Configuring the Selection widget for Sales

  1. Click configureand select Configure. The Configure Widget screen is displayed..
  2. Select the check boxes to view the filters in the widget. These are the available options:
    • Site
    • Sales Office
    • Sales Representative
    • Customer
    • Period
    Note: By default, the Financial Company and the Logistic Company check boxes are selected and disabled.
  3. Click Save.