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
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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
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