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Details
Title Number Name General Kebab menu ( ) Type Menu item Explanation Request master data sheet Close opportunity only active if the opportunity is still In progress Customer only visible if not accessed via the Custome...
Detail page
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...
Listing
Title Widget Widget Description Listing Number of Items Available: Customer details Order Quotation General Kebab menu ( ) Type Menu item Explanation Transfer Order Transfers all products from the lis...
Invoice / Credit note / Direct debit
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of invoic...
Order / Contract
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Status Red: if the status is "Cancelled". Green: if the statu...
Quotation
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of quotation VisibleOnlyLandscape ...
The Differences in the Area "Complete order"
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...
Item entry - 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 ...
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as the grid area. Header In portrait view, the header starts with the definition from the grid area. Function Explanation Jumps one item back in the ...
The Differences in the Type Finalize the Customer Complaint
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...
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 ...
Entry Area
Title Facing General Kebab menu ( ) The input area has the same kebab menu as the grid area. Header In portrait view, the header starts with the definition from the grid area. Function Explanation Jumps one item back in the grid ar...
Discounts
Title Widget Widget Description Discounts Number of discounts General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Discount group Landscape ...
The Differences in the Terminate Offer Type
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...
Stocktaking Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as the grid area. Header In portrait view, the header begins with the definition from the grid area. Function Explanation Jumps one item back in the ...
ORDER / header
Title Widget Widget description Create order Click: Opens the new order header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation mark i...
Attachments / Documents
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...
Complaint header
Title Widget Widget description Create complaint Click: Opens the new complaint header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation...