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Most displays are shown split into two parts. You can adjust this layout according to your preferences. Enlarge/reduce the window area on the left: Move the mouse over the line and wait until the double arrow appears. Hold down the left mouse button and releas...

In many areas, the data is presented in table form.  All views in table form can be sorted, filtered and Exported to Excel. To do this, right-click on the grey header bar. The column under the mouse cursor is sorted. "No sorting" resets the sorting. Filters ca...

Usually, there is the option to select the date range. A check prevents, for example, the From-Date from being later than the until-Date. You can enter the date using the Keyboard or click on the calendar icon to select a date with the mouse. Date Selection In...

In the Basic configuration > Employee section, it is possible to assign a web backend user to each employee. Through this assignment, as well as the assignment of the supervisor, it is possible to restrict a web backend user's access to employees and customers...

Here you create the employees who either receive a device or are assigned to a customer from the ERP system as employees (even if they do not receive a device). You can create as many employees as you like here. Provision of data for roll-out: If you are still...

This is where devices for employees are created. The first device is manually created by you and uses a licence. Up to 2 multi-device configurations can be created via the employee; these are linked to the licence of the main device.  There are devices used by...

Important General Information Translations in DeDeSales can be entered not only for foreign languages. You can also adjust the German standard texts according to your language usage in the same way. Please pay attention to the text length when translating. Esp...

Here the Configuration parameters for the clients (sales organisations / distribution channels) are created. Use the plus to create a new client or select an existing one from the list to modify data. Among other things, you can set client-specific Minimum ord...

Various things are controlled via the code tables. You can create new ones or, if provided, these are imported from the ERP system. A new code table is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing ac...

In the Employee section, you have the selection between different evaluations of the daily reports. Daily/Trip report Here you can select a single day and, depending on the granted right (Administration / Roles - "Employee \ Is allowed to modify daily reports"...

To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be selected.

Attention: Please note the General Information that Daily reports, Expenses, Visits and Reports cannot be documented on a secondary device. Please check whether you are using the main device and switch devices if necessary.

Title Widget Widget Description Expense report   General General Information A connection to the DeDeSales server is required to create the document "Expense report". Form Field Right Reference Period     Validation All ...

Title Widget Widget Description Comment     General Form Field Right Reference Comment Code Table: Daily Report Comment Start     End Note Validation End must not be before Start. Comment must be sele...

Title Widget Widget Description Expenses   General Functions in the title bar Icon Explanation Addition of Pictures and Files.  Form Field Right Reference Document type Code table: Document types for...

Title Widget Widget Description Data Transfer Date of the last data transfer Data currency White = Data is current Yellow = Last data transfer was more than 1 day ago Red = Last data transfer was more than 2 days ago If orders could...

Title Widget Widget Description Data Transfer     General Form Status Field Right Reference Total progress     Progress bar for the transfer of the current data packet.     Progress bar for the processing of the current...

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...