1. Lists username, currently associated customer code, and ERP customer name.
  2. Users can search by Order Number, Invoice Number, or PO Number to find existing orders, regardless of whether they were placed via the website. This applies to all orders placed by the user's associated Customer Code.
  3. Recent Web Orders are based on the individual user, rather than the full customer code. These orders were placed via the website by the current user.
  4. Recent Company Orders are based on the ERP customer code. This box lists orders placed via the website or via your ERP system directly. The user can click any order number to find order details.
  5. Recent Company Quotes appears only if the user's associated ERP customer code has current, active ERP quotes. The user can click the quote number to find details, and to request the quote to be converted to an order. From the Admin side, you can view and acknowledge those requests from the Submitted Quotes screen in the site's Admin panel.
  6. View all available account activities. The options here will vary per user, based on the user's permissions and the site's enabled options.