Search Results

There are 3 widgets available in the Complaint type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Complaint Current month The basis for the count is the field "Order date" from...

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...

The devices should correspond to the current standard. Assume that devices that are 4 Years old or older cannot provide the necessary performance. Furthermore, ensure that you allocate enough storage space on the devices for Pictures. A subsequent increase in ...

Create Apple Business Manager Account If you want to use DeDeSales for iPhone/iPad, you need an Apple Business Manager account If you do not yet have an account, you must register here: Registration link:      https://business.apple.com/#/enrollment/form Instr...

PLIST Configuration via MDM If you use an MDM system, certain configuration parameters can be automatically assigned as key-value pairs via the PLIST. These include: "ServerURL", "FallbackURL" and "Device number" The server URL should be set at the profile lev...

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 ...

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...

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...

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...

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...

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...

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  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...

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...