Epicor

Sales
Management
Driving revenue by inspiring business between you and
your customers.
Epicor Sales Management

Epicor Sales
Management
Epicor Sales Management delivers a comprehensive suite that enables you to produce accurate estimates, streamline your order-to-
cash cycle, and fulfill perfect orders that ensure world-class customer satisfaction.

By streamlining the sales process with centralized access to product, pricing, and customer information, orders can be generated
with a minimal number of steps. Epicor Sales Management automates and improves labor-intensive processes for quoting, proposal
generation, configuration and order entry, enabling you to improve sales productivity by increasing accuracy during the quote and
order processes, and identifying the right solution to meet customers’ needs.

XXEstimate and Quote Management

XXOrder Management

XXEDI/Demand Management

XXPoint of Sale

XXCommerce Connect

XXMobile Sales Assist

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 Epicor Sales Management

Estimate and Quote Drag-And-Drop Interface

Use a tree interface to drag-and-drop components, operations
Management or materials from another quote, BOM or previous job.

Easily generate and track all customer or prospect request for

quotations (RFQs), from the time of receipt until an order is Realistic Cost Estimates
placed. You can get quotations out more quickly and be more Perform realistic cost estimating with minimum lot charges, price
accurate with pricing and lead times. breaks, and scrap factors on materials and subcontracting.

Estimating Inventory Availability

Calculate material, subcontract, labor, and burden costs for Check inventory availability during quote entry.
multiple quantities of a part with information from the last time
you quoted or ran the part, from a similar part, or from the Request Supplier RFQ
Bill of Materials (BOM). Add any special charges (e.g., tooling Create RFQ requests to trigger buyers to solicit suppliers for
or design). When the order arrives, punch a few keys and the pricing of materials required in the quote process. Review
detailed routing will be ready to go to the floor or to make responses once submitted for inclusion in the estimate.
additional changes.

Markups
Specify and store individual markups for material class,
subcontracting, operations, and special costs.

Order/Job Integration
Transfer quote information to a sales order or job. Built with
tremendous flexibility, there are multiple ways to process an
order and job from an existing quote such as:

XXPush to an order by the line item

XXFlag as won, automatically generating an order

XXPull from Order Management with flexibility to define

Generate accurate and timely estimates and quotes, and import
data from a variety of customer and system sources. specific lines and quantities desired

Part Advisor
Standard Routings Drill down into the quote/job/part status and history to answer
Pull same-as-except type parts into a quote, then modify them critical questions related to a part:
quickly and easily to create a new one.
XXHave I quoted it before?

Pipeline Management XXAre there current orders for it?

Track confidence levels (e.g., best, worst, most likely) by quote XXHave I run it before?
line to accurately predict pipeline activity. Management override XXAm I currently running it?
optimizes forecast accuracy.
XXDo I have any in inventory?

XXIs part profitability available?

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Epicor Sales Management

Prospects Credit Checks

Send quotes to prospects, even if they don’t exist in the Check customer credit status online at quote entry, order entry,
customer file. and shipment entry.

Quote Tracker Multiple Ship-to Addresses

Instantly query summary and detailed information on an Track multiple ship-to addresses per order release.
estimate/quote.
Alternate Bill-to and Sold-to Customers
Competitive Analysis Application for payment may be required from a different
Track all competitors to find out where you are winning and why customer than the customer order/receiving the goods or bill
you may be losing. third-parties, such as a customer of your distributor.

Workflow
Manage the sales cycle with dynamic task lists that ensure the
right people are working on the quote at the right time.

Part Cross-Reference
Cross-reference customer part numbers to your part numbers
automatically during the quoting process.

Social Estimating
Connect with engineers and other subject matter experts from
the field. Epicor Social Enterprise helps to drive more accurate
Manage sophisticated sales requirements from the time an order is
and timely estimates by enabling groups of engineers to be
entered until final shipment.
part of a group that sales and estimators can collaborate with
electronically. Share knowledge and discuss best options for
customers leveraging up-to-date ERP information. Ship From Multiple Locations
Ship an order from multiple plants and multiple warehouses.

Order Management One-Time Shipments

Order Management drives the Epicor system. From the time an Do a one-time shipment to an address in Order Entry.
order is entered, its progress is tracked through final shipment,
producing perfect order fulfillment on demand.
Fulfillment and Allocation Processing
With Order Management, all orders and change orders will be Access to fulfillment and allocation processing within sales
effectively managed online, perfecting the order-to-delivery order processing. Use the Fulfillment Workbench for allocation
process for maximum customer satisfaction. or reservation and distribution processing, and plan for sales,
transfers and job order types. Various fulfillment techniques,
such as pick and pack, console-driven, and pre-pack processes
Blanket Orders
may be performed through the use of templates to automate
Establish multiple releases (either firm or not firm) for each sales
the fulfillment process for each. Hard allocation to finite level,
order line and pull parts directly from inventory. Optionally lock
versus reservations processing, may be launched directly from
the order line quantity allowing new releases to decrement the
the order, line, and release areas as well. This feature also
final delivery quantity on the final delivery date, keeping the
includes cross-docking capability.
total line quantity in balance with the release.

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 Epicor Sales Management

Fulfillment Queue Management Cross-Docking

Manage your work queues and assign tasks that are created by, In conjunction with the fulfillment process, cross-docking
but not limited to, the fulfillment-allocation process. provides the ability to directly link future inbound supply of items
from purchase orders or jobs directly to demand from sales
Choose whether the shop floor operates based on paper, or orders, transfer orders, or jobs. When the cross-docked items
becomes a paperless operation with automatic user-assignments arereceived, they are immediately directed to the demand they
driven by the Material Queue. are linked to, minimizing the time and task to fulfill the order or
job.
Put Transaction Type
This transaction type is for all directed put-away transactions, Sales Kits
including purchase order receipts, transfer receipts, RMA receipts Flexibility in selling items in kits includes configured item kits,
and job receipts. optional price rollup and item substitution, mandatory ship
complete, and optional printing of kit components on the
Pick Transaction Type packing slip and invoice.
This transaction type is for all directed pick transactions. This
includes sales order picks, issues to jobs, transfer picks, cross Configure Sales Kit Components
docking, and any bin-to-bin movement. Use the answers from the kit master to “on the fly” configure
individual kit components, automating kit instructions for
Pack TranVsaction Type features like style, color, and size.
This transaction type tracks work station loads. During the pick
process, the application calculates which suggested work station Configure a Kit within a Kit
should pack the order based on load., then modify them quickly Create a kit within a kit. Configure multilevel configured sales
and easily to create a new one. kits that include non-stock components generated on a job or
purchased direct for the kit, alongside stocked components.
Fulfillment Queue Tracker
Use the Queue Tracker to view the status of put, pick, and pack Backorders
transaction types. Managers can view all shop floor activity or Automatically create backorders for lines shipped incomplete.
filter on the various queue transaction types, each of which Flexibility enables customer-specific backorder parameters for
have unique identifiers. Warehouses and bins use attributes to complete order lines or complete orders to be set.
identify what specific transactions need special equipment, and
the Queue Tracker assigns only those resources or groups with
Sales Commission
the ability to operate the specialized machinery. Managers also
Manage sales commission calculations for direct and indirect
create resources and groups and assign them transaction types
sales teams. Allocate commission percentage over multiple sales
and the priorities in which the transactions should be executed.
entities per order line.

Drop Ship and Buy to Order

Price Lists
Provide the ability from within a sales order to define a part as
Generate customer, product group, warehouse, and
being “Buy-to-Order.“ This may or may not be defined as a drop
productspecific pricing hierarchies, while matching the end-user
ship item. In both cases, the purchase order will be linked to the
currency. For global enterprises, company, plant, and warehouse
sales order directly.
pricing offers flexibility in pricing products.

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Epicor Sales Management

Up-Sell, Cross-Sell, and Down-Sell Copy Order and Build Order

Improve order accuracy and ability to enhance sales with Up-sell, Simplify repeat orders with the Copy Order function. Optionally
Cross-Sell, and Down-sell capabilities. At time of sales order build a new order from history. See previous orders and enter
entry, users are prompted with suggestions for “Upgrades,“ the quantity on the order form.
“Downgrades,“ “Substitutes,“ and “Complements.“ Whether
substituting the original part with an upgrade or downgrade Capable-To-Promise
or adding complementary products; improved customer Provide accurate, real-time delivery dates to customers when
satisfaction alongside enhanced sales is the return. using Advanced Planning and Scheduling (APS). Furnish a
realistic promise date to your customer by finding out how a
Order-Based Discounts quote would fit into your current schedule.
Apply order-based discounts on an order value or product
quantity basis. Optionally override and lock pricing. Multilevel Capable-To-Promise
For multilevel structured products, Capable-To-Promise can be
Miscellaneous Charges configured to create the sublevel assembly structures in addition
Enter unlimited miscellaneous charges or credits on each order to the top level assembly.
header or order line. These charges will then print on the order
and carry over to invoicing. Available-To-Promise
View running balances during order entry. Enter a quantity,
Order Tracker/Monitoring and the system will find the earliest date that quantity will be
Use order tracker to see a summarized view of the order, then drill available. Enter a date, and see how many parts are available on
down on selected items to see greater details (e.g.,lines, releases, that day.
shipments, charges, bookings, audit, and payment information).
Use real-time data to link to other parts of the system. Order Job Wizard
Generate appropriate jobs for new orders in a single step that
Social Sales enables the user to create, plan, schedule, and release jobs
Monitor/track changes to orders using Social Enterprise. Easily against multiple lines and multiple releases.
subscribe to notifications about changes to orders without
building Business Process Management (BPM) controls. View a Project Management
summary of all the changes to the order in an activity stream Link sales orders, jobs, purchase orders, field service calls, cases,
inside or outside Epicor ERP or receive social media style updates tasks, milestones, ad budget information tomanage projects.
via Email or directly in your browser.

Counter Sales
Automate the pick-up, shipment, and generation of sales
invoices for walk-in customers.

Tax Calculations
Tax calculations and fields are available at the sales order, line,
and release levels.

Easily monitor sales activity with Epicor Social Enterprise.

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 Epicor Sales Management

Credit Card Processing and changes matched to existing sales orders, which are then
updated accordingly. You can use Demand Management
Epicor Credit Card Processing includes easy to use maintenance
without EDI, and if EDI is deployed, your customers’ electronic
for initial setup along with a variety of integration points to
demand changes are brought in automatically for system review
bring an easily deployable solution to your business that meets
and acceptance into sales orders or forecasts in your Epicor ERP
the security guidelines as specified in the Payment Card Industry
system, according to parameters and tolerances you specify.
Data Security Standard including securely encrypted account
This is especially important for companies doing business
numbers and key management. Epicor Sales Management uses
in automotive as well as other industries such as industrial,
Epicor Credit Card Processing to support authorization with the
consumer products, retail, and aerospace and defense.
sales order, reauthorization with the sales order before picking
and shipping, and complete or partial funds collected with the
sales order. Demand Contracts
Contract structure provides the ability to have many sales orders/
lines attached to the contract.
EDI/Demand Management
Today, all suppliers large and small are facing increased
expectations from their customers to have systems in place
for immediate response to changes in their demand such as
forecast and shipping schedule changes. Epicor EDI/Demand
Management secures your competitive edge by incorporating
electronic data interchange (EDI) with demand scheduling.
The EDI/Demand Management framework leverages the SOA
business architecture of Epicor ERP and deep industry experience
in EDI to lower the cost of EDI deployment. The framework
provides full flexibility and control for setting up customer
contracts and handling their schedules once inside the Epicor
ERP system, whether entered manually in Demand Management
or contained in EDI messages. This helps your company reduce Manage one inbound purchase order at a time, or options can be
turned for more automated entry into the Epicor ERP system.
lead time and effort for planning and procurement, thus
enabling you to respond on the production floor faster. A wide
range of EDI implementation choices are available to match your
company’s needs, making it possible to preserve much of your Demand Entry Management Console
investment in EDI setup and existing staff. Manage one inbound purchase order at a time, or options can
be tuned for more automated entry into the Epicor ERP system.

Demand Management Demand Tolerances

A component of the embedded EDI/Demand Management Enter settings per trading partner to include tolerances, such as
module, Demand Management starts with a “contract” set up for allowable time windows when schedule lines can be added
per customer with such agreed-upon parameters as pricing, or deleted or changed, tolerances for price variations, parameters
initial demand schedule, and contract end date. The contract is for matching changes against existing sales orders, and functions
then linked to incoming purchase orders, forecasts, and shipping for reconciling shipped quantities between you and your trading
schedules. These contracts can be managed, and schedules partner. Automated Demand Management processing can be
produced, automatically with set periodicities or schedule set to always process in spite of tolerance errors, process with
constraints that match each customer’s unique shipping needs. warnings, or stop when an error is encountered.
Additionally, as changes happen, the schedules can be updated,

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Epicor Sales Management

Demand Mass Review Support for Allowance

Use Demand Mass Review to manually match incoming forecast and Charge Codes
and shipping schedule changes to existing forecasts and sales Optionally receive and process allowances and miscellaneous
order lines in the Epicor ERP System. Configurable matching charges within EDI transmissions from trading partners. Both flat
algorithms help speed up the matching process. Demand amounts and percentage based charges are available.
Mass Review also shows all the demand purchase orders from
different trading partners competing for the same part and its
Automated Order Match Validation
on-hand quantities.
Automatically cancel demand releases received that are not
matched to a specific order release.
Schedules
Manually generate sales order release schedules based on
Close and Process Schedules
defaulted customer periodicity (interval setup) and release
Use a single step to automatically close and process all schedules
quantity. Automatically close rejected schedules from the
within Demand Management.
customer record.

Contract Start and End

Schedule Review Manage contracts effectively with contract start and end date.
Review balances as well as proposed quantity of proposed
schedule.
Electronic Data
Cumulative Quantities (CUMs) Interchange (EDI)
Manage and reconcile the cumulative shipped quantity. Validate
EDI is the traditional form of exchanging information
cumulative quantity discrepancies by customer and choose to
electronically and is utilized by many suppliers to manage
“Stop” or “Warn” and then allow the received demand to be
their supply chains more efficiently; reducing the turnaround
turned into a valid sales order—this feature includes Cumulative
time for such tasks as schedule changes and additions while
Variances Reporting. The Demand Reconciliation screen helps in
eliminating potential manual data entry errors. As components
the cumulative matching process with the ability to easily make
of the embedded EDI/Demand Management module, EDI
reconciled quantity adjustments. Cumulatives are tracked at the
functions are tightly integrated with Demand Management
order and shipment levels over the life of the contract.
and facilitate electronic communication of purchase order,
forecasts, and shipping schedules from your customers into
Forecast the Epicor ERP system. In addition, there are EDI functions to
Schedule forecasted deliveries that can be utilized with MRP to
not only look at the demand side of EDI, but also focus on the
predict demand for resources and provide guidance on pending
fulfillment side with outbound Advanced Ship Notice (ASN)
demand for materials.
transactions, which can be reconciled in Demand Reconciliation
with Cumulative totals (CUMs) reported back from your trading
Periodicity (Interval Setup) partner in an inbound EDI document. The rapid and accurate
Specify rules by plant or plant/supplier for automatic purchase flow of information between your Epicor ERP system and your
schedule suggestions. Periodicity rules can be specified as Daily, customer’s via EDI will greatly elevate your supplier status.
Monthly Forward, Weekly Forward, and Nth Day of Week.

Capable-to-Promise
Set up the system to review open contracts and capacity
requirements for a product and automatically adjust the new
demand requirements after reviewing against open contracts as
well as available capacity.

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EDI Standard Transactions EDI Managed Services

The Epicor ERP system framework readily supports the following Epicor offers its own VAN (value added network) service that
listed standard ANSI X12 and EDIFACT documents. Many more supports millions of transactions daily. In addition to this service
are available from the Epicor EDI Solutions Team, who are offering, TIE Hosted Services are available for the EDI message
experienced in making EDI work in various environments and translations. The benefit of combining these solutions includes
can offer enhanced functionality that is tailored to the EDI needs significant savings in VAN fees and low up-front setup fees for
of your business. TIE Kinetix translation software. A small Tie Communications
package is the only on-premises EDI software needed.
XXInbound Documents

--Purchase Order (ORDERS, 850) Direct Import Demand Workbench

--Planning Schedule (DELFOR, 830) Import EDI messages from the VAN and translation software
--Shipping Schedule (DELJIT, 862) directly into the Epicor ERP system without middleware,
and review them for errors in a user-friendly format before
--Change Order (ORDCHG, 860)
committing them to your production environment. In the
XXOutbound Documents
Demand Workbench, easily correct common errors such as a
--Purchase Order Acknowledgement (ORDRSP, 855) bad contract ID or trading partner ID before sending on
--Advanced Ship Notice (DESADV, 856) for processing.

--Invoice (INVOIC, 810)

Acceptance Status
--Purchase Order Change Acknowledgement (865)
Automatically track functional acceptance status of EDI
TIE Kinetix Software
® documents, including acceptance, rejection, and partial
acceptance of outbound documents through receipt of
Epicor has partnered with TIE Kinetix for close to 20 years
functional acknowledgements from trading partners.
to ensure close collaboration during implementation of EDI
solutions. TIE’s Business Integration products, including EDI
translation software, support all industry B2B eCommerce Evaluated Receipt Settlement (ERS) or
standards, and communication and security infrastructures. Pay on Receipt (POR)
Improve cash flow by providing ASN data elements required by
EDI Implementation Options trading partners for ERS/POR functionality, enabling your trading
Epicor takes pride in the freedom of choice we offer our partner to send back a Cash Application Advice EDI document
customers for their EDI implementations. Choose the level of (REMADV, 820) to process the cash application.
assistance you need from the Epicor EDI Solutions Team; such
as having them train your team in Demand Management setup EDI Capable to Promise
and operation and then build and customize all your EDI maps Prevent your ERP system from making promises to your trading
for you to simply train your team on the Epicor solution for EDI partner that you can’t keep. A very powerful EDI/Demand
so they can self-serve your business EDI needs. Also, in addition Management feature is the Capable to Promise function
to the Epicor offered Tie Kinetix translation software, your you can turn on for specific trading partners, to first check
existing Enterprise-Class EDI translation software can be used. your available stock and resources against each EDI message
that comes in. If not enough resources are available to make
and ship the product by the date requested, then the line is
optionally adjusted, preventing an inaccurate purchase order
acknowledgement from being sent to the trading partner and
the costly fines that go with delayed order fulfillment.

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Epicor Sales Management

Configuration Details Commerce Connect

Automatically receive and pass configuration details for
configurable parts from automated EDI transactions through The increasing proliferation of eCommerce likely means that
Demand Management to order processing. more of your customers are looking online to solve their
business problems, which means that providing customers with
the ability to buy online from you is just a start. Your Web site
Automated Order
must provide an experience that truly does solve problems, or
and Forecast Acceptance better yet, inspires them in some way to keep coming back.
Specify customers who can bypass manual review of incoming
Whether your Web site serves Business-to-Consumer (B2C),
EDI documents in favor of automated receipt of un-firm or firm
Business-to-Business (B2B), or both needs, it requires strong
orders and changes based on predefined customer attributes.
functionality and must use the latest technology to deliver
customers the best possible online experience. Epicor Commerce
Service Connect With .NET References Connect provides everything your Web site needs to deliver
for Custom EDI Processing a rich customer experience, throughout the customer’s entire
Epicor Service Connect consists of security, messaging, workflow order life cycle—from quote to fulfilment to service.
orchestration, transformation, scheduling, notification, and
The key advantage of Epicor Commerce Connect (ECC) is its
exception handling, with .NET references and/or web service
deep integration to Epicor ERP. Site management—making
components. While the Direct Import functionality included
sure that every part is displayed, listed, and priced correctly
with EDI/Demand Management is used to accept EDI standard
to the right customers—can be a complex task that often
transactions, Service Connect can be used to set up automated
requires significant resources to manage, and any small errors
EDI processing for other non-standard EDI transactions. A
that occur can quickly lead to customer dissatisfaction. Epicor
runtime version of Service Connect is included with Epicor, or
Commerce Connect negates much of the risk that goes with
you can purchase a full-developer Service Connect license if you
using a nonintegrated eCommerce solution by getting all of its
wish to develop your own workflows in-house.
information direct from Epicor ERP. All transactional data flows
seamlessly between Epicor Commerce Connect and Epicor ERP:
Point of Sale product information, customer specific pricing, inventory levels,

Staying ahead of the ever increasing expectations of customers and more, can be viewed online via Epicor Commerce Connect.

and employees in today’s fast-paced retail environment can

Epicor Commerce Connect extends business boundaries with
be your most effective competitive advantage. Epicor Point of
a proven commerce architecture that connects your business
Sale (POS) is designed to empower your organization with the
to consumers, customers, and suppliers. Epicor Commerce
ability to exceed these expectations, extending the power of
Connect enables you to utilize your Web site to drive revenue,
your Epicor ERP solution to a customer-facing sales environment.
increase customer satisfaction, and grow your business. Natively
Epicor provides POS solutions to organizations with a single POS
integrated with your Epicor ERP solution, Epicor Commerce
station to large, multinational chains with hundreds of stores.
Connect reduces the time to setup a customized, attractive and

Epicor POS is a feature-rich store system that empowers simple to use Web site. While many companies can provide

store personnel to provide enhanced customer experience. eCommerce services, very few are able to deliver the value and

Comprehensive functionality include electronic gift cards, gift rapid results the way that Epicor Commerce Connect can.

receipting, customized receipt per transaction type, coupon

redemption/issuance, layaways, special orders, suspend
and resume, item marking for various functions, additional
input fields, multicurrency, start/end of day functions, cash
management, and more.

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to navigate through multiple different pages to find the

combination that best meets their needs.

Fully integrated with Commerce Connect, Epicor Product

Configurator enables Web-based configurations that can be
used for quoting and pricing within the Epicor Commerce
Connect solution. Once configurations are accepted by your
customer, the instant flow to Epicor ERP enables not only price,
but also product build to be delivered for more rapid response to
new orders. Use the robust configuration capabilities and extend
Commerce Connect provides a rich framework for building a Web
presence and simplifies doing business Online. them to your customers and channel to ensure that customer
requirements are met. Parametric capabilities enable visual
confirmation of configuration results.
A Modular Approach to a
Better Web site Supplier Connect
Whether you are selling to the general public, or to other
businesses, Epicor Commerce Connect has been designed to Epicor Commerce Connect can also provide a Web site for
help you provide all visitors to your site(s) with the same high your suppliers, providing online self-service on a whole range
levels of user experience they have come to expect in today’s of enquiries—such as open orders, part information and access
online environment. Browsing tools such as configurable search, to invoice and payment history. This is one way to reduce
suggested items and automatically updated listings of popular or eliminate time spent on enquiries that come in via email,
products on your site are able to help your customers very phone, or fax, and can significantly increase the amount of time
quickly get to the items they wish to purchase, while at the workers have to spend on other tasks. Supplier Connect creates
same time ensuring that they are exposed to as much of your a more seamless relationship between you and your suppliers,
product range as possible—all in ways that are relevant and and allows for your business to react much more quickly and
tailored to customer interests. accurately to any change of circumstances.

You can also provide tools to help your customers make better
purchasing decisions. For example, letting customers see related
products, compare different products or simply view the product
up close using the product image zoom-in capability. Tools such
as these allow the customer to make better purchase decisions,
which in turn lead to much higher levels of customer satisfaction
and a lower rate of product returns.

Configurator
Many businesses sell products that can be customized - for
example by color, size, material and much more. With products
Reduce lead time on purchases by communicating in real time
such as these, the number of possible combinations the with suppliers on schedule changes, new purchase orders, pricing
customer could choose can rapidly rise to the thousands, requests, shipment performance and more—right from your
Web site.
or more. To help manage this complexity, Epicor Commerce
Connect includes a configurator module that provides a fast
and efficient mechanism to display all product options on one
page—allowing your customers to simply and easily choose
their own product specifications without the stress of having

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Epicor Sales Management

General Information page Going Mobile

An informational page with supplier information (based on log The ubiquity of smartphone and tablet devices means that
in information), including open and overdue request for quotes your Web site must be able to reach people on the go. Epicor
(RFQs), and the number of open purchase orders and PO line/ Commerce Connect provides gateways to Android and iOS
release changes. Suppliers can manage RFQs and POs from devices with responsive design that automatically formats
separate pages within the site. your site to the size of the screen, thus enabling fast, efficient
browsing, and an optimal user experience on today’s most
Supplier Account Management popular mobile devices.
Enable suppliers to manage their own passwords, company
information and contact information without the need for Easy to Extend
overthe-phone assistance. Constant innovation, the pace of change and your customer’s
ever evolving expectations mean that the challenge of providing
Purchase Order Management relevant, fresh online experiences is ongoing. Your Web site is a
Suppliers are able to confirm new purchases orders or confirm key part of your brand, is the virtual face of your organization,
changes to existing purchase orders. and is a powerful transaction engine that drives revenue. Epicor
has leveraged the power of Magento’s world class content
management system (CMS) to help you develop unique
Supplier Request for Quote
Web sites quickly and manage them easily. Epicor Commerce
Allow suppliers to respond electronically with pricing for RFQs.
Connect allows you to fully exploit the capabilities of Magento’s
powerful CMS capabilities as well as leverage the full scope of
Supplier Inquiries specialized applications available in the Magento App store.
Save time answering supplier inquiries by letting them access
information on parts, open and historical orders, invoices and
payments online. Customer Connect
Business customers have expectations that are influenced by
Fully integrated with your Epicor ERP all online experiences, so they require the same ease of use
An online storefront cannot offer maximum value to your provided by top consumer Web sites. Additionally, they will
organization unless it is fully integrated to your ERP, and have other requirements such as being able to view special
operating these systems independently should not even promotions and pricelists, make repeat purchases and pay on
be an option in today’s fast-paced business climate. Epicor account. Epicor Commerce Connect has been built especially
understands this challenge well and believes that there is a very with these requirements in mind and provides frictionless
real competitive edge to be gained by having tightly integrated purchasing from your B2B customer Web site.
systems. Epicor Commerce Connect is fully integrated to Epicor
ERP, ensuring that stock information on your site is always up to
date, and that any transaction completed online is immediately
recorded throughout the business system. Further value of
the integration is the avoidance of redundant data entry,
which means fewer errors, better accuracy and lower overall
transactional costs.

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 Epicor Sales Management

Product Search
Search will return all items marked as Web Saleable in the ERP
and can also be performed by Product Group.

Quick Purchase
Allows the user to key in a part number with quantity and add
to basket or add to quick list

RFQ
Customers can request a quote to be created for the
information listed in the RFQ form.
Always a click away, Customer Connect gives B2B customers
access to account-specific information directly from your Web site.
Whether ordering a replacement part, checking on the status of a Customer History
shipment, or payment history, Customer Connect extends your level
of service to customers. Customers can view history by order, shipment, invoice,
payment, returns authorization, service call with drill-down into
Shopping Basket
the actual transactions.
Similar to the “basket” concept used on consumer sites, you
can search and add products to the shopping basket and update
or remove items. View number of items in the basket and
the basket subtotal, and if necessary you can drill down on a
specific part number to bring up a new screen with all product
information. Once ready, the user can check out through the
ship method-billing-order preview-confirmation process.

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About Epicor
Epicor Software Corporation drives business growth. We provide flexible, industry-specific software that is designed around the needs
of our manufacturing, distribution, retail, and service industry customers. More than 40 years of experience with our customers’
unique business processes and operational requirements is built into every solution—in the cloud, hosted, or on premises. With a
deep understanding of your industry, Epicor solutions spur growth while managing complexity. The result is powerful solutions that
free your resources so you can grow your business. For more information, connect with Epicor or visit www.epicor.com.

Contact us for more information on Epicor Products and Services

+1.800.999.6995 [email protected] www.epicor.com

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