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Operation of the Chat
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...
Promotions
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.
Data
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...
Supported Hardware Scanners
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 ...
Customer details
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...
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 ...
Filter
Filter The filter icon is located in various places. Here you can filter the view as desired. The fields to be filtered must first be set as filterable via the grid menu, Filters are not retained after leaving the page and must be activated anew each time. Th...
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...