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Devices
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...
Language
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...
Clients
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...
Code tables
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...
Daily/Expense reports
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"...
Why is the daily or expense report not generated?
To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be selected.
Why can't I start a trip?
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.
Expense report
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 ...
Daily Report Comment
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...
Expenses
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...
Data Transfer - Selection
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...
Data Transfer - Progress
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...
Automatic Dispatch
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...
Scanning with Mobile Devices (iOS / Android)
Smartphones and tablets support a camera scanner. This function can be activated/deactivated under Settings. The following default values apply: Device type Default value Smartphone Active Tablet Inactive PC/Laptop Not available T...
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}}