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Evaluate Photos of Clients in the Backend
Evaluation - STATISTICS - Photo documentation
Create / modify Contact
General Functions in the title bar Icon Explanation The AI function business card scan is only available for mobile devices (iOS and Android). The image is scanned and sent to the server. It is then evaluated and the corresponding data r...
Restrictions on the Display of Certain Fields
Only the maintainable fields that can be transferred to the ERP system are now displayed in the client.
KPI Widget Follow-ups
Follow-ups due Counts all follow-ups that are due today and in the past. The number shows the quantity of due follow-ups Red: There are due follow-ups Black: There are no due follow-ups The blue chart shows the quantity of all due follow-ups ...
The different ways to enter products
Several options are available for entering products. The appropriate method can be chosen depending on the use case. The following Functions offer different ways to Add products to the Cart. Order template Predefined product list created in the backend, e...
KPI Activities
Reached/Not Reached Ratio The Value shows the current Day The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.
KPI Widgets Complaint
There are 3 widgets available in the Complaint type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Complaint Current month The basis for the count is the field "Order date" from...
iOS
The devices should correspond to the current standard. Assume that devices that are 4 Years old or older cannot provide the necessary performance. Furthermore, ensure that you allocate enough storage space on the devices for Pictures. A subsequent increase in ...
Android
MDM Managed Configuration Basically, the Android app also supports a Managed Configuration, but this is only available if the app is provided via the Enterprise Play Store. In Intune, it is possible, if you have linked the Google Play Console (which is usually...
Promotions
Supported Promotions Create note Create activity All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.
Data
The AI only works with released fields in certain areas. This keeps responses faster and clearer. Below you will find the individual areas with the corresponding queryable fields. Area: Customers Customer number Name 1-3 Address data (Street, ZIP code, Cit...
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 ...
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...
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 ...
Discounts
Title Widget Widget Description Discounts Number of discounts General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Discount group Landscape ...
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...