Customer Credit Quick View

Quote Requests List form / Customer Credit List form:

• After clicking on the Customer Credit Number -> Customer Credit Quick view panel is opened;
• The Customer Credit Quick View panel contains the next uneditable fields:
  • Customer Name:
    • is displayed customer from Customer Credit;
  • Sales Rep:
    • is displayed Sales Rep from Customer Credit;
  • Store:
    • is displayed Store from Customer Credit;
  • Return Date:
    • is displayed Customer Credit Return Date;
  • Order Status:
    • is displayed the status of Customer Credit;
  • Carrier:
    • is displayed the Carrier from Customer Credit;
  • Bill to:
    • if not empty -> Bill To Address from Customer Credit edit form is displayed;
  • Ship to:
    • if not empty -> Ship To Address from Customer Credit edit form is displayed;
  • Datagrid with the next column -> like on the Customer Credit edit form:
    • Item Name;
    • Item Description;
    • Returned Qty;
    • Unit per case;
    • Num. of Cases;
    • Item Price;
    • Amount;
  • Notes textarea:
    • is an editable field -> the user can click on the icon in the textarea and add notes;
    • in the textarea is displayed Order Notes from Customer Credit;
  • Edit Order button:
    • is clickable for Orders in all statuses;
    • after clicking on the button -> Customer Credit edit form is opened.