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Usually, there is the option to select the date range. A check prevents, for example, the From-Date from being later than the until-Date. You can enter the date using the Keyboard or click on the calendar icon to select a date with the mouse. Date Selection In...

In the Basic configuration > Employee section, it is possible to assign a web backend user to each employee. Through this assignment, as well as the assignment of the supervisor, it is possible to restrict a web backend user's access to employees and customers...

Here you create the employees who either receive a device or are assigned to a customer from the ERP system as employees (even if they do not receive a device). You can create as many employees as you like here. Provision of data for roll-out: If you are still...

This is where devices for employees are created. The first device is manually created by you and uses a licence. Up to 2 multi-device configurations can be created via the employee; these are linked to the licence of the main device.  There are devices used by...

Important General Information Translations in DeDeSales can be entered not only for foreign languages. You can also adjust the German standard texts according to your language usage in the same way. Please pay attention to the text length when translating. Esp...

Here the Configuration parameters for the clients (sales organisations / distribution channels) are created. Use the plus to create a new client or select an existing one from the list to modify data. Among other things, you can set client-specific Minimum ord...

Various things are controlled via the code tables. You can create new ones or, if provided, these are imported from the ERP system. A new code table is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing ac...

In the Employee section, you have the selection between different evaluations of the daily reports. Daily/Trip report Here you can select a single day and, depending on the granted right (Administration / Roles - "Employee \ Is allowed to modify daily reports"...

To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be selected.

An area assignment can be used whenever you do not have a direct assignment between Employee and Customer. A new area is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly.

Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client,...

If you do not have an interface via a connector to your ERP system, it is necessary to subscribe to the e-mail subscription "New customers created". This sends an e-mail to the desired address with all data from the client. These data must then be entered manu...

Offline It is possible to have the new Customer number generated on the client and passed to the ERP system via the JSon API, so that it does not have to be linked manually in the backend. In this case, DeDeNet writes "clientgenerated" into the New customers n...

In order for the new customer to be edited directly in the client, a configuration via the backend in the Basic configuration – Settings – "New customers number range" section is necessary. This can only be carried out by DeDeNet. Together with your Project ma...

If the communication between your ERP and DeDeSales is via a connector, it can also handle the Create new customer process in your ERP system. For SAP, for example, there is a function module that must be integrated on your side. You can request this from your...

In order for the facing recording to be carried out, it must be activated via the role: (1) Basic configuration – (2) Role – select desired role - (3) ORDER – (4) Tick Facing Analysis

Create an order template for the facing capture or extend an existing one Order template You can use an existing order template or create a new one. To make it available for facing capture, set the availability for Facing analysis: Further information on creat...

Add additional Modules to an Order template for facing capture to enrich the provided Data with information, for example "Last order quantity". These Modules must be created before creating the Order template in order to use them. Further information can be fo...