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If orders cannot be transmitted due to lack of an online connection, they receive the status "In Dispatch"- As soon as an online connection is available again, DeDeSales automatically resumes the dispatch of the orders and transmits them in the background to t...

New Device / Reinstallation of Old Device You have set up a new device. Please contact your IT department so that the device can be Released in the backend. Incorrect Time If the device was not newly set up and the above Error message appears, please check whe...

Clean Up A clean up is automatically performed every 28 days at startup. Orphaned data (e.g. Product pictures) that are no longer used on the client are deleted. This process can take some time and cannot be cancelled.

When syncing Contacts and Appointments in DeDeSales via the Cloud, delays can occur, so that Objects do not appear or become retrievable immediately. This is because the two programmes do not communicate directly with each other, but the Cloud is in between. T...

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...

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...

In the menu item Basic configuration – Settings, you can control the behaviour of the Facing note in widget capture. Facing archive Here you specify, by a date in the past, which old Facing values are still made available to the client as historical data. Faci...

Via the backend under Evaluation – STATISTICS you can evaluate the documented Facings. Facing analysis Select the date range you want to evaluate. All documented Facings will be downloaded as an Excel file. Facing Orders Here you will find the documented Facin...

The facing recording works without a DAILY REPORT and without visits. When a visit is completed, the facing for the customer is automatically activated for transfer. Once a facing is completed, only a new facing can be created. All recorded values are consid...

Background Processing vs. Minimising You can continue working in other programmes during the Data Transfer. Caution when Minimising  Please note that minimising the client causes the Data Transfer to be Interrupted and will only be reactivated when you activat...

If the widget for the Visit is greyed out, then the Visit cannot be started.  This can be due to either the Day not being started, or a Visit with another Customer not being completed.  Cause: Visit Not Completed Display the "Visit" widget on the Dashboard. If...

Through the backend, you have the option to automatically complete the travel reports of employees. Basic configuration - Settings - select "Automatically complete daily reports" Enter the number of days during which travel reports may remain open and can be m...

Title Widget Widget Description Company     Number of companies in this list Available: Opportunities General Functions in the title bar Icon Explanation + Allows the creation of new companies Only possible if s...

Title Widget Widget Description Completion Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". Completion Field Right Reference Status Won / Lost Closing code Code table: Opportunities Win Closing ...