🚀 Kundenkartei Web – overview and getting started
Welcome to the official documentation of the Kundenkartei web application.
This platform helps you manage customer data, orders, stock, finances and calendar appointments efficiently – all in one place, integrated and usable on mobile.
🧭 Navigation – the most important modules at a glance
| Area | Description |
|---|---|
| 🏠 Overview | What needs doing today: appointments, reminders, open orders |
| 👥 Customer | Search for, add and maintain customers and companies |
| 📦 Sale | Orders with delivery and payment status, consumables, own consumption |
| 🚚 Managing deliveries | Trigger partial and complete deliveries, generate documents, send by e‑mail |
| 🧾 Invoices and payments | Create/send invoices, post payments, use the dunning process |
| 📚 Finance | Journal, trial balance, unpaid and overdue invoices, Banana export |
| 🛍️ Purchase | Orders from suppliers and where they stand |
| 🏷️ Warehouse | Deliveries, stock status, stock journal, minimum quantity and return of goods |
| 🗂️ Catalogue | Search for, add and edit Déesse and your own products |
| 📅 Calendar | Appointments, tasks and birthdays |
| 📊 Reports | Mail merge, labels and exports, evaluations of articles and customers |
| 🛒 Quick entry | Ordering face to face: tap articles, choose the customer, set the delivery date |
| 🎟️ Voucher | Vouchers, subscriptions, promotions and credits |
| ⚙️ Settings | Profile, finances, templates, customer groups, numbering, mail, import, export |
| ✉️ Communication and dispatch | E‑mail dispatch, printing and exporting documents |
⚡ Quick start
- First steps: create a customer → record an order → trigger a delivery → create an invoice
- Working on the go with: Kundenkartei Go (mobile browser)
- Help: the frequently asked questions
💡 What you will find here
- One page per module, with a picture and an explanation
- Step-by-step instructions in the tutorial
- Tips, best practices and short FAQs
- Links between the modules for end-to-end workflows
📱 Platforms and use
Kundenkartei Web runs in the browser. On narrow screens the modules fold into a menu. For working on the go there is Kundenkartei Go.
Note: tasks such as batch editing and mass exports are most comfortable on the desktop.
🔗 Further resources
- Support: support@kundenkartei.ch
- Feedback and suggestions for improvement are welcome – thank you very much!