Help for merchants
Guides to setup, customers, orders and your account – the same ones as in the admin panel.
Setup
- Setting up your businessSetup guides you through everything that needs to be in place before the first order: fetching data, setting order rules, inviting customers. As long as something is missing, it appears at the top of Today.
- Connect and sync weclappdammi fetches items, customers and prices from weclapp and creates every order there as a sales order. For that it needs your access once.
- Connecting weclapp: how to find your keyweclapp offers API access from the “ERP Dienstleistung” plan — not in the Starter plan.
- Connecting Lexware Office: how to find your keyThe interface is only available in Lexware Office XL.
- Connecting Odoo: how to find your keyWith Odoo Online only in the Custom plan; a self-hosted instance always has the interface.
- Connecting bexio: how to find your keydammi only takes over items in euros from bexio. An account kept in Swiss francs cannot be connected yet.
- Connecting sevDesk: how to find your keysevDesk offers the interface only in the Buchhaltung Pro plan.
- Import items, customers and prices from a fileWithout an ERP system, the catalogue, customers and negotiated prices come to dammi as an Excel or CSV table. Whatever you import applies immediately.
Range and prices
- Manage items and categoriesUnder Items you see every item the way your customers find it in the app — and why one is missing. Categories determine how the app is structured.
- Customer prices and customer groupsEvery customer sees their own price in the app: an individual one, their group's, or the list price. Groups give many customers the same terms.
Customers
- Invite customers to the appEvery customer gets their own access code. With it they sign in to the dammi app and see your catalogue with their prices. A code is valid for 30 days from when it is issued — from the moment you copy it, print it or send it by email — and is then replaced automatically.
- Roll out the app to your customersA code alone does not get anyone ordering. The App rollout page shows how far your customers have got and gives you a poster, templates and a phone guide.
Orders
- Process ordersEvery order from the app ends up under Orders. The “New” view shows what has just come in; “Issues” collects everything that is stuck.
- Enter an order for a customerIf a customer orders by phone or message, you create the order in their name. The order follows the same path as one from the app.
- Respond to complaintsWhatever customers flag when receiving goods arrives under Orders › Complaints — with the order, item and quantity.
- Set the order cut-off and delivery daysThe order cut-off says until when orders can be placed for the next delivery day. You set delivery days in general and per customer.
Delivery
- Pick with the packing listThe packing list collects everything that goes out on a delivery day — as a total per item or as a crate per customer.
- Plan routes and invite driversWith delivery switched on, you put a delivery day's orders on routes, assign them to a driver and track what has been delivered. Your drivers work in the same dammi app.
Discounts & promotions
Reports
Account and security
- Invite your team and assign rolesEveryone on the team has their own access. The role determines what they may do: the account owner everything, an admin everything except team and subscription, a staff member the day-to-day business.
- Protect your sign-in with a second factorWith two-factor sign-in, signing in requires not only your password but also a code from an authenticator app on your phone. Anyone who knows your password still cannot get in.
- Export your business dataYour data belongs to you. The data export packs your business's orders, customers, items and settings into an archive for download.
- Trial, subscription and invoicesUnder Subscription & invoices you see the status of your access — during the trial with the days remaining — and how dammi charges.
- Cancel and take your data with youThere is no cancellation in the panel yet. You cancel by email — and decide what happens to your data.