Customer list workflow

  1. Select a customer from the 'Customer' tab. Related data to the selected customer will be displayed in the bottom tabs.
  2. Switch to tab 'Quotations'. All open quotations connected to the selected customer will be displayed.
  3. Create a new quotation header via the icon 'New quotation' (or use an existing). The newly created quotation will be displayed in the top of the quotation list.
  4. Select a quotation from the quotation list.
  5. Switch to tab 'Search & Create'.

    A list of equipment belonging to the selected customer will be displayed under the tab 'Equipment'.

  6. Select an equipment. Related data to the selected equipment will be displayed in different tabs to the right and in the bottom of the mashup.