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Stocktaking process
General Information A product in the stocktaking process is always identified by the product number and the batch number (if the product is batch management required). Functions in the title bar Icon Explanation Back to In Basket Heade...
Turnover
Title Widget Widget Description Turnover Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Last year" | "Year" | "Financial year". The last selected variant is saved and preselect...
KEY DATE
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year". The last selected variant is saved and preselected at the next ...
Target/Actual
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year". The last selected variant is saved and preselected at the next start. D...
Order value
Title Widget Widget description Order intake Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year". The last selected variant is saved and preselected at the next s...
Special Features for Key Account
Key Account Extensions Requires the Key account module and the selection of a Key account customer. If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account. From version 10: Instea...
Document overview
Title Widget Widget description Documents Number of documents Click: Opens the overview page Available: Customer details Homepage dashboard General Kebab menu ( ) Type Menu item Explanation Orders Basic ...
Workflow Summary
Title Widget Widget Description Workflow Number of open workflows Colour code: The corner turns yellow if you are the owner of an open workflow. Click: opens the summary page Available Customer details Start page dashboard ...
Workflow Details
General Title <Workflow-Type> Workflow Kebab menu ( ) Type Menu item Explanation History Header 1. To switch to Edit mode Note: Only visible if you have not entered the workflow via the dashboard. Widgets 1. Files (not for ORDER ...
Tab bar of the Stocktaking 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...
Workflow Types
There are different types of workflows that can be used. Automatic Workflows 1. ORDER / Quotation Workflow is triggered when one of the following conditions from <Role>/Workflow applies: ORDER / Quotation Condition Header discount ...
Cart entry
Title Widget Widget description Cart Available: Order entry General Kebab menu ( ) Type Menu item Explanation without product selection the kebab menu is inactive Product details only with product selection ...
Opportunities - Create CRM Definition
If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If a query must be completed when closing an Opportunity, it must be created with the ID "CLOSE". This means that an Opportunity can only be Completed if the query is...
Transfer to another device
Title Transfer to another device Grid Click Swipe Views selects the order for Transfer Open (opens the order) Shows only Orders with the status "Completed" and "In progress". If the mask is called from a Customer, only th...
Retrieve transferred orders
Title Retrieve transferred orders Functions in the title bar Icon Explanation Establishes a connection to the server and loads the current list from the server Grid Click Swipe Views marks the order for pick...
Attachments in Order templates
Accessible: TripplePoint via the Order templates widget in an Order template Grid Click Swipe Views Opens the attachment Delete File, if permission is granted Table Column definition Name Visible Sort Full Text Explanati...
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...
Back Order
Title Widget Widget Description Back Order Number of Back Orders Available: - Customer details page General Documents that are Completed are not included in the Back Orders. The exact logic is: Document must not be Completed Item m...