A contact will be created in local franchise Dashboard prior to Design Consultation.

Job is to be created in local franchise Dashboard

Open

In the Manufacturing Tab:

1. Make a New Job

2. Include all the file information

3. Add it in (including notes)

4. Hit Submit

Open

1. Once job is sold, Designer populates invoice and collects payment

   1. If payment is made through CBS (Century Business Solutions), the payment transfers to Epicor via CBS integration.

   2. Payment is matched to customer by Shared Services.

2. Job is marked as sold by the franchise
   Note – First transfer of information to Epicor occurs.

   1. Customer Quote Header and Sales Order Header created.
      
      
      

3. Complexity is completed by the franchise

4. Franchise pushes job to Epicor via “Epicor” Tab

5. Sales Order is Epicor is updated to include invoice for job lines and parts list.