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Define the header and footer here for different PDF documents created by DeDeSales. You can create templates specific to clients and cultures. The culture is prioritised over the client. Use the copy function to create additional templates after selecting a te...

Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client,...

If the client has not yet been set up, you will be taken directly to the Settings of the Dashboard after starting. The client setup can be done in 3 different ways. Manual Enter the Device number Enter the server URL. Hide Floating Numeric Input => by tick...

If you do not have an interface via a connector to your ERP system, it is necessary to subscribe to the e-mail subscription "New customers created". This sends an e-mail to the desired address with all data from the client. These data must then be entered manu...

Offline It is possible to have the new Customer number generated on the client and passed to the ERP system via the JSon API, so that it does not have to be linked manually in the backend. In this case, DeDeNet writes "clientgenerated" into the New customers n...

In order for the new customer to be edited directly in the client, a configuration via the backend in the Basic configuration – Settings – "New customers number range" section is necessary. This can only be carried out by DeDeNet. Together with your Project ma...

If the communication between your ERP and DeDeSales is via a connector, it can also handle the Create new customer process in your ERP system. For SAP, for example, there is a function module that must be integrated on your side. You can request this from your...

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 Delivery points Quantity of Delivery points General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanation Name Alw...

Title Widget Widget description Visiting times General Functions in the title bar Icon Explanation Switches to the edit mode of the visiting times. Form Order Field Right Reference Monday morning fr...

Title Widget Widget Description Responsible Quantity of persons responsible for the Customer. General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanatio...

In order for the facing recording to be carried out, it must be activated via the role: (1) Basic configuration – (2) Role – select desired role - (3) ORDER – (4) Tick Facing Analysis

Create an order template for the facing capture or extend an existing one Order template You can use an existing order template or create a new one. To make it available for facing capture, set the availability for Facing analysis: Further information on creat...

Add additional Modules to an Order template for facing capture to enrich the provided Data with information, for example "Last order quantity". These Modules must be created before creating the Order template in order to use them. Further information can be fo...

In the menu item Basic configuration – Settings, you can control the behaviour of the Facing note in widget capture. Facing archive Here you specify, by a date in the past, which old Facing values are still made available to the client as historical data. Faci...

Via the backend under Evaluation – STATISTICS you can evaluate the documented Facings. Facing analysis Select the date range you want to evaluate. All documented Facings will be downloaded as an Excel file. Facing Orders Here you will find the documented Facin...

The facing recording works without a DAILY REPORT and without visits. When a visit is completed, the facing for the customer is automatically activated for transfer. Once a facing is completed, only a new facing can be created. All recorded values are consid...

On the dashboard, you can permanently display all appointments for the current day. Overdue appointments or appointments after today are not displayed. Display the Calendar management by opening the kebab menu and ticking Appointments: