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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}}
Tab bar of the entry mask
The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...
Matrix Entry
Title Product entry General Header In the matrix entry, the Header corresponds to the definition from the grid area with the following changes: If different products are selected in the matrix, for which the values to be displayed in the header di...
Product documents
Title Product documents "<Produktbezeichnung>" General Grid Click Swipe Views Document Header Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Red: If cancelled ...
Grid area
The Facing note in widget entry extends the entry mask with information for collecting facing data. The Facing note in widget entry is not an Order entry, although an order can be created from a corresponding entry at any time. Title Widget Widget Desc...
Tab bar of the entry mask
The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...
Product details
Title Widget Widget Description Product details General Kebab menu ( ) Type Menu item Explanation Units Text Replacement Prices Bills of materials Pictures Documents P...
Text
Title Widget Widget Description Text Available: - Product details General Displays the detailed Description text of this product. FAQ Can the text be displayed as HTML? Yes, from Release 18 onwards, HTML is fully supported. Rele...
Appointment/Contact Sync via Cloud
When syncing Contacts and Appointments in DeDeSales via the Cloud, delays can occur, so that Objects do not appear or become retrievable immediately. This is because the two programmes do not communicate directly with each other, but the Cloud is in between. T...
Areas
An area assignment can be used whenever you do not have a direct assignment between Employee and Customer. A new area is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly.
Settings - Manage e-mail content
Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client,...
Initial Setup of the DeDeSales Client
If the client has not yet been set up, you will be taken directly to the Settings of the Dashboard after starting. The client setup can be done in 3 different ways. Manual Enter the Device number Enter the server URL. Hide Floating Numeric Input => by tick...
E-Mail Subscription
If you do not have an interface via a connector to your ERP system, it is necessary to subscribe to the e-mail subscription "New customers created". This sends an e-mail to the desired address with all data from the client. These data must then be entered manu...
JSon API
Offline It is possible to have the new Customer number generated on the client and passed to the ERP system via the JSon API, so that it does not have to be linked manually in the backend. In this case, DeDeNet writes "clientgenerated" into the New customers n...