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Data Transfer - Selection
Title Widget Widget Description Data Transfer Date of the last data transfer Data currency White = Data is current Yellow = Last data transfer was more than 1 day ago Red = Last data transfer was more than 2 days ago If orders could...
Data Transfer - Progress
Title Widget Widget Description Data Transfer General Form Status Field Right Reference Total progress Progress bar for the transfer of the current data packet. Progress bar for the processing of the current...
Automatic Dispatch
If orders cannot be transmitted due to lack of an online connection, they receive the status "In Dispatch"- As soon as an online connection is available again, DeDeSales automatically resumes the dispatch of the orders and transmits them in the background to t...
Device is not Released / Server cannot be Reached
New Device / Reinstallation of Old Device You have set up a new device. Please contact your IT department so that the device can be Released in the backend. Incorrect Time If the device was not newly set up and the above Error message appears, please check whe...
Why does it sometimes take so long before I can use the client?
Clean Up A clean up is automatically performed every 28 days at startup. Orphaned data (e.g. Product pictures) that are no longer used on the client are deleted. This process can take some time and cannot be cancelled.
Why does the client sometimes not update the data?
Background Processing vs. Minimising You can continue working in other programmes during the Data Transfer. Caution when Minimising Please note that minimising the client causes the Data Transfer to be Interrupted and will only be reactivated when you activat...
Datasync
There are several places that do not require no data provision from the backend: DataSync Document Leads FacingSummary Activity Settings DeDeQuery Appointments With DataSync, the clients always transfer the amendments to and from the server. This...
Start page dashboard
Functions in the title bar Icon Explanation If licensed AI module is available, the chat is started Kebab menu ( ) Type Menu item Explanation Appointments Upcoming appointments from calendar management KPI KPI ...
Request access and first-time login
Summary The shop is only accessible to existing customers. You do not create an account yourself — you request access, and the system checks the details against the customer database. Depending on your situation, one of three links on the login screen will gui...
Placing an Order
Summary An order goes through four stages: finding items, adding to cart, proceeding to checkout, placing a binding order. There are several ways for the first two stages. The last two are straightforward. If you already know the item number, you can skip the ...
Redeem Coupon
Summary You redeem a coupon in the Cart before proceeding to checkout. The input field spans the full width — after any special discount and before the cart total. Procedure Go to the Cart. Enter the code in the Coupon Code field. Click Redeem. General ...
Import items via Excel template
Summary If you already have your order as a list, you can import the items as an Excel file into the Cart instead of searching for them individually. The function must be enabled by your shop operator. If the Excel Upload button is missing in the Cart, it is n...
Ordering Matrix Items
Summary Some items come in variants — for example, in several sizes and colours. For these items, you do not order a quantity, but a quantity per combination. Such items cannot be added to the cart from the result list. You can recognise them by the fact that ...
View Documents
Summary You can find your documents in the shop — Orders, Delivery notes, Invoices and more, depending on what your shop operator has enabled. Finding your way Click the User icon at the top right. In the right column of the menu, select the desired documen...
Change Address, E-mail and Password
Summary You manage your account data via the user icon at the top right. In the left column of the menu, you will find My profile, Change password, Change address and Change e-mail address. What is shown under "My profile" There you can see your customer numbe...
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 ...
A Day in the Life of a Sales Rep.
0. Start client 1. Data Transfer 2. Perform Start of trip 3. Call up customers 4. If applicable, Start visit 5. Start order / Stocktaking / Return 6. Perform item entry 7. Comple...