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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...

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

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...

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...

In the menu item Basic configuration – Settings, you can control the behaviour of the Facing note in widget capture. Facing archive Here you specify, by a date in the past, which old Facing values are still made available to the client as historical data. Faci...

Via the backend under Evaluation – STATISTICS you can evaluate the documented Facings. Facing analysis Select the date range you want to evaluate. All documented Facings will be downloaded as an Excel file. Facing Orders Here you will find the documented Facin...

The facing recording works without a DAILY REPORT and without visits. When a visit is completed, the facing for the customer is automatically activated for transfer. Once a facing is completed, only a new facing can be created. All recorded values are consid...

On the dashboard, you can permanently display all appointments for the current day. Overdue appointments or appointments after today are not displayed. Display the Calendar management by opening the kebab menu and ticking Appointments:

An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, press and hold (Longpress) the desired appointment with the mouse or touch. The appointment will be highlighted in light grey and can then be dragged to the desired...

Create suitable tours for you in the backend under Order support – Tour suggestion. In our example, these are the individual days of the week: These tours are transferred to the Tour field of the Debtors. That means you define via the Master data on which day ...

Status 2024.03 - We do not guarantee that this guide is up to date. In case of uncertainties, please refer to the Apple Support page. We only provide a rough summary here for orientation. Prerequisite To create the redemption codes in ABM, an ABM account and a...

Title Calendar management Header Customer details View mode Eye icon (opens the customer masterdata) Edit mode Pencil icon (change customer)    i. Appointment end is updated and is start + Visit duration (if Visit duration is not available, 30 ...

Background Processing vs. Minimising You can continue working in other programmes during the Data Transfer. Caution when Minimising  Please note that minimising the client causes the Data Transfer to be Interrupted and will only be reactivated when you activat...

If the widget for the Visit is greyed out, then the Visit cannot be started.  This can be due to either the Day not being started, or a Visit with another Customer not being completed.  Cause: Visit Not Completed Display the "Visit" widget on the Dashboard. If...

Through the backend, you have the option to automatically complete the travel reports of employees. Basic configuration - Settings - select "Automatically complete daily reports" Enter the number of days during which travel reports may remain open and can be m...

Title Widget Widget Description Company     Number of companies in this list Available: Opportunities General Functions in the title bar Icon Explanation + Allows the creation of new companies Only possible if s...

Title Widget Widget Description Completion Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". Completion Field Right Reference Status Won / Lost Closing code Code table: Opportunities Win Closing ...

Title Widget Widget Description Involved Quantity of assigned Employees Available: Opportunities General An Employee can be assigned to multiple Opportunities and an Opportunity can have multiple Employees. Only possible if set via...