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E-Mail Communication
In order for emails to be sent under your domain by the DeDeNet systems, it is necessary to set an SPF record with your DNS provider. Include our entry spf.dedenet.de in your SPF record using the Include directive. If you use Microsoft 365, this could look as ...
Time Server
For the Data Transfer between DeDeSales Server and DeDeSales Client, it is necessary that both sides use the same system time. The synchronisation occurs automatically on Android and iOS Devices. On Windows Devices, however, the behaviour is such that they wan...
Data Encryption
The encryption of data at the database level takes place automatically in the data centre of DeDeNet GmbH. The communication between the DeDeSales Server and the DeDeSales Client is encrypted. For the encryption of data on the Microsoft Windows Client, you mus...
Data Volume
The communication between the DeDeSales Client and the server requires corresponding data volume. We generally recommend using a flat-rate tariff for tablets to operate a tablet in the public mobile communication network. Below you will find an overview of wha...
Settings
System-wide basic settings are made here. Most settings are already made by DeDeNet after the workshops, so no changes need to be made here. The functions of the individual settings are described directly in the DeDeSales web backend. Unlike roles, settings ar...
Statistics - Display transferred orders via the backend
Use this button to access the Statistics area – Orders (equivalent to: Evaluation – Statistics – Orders). The order headers of the transferred orders and transfer orders are displayed in a table. By clicking on the Order number (highlighted in blue), you can a...
Basics and Use of Order support
Usage In the overview, you can see the data that you can create in the Order support and how/where it is to be used. Menu Explanation Usage in Customer lists This is a customer group defined by you. The data specified under "Usa...
E-mail subscriptions
Each WEB backend user can be assigned so-called e-mail subscriptions. An e-mail subscription informs the user about certain events in DeDeSales. Some e-mail subscriptions can have their subject line supplemented with information, for example to enable automati...
Customer lists
This is a customer group defined by you. Depending on the licence, order templates, tasks, CRM, representations, and trade fairs can be made available to this customer group. You have the option to modify an existing customer list by clicking on it. You create...
Item lists
An item list contains a number of items defined by you, which is used in the order templates. You have the option to modify an existing item list by clicking on it. You can create a new item list using the green plus button above the table. In addition to the ...
Modules
Modules are the ideal addition to Order templates. A module is capable of enriching the items of an Order template with customer-related data for a selected period. You have the option to modify an existing module by clicking on it. You can create a new modu...
Order templates - AVO
An order template is a list that can be called up within an order in the DeDeSales client. The employee receives an overview of the items (item list) contained in the order template, enriched with customer-specific data (modules). The employee is able to order...
Campaigns
Campaigns can be selected during the Conclusion of order. By evaluating the orders of a campaign, it can be assessed whether it was successful or not. For example, it is used in the Type Trade fair, Promotions, events. A campaign is, for example, a trade fair ...
Data collection
Here you can import various data into the DeDeSales system. This includes Activities, Stocktaking notes, Notes, etc. You can also provide individual Excel files. Here you can add or delete the corresponding data. You click on the desired menu and in most cases...
Tour template
In combination with Start year, Visiting frequency, etc., you can create days here on which a customer visit is to be suggested. See also Tour suggestion
Roles
Here the roles for the client are created. This is usually done by DeDeNet following the respective workshops. You can extend these, but please bear in mind that certain functions also require adjustments to the interface. This may need to be commissioned. Exp...
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...