Search Results

Searching  In various places you can search the lists. Searching differs from filtering in that the list is changed live, i.e. you do not have to press the magnifying glass or ENTER. If you enter a partial text in the Search, all results containing this partia...

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...

The following table shows the compatible hardware scanners for Product entry. Manufacturer Model Supported DeDeSales Version Koamtac KDC 200* <= 19.x Koamtac KDC 270* <= 19.x Koamtac KDC 280* <= 19.x Koamtac KDC 280 BLE 14.x ...

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...

What do I enter as user name? Your Customer number. Although the field is called User name, you cannot assign your own name. See Request access and initial login. I do not have any access data yet. How do I get some? Via Access request on the login screen, if ...

I cannot add an item to the cart — it says "Open matrix" This is a matrix item, which comes in several variants, such as colours and sizes. Instead of entering a quantity, you enter the variants in a table. Click on Open matrix, enter the quantities and then a...

My coupon was accepted, but the total does not change This is correct. Neither a coupon nor a special discount is deducted from the displayed total — both only appear as text. The deduction is only made on the invoice. At the order completion you will see a gr...

I do not see my invoices There are two possible reasons for this, and neither is your fault: Your shop operator has not activated this document type for you. In that case, the menu entry is completely missing. There are no documents of this type. Then the e...

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...

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...