Using the CSR Desktop
A CSR can use the PeopleSoft CSR desktop to view information about a specific customer or product. The information appears on a series of pages from which CSRs can access further details, such as:
Customer information
Product information
Customer Information
|
Page |
Usage |
|---|---|
|
Customer Search |
Search for existing customers to populate the pagelets with customer data. |
|
Customer Aging (for CSR) |
Displays account aging information in a chart. |
|
Customer Account Balances |
Displays a customer's account balance in a chart. |
|
Last Date |
Displays the last date for a sales order, quote, or RMA for a customer. |
|
Recent Orders |
Displays recent orders for a customer. Navigate to individual order detail. |
|
Recent Quotes |
Displays recent quotes for a customer. Navigate to individual quote detail. |
|
Trade Promotions |
Displays trade promotions for a customer. Navigate to individual trade promotion detail. |
|
Recent Invoices |
Displays recent invoices for a customer. Navigate to individual invoice detail. |
|
Recent Returns |
Displays recent returns for a customer. Navigate to individual return detail. |
|
Recent Conversations |
Displays recent conversations for a customer. Navigate to individual conversation detail or add a new conversation. |
|
Customer Notes |
Displays customer notes. |
|
Last 10 Product Purchases |
Displays the last 10 purchases for a customer. Navigate to see order and product information. |
|
Last 10 Shipments |
Displays the last 10 shipments for a customer. Navigate to see ship from and schedule ship date information. |
|
Schedules past ship date |
Displays schedules past the ship date for a customer. Navigate to see order information. |
|
Expiring Buying Agreements |
Displays expiring buying agreements. Navigate to individual buying agreement detail. |
|
Buying Agreements |
Displays buying agreements. Navigate to individual buying agreement detail. |
You can transfer to the express order entry or order tracking components by clicking the links at the bottom of the page.
Product Information
|
Page |
Usage |
|---|---|
|
Product Search |
Search for existing products to populate the pagelets with product data. |
|
Current Product |
Displays information about the product including the description. Navigate to see detail product information, view the list prices by inventory business unit, and check price and availability. |
|
Product Notes |
Displays product notes. |
|
Specifications |
Displays product specifications. |
|
Availability |
Displays quantity on hand and quantity reserved for a product by ship from business unit and unit of measure. |
|
Product Alternates |
Displays alternates for a product. Navigate to view product information. |
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CSR Desktop - Customer Information |
CDT_HOME |
Display customer information. |
|
CSR Desktop - Product Information |
CDT_HOME2 |
Display product information. |