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Discounts
Title Widget Widget Description Discounts Number of discounts General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text Explanation Discount group Landscape ...
The Differences in the Terminate Offer Type
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...
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 ...
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...
Product hierarchy
Title Widget Widget Description Product hierarchy Available: Order entry Returns entry Quotation entry General Only hierarchy nodes are displayed that contain products or whose subnodes contain products. Grid Click Swipe View...
Attachments / Documents
Title Widget Widget Description Documents Number of files Click: Opens the summary page Available on: Dashboard Customer details page Opportunities Leads Product details page Attachments Number of files Click...
Favourites
Title Widget Widget Description Favourites Quantity of Favourites Available: Order entry Returns entry Quotation entry General Favourites can be created in the Products. A click on the widget switches to the entry mask and loads ...
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....
MRP list
Title Widget Widget Description Dispoliste Available: Order entry Returns entry Quotation entry Customer details General Grid Click Swipe Views Product details Table Column definition Name Visib...
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 ...
Reports
Title Widget Widget Description Reports Number of travel reports General Kebab menu ( ) Type Reisekostenabrechnung Reisekostenabrechnung Functions in the title bar Icon Explanation Creation o...
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...
Orders
Title Widget Widget description Orders Number of orders Includes all types of orders including Complaints. General Kebab menu ( ) Type Menu item Explanation Create order Only visible when the widget has been access...
Quotation header
Title Widget Widget description Create quotation Click: Opens the new quotation header Available a. Customer details General Header Shows the number of items and the total quantity (items | total quantity) The exclamation ma...