Only availabl...
Orders
Title Widget Widget description Orders Number of orders Includes all types of orders including Complaints. General Kebab menu ( ) Type Menu item Explanation Create order Only visible when the widget has been access...
Quotation header
Title Widget Widget description Create quotation Click: Opens the new quotation header Available a. Customer details General Header Shows the number of items and the total quantity (items | total quantity) The exclamation ma...
A Day in the Life of a Sales Rep.
0. Start client 1. Data Transfer 2. Perform Start of trip 3. Call up customers 4. If applicable, Start visit 5. Start order / Stocktaking / Return 6. Perform item entry 7. Comple...
Products
Title Widget Widget Description Products Number of products (excluding deleted products) General Kebab menu ( ) Type Menu item Explanation Entire range Shows all products. Favourites Only visible if at lea...
Replacement
Title Widget Widget Description Replacement Quantity of Replacement Products Available: - Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Exp...
Inventory
Title Widget Widget Description Inventory Displays the inventory Click on the widget to perform a live inventory query. FAQ Why does nothing happen when I click on the widget? For the live inventory query, an appropriate connection...
Units
Title Widget Widget Description Units Number of units General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Unit Always ASC Yes EAN Always...
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 ...
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...