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Order suggestion
Title Widget Widget Description Order suggestion Available: Order entry Returns entry Quotation entry General Title bar Icon Explanation On iOS/Android the share function is called. On UWP the save dialog opens....
Consignment Stock
Title Widget Widget Description Consignment Stock Number of products located in the consignment stock. Available in: Order entry Returns entry Quotation entry General Action buttons Name Function Visibility Apply ...
MRP list
Title Widget Widget Description Dispoliste Available: Order entry Returns entry Quotation entry Customer details General Grid Click Swipe Views Product details Table Column definition Name Visib...
Import
Title Widget Widget Description Import Available in: Order entry Quotation entry General General Information Clicking on the widget opens an information window: Import product data via Excel. The Excel document must have the following...
Item entry - Grid
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...
Item entry - Entry area
Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as Item entry - Grid. Header In portrait view, the Header starts with the definition from the grid area. Function Explanation Jumps back one item in ...
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 ...
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...
Basics and Use of Order support
Usage In the overview, you can see the data that you can create in the Order support and how/where it is to be used. Menu Explanation Usage in Customer lists This is a customer group defined by you. The data specified under "Usa...
E-mail subscriptions
Each WEB backend user can be assigned so-called e-mail subscriptions. An e-mail subscription informs the user about certain events in DeDeSales. Some e-mail subscriptions can have their subject line supplemented with information, for example to enable automati...
ORDER
For setting up an E-mail subscription see here: E-mail subscription ERP Error If there is a problem transferring an ORDER to SAP, this subscription is triggered Employee without ORDER Informs the User that one or more Employees are not transmitting ORDERS. T...
Customer lists
This is a customer group defined by you. Depending on the licence, order templates, tasks, CRM, representations, and trade fairs can be made available to this customer group. You have the option to modify an existing customer list by clicking on it. You create...
Item lists
An item list contains a number of items defined by you, which is used in the order templates. You have the option to modify an existing item list by clicking on it. You can create a new item list using the green plus button above the table. In addition to the ...
Modules
Modules are the ideal addition to Order templates. A module is capable of enriching the items of an Order template with customer-related data for a selected period. You have the option to modify an existing module by clicking on it. You can create a new modu...
Order templates - AVO
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
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 ...
Data collection
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...