Important links

This widget provides easy access to the important links that are frequently used by customer service representatives. It can show quick links to navigate directly to SyteLine. You can select the links and configure, based on selection sequence, the links that are displayed on the widget. See the options for Customer Service Representative and Buyer.

Customer Service Representative Important Links

You can select from these links to add:

  • Return Material Authorizations
  • Customer Interactions
  • Customer Orders Quick Entry
  • Customer 360
  • Copy Orders and Estimates
  • Order Verification Report
  • Estimates
  • Customers
  • Customer Order Document Lifecycle
  • Customer Contracts

Buyer Important Links

You can select from these links to add:
  • Vendor 360
  • Item 360
  • Vendor Interactions
  • Purchase Order Quick Entry
  • Copy Purchase Orders
  • Purchase Order Document Lifestyle
  • Convert PO Requisition
  • Purchase Order Report
  • Planning Detail
  • Vendor Contracts
  • Request PO Requisition
  • Purchase Order Variance by Item Report
  • Material Planner Workbench Generation
  • Material planner Workbench

Warehouse Manager important links

You can select from these links to add:
  • Master Forms
  • Manage Inventory
  • Manage Shipments
  • Manage Pick Pack Ship
  • Manage Receiving
  • Manage Inventory Counts
  • Items
  • Item/Warehouse
  • Locations
  • Item Stockroom Locations
  • Item Lot Locations