Search Results

Visits per Day Value shows the Average per Day (only days with at least one Visit are considered) Chart shows the last Year

Searching  In various places you can search the lists. Searching differs from filtering in that the list is changed live, i.e. you do not have to press the magnifying glass or ENTER. If you enter a partial text in the Search, all results containing this partia...

With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out. Structure of the AI Chat 1. Enter question Enter your question or instr...

What do I enter as user name? Your Customer number. Although the field is called User name, you cannot assign your own name. See Request access and initial login. I do not have any access data yet. How do I get some? Via Access request on the login screen, if ...

I cannot add an item to the cart — it says "Open matrix" This is a matrix item, which comes in several variants, such as colours and sizes. Instead of entering a quantity, you enter the variants in a table. Click on Open matrix, enter the quantities and then a...

My coupon was accepted, but the total does not change This is correct. Neither a coupon nor a special discount is deducted from the displayed total — both only appear as text. The deduction is only made on the invoice. At the order completion you will see a gr...

I do not see my invoices There are two possible reasons for this, and neither is your fault: Your shop operator has not activated this document type for you. In that case, the menu entry is completely missing. There are no documents of this type. Then the e...

The most common cause is right at the beginning — it explains the majority of all cases. My change has no effect Changes to the eCom configuration only take effect once the data has been provisioned. Afterwards, the eCom system retrieves them automatically — d...

How can I tell which rights affect the shop? By the blue cart symbol behind the entry in the role. Rights without this symbol do not affect the shop. A complete list with the respective effect is provided in the service description. See eCom rights at a glance...

Title Lead <Leadname> General Kebab menu ( ) Type Menu item Explanation Convert into an opportunity Requires the right: Convert lead into opportunity. Only active if the lead has not yet been converted Reset status Only a...

Filter  The filter icon is located in various places. Here you can filter the view as desired. The fields to be filtered must first be set as filterable via the grid menu, Filters are not retained after leaving the page and must be activated anew each time. Th...

As soon as you press the Completion button in the client and depending on the role settings, you get different options on how to proceed with the order. Save You can use the "Save" button if you may need to edit the order later because you received General Inf...

As soon as you press the Completion button in the client and depending on the role settings, you get different options on how to proceed with the order. Save You can use the "Save" button if you may need to edit the order later because you received General Inf...

Title Widget Widget Description Product hierarchy Available: Order entry Returns entry Quotation entry General Only hierarchy nodes are displayed that contain products or whose subnodes contain products. Grid Click Swipe View...

Title Widget Widget Description Documents Number of files Click: Opens the summary page   Available on: Dashboard Customer details page Opportunities  Leads Product details page Attachments Number of files Click...

Title Widget Widget Description Favourites Quantity of Favourites Available: Order entry Returns entry Quotation entry General Favourites can be created in the Products. A click on the widget switches to the entry mask and loads ...

Title Widget Widget Description Dispoliste Available: Order entry Returns entry Quotation entry Customer details General Grid Click Swipe Views Product details Table Column definition Name Visib...

Title Widget Widget Description Products Number of products (excluding deleted products) General Kebab menu ( ) Type Menu item Explanation Entire range Shows all products. Favourites Only visible if at lea...