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General Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create new customers How new customers are further processed depends on your ERP system and other settings. See E-mail for shipping notification, no interface, JSon API or ...

In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.

Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year".  Display of the concre...

Only the maintainable fields that can be transferred to the ERP system are now displayed in the client.

Lists all open leads of the customer Title: Leads Functions in the title bar Icon Explanation + Adds the customer to another lead definition Grid Click Swipe Views Detail page 1st table Column Definition...

After creating a debtor mapping and performing a data transfer, the customer numbers in already existing orders (prior to the mapping creation) are updated to the new customer number.

You can start a workflow using this icon: If there are multiple workflows for the type, they are listed one below the other. The name comes from the task created in the backend. Basic Data First, fill in the basic data necessary for the workflow (corresponding...

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...

Supported Promotions Create note Create activity All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.

The AI only works with released fields in certain areas. This keeps responses faster and clearer. Below you will find the individual areas with the corresponding queryable fields. Area: Customers Customer number Name 1-3 Address data (Street, ZIP code, Cit...

Summary The shop is only accessible to existing customers. You do not create an account yourself — you request access, and the system checks the details against the customer database. Depending on your situation, one of three links on the login screen will gui...

Summary An order goes through four stages: finding items, adding to cart, proceeding to checkout, placing a binding order. There are several ways for the first two stages. The last two are straightforward. If you already know the item number, you can skip the ...

Summary You redeem a coupon in the Cart before proceeding to checkout. The input field spans the full width — after any special discount and before the cart total. Procedure Go to the Cart. Enter the code in the Coupon Code field. Click Redeem. General ...

Summary If you already have your order as a list, you can import the items as an Excel file into the Cart instead of searching for them individually. The function must be enabled by your shop operator. If the Excel Upload button is missing in the Cart, it is n...

Summary Some items come in variants — for example, in several sizes and colours. For these items, you do not order a quantity, but a quantity per combination. Such items cannot be added to the cart from the result list. You can recognise them by the fact that ...

Summary You can find your documents in the shop — Orders, Delivery notes, Invoices and more, depending on what your shop operator has enabled. Finding your way Click the User icon at the top right. In the right column of the menu, select the desired documen...

Summary You manage your account data via the user icon at the top right. In the left column of the menu, you will find My profile, Change password, Change address and Change e-mail address. What is shown under "My profile" There you can see your customer numbe...

Title Widget Widget description Customer details   General Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Kebab me...