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A Day in the Life of a Sales Rep.
0. Start client 1. Data Transfer 2. Perform Start of trip 3. Call up customers 4. If applicable, Start visit 5. Start order / Stocktaking / Return 6. Perform item entry 7. Comple...
Replacement
Title Widget Widget Description Replacement Quantity of Replacement Products Available: - Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Exp...
Inventory
Title Widget Widget Description Inventory Displays the inventory Click on the widget to perform a live inventory query. FAQ Why does nothing happen when I click on the widget? For the live inventory query, an appropriate connection...
Units
Title Widget Widget Description Units Number of units General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Unit Always ASC Yes EAN Always...
Documents
Title Widget Widget Description Documents Quantity of documents General Grid Click Swipe Views Calls up the file. Table Column definition Name Visible Sort Full Text Explanation Name Alwa...
Prices
Title Widget Widget Description Prices Number of Prices General In this view, only prices of the type List Price and RRP are displayed. Grid Click Swipe Views Table Column definition Name Visible ...
Bill of materials
Title Widget Widget Description Bill of materials Quantity of products contained in the product. Available: - Product details General Grid Click Swipe Views Table Column definition Name Visible ...
Addresses
Title Widget Widget Description Addresses Quantity of Addresses General Grid Click Swipe Views Address Details Table Column definition Name Visible Sort Full Text Explanation Type Always ...
Delivery points
Title Widget Widget Description Delivery points Quantity of Delivery points General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanation Name Alw...
Responsible
Title Widget Widget Description Responsible Quantity of persons responsible for the Customer. General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanatio...
Contacts on Homepage Dashboard (Additional Information)
Title Widget Widget Description Contacts Quantity of Contacts Available: Homepage Dashboard Summary Page Lists and searches contacts of Assigned to an agent and not Deleted Customers in the client. Kebab menu ( ) Type Menu I...
FOLLOW-UP
Title Widget Widget Description Follow-ups 1. Quantity of entries with a follow-up date that are not Completed. Click: Summary page (Display is pre-filtered to Follow-up date < Today) Available: Homepage dashboard Follow-ups ...
Unpaid invoices
Title Widget Widget Description Unpaid invoices Total of unpaid invoices Available in: Homepage dashboard Customer details General Header Total of all unpaid amounts Total of all unpaid amounts that are past the Due Date The t...
Product numbers
Title Widget Widget description Product numbers Quantity of product numbers Available: Customer detail page Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Picture ...
Notes
Title Widget Widget Description Notes Number of notes Available in: Customer details Contacts ORDER mask (in the kebab menu) Opportunities General Functions in the title bar Icon Explanation + Creates a new note...
Hierarchy
Requires the Module: Key account Title Widget Widget Description Hierarchy Available: - Customer details page Grid Click Swipe Views Switches to the Customer masterdata, if available Turnover Table C...
Discounts
Title Widget Widget Description Discounts Number of discounts Available: Customer details Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text ...