Name
Lab: Streamline Your Order-to-Cash Workflow with Epicor Financials
Date & Time
Wednesday, May 20, 2026, 4:20 PM - 5:10 PM
Description
Work through the essentials of the sales process in Epicor Kinetic Financials in this hands-on lab. From quote creation to payment receipt, you’ll execute each step in the workflow and see how transactions move through sales, fulfillment, and accounts receivable.
In this lab, you’ll learn how to:
- Create and manage customer quotes
- Convert quotes into sales orders
- Process order shipment and delivery
- Generate and post AR invoices
- Record and apply customer payment
Industry
Manufacturing
Areas of Interest Insights 2026
AI and Intelligent Systems, Workforce Efficiency, Data-Driven Decisions, Cloud Adoption, Security and Compliance, Financial Performance
Solutions Insights 2026
Kinetic, Epicor Financials
Audience - Insights 2026
Customer Service, Finance, IT and Technology, Operations, Procurement and Purchasing, Sales, Supply Chain and Logistics
Session Type - Insights 2026
Lab