Epicor Kinetic Workshop: System Flow and Navigation

This classroom training and hands-on lab course introduces a basic quote to cash scenario that includes the process from the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the series of processes that make up the quote to cash process by using a simple scenario to highlight various transactions. 

Note: If your organization has more complex processing routines than those described in this course, feel free to reach out to us to schedule a personalized walkthrough.

Upon successful completion of this course, you will be able to:

• Describe a simple quote to cash scenario
• Create a quote, sales order, and job
• Use the Job Tracker to view jobs
• Create a purchase order
• Receive purchased material
• Issue job material
• Report production
• Ship products to customers
• Invoice customers and receive payments
• Enter and pay a supplier invoice
• Improve your navigation skills
• And more!

Take advantage of workshop discounts!

• 3 people or more: $50 off registration
• ComTec Managed Services Customer Discount: 10% off each registration

Cancellation Policy

Customers may cancel at no charge up to two business days prior to class. Cancellations made after that are subject to pay the full cost of the class.

HOW TO REGISTER: Fill out the form located at the top right of this page to reserve a seat for this class.

We look forward to you joining us and diving deep into all that Epicor can do for your business!