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Quotation mask
Title Quotation If a type of order is selected: Quotation / "Type of order" General Kebab menu ( ) Type Menu item Explanation Quotation header Send order suggestion Live price enquiry Listing Termi...
Device is not Released / Server cannot be Reached
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...
Why does it sometimes take so long before I can use the client?
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.
Grid area
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. {{DDN-01@121#bkmrk-allgemein-1}}
Tab bar of the entry mask
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...
Matrix Entry
Title Product entry General Header In the matrix entry, the Header corresponds to the definition from the grid area with the following changes: If different products are selected in the matrix, for which the values to be displayed in the header di...
Product documents
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 ...
Grid area
The Facing note in widget entry extends the entry mask with information for collecting facing data. The Facing note in widget entry is not an Order entry, although an order can be created from a corresponding entry at any time. Title Widget Widget Desc...
Tab bar of the entry mask
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...
Product details
Title Widget Widget Description Product details General Kebab menu ( ) Type Menu item Explanation Units Text Replacement Prices Bills of materials Pictures Documents P...
Text
Title Widget Widget Description Text Available: - Product details General Displays the detailed Description text of this product. FAQ Can the text be displayed as HTML? Yes, from Release 18 onwards, HTML is fully supported. Rele...
Appointment/Contact Sync via Cloud
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...
summarised
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...
Display Upcoming Day Appointments
On the dashboard, you can permanently display all appointments for the current day. Overdue appointments or appointments after today are not displayed. Display the Calendar management by opening the kebab menu and ticking Appointments:
Drag & Drop
An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, press and hold (Longpress) the desired appointment with the mouse or touch. The appointment will be highlighted in light grey and can then be dragged to the desired...
Appointment Details
Title Calendar management Header Customer details View mode Eye icon (opens the customer masterdata) Edit mode Pencil icon (change customer) i. Appointment end is updated and is start + Visit duration (if Visit duration is not available, 30 ...
Why does the client sometimes not update the data?
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...
Why can't the Visit to the Customer be Started?
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...