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KEY DATE
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year". The last selected variant is saved and preselected at the next ...
Target/Actual
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year". The last selected variant is saved and preselected at the next start. D...
Order value
Title Widget Widget description Order intake Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year". The last selected variant is saved and preselected at the next s...
Special Features for Key Account
Key Account Extensions Requires the Key account module and the selection of a Key account customer. If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account. From version 10: Instea...
Document overview
Title Widget Widget description Documents Number of documents Click: Opens the overview page Available: Customer details Homepage dashboard General Kebab menu ( ) Type Menu item Explanation Orders Basic ...
NextCloud Integration
Online Files Employee and Customer files can be imported via API from the NextCloud system. It should be noted that the files are provided online and are not uploaded to the DeDeSales server. Settings Call up Basic configuration - Settings - NextCloud Integrat...
Customer Satisfaction
First, create a job or contact/customer CRM definition. Pay attention to the status and the assigned customer list. Then switch to the Tasks - Customer Satisfaction type. Enter the link to the success page (Mandatory) Enter the link to the cancellation pag...
Workflow Summary
Title Widget Widget Description Workflow Number of open workflows Colour code: The corner turns yellow if you are the owner of an open workflow. Click: opens the summary page Available Customer details Start page dashboard ...
Workflow Details
General Title <Workflow-Type> Workflow Kebab menu ( ) Type Menu item Explanation History Header 1. To switch to Edit mode Note: Only visible if you have not entered the workflow via the dashboard. Widgets 1. Files (not for ORDER ...
Tab bar of the Stocktaking entry mask
The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...
Workflow Types
There are different types of workflows that can be used. Automatic Workflows 1. ORDER / Quotation Workflow is triggered when one of the following conditions from <Role>/Workflow applies: ORDER / Quotation Condition Header discount ...
Workflow - Workflows
Order and Complaint workflows are attached to specific role rights by default and cannot be influenced here. Individual Workflows For individual workflows, you define a definition. The name of the workflow should be a short description of the workflow. For e...
Workflow - Steps
A workflow can consist of various steps that either build on each other or interact differently among themselves. 1. Select the definition of the workflow via the drop-down menu (Mandatory field). 2. Assign a name (Mandatory field). 3. If your workflow consist...
Cart entry
Title Widget Widget description Cart Available: Order entry General Kebab menu ( ) Type Menu item Explanation without product selection the kebab menu is inactive Product details only with product selection ...
Opportunities - Create CRM Definition
If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If a query must be completed when closing an Opportunity, it must be created with the ID "CLOSE". This means that an Opportunity can only be Completed if the query is...
Editing already completed tasks afterwards
Once a job is completed in the DeDeSales Client, there is no longer any possibility to edit it there. However, it occasionally happens that the user has made errors during input that prevent automatic evaluation of the job or distort the data. For this purpose...
Which source can I use for evaluations?
Standard report "DAILY REPORT" Expense report "Expense report" JSon API Individual report *all listed fields can be used as defined Name x x * Agent number x x (Visits), x (DailyReports) * Date x x * Week no. x * ...
Opportunities - Evaluation
An evaluation of the opportunities from the last 12 months can be found in the backend under Evaluation - STATISTICS - Opportunities. The report can be exported.