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Product documents
Title Product documents "<Produktbezeichnung>" General Grid Click Swipe Views Document Header Table Column definition Name Visible Sort Full Text Explanation Colour code Forced Red: If cancelled ...
Tab bar of the 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...
Matrix Entry
To document matrix items, select the menu item "Open matrix" in the product's documentation area for the matrix item. Product selection options Select a single item by clicking on the coordinate. The green selection indicates that this field has been selected,...
Presentation mode Products
Summary The Presentation mode Products is used to display the product pictures of a product within the Order entry. In Presentation mode, the product picture can be enlarged, displayed in full screen, and switched between the available product pictures. Access...
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...
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...
Complaint reasons
Depending on the backend settings, the client offers the possibility to perform an internal control of the complaint on site. For example, to destroy goods directly on site or to initiate a credit note due to shortages. The complaint matrix is documented in th...
Complaint
For setting up an E-mail subscription see here: E-mail subscription Return - Subject with wildcard possible Shipping of Returns incl. Excel - Subject with wildcard possible - Client-capable
Complaint matrix
To create a complaint matrix, switch to the Basic configuration - Settings area and search or filter for the entry Complaint matrix. Create or edit entries Create new entries using the green +. Then fill in the fields according to your specifications. meani...
Screen Splitting
Most displays are shown split into two parts. You can adjust this layout according to your preferences. Enlarge/reduce the window area on the left: Move the mouse over the line and wait until the double arrow appears. Hold down the left mouse button and releas...
Tables
In many areas, the data is presented in table form. All views in table form can be sorted, filtered and Exported to Excel. To do this, right-click on the grey header bar. The column under the mouse cursor is sorted. "No sorting" resets the sorting. Filters ca...
Date Selection
Usually, there is the option to select the date range. A check prevents, for example, the From-Date from being later than the until-Date. You can enter the date using the Keyboard or click on the calendar icon to select a date with the mouse. Date Selection In...
Restricting Data Access for Backend Users
In the Basic configuration > Employee section, it is possible to assign a web backend user to each employee. Through this assignment, as well as the assignment of the supervisor, it is possible to restrict a web backend user's access to employees and customers...
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 ...
Employee
Here you create the employees who either receive a device or are assigned to a customer from the ERP system as employees (even if they do not receive a device). You can create as many employees as you like here. Provision of data for roll-out: If you are still...
Devices
This is where devices for employees are created. The first device is manually created by you and uses a licence. Up to 2 multi-device configurations can be created via the employee; these are linked to the licence of the main device. There are devices used by...
Language
Important General Information Translations in DeDeSales can be entered not only for foreign languages. You can also adjust the German standard texts according to your language usage in the same way. Please pay attention to the text length when translating. Esp...