Salesperson's Pagelets

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

• Availability.

• Buying Agreements.

• Current Product Summary.

• Customer Account Balances.

• Customer Aging.

• Customer Conversations.

• Customer Notes.

• Customer Promotions Calendar.

• Customer Search.

• Discretionary Funding Status.

• Discretionary Funding Status — Details by Fund.

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

• Expiring Buying Agreements.

• Invoice Summary.

• Last 10 Product Purchases.

• Last 10 Shipments.

• Most Recent Bills.

• Most Recent Consolidated Bills.

• My Promotions.

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

• National Allowances Calendar.

• Planned Promotional Funds.

• Product Alternates.

• Product Notes.

• Product Sales.

• Product Search.

• Product Specifications

• Recent Orders.

• Recent Quotes.

• Recent RMAs (returned material authorizations)

• Review Promotions.

• Sales History by Customer.

• Schedules Past Ship Date.

• Trade Promotions.