Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 2 Next »

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.

  1. In Menu Groups open the franchise folder associated with the order. For example: CA Closets CC1> CC-Phoenix
  2. Follow this path: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry>New >New Quote


  • No labels