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Expense report
Title Widget Widget Description Expense report General General Information A connection to the DeDeSales server is required to create the document "Expense report". Form Field Right Reference Period Validation All ...
Daily Report Comment
Title Widget Widget Description Comment General Form Field Right Reference Comment Code Table: Daily Report Comment Start End Note Validation End must not be before Start. Comment must be sele...
Expenses
Title Widget Widget Description Expenses General Functions in the title bar Icon Explanation Addition of Pictures and Files. Form Field Right Reference Document type Code table: Document types for...
Visit
Title Widget Widget description Visit Visiting frequency Tour Starting and ending the visit Visit duration in the customer master data Last visit recorded and transferred in DeDeSales. Available: Customer details page Only availabl...
Orders
Title Widget Widget description Orders Number of orders Includes all types of orders including Complaints. General Kebab menu ( ) Type Menu item Explanation Create order Only visible when the widget has been access...
Data Transfer - Selection
Title Widget Widget Description Data Transfer Date of the last data transfer Data currency White = Data is current Yellow = Last data transfer was more than 1 day ago Red = Last data transfer was more than 2 days ago If orders could...
Data Transfer - Progress
Title Widget Widget Description Data Transfer General Form Status Field Right Reference Total progress Progress bar for the transfer of the current data packet. Progress bar for the processing of the current...
Automatic Dispatch
If orders cannot be transmitted due to lack of an online connection, they receive the status "In Dispatch"- As soon as an online connection is available again, DeDeSales automatically resumes the dispatch of the orders and transmits them in the background to t...
Quotation header
Title Widget Widget description Create quotation Click: Opens the new quotation header Available a. Customer details General Header Shows the number of items and the total quantity (items | total quantity) The exclamation ma...
Scanning with Mobile Devices (iOS / Android)
Smartphones and tablets support a camera scanner. This function can be activated/deactivated under Settings. The following default values apply: Device type Default value Smartphone Active Tablet Inactive PC/Laptop Not available T...
A Day in the Life of a Sales Rep.
0. Start client 1. Data Transfer 2. Perform Start of trip 3. Call up customers 4. If applicable, Start visit 5. Start order / Stocktaking / Return 6. Perform item entry 7. Comple...
Quotation mask
Title Quotation If a type of order is selected: Quotation / "Type of order" General Kebab menu ( ) Type Menu item Explanation Quotation header Send order suggestion Live price enquiry Listing Termi...
Device is not Released / Server cannot be Reached
New Device / Reinstallation of Old Device You have set up a new device. Please contact your IT department so that the device can be Released in the backend. Incorrect Time If the device was not newly set up and the above Error message appears, please check whe...
Why does it sometimes take so long before I can use the client?
Clean Up A clean up is automatically performed every 28 days at startup. Orphaned data (e.g. Product pictures) that are no longer used on the client are deleted. This process can take some time and cannot be cancelled.
Grid area
Title The title shows which products are displayed, e.g. the name of the order template. If there is no concrete list, the title "Product entry" is used. {{DDN-01@121#bkmrk-allgemein-1}}
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as Item entry - Grid. Header In portrait view, the Header starts with the definition from the grid area. Function Explanation Jumps back one item in ...
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...