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Turnover
Title Widget Widget Description Turnover Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Last year" | "Year" | "Financial year". The last selected variant is saved and preselect...
KEY DATE
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year". The last selected variant is saved and preselected at the next ...
Target/Actual
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year". The last selected variant is saved and preselected at the next start. D...
Order value
Title Widget Widget description Order intake Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year". The last selected variant is saved and preselected at the next s...
Special Features for Key Account
Key Account Extensions Requires the Key account module and the selection of a Key account customer. If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account. From version 10: Instea...
Document overview
Title Widget Widget description Documents Number of documents Click: Opens the overview page Available: Customer details Homepage dashboard General Kebab menu ( ) Type Menu item Explanation Orders Basic ...
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 ...
Invoice / Credit note / Direct debit
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of invoic...
Order / Contract
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Status Red: if the status is "Cancelled". Green: if the statu...
Quotation
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of quotation VisibleOnlyLandscape ...