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Universitas Kristen Maranatha
Blended Learning - Epicor Certification (Sales Management)
2 students
Last updated
Oct 2023
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Overview
Course content
About the course
Course content
Referensi Materi ERP
Minggu ke-1 (7 - 13 Oktober 2024)
Daftar Materi Training Minggu ke-1
- Quote Management
Getting Started with Quotes
Entering a Make-To-Order Quote
Entering an Engineer-to-Order Quote
Entering Quotes in Dealer Portal
Hands-On - Quote Management
Hands-On - Order Management
Hands-On - Shipping and Receiving
Setting Up Companies in Company Configuration
Calculating Quote Unit Cost
Entering Quotes
Engineering Quotes
Understanding Sales Kits
Setting Up Sales Kits
Printing Quote Form
Understanding Quotes
Tracking Quotes
Printing the Opportunity/Quote Worksheet Report
Tracking Quotes of the Customer
Entering Customer Records
- Order Management
Using the Order Job Wizard
Creating a Sales Order
Hands-On - Order Management
Setting Up Companies in Company Configuration
Calculating Taxes for a Sales Orders
Minggu ke-2 (14 - 20 Oktober 2024)
Daftar Materi Training Minggu ke-2
- Order Management
Creating Sales Order from Quote
Creating Order Line from Quote
Using Order Job Wizard
Using Get Shipments in AR Invoice Entry
Understanding Pricing and Discounting
Getting Started with Sales Orders
Creating Sales Orders
Entering Additional Order Details
Tracking the Order Information of a Customer
Entering Customer Records
Entering Customer Shipments
Using Customer Part Cross Reference
Reviewing Available to Promise
Tracking Available to Promise Parts
Understanding Sales Kitting
Generating the Sales Gross Margin Report
Generating the Sales Analysis Report
Generating the Sales Order Backlog Report
Generating the Sales Order Pick List Report
Generating the Scheduled Shipments Report
Printing the Sales Order Acknowledgement
Working with the Sales Order Tracker
Creating Demand Contracts
Creating and Processing Demands
Creating New Demand Entry
Minggu ke-3 (21 - 27 Oktober 2024)
Daftar Materi Training Minggu ke-3
- Order Management
Creating a New Demand Schedule
Processing a Schedule
Generating the Demand Review Report
Generating the Demand to Sales Order Net Change Report
Adjusting Demand
Closing a Demand Contract
Working With Capable to Promise
Return Material Authorization (RMA)
- Customer Relationship Management
Creating a Marketing Campaign Using Customer Relationship Management
Adding a New Customer in Customer Maintenance
Introducing Mobile CRM
Setting Up Mobile CRM on Your Device
Locating and Updating Customers On-the-Go with Mobile CRM
From Opportunity to Order on Mobile CRM
Setting Up Companies in Company Configuration
Adding Person Contacts
Creating a Work Force Person Record
Creating Role Codes
Adding a Sales Region
Adding Person Contacts
Entering a competitor
Using Sales Territory Maintenance
Creating Industry Class Types
Creating Marketing Campaign
Entering Marketing Advertisements
Creating Marketing Activity Types
Creating Marketing Lists to Collect Contact Information
Minggu ke-4 (28 Okt - 3 Nov 2024)
Daftar Materi Training Minggu ke-4
- Customer Relationship Management
Getting Started with Customer Relationship Management
Creating Task Sets for Work Staff
Creating a Task
Entering a Quota for a Salesperson
Using Sales Territory Maintenance
Using Salesperson Workbench
Using the Salesperson Workbench Tracker
Using the Salesperson Pipeline
Entering Quotes
Entering CRM Calls
Creating Call Types
Entering Customer Records
Importing Customers and Contact Records
Managing Task Lists
Tracking Customer Contacts
Tracking Customers
Working with Sale Order Tracker
Managing your Profile and Activities
- Case Management
Setting Up Companies in Company Configuration
Managing Password Policy
Creating Role Codes
Creating a Work Force Person Record
Establishing Workflow Stages
Creating Cases
Raising a Case for a Sales Order
Entering Additional Case Information
Using Workflow Group Entry
Minggu ke-5 (4 - 18 Nov 2024)
Daftar Materi Training Minggu ke-5
- Case Management
Creating a Task
Creating Task Sets for Work Staff
Getting Started with Workflow Group
Creating Topics and Sub-Topics for Cases
Creating a Reason Code
Managing Task Lists
Using Knowledge Base Inquiry
- Price List Maintenance
Setting Up Companies in Company Configuration
Understanding Pricing and Discounting
Importing and Exporting Price Lists
Using Price List Inquiry
Setting Up Price Lists
Setting Up Price Groups
Adding a Currency Record
Setting Up Product Groups
Creating a Part
Entering Customer Record
- Task and Task Maintenance
Setting Up Companies in Company Configuration
Adding Task Type Records
Creating a Task
Creating Task Status Codes
Creating Task Set for Work Staff
Managing Task Lists
Establishing Workflow Stages
E-Certificate
E-Certificate
Enrolment options
Blended Learning - Epicor Certification (Sales Management)
Enrolled students:
2
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