Advanced Search
Search Results
152 total results found
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 ...
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...
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...
Product numbers
Title Widget Widget description Product numbers Quantity of product numbers Available: Customer detail page Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Picture ...
Notes
Title Widget Widget Description Notes Number of notes Available in: Customer details Contacts ORDER mask (in the kebab menu) Opportunities General Functions in the title bar Icon Explanation + Creates a new note...
Note Details
General Title Note Header Switches to In progress mode Right: BASIS / customer master data - "May edit all Notes and Activities" Fields Name Explanation Employee Date Non-business Note In progre...
Distribution status
Title Widget Widget Description Distribution Available: Customer details Selection mask Title: Distribution status Dropdown "Template" Listing (if the customer has a listing) All active order templates that are enabled for o...
Hierarchy
Requires the Module: Key account Title Widget Widget Description Hierarchy Available: - Customer details page Grid Click Swipe Views Switches to the Customer masterdata, if available Turnover Table C...
Discounts
Title Widget Widget Description Discounts Number of discounts Available: Customer details Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text ...
Create new customer
General Kebab menu ( ) Type Menu item Right Create new customers <Role> / BASIS / Create new customers Grid Click Swipe Views Accounts (if it is a Key account) Table Map Column definition Name A...
Delivery Note
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of delivery VisibleOnlyLandscape ...
Amendments
Title Widget Widget Description Amendments Number of unread amendments Click on the icon shows the summary page with the new entries. Available: Homepage dashboard Customer details page Amendments Shows the latest ...
Provide Column configuration one-time for Employee
Set the desired configuration in your client and perform a Data Transfer. Subsequently, in the DeDeSales backend under Basic configuration \ Settings \ "Apply Client Column configuration", the column configuration can be applied one-time for an Employee role.
Start page dashboard
Functions in the title bar Icon Explanation If licensed AI module is available, the chat is started Kebab menu ( ) Type Menu item Explanation Appointments Upcoming appointments from calendar management KPI KPI ...
Create / modify Contact
General Functions in the title bar Icon Explanation The AI function business card scan is only available for mobile devices (iOS and Android). The image is scanned and sent to the server. It is then evaluated and the corresponding data r...