Customer panel
In the EQM mashup, select in the menu on the left side. In this panel, you can manage customer-based quotations. You can view the list of all customers and, on several tabs, you can view detailed information about customers.
You can use these options:
This table shows the available tabs:
| Tab | Description |
|---|---|
| Basic information | Information about the customer’s address |
| Locations | List of customer sites with information about the address of sites |
| Customer details | Detailed information about customers, such as the customer group, the currency, and delivery terms |
| Financial information | Financial information about customers, such as payment terms and credit limits |
| Invoices | List of all invoices related to a customer |
| Text | All text information related to a customer |
| Quotation | All open quotations for a customer and most of the options related to a quotation |