Quick actions

Buyer: This widget consists of frequently used actions, allowing users to perform essential tasks without navigating away from the current screen. This widget is filtered by global settings such as Site and Warehouse (depends on each action).

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.