- On the Customer tab, select a customer.
Several subtabs at the bottom of the mashup show information related to the selected customer.
- Click the Quotation subtab.
This subtab shows all open quotations connected to the selected customer.
- 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.
- From the list, select a quotation.
- Click the Equipment tab.
This tab shows a list of equipment belonging to the selected customer.
- Select an equipment.
Several subtabs to the right and at the bottom show information related to the selected equipment.