Advanced Search
Search Results
54 total results found
Order mask
Title Order If a type of order is selected: Order / "Type of order" General Kebab menu ( ) Type Menu item Explanation Order header Send order suggestion Live price enquiry The Live price enquiry sends the ord...
Item entry - Grid
Title The title shows which products are displayed, e.g. the name of the order template. If there is no concrete list, the title "Product entry" is used. General Kebab menu ( ) Type Product details Only visible when a product is active...
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...
Complaint mask
Title Complaint If a header Reason for complaint is selected: Complaint / "Reason for complaint" General Kebab menu ( ) Type Order header Explanation Send PDF Complete order Interrupt order Customer notes ...
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...
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...
Grid area
Title The title shows which products are displayed, e.g. the name of the order template. If there is no concrete list, the title "Product entry" is used. {{DDN-01@121#bkmrk-allgemein-1}}
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...
Settings - Manage e-mail content
Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client,...
Activities Overview
Title Widget Widget Description Activities Number of activities Click: Opens the overview page Available: Customer details Homepage dashboard General Functions in the title bar Icon Explanation + Creates a ne...
Summary page
Title Widget Widget description Photos Number of photos Click: - opens the summary page Available: - Homepage dashboard Right: - Basic configuration - Roles - <Role> - Base - Pictures Photos Number of photos Cli...
Cart entry
Title Widget Widget description Cart Available: Order entry General Kebab menu ( ) Type Menu item Explanation without product selection the kebab menu is inactive Product details only with product selection ...
Lead - Evaluation
To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the desired lead definition and switch to the tab CRM Evaluation. These lists can be exported to Excel as usual.
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.
Sales Pipeline - Summary
You receive an overview of all definitions in the Summary under the Leads menu. You can export these as Excel. The name of the Lead All customers or a selected customer list If available, the associated Campaign The validity period of a Lead The status o...
STATISTICS
Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year". Display of the concre...
Role and eCom Employee
Summary The eCom system requires its own employee with a dedicated role. This role controls which functions the shop offers — just like with the field service client. Without an eCom licence, the main menu item eCom does not appear in the web backend. Procedur...