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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...
no interface
In order for the new customer to be edited directly in the client, a configuration via the backend in the Basic configuration – Settings – "New customers number range" section is necessary. This can only be carried out by DeDeNet. Together with your Project ma...
Connector
If the communication between your ERP and DeDeSales is via a connector, it can also handle the Create new customer process in your ERP system. For SAP, for example, there is a function module that must be integrated on your side. You can request this from your...
Role Adjustment
In order for the facing recording to be carried out, it must be activated via the role: (1) Basic configuration – (2) Role – select desired role - (3) ORDER – (4) Tick Facing Analysis
Order template
Create an order template for the facing capture or extend an existing one Order template You can use an existing order template or create a new one. To make it available for facing capture, set the availability for Facing analysis: Further information on creat...
Modules
Add additional Modules to an Order template for facing capture to enrich the provided Data with information, for example "Last order quantity". These Modules must be created before creating the Order template in order to use them. Further information can be fo...