“Orders” and “Quotes” Tabs in the Customer Profile

To streamline access to information, you can now view all associated orders and quotes directly on a customer's details page. Two dedicated sections have been added to the “Documents” tab: “Orders” and “Quotes”. This optimization allows you to have a quick and complete overview of the customer's commercial history without needing to navigate to separate modules.

Step-by-step guide for use:

1. Navigate to the Customers module from the main menu.
2. Identify the desired customer in the list and access their details page by clicking the “Customer Details” icon.
3. On the customer details page, select the “Documents” tab.
4. Here you will find two dedicated sub-tabs:
   • Orders: Displays a list of all orders for that customer, along with status, date, value, and quick actions (view, generate PDF, edit, delete).
   • Quotes: Displays a list of all quotes, including status, date, validity, value, and corresponding actions.