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461 total results found

Licence

DeDeSales Backend Menu Administration

Here you get an overview of your currently issued licence. Licences can only be processed by DeDeNet. So if you want, for example, to have another device or a new module licensed, please contact DeDeNet GmbH.

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Lizenzübersicht
ddn_quelle
430

Log files

DeDeSales Backend Menu Administration

The Log files section is divided into 4 areas. It is recommended not to enable this section for all Users, as it could lead to confusion.  The Date can be freely selected, however the logs are Deleted after a certain period. System Here you can find, for examp...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Log Dateien
ddn_quelle
431

Total import

DeDeSales Backend Menu Administration

The total import is started every night at a set time by a task. Use the button if you want to provide new data to all employees again during the day. WARNING: It may be that the total import takes longer, depending on the amount of data to be retrieved.

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Import starten
ddn_quelle
433

Settings - Per diem rates and Per diem rate deductions

Backend Trip

Per diem rates If you have licensed the Daily reports module, you can enter per diem rates and corresponding deductions here. Multiple rules can be stored, e.g. for absences of 8 and 24 hours, or different amounts for different cultures. Use the green plus at ...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Pauschale für Verpflegung und Verpflegungsabzüge anlegen und bearbeiten
ddn_quelle
434

Working time analysis

Backend Trip

Evaluation - STATISTICS Download of the pre-generated data from the daily and visit reports

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Auswertung von Besuchen, km, Arbeitszeit über alle Mitarbeiter
ddn_quelle
436

Evaluate Photos of Clients in the Backend

Photos Evaluation Photo documentation

Evaluation - STATISTICS - Photo documentation

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Übersicht
ddn_quelle
437

Create / modify Contact

Contacts Service Description Contacts

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...

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Übersicht
UIBereich
Kunde
Thema
Kontakt anlegen und KI Funktion Visitenkartenscan
ddn_quelle
438

Product recommendations

Service Description for Order, Quotatio... ORDER

Required licence: AI Module Product recommendations are determined based on products already purchased or obtained. Basic configuration - Settings - "AI: Product recommendations" Select your preferred source. You can choose between Documents (defaul...

Modul
KI
ddn_quelle
441

Enable device for new installation

System Requirements Client Client Provision / Deployment

Each employee is shown a generated QR code when newly created. This is hidden as soon as the first Data Transfer has been performed. Instead, you will then only see the button "Enable device for new installation". If the button is pressed, for security reasons...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
Admin
Thema
Clientinstallation freigeben
Typ
Anleitung
ddn_quelle
442

Create new customer

Create new customer Client / Backend

General Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create new customers How new customers are further processed depends on your ERP system and other settings. See E-mail for shipping notification, no interface, JSon API or ...

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Erklärung
Thema
Neukunde anlegen und KI-Visitenkartenscan
UIBereich
Neukunde
ddn_quelle
443

Deleted Customers - SAP

Deleted Customers SAP

In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Erklärung
UIBereich
Kunde
Thema
In SAP gelöschte Kunden
FAQ
ddn_quelle
446

Limitations on discountable items

Backend Order, Quotation and Complaint ...

Control the discount behaviour in the client via Basic configuration - Settings - "Limitations on discountable items", depending on the item master data. Item master data Eligible for Discount "No" The following discounts are considered when Eligible for Disco...

ddn_quelle
447

Column configuration cannot be performed on the iPad

Client iOS 26 Configuration

Column configuration cannot be performed on the iPad Under iOS 26, multitasking settings can be made. Settings - Multitasking & Gestures - Apps in Fullscreen mode The columns can currently only be moved with the setting "Apps in Fullscreen mode".

Plattform
iOS
Betriebssystem Version
iOS 26
Gerät
iPad
Bedienung
Tastatur
Bereich
App-Konfiguration
Problem
Spaltenkonfiguration
Problem
Bedienung
Lösungsweg
Multitasking
InteraktionTyp
Touch
ddn_quelle
448

Sales Pipeline - Summary

Backend Opportunities & Leads Lead

You receive an overview of all definitions in the Summary under the Leads menu. You can export these as Excel. The name of the Lead All customers or a selected customer list If available, the associated Campaign The validity period of a Lead The status o...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Erklärung
Thema
Lead Übersicht im Backend
Synonyme
Lead, Leads, Sales Pipeline
ddn_quelle
449

STATISTICS

Service Description Opportunities & Leads Opportunities

Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year".  Display of the concre...

Kontexttyp
UI
Plattform
Android
Plattform
iOS
Plattform
Windows
Zielgruppe
Anwender
Typ
Erklärung
Thema
Chancen Statistik
UIBereich
Chance
Synonyme
Chance, Verkaufschance, VKCH
ddn_quelle
450

Restrictions on the Display of Certain Fields

SAP B1 / BC

Only the maintainable fields that can be transferred to the ERP system are now displayed in the client.

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Übersicht
Thema
Kunden-Stammdaten Anzeige von Feldern
UIBereich
Kunde
ddn_quelle
451

Setup Appointments and Contacts

System Requirements Client Client Settings (Configuration / Operat...

After the initial setup of the DeDeSales Client, you can activate the synchronisation for appointments and contacts as follows. Access permissions to the external apps are required; if necessary, permission prompts may appear when these settings are configured...

Zielgruppe
Anwender
Thema
Termin und Kontaktsynchronisation
Typ
Anleitung
Kontexttyp
UI
Plattform
iOS
Plattform
Android
ddn_quelle
452

Customer Leads Overview Page

Service Description Opportunities & Leads Leads

Lists all open leads of the customer Title: Leads Functions in the title bar Icon Explanation + Adds the customer to another lead definition Grid Click Swipe Views Detail page 1st table Column Definition...

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Erklärung
Thema
Kundenübersicht für einen Lead
UIBereich
Lead
ddn_quelle
453