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View Documents
Summary You can find your documents in the shop — Orders, Delivery notes, Invoices and more, depending on what your shop operator has enabled. Finding your way Click the User icon at the top right. In the right column of the menu, select the desired documen...
Change Address, E-mail and Password
Summary You manage your account data via the user icon at the top right. In the left column of the menu, you will find My profile, Change password, Change address and Change e-mail address. What is shown under "My profile" There you can see your customer numbe...
Login and Access
What do I enter as user name? Your Customer number. Although the field is called User name, you cannot assign your own name. See Request access and initial login. I do not have any access data yet. How do I get some? Via Access request on the login screen, if ...
Ordering and Cart
I cannot add an item to the cart — it says "Open matrix" This is a matrix item, which comes in several variants, such as colours and sizes. Instead of entering a quantity, you enter the variants in a table. Click on Open matrix, enter the quantities and then a...
Prices, Discounts and Coupons
My coupon was accepted, but the total does not change This is correct. Neither a coupon nor a special discount is deducted from the displayed total — both only appear as text. The deduction is only made on the invoice. At the order completion you will see a gr...
Documents and Personal Data
I do not see my invoices There are two possible reasons for this, and neither is your fault: Your shop operator has not activated this document type for you. In that case, the menu entry is completely missing. There are no documents of this type. Then the e...
Something does not appear in the shop
The most common cause is right at the beginning — it explains the majority of all cases. My change has no effect Changes to the eCom configuration only take effect once the data has been provisioned. Afterwards, the eCom system retrieves them automatically — d...
Rights, Roles and E-mails
How can I tell which rights affect the shop? By the blue cart symbol behind the entry in the role. Rights without this symbol do not affect the shop. A complete list with the respective effect is provided in the service description. See eCom rights at a glance...
Sales Pipeline - Creating and Editing Leads
To be able to create leads, you must first maintain the lead definition. If you have questions about this, go to the Tasks & CRM section. You create leads under Sales Pipeline - Leads with the green + "Create a new lead definition". Choose a meaningful Name ...
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 ...
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as the grid area. Header In portrait view, the header starts with the definition from the grid area. Function Explanation Jumps one item back in the ...
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 ...
Sales Pipeline - Costs
Enter the costs for the leads in order to be able to evaluate them statistically. Enter a Name for the costs. You can enter the generated costs here The Date on which the costs were incurred If desired, enter a suitable Lead Definition Optionally enter a...
ORDER / header
Title Widget Widget description Create order Click: Opens the new order header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation mark i...
Attachments / Documents
Title Widget Widget Description Documents Number of files Click: Opens the summary page Available on: Dashboard Customer details page Opportunities Leads Product details page Attachments Number of files Click...
Complaint header
Title Widget Widget description Create complaint Click: Opens the new complaint header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation...
Manage Widgets
You can customise widgets as follows: Right-click on a widget to open the corresponding context menu. On iOS and Android, use a long press. Delete Removes the widget Replace Replaces the widget with another that is not yet present on the dashboard Add Inserts ...
Quotation header
Title Widget Widget description Create quotation Click: Opens the new quotation header Available a. Customer details General Header Shows the number of items and the total quantity (items | total quantity) The exclamation ma...