Demander icon legend
GENERAL
Section titled “GENERAL”
- Synchronize.
- New / Add.
- Save.
- Cancel / Don’t Save / Close.
- View Customers.
- Seller.
- View Products.
- View orders list.
- View issued financial securities.
- View reports.
- View charts.
- View Dashboards.
- Sales expectations / Goals.
- Prospects.
- Events.
- Visit without sale.
- Flex balance.
- Customer inventory.
- Check-in / Capture location.
- View Routes.
- Actions, Sorting options.
- Choose filters.
CUSTOMER LIST
Section titled “CUSTOMER LIST”
- Symbol displayed for newly registered customers. The duration a customer remains marked as new is configured in Demander Web company settings.
- Indicates that an order was placed for this customer X days ago. This number of days is configurable in Demander Web under Company Configuration > General Settings by enabling “Hide customers from route for __ days”.
- Indicates that a visit without sale was made to the customer X days ago. This number of days is configurable in Demander Web under Company Configuration > General Settings by enabling “Hide customers from route for __ days”.
- Indicates that the customer is blocked from placing orders.
- Flags defaulting customers.
- Flags inactive customers.
- Indicates that the customer has notes/observations.
CUSTOMER SCREEN / CUSTOMER REGISTRATION
Section titled “CUSTOMER SCREEN / CUSTOMER REGISTRATION”
- Customer Data.
- Contact.
- Customer address.
- Financial.
- Customer Events.
- Orders.
- Financial securities.
- Additional fields.
PRODUCT LISTING
Section titled “PRODUCT LISTING”
- In the product list, the orange alert represents batches that are about to expire.
- In the product list, the red alert indicates batches that have already expired.
- Product Attachment.
- Flags products already purchased.
- Flags New Releases: new products.
- Flags Expiring Batch.
- Flags products on Promotion.
- Save the order.
ORDER SCREEN / ORDER LIST
Section titled “ORDER SCREEN / ORDER LIST”
- Insert new order.
- Check order data.
- Order items.
- Displays the order summary.
- Here you can create events for the order.
- Signals that the order is saved in the application, but will not be synchronized.
- Signals that the order has notes/observations.
- Signals that the order has notes and restrictions and therefore has not been released.
- In the order list, signals a canceled order.
- In the order list, indicates that another seller (sales manager) issued the order.
- Information pending synchronization (registered or changed by the representative and that needs to be sent to the ERP).
DEMANDER WEB
Section titled “DEMANDER WEB”The icons listed below are displayed on Demander Web. Below you will find the icon and its description.
- Edit the selected record.
- Delete the selected record.
- Add the selected field to favorites.
- Order rejected.
- View observations.
- Finish editing.
- Click to view the record file.
- In route registration, indicates that the customer does not belong to the selected seller.
- In route registration, indicates that the customer is inactive.