V300995: Encompass - Launch an Order

Content
1 module
Difficulty
Basic
Rating
Course length
8 mins
Instructor
Scott Tystad
Released
03 Jan 2018
Price
Free

Description

Pentair Encompass Minutes To Proficient: This short excerpt from the Encompass Beginner and Intermediate video will show how to turn an Encompass Quote into an Order.  The video is valid for both classic and project portal users of Encompass.

 

Objectives

At the end of this video, you should be able to:

  • Locate a quote.
  • Highlight the items you wish to order.
  • Learn where to enter the customer PO and shipping instructions.
  • Launch an order to Pentair using Encompass 2.0.

1.
Encompass: How to Create an Order
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