Quick actions

Customer Service Representative: This widget provides convenient access to some of the tasks that you do most often. Listed tasks are: Get Item Price and Availability, Create Customer Interactions, and Lookup Customer.

Warehouse Manager: This widget provides convenient access to some of the tasks that you do most often. Listed tasks are: looking up customer (Ship-tos), vendors, item locations, orders, vendor RMAs, RMAs, and creating item warehouse and stockroom location records.