Sales Management Training Class
Sales Management is a planned series of activities at every stage of your sales pipeline used as a roadmap for moving the sale forward. Our training class follows this roadmap from customer creation via the Customer Relationship Management module through Accounts Receivable Invoice processing.
Setup
- Customer
- Price List
- Part
- Miscellaneous Charge
- Terms
General Operations
- Order Entry
- Customer Tracker
- Earnings
- AR Invoice Tracker
- Job Tracker
Reports
- Sales Order Backlog
- Sales Order On Hold
- Sales Picklist
- Scheduled Shipments
Case Management Training Class
This course is to walk a user through the Case Management processing including Case Entry within Epicor.
Setup
- Attribute
- Task
- Task Set
- Workflow Group
- Workflow Stage
General Operations
- Case Entry
- Task List
Quote Management Training Class
Quote Management is a planned series of activities at every stage of your sales quotes pipeline used as a roadmap for moving your quote forward to an actual order. Our training class follows this roadmap from customer creation via the Customer Relationship Management module through Accounts Receivable Invoice processing.
Setup
- Customer
- Customer Group
- Price Lists
General Operations
- Opportunity / Quote Entry
- Customer Tracker
- Part Tracker
- Job Tracker
- Order Tracker
- Purchase Order Tracker