Quoting and Estimating Options in Epicor Kinetic ERP – Webinar

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Interested in learning more? Take a look at the schedule of upcoming events we have planned. If you can’t attend an event in person, we regularly host webinars to share our knowledge and experience with Epicor Kinetic ERP and how together we can help your business. Hope to see you soon!

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Quoting and Estimating Options in Epicor Kinetic ERP – Webinar « February 20 @ 1:30 pm - 2:30 pm EST


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Epicor Kinetic ERP offers a range of quoting options to meet the diverse needs of businesses across different industries, enabling them to generate accurate, competitive, and customized quotes to drive sales and enhance customer satisfaction.  Learn how Epicor Kinetic ERP offers various quoting options to support businesses in generating accurate and competitive price quotes for their products or services.

Some of the features and options that will be covered in this session include:

  1. General quoting concepts and principles (Material Costs + Labour Costs + Markup)
  2. General features within quoting (document management, % win probability, notes, etc.)
  3. Four methods of creating a quote
    • Standard price list
    • Create a custom quote without the need to set up a Part Number and manually building costs adding labour and materials
    • Copy from a previous quote, manufacturing job, or master template (same as but different)
    • Product Configurator
  4. Cost / Margin Analysis
  5. Determining when the quoted product can be delivered (Scheduling What-If scenarios)
  6. Generating an RFQ (Request For Quote) from within a quote for pricing on custom products
  7. Using CAD integration to upload your BOM for material costs
  8. Converting a Quote to a Sales Order
  9. Associating a quote to a project

Register today and see how more than 20,000 customers worldwide use Epicor to help improve their business.

Details

Date:
February 20
Time:
1:30 pm - 2:30 pm EST

Organizer

Brit Mamoniw
Phone:
866-579-7497 x733
Email:
bmamoniw@sixspartners.com