Require Epicor Expert to implement to Configure CRM, Sales Quote and Project management
Budget: $250 – $750 USD
Require Epicor Expert to implement to Configure CRM, Sales Quote and Project management
How it should work- Submit your best and reliable solution
1) Any Leads received from website chat, website inquiry, call to be updated into epicor leads.
2) Monitor/Manage/Convert from lead to opportunity with estimated and closing date epicor lead if available.
3) Monitor/Manage/Convert opportunity to sales quote. Estimate to customer, update status (Won/Loss/Meeting/Project), Quote sent to customer with email notification
Upon customer Quote approval, SQ converted to SO, system ask customer to select or upload sample drawing template, email notify to sales team and draftman, if web based available.
4) Once Drawing revised, sent back to customer for approval, if approved, email notify to estimator/estimation manager/sales team/draftman and SO automatically converted to Productio Job and Create Project with predefined task (To track down the project progress and analytics from production status and to manage/monitor/track the project and task by each employee and reporting, hours spent by each employee to finish task (BOM should be reserved in inventories), show analytics at project management .
5) Ensure to update production activities & analytics into project to track/monitor/manage- ongoing product status.
6) Once ready for delivery, send email notification to project team into odoo, create Delivery Note & Invoice at epicor.
Milestone 1 - If available in EPICOR - Require to professionaly implement CRM, Sales & Project Mangement.
1) Configure Fully CRM Lead & Oppurtunity Management with stages & additional fields, Give Realtime Dashboard, and facility for chat, audio video call collaboration.
2) Realtime Dashboard for Project Management, Staff Resource Planning in Gant View for Task Management, forecasting employee task, Customer Support Helpdesk (Where customer can report / comment / give feedback from his web login and notify to project manager & team for action)
3) Centralized Customer record in project management, consist any form of communication track (Incoming & Outgoing Email/Phone Logs with recording/Task/Meetings/Variations/Helpdesk/) from and to our office.
Milestone 2 - Epicor Estimation Quote Template.
Make quote templates for 60 or more doors types, whose lines items & pricing fetched from epicor price list, so Whenever estimator prepare quotation, he will select quotation template from dropdown, all predefined lines items should come automatically with latest pricing fetched from epicor pricing table
1.1) Incase of variation, any changes line items should compute prices
Eg: Like for Steel Thikcnes if variation needed from 2.5 to 1.5 then select item 1.5UOM x 10QTY x take average price(support out of 3 pricing of same product, pick & add average price) from epicor product, inventory or price list.
After completion of above milestone, we needed AMC.
How it should work- Submit your best and reliable solution
1) Any Leads received from website chat, website inquiry, call to be updated into epicor leads.
2) Monitor/Manage/Convert from lead to opportunity with estimated and closing date epicor lead if available.
3) Monitor/Manage/Convert opportunity to sales quote. Estimate to customer, update status (Won/Loss/Meeting/Project), Quote sent to customer with email notification
Upon customer Quote approval, SQ converted to SO, system ask customer to select or upload sample drawing template, email notify to sales team and draftman, if web based available.
4) Once Drawing revised, sent back to customer for approval, if approved, email notify to estimator/estimation manager/sales team/draftman and SO automatically converted to Productio Job and Create Project with predefined task (To track down the project progress and analytics from production status and to manage/monitor/track the project and task by each employee and reporting, hours spent by each employee to finish task (BOM should be reserved in inventories), show analytics at project management .
5) Ensure to update production activities & analytics into project to track/monitor/manage- ongoing product status.
6) Once ready for delivery, send email notification to project team into odoo, create Delivery Note & Invoice at epicor.
Milestone 1 - If available in EPICOR - Require to professionaly implement CRM, Sales & Project Mangement.
1) Configure Fully CRM Lead & Oppurtunity Management with stages & additional fields, Give Realtime Dashboard, and facility for chat, audio video call collaboration.
2) Realtime Dashboard for Project Management, Staff Resource Planning in Gant View for Task Management, forecasting employee task, Customer Support Helpdesk (Where customer can report / comment / give feedback from his web login and notify to project manager & team for action)
3) Centralized Customer record in project management, consist any form of communication track (Incoming & Outgoing Email/Phone Logs with recording/Task/Meetings/Variations/Helpdesk/) from and to our office.
Milestone 2 - Epicor Estimation Quote Template.
Make quote templates for 60 or more doors types, whose lines items & pricing fetched from epicor price list, so Whenever estimator prepare quotation, he will select quotation template from dropdown, all predefined lines items should come automatically with latest pricing fetched from epicor pricing table
1.1) Incase of variation, any changes line items should compute prices
Eg: Like for Steel Thikcnes if variation needed from 2.5 to 1.5 then select item 1.5UOM x 10QTY x take average price(support out of 3 pricing of same product, pick & add average price) from epicor product, inventory or price list.
After completion of above milestone, we needed AMC.