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    CRM and ERP Integration: Critical Sync Points

    What Data Should You Sync Between ERP and CRM?

    How to Create a Sales Order from a Quote in Epicor 9

    Create a Sales Order from a Quote in Epicor 9

    Here’s a tip for creating a sales order from a quote in Epicor 9 when the customer is not allowed to have duplicate PO numbers:

    If you want to create a sales order from a quote in Sales Order Entry (Actions – Get Opportunity/Quote) when a customer...

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