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Sales Pipeline - Creating and Editing Leads
To be able to create leads, you must first maintain the lead definition. If you have questions about this, go to the Tasks & CRM section. You create leads under Sales Pipeline - Leads with the green + "Create a new lead definition". Choose a meaningful Name ...
Setup API Connection D365 F&O
Microsoft Azure App Registration Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name This should be a common name, e.g. "DeDeSales API Access" Supported account types Usually, "Accounts in this organisatio...
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 ...
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...
Stocktaking 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 begins with the definition from the grid area. Function Explanation Jumps one item back in the ...
Sales Pipeline - Costs
Enter the costs for the leads in order to be able to evaluate them statistically. Enter a Name for the costs. You can enter the generated costs here The Date on which the costs were incurred If desired, enter a suitable Lead Definition Optionally enter a...
Enable device for new installation
Each employee is shown a generated QR code when newly created. This is hidden as soon as the first Data Transfer has been performed. Instead, you will then only see the button "Enable device for new installation". If the button is pressed, for security reasons...
ORDER / header
Title Widget Widget description Create order Click: Opens the new order header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation mark i...
Order suggestion
Title Widget Widget Description Order suggestion Available: Order entry Returns entry Quotation entry General Title bar Icon Explanation On iOS/Android the share function is called. On UWP the save dialog opens....
Complaint header
Title Widget Widget description Create complaint Click: Opens the new complaint header Available a. Customer details General Header Displays the number of items and the total quantity (items | total quantity) The exclamation...
Add to cart entry vs. normal entry
Here you can directly add products to the cart using the product number You confirm the search by pressing the Enter key. If a unique product is found, the entry form opens and the quantity field is preselected with a sales unit. The product can be added to th...
additional client settings
This area is divided into 2 parts. On the one hand, you have quick access to some functions and on the other hand, you can make settings here. The burger menu is only displayed on the dashboard. Settings Menu Trip ...
Manage Widgets
You can customise widgets as follows: Right-click on a widget to open the corresponding context menu. On iOS and Android, use a long press. Delete Removes the widget Replace Replaces the widget with another that is not yet present on the dashboard Add Inserts ...
Travel Report
Title Widget Widget Description Trip This widget is displayed when there is no trip for today yet. On click Start is set to the current time. Location is taken from the last end of trip. End km from the last end of trip is taken as st...
Visit
Title Widget Widget description Visit Visiting frequency Tour Starting and ending the visit Visit duration in the customer master data Last visit recorded and transferred in DeDeSales. Available: Customer details page Only availabl...