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Epicor EnterpriseResource PlanningSales Management
Epicor ERP Diagramss Intelligence and AnalyticsBusinek, and Compliarnance, RisnceGoveHuman CapitalManagementService and AssetManagementFinancialManagementriness A chitectureBusCustomer RelationshipManagementERPProduction ManagementSales ManagementProductManagementSupply ChainManagementPlanningand SchedulingProjectManagementtGlobal Business Managemen2
Sales ManagementSales ManagementXX Estimating and Quotation ManagementXX Order ManagementXX EDI/Demand ManagementXX Point of SaleXX Commerce ConnectXX Customer ConnectThe Epicor Sales Management module delivers a comprehensive suite thatenables you to produce accurate estimates, streamline your order-to-cash cycle,and fulfill perfect orders that ensure world-class customer satisfaction. EpicorSales Management automates and improves labor-intensive processes forquoting, proposal generation, configuration, and order entry—enabling you toimprove sales productivity by increasing accuracy during the quote and orderprocess and identifying the right solution to meet customers’ needs.3
Sales ManagementEstimating and QuotationManagementSocial EstimatingPipeline ManagementConnect with engineers and other subjectAccurately predict pipeline activity byEasily generate and track all customer ormatter experts from the field. Epicor Socialtracking the confidence levels (e.g., best,prospect requests for quotation (RFQs)—Enterprise helps to drive more accurate andworst, most likely) by quote line with thefrom the time of receipt until an order istimely estimates by enabling engineers toability to perform management overridesplaced. Create estimates and get quotesbe part of a group that sales and estimatorsto optimize forecast accuracy. Track allout more quickly with more accuratecan collaborate with electronically. Sharecompetitors to find out where you arepricing and lead times with a wide range ofknowledge and discuss best options forwinning and why you may be losing.powerful tools.customers leveraging up-to-date ERPOrder/Job Integrationinformation.Increase efficiency and accuracy withEstimating ManagementQuotation Managementthe ability to quickly transfer quoteGenerate estimates easily utilizing the treeManage the sales cycle with dynamic taskinformation to a sales order or job. Built withinterface to drag-and-drop components,lists that ensure the right people are workingtremendous flexibility, there are multipleoperations or materials from another quote,on the quote at the right time. Use the Partways to process an order and job from anBill of Materials (BOM) or previous job. PullAdvisor to drill down into the quote/job/existing quote such as:same-as-except type parts into the estimate,part status and history to answer criticalthen modify them quickly and easily toquestions related to a part:XX Push to an order by the line itemXX Flag as won, automatically generatingcreate a new one. Calculate material,subcontract, labor, and burden costs forXX Have I quoted it before?multiple quantities of a part. PerformXX Are there current orders for it?realistic cost estimating with the abilityXX Have I run it before?capability to define specific lines andto add any special charges (e.g., toolingXX Am I currently running it?quantities desiredor design), minimum lot charges, priceXX Do I have any in inventory?breaks, and scrap factors on materials andXX Is part profitability available?subcontracting. Specify and store individualan orderXX Pull from Order Management with theOrder Managementmarkups for material class, subcontracting,Instantly query summary and detailedOrder Management drives the Epicor system.operations, and special costs. Create RFQinformation on an estimate/quote. CheckFrom the time an order is entered, itsrequests to trigger buyers to solicit suppliersinventory availability and easily cross-progress is tracked through final shipment,for pricing of materials required in thereference customer part numbers to yourproducing perfect order fulfillment onestimating process. Review responses oncepart numbers automatically during thedemand for maximum customer satisfaction.submitted for inclusion in the estimate.quoting process. Send quotes to prospects,The Order Job Wizard generates appropriateWhen the order arrives, punch a few keyseven if they don’t exist in the customer file.jobs for new orders in a single step thatand the detailed routing will be ready to goQuotation management capabilities include;enables the user to create, plan, schedule,and release jobs against multiple linesto the floor or to make additional changes.XX Standard Routingsand multiple releases. Effectively manageXX Drag-And-Drop Interfaceorders with the ability to apply order-basedXX Realistic cost estimates with minimum lotdiscounts on an order value or productcharges, price breaks, and scrap factorsquantity basis. Optionally override and lockon materials and subcontractingpricing. Check customer credit status onlineXX Inventory Availabilityat quote entry, order entry, and shipmentXX Request Supplier RFQentry. Using blanket orders establish multipleXX Markups by Categoryreleases (either firm or not firm) for eachsales order line and pull parts directly frominventory. Optionally lock the order linequantity allowing new4
Sales Managementreleases to decrement the final deliveryquantity on the final delivery date, keepingthe total line quantity in balance with therelease. Simplify repeat orders with theCopy Order function including the ability tooptionally build a new order from history orsee previous orders and enter the quantityon the order form. Use Available-To-Promiseto view running balances during order entry.Enter a quantity, and the system will find theearliest date that quantity will be available.Enter a date, and see how many parts areavailable on that day. Counter Sales allowyou to automate the pick-up, shipment,and generation of sales invoices for walk-incustomers. Additional capabilities include;XX Tax calculations and fields are available atthe sales order, line, and release levels.XX Application for payment may be requiredFigure 2 Order Management—Manage sophisticated sales requirement—from the time an order isentered until final shipment.from a different customer than thecustomer order/receiving the goods ora Kit functionality support the ability tobill third-parties, such as a customer ofdefine multilevel configured sales kits thatFulfillment andAllocation Processingyour distributor.include non-stock components generatedUse the Fulfillment Workbench for allocationon a job or purchased direct for the kit,or reservation and distribution processing,alongside stocked components.and plan for sales, transfers and job orderXX Manage sales commission calculationsfor direct and indirect sales teams.Allocate commission percentage overmultiple sales entities per order line.XX Generate customer, product group,types. Various fulfillment techniques, suchUp-Sell, Cross-Sell, and Down-Sellas pick and pack, console-driven, and pre-Improve order accuracy and ability topack processes may be performed throughwarehouse, and products specific pricingenhance sales with Up-sell, Cross-sell, andthe use of templates to automate thehierarchies, while matching the end-Down-sell capabilities. At time of sales orderfulfillment process. Hard allocation to finiteuser currency. For global enterprises,entry, users are prompted with suggestionslevel, versus reservations processing, maycompany, plant, and warehouse pricingfor “Upgrades,“ “Downgrades,“be launched directly from the order, line,offers flexibility in pricing products.“Substitutes,“ and “Complements.“and release areas as well. In conjunctionXX Enter unlimited miscellaneous chargesWhether substituting the original partwith the fulfillment process, cross-dockingor credits on each order header or orderwith an upgrade or downgrade or addingprovides the ability to directly link futureline. These charges will then print on thecomplementary products; improvedinbound supply of items from purchaseorder and carry over to invoicing.customer satisfaction alongside enhancedorders or jobs directly to demand from salessales is the return.orders, transfer orders, or jobs. When theXX Link sales orders to Projects.cross-docked items are received, they are(See Figure 2)Capable-To-Promiseimmediately directed to the demand theySales KitsProvide accurate, real-time delivery dates toare linked to, minimizing the time and taskFlexibility in selling items in kits includescustomers when using Advanced Planningto fulfill the order or job.configured item kits, optional price rollupand Scheduling (APS). Furnish a realisticand item substitution, mandatory shippromise date to your customer by findingOrder Shipment Parameterscomplete, and optional printing of kitout how a quote would fit into your currentWith Order Management, all orders andcomponents on the packing slip and invoice.schedule. For multilevel structured products,change orders will be effectively managedUse the answers from the kit master to “onCapable-To-Promise can be configured toonline, perfecting the order-to-deliverythe fly” configure individual kit components,create the sublevel assembly structures inprocess for maximum customer satisfaction.automating kit instructions for features likeaddition to the top level assembly.Set up the appropriate shipping parametersincluding the ability to manage;style, color, and size. Configure a Kit within5
Sales ManagementEDI/Demand Managementacceptance into sales orders or forecastsToday, all suppliers large and small arein your Epicor ERP system, according tofacing increased expectations from theirparameters and tolerances you specify.customers to have systems in place forThis is especially important for companiesimmediate response to changes in theirdoing business in automotive as well asdemand such as forecast and shippingother industries such as industrial, consumerXX Drop Ship and Buy to Order provides theschedule changes. Epicor EDI/Demandproducts, retail, and aerospace and defense.ability from within a sales order to defineManagement secures your competitiveDemand Management capabilities include;a part as being “Buy-to-Order. This mayedge by incorporating electronic dataor may not be defined as a drop shipinterchange (EDI) with demand scheduling.item. In both cases, the purchase orderThe EDI/Demand Management frameworkability to have many sales orders/ lineswill be linked to the sales order directly.leverages the SOA business architecture ofattached to the contract.XX Track multiple ship-to addresses perorder release.XX Ship an order from multiple plants andmultiple warehouses.XX Do a one-time shipment to an address inOrder Entry.XX Automatically create backorders for linesEpicor ERP and deep industry experience inXX Demand Contract structure provides theXX Demand Entry Management Consoleshipped incomplete. Flexibility enablesEDI to lower the cost of EDI deployment.supports one inbound purchase ordercustomer-specific backorder parametersThe framework provides full flexibility andat a time, or options can be tuned forfor complete order lines or completecontrol for setting up customer contractsmore automated entry into the Epicororders to be set.and handling their schedules once insidethe Epicor ERP system, whether enteredERP system.XX Establish demand settings per tradingCredit Card Processingmanually in Demand Management orpartner to include tolerances, such as forEpicor Credit Card Processing includescontained in EDI messages. This helps yourallowable time windows when scheduleeasy to use maintenance for initial setupcompany reduce lead time and effort forlines can be added or deleted oralong with a variety of integration points toplanning and procurement, thus enablingchanged, tolerances for price variations,bring an easily deployable solution to youryou to respond on the production floorparameters for matching changes againstbusiness that meets the security guidelinesfaster. A wide range of EDI implementationexisting sales orders, and functions foras specified in the Payment Card Industrychoices are available to match yourreconciling shipped quantities betweenData Security Standard including securelycompany’s needs, making it possible toyou and your trading partner. Automatedencrypted account numbers and keypreserve much of your investment in EDIDemand Management processing can bemanagement. Epicor Sales Managementsetup and existing staff.set to always process in spite of toleranceuses Epicor Credit Card Processing toerrors, process with warnings, or stopsupport authorization with the sales order,Demand Managementreauthorization with the sales order beforeA component of the embedded EDI/picking and shipping, and complete orDemand Management module, Demandmatch incoming forecast and shippingpartial funds collected with the sales order.Management starts with a “contract” setschedule changes to existing forecastsup per customer with such agreed-uponand sales order lines in the EpicorOrder Monitoringparameters as pricing, initial demandERP System. Configurable matchingUse order tracker to see a summarized viewschedule, and contract end date. Thealgorithms help to speed up theof the order, drill down on selected itemscontract is then linked to incoming purchaseto see greater details (e.g. lines, releases,orders, forecasts, and shipping schedules.shipments, charges, bookings, audit, andThese contracts can be managed, andschedules based on defaulted customerpayment information). Monitor and trackschedules produced, automatically with setperiodicity (interval setup) and releasechanges to orders using Social Enterprise.periodicities or schedule constraints thatquantity. Automatically close rejectedEasily subscribe to notifications aboutmatch each customer’s unique shippingschedules from the customer record.changes to orders without building Businessneeds. Additionally, as changes happen, theProcess Management (BPM) controls. Viewschedules can be updated, and changesa summary of all the changes to the ordermatched to existing sales orders, whichin an activity stream inside or outside Epicorare then updated accordingly. You canshipped quantity. Validate cumulativeERP or receive social media style updates viause Demand Management without EDI,quantity discrepancies by customer andEmail or directly in your browser.and if EDI is deployed, your customers’choose to “Stop” or “Warn” and thenelectronic demand changes are broughtallow the received demand to be turnedin automatically for system review andinto a valid sales order—this6when an error is encountered.XX Use Demand Mass Review to manuallymatching process.XX Manually generate sales order releaseXX Review balances as well as proposedquantity of proposed schedule.XX Manage and reconcile the cumulative
Sales ManagementXX feature includes Cumulative VariancesReporting. The Demand Reconciliationthe EDI needs of your business.electronic gift cards, gift receipting,For example;customized receipt per transaction type,screen helps in the cumulative matchingcoupon redemption/issuance, layaways,process with the ability to easily makeInbound Documentsspecial orders, suspend and resume, itemreconciled quantity adjustments.XX Purchase Order (ORDERS, 850)marking for various functions, additionalCumulative quantities are tracked at theXX Planning Schedule (DELFOR, 830)input fields, multicurrency, start/end of dayorder and shipment levels over the lifeXX Shipping Schedule (DELJIT, 862)functions, cash management, and more.of the contract.XX Change Order (ORDCHG, 860)XX Schedule forecasted deliveries that canbe utilized with MRP to predict demandOutbound DocumentsCommerce Connectfor resources and provide guidance onXX Purchase Order AcknowledgementThe increasing proliferation of eCommercepending demand for materials.XX Periodicity (Interval Setup) - Specify rules(ORDRSP, 855)likely means that more of your customersXX Advanced Ship Notice (DESADV, 856)are looking online to solve their businessby plant or plant/supplier for automaticXX Invoice (INVOIC, 810)problems, which means that providingpurchase schedule suggestions.XX Purchase Order Changecustomers with the ability to buy onlinePeriodicity rules can be specified as Daily,Acknowledgement (865)from you is just a start. Your Web site mustMonthly Forward, Weekly Forward, and(See figure 2.1)provide an experience that truly does solveNth Day of Week.XX Capable-to-Promise - Set up theproblems, or better yet, inspires them insome way to keep coming back. Whethersystem to review open contracts andPoint of Salecapacity requirements for a product andEpicor Point of Sale (POS) extends the(B2C), Business-to-Business (B2B), or bothautomatically adjust the new demandpower of your Epicor ERP solution to aneeds, it requires strong functionalityrequirements after reviewing against opencustomer-facing sales environment—and must use the latest technology tocontracts as well as available capacity.whether you’re an organization with adeliver customers the best possible onlineXX Support for Allowance and Chargeyour Web site serves Business-to-Consumersingle POS station or a large, multinationalexperience. Epicor Commerce ConnectCodes - Optionally receive and processchain with hundreds of stores. Epicorprovides everything your Web site needsallowances and miscellaneous chargesPOS provides a feature-rich system thatto deliver a rich customer experience,within EDI transmissions from tradingempowers store personnel to providethroughout the customer’s entire order lifepartners. Both flat amounts andan enhanced customer experience.cycle—from quote to fulfilment to service.percentage based charges are available.Comprehensive functionality includesXX Automated Order Match Validation Automatically cancel demand releasesreceived that are not matched to aspecific order release.XX Close and Process Schedules - Usea single step to automatically closeand process all schedules withinDemand Management.XX Contract Start and End - Managecontracts effectively with contract startand end date.EDI Standard TransactionsThe Epicor ERP system framework readilysupports the following listed standard ANSIX12 and EDIFACT documents. Many moreare available from the Epicor EDI SolutionsTeam, who are experienced in making EDIwork in various environments and can offerFigure 2.1 EDI/Demand Management—Manage one inbound purchase order at a time, or optionsenhanced functionality that is tailored tocan be turned for more automated entry into the Epicor ERP system.7
Sales ManagementThe key advantage of Epicor CommerceTools such as these allow the customerEpicor Commerce Connect solution.Connect (ECC) is its deep integration toto make better purchase decisions, whichOnce configurations are accepted by yourEpicor ERP. Epicor Commerce Connectin turn lead to much higher levels ofcustomer, the instant flow to Epicor ERPnegates much of the risk that goes withcustomer satisfaction and a lower rate ofenables not only price, but also productusing a nonintegrated eCommerceproduct returns.build to be delivered for more rapidsolution by getting all of its informationresponse to new orders. Use the robustdirect from Epicor ERP. All transactionalConfiguratorconfiguration capabilities and extenddata flows seamlessly between EpicorMany businesses sell products that can bethem to your customers and channel toCommerce Connect and Epicor ERP: productcustomized - for example by color, size,ensure that customer requirements areinformation, customer specific pricing,material and much more. With productsmet. Parametric capabilities enable visualinventory levels, and more, can be viewedsuch as these, the number of possibleconfirmation of configuration results.online via Epicor Commerce Connect. Whilecombinations the customer could choosemany companies can provide eCommercecan rapidly rise to the thousands, or more.services, very few are able to deliver theTo help manage this complexity, EpicorCustomer Connectvalue and rapid results the way that EpicorCommerce Connect includes a configuratorThe Epicor Customer Connect portalCommerce Connect can.module that provides a fast and efficientprovides interactive, customer-facingmechanism to display all product optionscontent over the web. Today’s customersA Modular Approach to a BetterWeb siteon one page—allowing your customers towant new access to information. Beingsimply and easily choose their own productable to view special promotions andWhether you are selling to the generalspecifications without the stress of having topricelists, make repeat purchases, and paypublic, or to other businesses, Epicornavigate through multiple different pageson account are standards to improvedCommerce Connect has been designed toto find the combination that best meetscustomer loyalty and online commerce.help you provide all visitors to your site(s)their needs.(See figure 2.2)with the same high levels of user experiencethey have come to expect in today’s onlineFully integrated with Commerce Connect,environment. Browsing tools such asEpicor Product Configurator enablesconfigurable search, suggested items andWeb-based configurations that can beautomatically updated listings of popularused for quoting and pricing within theproducts on your site are able to help yourcustomers very quickly get to the itemsthey wish to purchase, while at the sametime ensuring that they are exposed to asmuch of your product range as possible—allin ways that are relevant and tailored tocustomer interests.You can also provide tools to help yourcustomers make better purchasing decisionsincluding the ability for customers;XX To see related productsXX Compare different productsXX View the product up close using theproduct image zoom-in capability.Figure 2.2 Customer Connect—Always a click away, Epicor Customer Connect gives B2Bcustomers access to account-specific information—directly from your website. Whether ordering areplacement part or checking on the status of a shipment or payment history, Customer Connectextends your level of service to customers.8
Sales ManagementDealer Network PortalEpicor Dealer Network Portal is aninnovative enterprise solution designedfor manufacturers who sell or serviceproducts through dealers. Powered byEpicor Commerce Connect (ECC) and tightlyintegrated with your Epicor ERP system,Epicor Dealer Network Portal creates amodern online experience for your dealersto rapidly configure, price, and quote orders,as well as manage service and warrantyneeds for your products.By capturing all dealer activity through asingle easy-to-use portal, you establisha single thread of data that connects alltransactions at the dealer with your backFigure 2.3 Dealer Network Portal—Capture all dealer activity through a single, easy to use portal.end ERP. You gain full visibility into thebusiness making it simpler for dealers, whichenables you to drive business growth as apreferred innovative brand.(See figure 2.3)Contact us todayenquiries@biscit.comhttps://www.biscit.comThe contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations, or warranties with regard to theenclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill andcare. This document and its contents, including the viewpoints, dates, and functional content expressed herein are believed to be accurate as of its date of publication, November, 2018. The results representedin this testimonial may be unique to the particular user as each user’s experience will vary. The usage of any Epicor software shall be pursuant to the applicable end user license agreement, and the performanceof any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third-partyproducts may require the purchase of licenses for such other products. Epicor and the Epicor logo are registered trademarks or trademarks of Epicor Software Corporation in the United States, certain othercountries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright 2018 Epicor Software Corporation. All rights reserved.9
Human Capital Management Epicor ERP Diagram. Sales Management 3 Sales Management. The Epicor Sales Management module 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. Epicor
