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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...

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...

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 ...

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 ...

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...

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   ...

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...

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...

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 ...

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...

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...

  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 * ...

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.

To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the desired lead definition and switch to the tab CRM Evaluation. These lists can be exported to Excel as usual.

Title Transfer to another device Grid Click Swipe Views selects the order for Transfer Open (opens the order) Shows only Orders with the status "Completed" and "In progress". If the mask is called from a Customer, only th...

Title Retrieve transferred orders Functions in the title bar Icon Explanation Establishes a connection to the server and loads the current list from the server Grid Click Swipe Views marks the order for pick...

Accessible: TripplePoint via the Order templates widget in an Order template Grid Click Swipe Views Opens the attachment Delete File, if permission is granted Table Column definition Name Visible Sort Full Text Explanati...

Title Widget Widget Description Unpaid invoices Total of unpaid invoices Available in: Homepage dashboard Customer details General Header Total of all unpaid amounts Total of all unpaid amounts that are past the Due Date The t...