Hi all! it’s my first post here, and I’m certainly not an expert in Epicor. I’m more of a newbie, but I’m trying to understand how the system works using a test company.
I’m trying to figure out how to automatically go from quote → order → job packet once a quote is marked as won. However, there doesn’t seem to be a way to mark a quote as won to generate a sales order and so on. I’m told that we have to create a sales order and then pull the quote information which will mark the quote as won. Is there a way to do a push method (quote → sales order → job packet) instead of a pull method (sales order ← quote)?