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Retrieve transferred orders
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...
Attachments in Order templates
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...
Unpaid invoices
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...
Back Order
Title Widget Widget Description Back Order Number of Back Orders Available: - Customer details page General Documents that are Completed are not included in the Back Orders. The exact logic is: Document must not be Completed Item m...
Product numbers
Title Widget Widget description Product numbers Quantity of product numbers Available: Customer detail page Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Picture ...
Notes
Title Widget Widget Description Notes Number of notes Available in: Customer details Contacts ORDER mask (in the kebab menu) Opportunities General Functions in the title bar Icon Explanation + Creates a new note...
Note Details
General Title Note Header Switches to In progress mode Right: BASIS / customer master data - "May edit all Notes and Activities" Fields Name Explanation Employee Date Non-business Note In progre...
Distribution status
Title Widget Widget Description Distribution Available: Customer details Selection mask Title: Distribution status Dropdown "Template" Listing (if the customer has a listing) All active order templates that are enabled for o...
Hierarchy
Requires the Module: Key account Title Widget Widget Description Hierarchy Available: - Customer details page Grid Click Swipe Views Switches to the Customer masterdata, if available Turnover Table C...
Discounts
Title Widget Widget Description Discounts Number of discounts Available: Customer details Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text ...
Create new customer
General Kebab menu ( ) Type Menu item Right Create new customers <Role> / BASIS / Create new customers Grid Click Swipe Views Accounts (if it is a Key account) Table Map Column definition Name A...
Delivery Note
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of delivery VisibleOnlyLandscape ...
Amendments
Title Widget Widget Description Amendments Number of unread amendments Click on the icon shows the summary page with the new entries. Available: Homepage dashboard Customer details page Amendments Shows the latest ...
Data collection - Target agreement
Create the Target agreement in the backend under Order support / Data collection / Target agreement. You have the option to download an Excel file and upload it again after filling it out. You can create individual records via the "Add Target agreement" button...
Set up Connector
Setting up the connection 1. Register app Log in at https://entra.microsoft.com. Now click on “App registrations”. Then click on “All applications”. Now create a new registration by clicking on “New registration” at the top. Under “Name”: enter “DeDeSales Ex...
Assignment of Emails to Customers
The Msg Root folder is checked directly, with known folders such as Junk, Deleted, Drafts etc. being ignored except for Inbox and SentItems. Thus, all user-created folders for the emails are taken into account. If the email is in the inbox or one of its subfol...
Provide Column configuration one-time for Employee
Set the desired configuration in your client and perform a Data Transfer. Subsequently, in the DeDeSales backend under Basic configuration \ Settings \ "Apply Client Column configuration", the column configuration can be applied one-time for an Employee role.
Operating System Compatibility
DeDeSales Version Windows Android iOS/iPadOS 18.x Windows 10: 22H2 Build 19045.5011 Windows 11: 24H2 Build 26100.3025 Windows 11: 24H2 Build 26100.4061 Windows 11: 24H2 Build 26100.4652 Windows 11: 24H2 Build 26100.4946 Windows 11: 24H2 Build 26100.746...