Epicor Enterprise Features

Customer Relationship Management

Customer relationship management (CRM) strategies are as important to business today as they have ever been. Enterprise CRM helps you stay ahead of the curve and successfully meet the challenges that the market brings – helping you manage your entire customer lifecycle, from prospect to cash to care effectively, improve operational efficiency and accelerate growth – both internally and externally.

Supply Chain Management

Enterprise Supply Chain management (SCM) is complemented by an array of enterprise capabilities, including customer relationship management, supplier relationship management and supply chain execution.

For distributors that produce or assemble their items, Enterprise SCM goes beyond traditional kitting functionality by offering comprehensive production management. Enterprise is designed to simultaneously handle make-to-order, make-to-stock and engineer-to-order processing, giving you the flexibility to review and update plans as demand changes.

Whether you need to track a few transactions using barcodes and RFID tags or need to manage a set of warehouses globally, Enterprise SCM can help you achieve your goals, including automated route scheduling systems that integrate GPS, digital mapping data, mileage, and driving directions to support a customer’s distribution needs worldwide.

Warehouse Management

As manufacturers and distributors come under rising pressure for faster fulfillment of product orders and outstanding customer service, they increasingly ask the question, “Would a warehouse management system (WMS) help us better manage and automate our warehouse and fulfillment operations?”

Designed for the specific needs of fulfillment service providers in addition to conventional warehouse management, Enterprise WMS solution provides complete control, management and visibility of all logistics and SCM management operations.

Epicor WMS software features extensive warehouse management capabilities, including:

Total warehouse management, inventory control, finite bin and package definitions, task and load management and inter-active, real-time management of activities and consumption
Multi-Channel order processing with automated EDI, kitting and item configuration
Inbound and outbound serial tracking, pick planning, consolidated picking, order pack-out, cross-docking, carton packing, RFID, and manifesting interfaces

Epicor WMS offers a uniquely comprehensive warehousing, supply chain management and supply chain execution solution. With no black box in between, no middleware to deal with and no interfaces to maintain, Epicor WMS provides a powerful solution to address all aspects of your order fulfillment, warehousing and distribution requirements.

Supplier Relationship Management

From strategic sourcing to procurement, from supplier enablement to user adoption, everything you need to build your supplier relationship management (SRM) strategy is available from Epicor Enterprise.

Sourcing is the most important, value-added activity that purchasing professionals perform. It requires a wide range of skills and subject matter expertise, as well as an inordinate amount of time gathering and comparing offerings from multiple suppliers. Automating those tasks allows buyers to focus more time and energy on strategic activities.

Enterprise Sourcing software is highly configurable and provides companies with tools to quickly and easily:

Integrate strategic sourcing, dynamic pricing, and complex auctioning capabilities
Buy, sell, or source direct and indirect materials, goods, services, or spot purchases
Maximize savings by automating the process of negotiating the optimal combination of suppliers, products, services, and prices

Allowing users to create requisitions 24/7 from any location while improving purchasing controls may seem like a paradox, but not with Epicor procurement, which leverages the success of the purchasing team in negotiating contracts and establishing policies across the enterprise.

Epicor Procurement software streamlines your entire purchasing process, delivering:

The convenience and efficiency of employee self-service
Automated workflow for accelerating approvals
Seamless integration with back office applications
Total control of catalog management and policy enforcement
A strategic approach to building collaborative supplier relationships
Cost savings that immediately contribute to the bottom line

Epicor SRM delivers reach, speed, and control — all in one solution. Get better control over who buys what and when with less work on everyone's part.

Service Management

Whether you do field service or run an in-house service centre, improved service management will help you control your contractual obligations, service level agreements and outstanding warranties and benefit your organization in many ways. Features include:

Enterprise service management software supports lean service organization requirements with comprehensive escalation management that enables you to manage customer service level agreements with full visibility of risks and potential compliance problems
Preventive maintenance scheduling, coupled with serial number and contract management enables efficient planning of visits and resources leading increased customer satisfaction and reduced costs
Comprehensive mobility options enable engineers on the road to maintain contact with the service centre for efficient allocation of work, immediate update of completed work and fast invoice turnaround.

Financial Management

Businesses ultimately succeed or fail based on their ability to create and manage a profitable business. The combination of a competitive, global environment and mandatory regulatory compliance means that successfully managing your finances is one of the biggest challenges and opportunities you can face.

The financial management modules are designed to automate and streamline your financial processes with tools and controls to support complex legislative requirements and create value through timely financial monitoring including:

Accounts receivable, lockbox, credit and collections management
Accounts payable, electronic funds transfer, automated order matching
General ledger, allocations, consolidations and eliminations
Cash management, bank reconciliation and statement interfaces
Fixed asset and tax management
Budgeting, forecasting and planning
Robust user security that enables you to limit access to the right people, thereby delivering a core financial solution you can trust
A chart of accounts that can be built to match your organisational structure
Sophisticated payment processing support for electronic funds transfer
Integration to your bank’s electronic statements to enable automatic bank account reconciliation
Advanced allocation calculations and entries mean that customers can expect to close their books more quickly, efficiently and cost effectively
Incomparable drill-around transactional and analytic enquiry capabilities with Epicor Explorer
Comprehensive and standards-based management reporting, using industry-proven FRx and Crystal reporting solutions
Seamless integration with other business applications, with the Epicor Import Manager ensuring that data from external systems is uploaded and posted to the ledgers cleanly and free of errors.

Improved Financial Transparency and Accountability - Regulatory bodies and audit firms advocate the need for improved financial governance, yet many businesses still deal with disparate financial data sources. While departmental spreadsheets and legacy systems may provide adequate financial accounting today, as the need for centralized financial information and financial visibility increases, they quickly lose viability. Epicor financial management software supports the need for financial visibility regardless of company size.

Multi-Company, Multicurrency, Multinational - Over time, successful companies grow. Whether through acquisition or organic growth, more and more companies are wrestling with the complexities of managing multiple business entities. Epicor understands that managing disparate, often global business units offers unique challenges and opportunities with respect to tighter control, reduced operational cost, multinational settlement, and financial consolidation for enterprise wide visibility. To support these needs Epicor financial management offers robust multi-company, multi-plant or multi-warehouse operations, as well as inter-company transaction processing, and meets the needs of strong financial management on a global basis.

Professional Services Automation

As a service professional, you understand the importance of time and how it translates to the bottom line. Time spent matching people to projects could be spent growing your client base. Time spent accounting for time and expenses could be spent maximizing billable hours. Professional service organizations like yours are feeling the strain and looking to more innovative systems that will reduce non-billable hours, streamline processes, and increase overall efficiency. Epicor has the expereinece in helping many companies like yours face the challenges of today’s dynamic and competitive environment.

Epicor’s Professional Service Automation (PSA) solution provides much more than traditional professional services automation functionality. It reaches across the entire enterprise and, as a result, provides numerous benefits to any services organization. Included features:

Proactively plan projects and make more informed decisions particularly when matching skills and availability to project needs
Painless time and expenses entry with submission and approval over the web, as well as flexible invoicing generation and detailed project billing features
Minimize non-billable hours, maximize revenues, better plan your projects and produce more profitable engagements while increasing customer and staff satisfaction
Track and access complete client relationship management from opportunity management to service delivery to billing to support
Robust financials provide sophisticated functionality needed by services organizations including project accounting.
Make better decisions with integrated business intelligence solutions. Reports range from staff utilization, profitability and revenue by company, project and employee to planned versus actual on a project and missing timesheet reports.
Perform time and expense entry, approvals and access important project information, work in progress, accounts receivable and planned vs. actuals from anywhere at anytime.

Human Capital Management

The Enterprise Human Capital Management solution delivers software support for all employee related functions whether distributed or centralized. This enables organizations to manage a geographically dispersed workforce in a global manner, ensuring support for various local payroll and legal reporting requirements.

Enterprise provides a robust set of flexible and configurable human resource, payroll and employee development software that:

Offers greater total business value by streamlining the entire employee life-cycle
Manages recruitment and resourcing, training administration, benefits programs and performance management
Provides a wealth of information and advice to all employees via self-service access
Promotes operational efficiency by allowing the entire workforce to focus on key company objectives
Delivers powerful business intelligence to enable strategic analysis of key business trends for better planning and informed decision-making

Epicor Portal

Information to Drive Your Business - It is essential to have current enterprise data at your fingertips to make the decisions that drive your business to success. But sometimes it is difficult to get that data when you need, it if you have to wait for someone else to get it for you. Epicor Portal can help by providing the framework and tools that allow you to gather and share data without having to depend on others. With Epicor Portal, you can get the information you need, when you need it, from your enterprise system without having to wait in line.

Reduced IT Burden, Secure Data Access - Epicor Portal moves the function of gathering and publishing data out of the hands of IT and into the organization for easier collaboration and knowledge sharing. By leveraging Microsoft^® SharePoint^®for industry-leading portal infrastructure, Epicor Portal is able to provide a secure and collaborative portal environment that reaches across the enterprise. SharePoint offers rapid deployment, can be implemented with limited or no support, and presents a competitive price point – all critical features for midmarket companies. Epicor Portal provides a management console where roles and security settings are maintained. You determine exactly what your portal users can do by creating specific security settings for every Epicor Portal content consumer or group.

Ease of Use - Epicor Portal provides an easy to use data visualization tool which allows end users to intuitively create data views without any knowledge of the underlying database or querying language. Once these views have been created, they can be published as Microsoft SharePoint Web Parts for use by any qualified user. Data discovery and visualization within SharePoint empowers information workers to build and share key performance indicators and other business events in addition to performing ad-hoc online queries.

Improve Collaboration and Increase Productivity -Epicor Portal allows you to build specific content within a portal and make that content available for use throughout your organization. The ability to provide this level of information access will boost productivity and improve collaboration between your people, departments, and divisions. Additionally, Epicor Portal can provide secure enterprise data access to outside entities such as partners, suppliers, and customers for added visibility and business opportunities.

Unified View of Your Organization - Epicor Portal enables transparent and secure interaction with Epicor applications throughout the organization. Additionally, non-Epicor data sources can be incorporated into security and data discovery wizards to provide an integrated view of your business. Epicor Portal enables users to be more productive, encourages collaboration, and provides the means to make better business decisions.