Quick actions
This widget provides instant access to the frequently used tasks and shortcuts, to improve the efficiency and convenience for a user .
These quick access options are available:
- : Use this option to inquire about costs and stock availability of the selected item.
- : Use this option to quickly access the customer profiles and relevant information.
- : Use this option to efficiently record and manage customer interactions, which enables the CSR to have a streamlined communication tracking and thereby, improving the customer relationship management.
- : Use this option to view all the open orders till date.
Check price and availability
When you click this option, the Check Item Price and Availability window is displayed wherein you can search products based on Customer, Product and Warehouse. For each product, the quantity and prices are displayed. You can click the product code to view the related details on the Customer Pricing Inquiry screen of the application.
Look up customer
When you click this option, the Look Up Customer window is displayed wherein you can view the customer profiles and the relevant information. You can click the name of the customer to view the related details on the Customer Inquiry screen of the application. You can click the email address or the option, if available. The configured email application is opened and the customer email address is defaulted. You can click the phone number, if available. The application configured for a phone call is opened and you can initiate a call with the customer.
Create customer activity
When you click this option, the Create Customer Activity window is displayed wherein you can specify and click to save the details of a new customer.
View my Open Orders
When you click this option, the View my open orders window is displayed wherein you can view the all open orders till date. You can click the order number or the option to view the related details on the Order Inquiry screen of the application.