Starting the workflow from the customer list

  1. On the Customer tab, select a customer.
    Several subtabs at the bottom of the mashup show information related to the selected customer.
  2. Click the Quotation subtab.
    This subtab shows all open quotations connected to the selected customer.
  3. To create a quotation header, click the New quotation button. Alternatively, modify a quotation.
    The new quotation is displayed at the top of the list of quotations.
  4. From the list, select a quotation.
  5. Click the Equipment tab.
    This tab shows a list of equipment belonging to the selected customer.
  6. Select an equipment.
    Several subtabs to the right and at the bottom show information related to the selected equipment.