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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 ...
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...
Drag & Drop
An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, press and hold (Longpress) the desired appointment with the mouse or touch. The appointment will be highlighted in light grey and can then be dragged to the desired...
Copying (Windows and Android)
Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer number (1)) to the Clipboard using the right mouse button (long press on Android). Note: Under Windows, there is no active feedback, but the text is in the Clipboard a...
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 ...
Menus
Burger Menu This menu is only available on the dashboard. Here you have access to some Functions, such as Trip reports, Contacts, etc., if the corresponding widgets are not displayed. Kebap Menu In various places, you will find a menu in the upper blue area....
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...
Provision of Data
Attention, current limitation: Provisioning of data currently does not work for pictures. If you have changed pictures — container, login graphic or logo — please use the Rollout button in the Employee overview instead. The limitation has been reported; as soo...
Create and position containers
Summary Containers are the advertising spaces of the shop. They are maintained under eCom \ Container. A container becomes effective in two steps: you create it, and you define how the area in which it appears is displayed. What a container is, which link type...
Maintain texts
Summary Under eCom \ Texte you maintain the texts that the customer sees in the shop — legal texts, the cookie notification, and the confirmations after registration. Distinction: The texts of the e-mails are not here, but under Basic configuration \ Setting...
Uploading Pictures
Summary Under eCom \ Pictures you upload the two fixed graphics of the shop: the graphic on the login page your logo for the menu bar, which appears after the customer logs in The required dimensions are listed in the service description on the Marketing C...
Mark pictures as AI-generated
Summary From version 19 onwards, a picture can be marked as created with AI. The shop then automatically displays the note AI GENERATED above the picture. The marking is done with the checkbox Picture is AI generated below the picture. The checkbox is availabl...
Creating and Evaluating Vouchers
Summary Vouchers are maintained under eCom \ Voucher management. A voucher is stored in the DeDeSales order as a Header discount. The usage rules and the effect in the order are described in the service description on the page Vouchers and Special discounts. C...
Create Special discounts
Summary Special discounts are maintained under eCom \ Special discounts. Unlike a voucher, a Special discount works automatically — the customer does not have to enter anything. It applies to all customers and all items in the specified period. Procedure Ope...