Once a customer job has been exported from Dashboard to Epicor, a quote will be automatically generated; however, the fields should be reviewed for accuracy.
...
Opportunity Quote Tracking
Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote Tracker
- Click on the Opportunity/Quote
Image Opportunity-Quote 1
The Opportunity/Quote Search screen will appear.
- Click on Filter > Search
This will populate all the available orders.
NOTE: Currently everything comes through TARS and shows as new.
Image Opportunity-Quote 2
Creating a Quote
Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote
...
Entry
- Click on Summary > Opportunity/Quote
- Click on Search
- In Search Results, click on the job requiring a Quote
Image Opportunity-Quote 3