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Using Asset-Based Ordering

This chapter describes how employee end users, such as salespeople and customer service representatives (CSRs), work with quotes and orders using asset-based ordering. It includes the following topics:

NOTE:  The procedures in this chapter use the Account Summary view as their starting point, because it is a central point for viewing information about an account. The Account Summary view is part of the Order Processing module. If you have not licensed the Order Processing module, employee end users can start from one of the other screens that allow access to quotes and orders, such as the Quotes screen and Orders screen.

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