Name
Lab: Streamline Your Order-to-Cash Workflow with Epicor Financials
Date & Time
Wednesday, May 7, 2025, 11:00 AM - 11:50 AM
Description
This lab covers the essentials of the sales process: creating a quote, converting it into a sales order, delivering the order, issuing an AR invoice, and recording a payment. In this session, you will learn:
• How to create a quote
• Converting quotes to sales orders
• Steps for delivering an order
Session Level
Beginner
Solutions
Epicor Financials, Kinetic
Industry
Manufacturing, Distribution
Audience
Finance
Session Type
Interactive Learning
Topics 2025
Financials and Accounting