The Info Menu

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The Info Menu

The alternatives available under the Info menu can vary depending on the selected tab. You will find the alternative Find... in the text log under all tabs.

The Info Menu under the Customer Tab

Here you will find the following alternatives:

Copy customers to selection

Update customer [customer code] - by using this alternative you can link to the Update Customer procedure with the right customer coded loaded.

The Info Menu under the Quote Tab

Here you will find the following alternatives:

Copy customers to selection

Update quote [quote number] - by using this alternative you can link to the Register Quote procedure with the right quote number loaded.
Update customer [customer code] - by using this alternative you can link to the Update Customer procedure with the right customer coded loaded.
Preview form - by using this procedure you can preview the form.

The Info Menu under the Customer Order Tab

Here you will find the following alternatives:

Copy customers to selection
Copy customer orders to selection
Update customer order [order number] - by using this alternative you can link to the Register Customer Order procedure with the right order number loaded.
Update customer [customer code] - by using this alternative you can link to the Update Customer procedure with the right customer coded loaded.
Preview form - by using this procedure you can preview the order.

The Info Menu under the Blanket Order - S Tab

Here you will find the following alternatives:

Copy customers to selection
Register blanket order - Register Blanket Order - Sales for [blanket order number] - By using this alternative you can link to the Blanket Order - Sales procedure with the right blanket order number loaded.
Update customer [customer code] - by using this alternative you can link to the Update Customer procedure with the right customer coded loaded.
Preview form - by using this procedure you can preview the blanket order.

The Info Menu under the Service Order Tab

Here you will find the following alternatives:

Copy customers to selection
Copy service orders to Selection
Register service order for [service order number] - by using this alternative you can link to the Register Service Order procedure with the right service order number loaded.
Update customer [customer code] - by using this alternative you can link to the Update Customer procedure with the right customer coded loaded.
Preview form - by using this procedure you can preview the service order (order confirmation).