Broker Pagelets

These pagelets enable brokers to view key information about customers and products and effectively manage promotions:

  • Availability.

  • Current Product Summary.

  • Customer Promotions Calendar.

  • Discretionary Funding Status.

  • Discretionary Funding Status — Details by Fund.

  • Discretionary Funding Status — Fund Details by Customer and Promotion.

  • Most Recent Bills.

  • Most Recent Consolidated Bills.

  • My Promotions.

  • Nat'l Allow & Promo Calendar. (national allowance and promotions calendar)

  • National Allowance Calendar.

  • Planned Promotional Funds.

  • Product Alternates.

  • Product Notes.

  • Product Sales.

  • Product Search.

  • Product Specification.

  • Review Promotions.

  • Sales History by Customer.

Note:

Brokers also use many of the customer service-oriented pagelets. Additional broker-oriented pagelets are discussed in the "Customer-Facing Supply Chain Management Pagelets" topic.