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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...

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...

Title Product entry General Header In the matrix entry, the Header corresponds to the definition from the grid area with the following changes: If different products are selected in the matrix, for which the values to be displayed in the header di...

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 ...

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...

This area is only active if a scanner is set up or the camera scanner has been activated. Title Apply Barcodes General Functions in the title bar Icon Explanation Only visible when the grid is visible. Exports the grid to E...

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,...

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...

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 ...

Title Transfer to another device Grid Click Swipe Views selects the order for Transfer Open (opens the order) Shows only Orders with the status "Completed" and "In progress". If the mask is called from a Customer, only th...

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...

After creating a debtor mapping and performing a data transfer, the customer numbers in already existing orders (prior to the mapping creation) are updated to the new customer number.

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...

Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as Item entry - Grid. Header In portrait view, the Header starts with the definition from the grid area. Function Explanation Jumps back one item in ...

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...

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...

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...

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...