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An order template is a list that can be called up within an order in the DeDeSales client. The employee receives an overview of the items (item list) contained in the order template, enriched with customer-specific data (modules). The employee is able to order...

Campaigns can be selected during the Conclusion of order. By evaluating the orders of a campaign, it can be assessed whether it was successful or not. For example, it is used in the Type Trade fair, Promotions, events. A campaign is, for example, a trade fair ...

Here you can import various data into the DeDeSales system. This includes Activities, Stocktaking notes, Notes, etc. You can also provide individual Excel files. Here you can add or delete the corresponding data. You click on the desired menu and in most cases...

In combination with Start year, Visiting frequency, etc., you can create days here on which a customer visit is to be suggested. See also Tour suggestion

This area is only active if a scanner is set up or the camera scanner has been activated. Title Apply Barcodes General Functions in the title bar Icon Explanation Only visible when the grid is visible. Exports the grid to E...

Here the roles for the client are created. This is usually done by DeDeNet following the respective workshops. You can extend these, but please bear in mind that certain functions also require adjustments to the interface. This may need to be commissioned. Exp...

Title Complaint If a header Reason for complaint is selected: Complaint / "Reason for complaint" General Kebab menu ( ) Type Order header Explanation Send PDF Complete order Interrupt order Customer notes ...

Title The title shows which products are displayed, e.g. the name of the order template.   If there is no concrete list, the title "Product entry" is used. General Kebab menu ( ) Type Product details Only visible when a product is active...

Title Product documents "<Produktbezeichnung>" General Grid Click Swipe Views Document Header Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Red: If cancelled ...

The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...

To document matrix items, select the menu item "Open matrix" in the product's documentation area for the matrix item. Product selection options Select a single item by clicking on the coordinate. The green selection indicates that this field has been selected,...

Summary The Presentation mode Products is used to display the product pictures of a product within the Order entry. In Presentation mode, the product picture can be enlarged, displayed in full screen, and switched between the available product pictures. Access...

Depending on the backend settings, the client offers the possibility to perform an internal control of the complaint on site. For example, to destroy goods directly on site or to initiate a credit note due to shortages. The complaint matrix is documented in th...

Most displays are shown split into two parts. You can adjust this layout according to your preferences. Enlarge/reduce the window area on the left: Move the mouse over the line and wait until the double arrow appears. Hold down the left mouse button and releas...

In many areas, the data is presented in table form.  All views in table form can be sorted, filtered and Exported to Excel. To do this, right-click on the grey header bar. The column under the mouse cursor is sorted. "No sorting" resets the sorting. Filters ca...

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...