Transcription
GLOBAL ENTERPRISE RESOURCE PLANNINGEpicor Vantage
Table of ContentsEpicor Vantage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Extended Enterprise Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1A Manufacturing Heritage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Supply Chain Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Putting Technology to Work for Your Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Module Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Customer Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5Contact Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5Marketing and Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6eMarketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7mobileConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Sales Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Estimate and Quote Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Order Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10Demand Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Customer Service Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Field Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Helpdesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13Returned Material Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Product Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Bill of Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Routings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16Engineering Change and Revision Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17Product Lifecycle Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Product Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Product Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Planning and Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Forecasting and Master Production Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Material Requirements Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23Advanced Planning and Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24Global Multi-Site Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Production Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Job Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Manufacturing Execution System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29Lean Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Quality Assurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
EPICOR VANTAGEAdvanced Quality Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32Supply Chain Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Purchase Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Supplier Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35Inventory Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37Advanced Material Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38Receiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39Purchase Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41Accounts Receivable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41Accounts Payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42Multi-Company Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43Currency Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45Fixed Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46Human Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47Business Performance Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49Business Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49Workflow Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50Business Process Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51Service Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53eBusiness Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55customerConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55salesConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56supplierConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56Epicor Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57Electronic Data Interchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59Advanced Tools and Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60System Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60Leading Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61World-Class Services and Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63A Total Support System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63Solid Services from the Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64Industry Leading Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Epicor VantageIntroducing the next generation global enterpriseresource planning software.Epicor Software Corporation understands thatyou, like enterprises worldwide, must identify, consider and respond to a new set ofchallenges and variables each day. Some are due to the extended enterprise and globalizationof manufacturing. Some are in response to internal inefficiencies that affect your ability tocompete on the dimensions of cost, quality and response time. Yet others arise out of thenecessity to blend your business processes with those of your other plants, warehouses,customers, suppliers, and distribution channels. There is often no precedent for how to respondto new requirements and market conditions. Superior communication, flexibility, agility, andinnovation are the only constants.Competing globally and domestically—bridging geographic and strategic diversity andeliminating supply chain inefficiencies—can be accomplished with the technologies to streamlineintra- and inter-company processes and communicate quickly and accurately. Synchronization ofcomplex relationships which determine supply, demand and fulfillment is the means to reachingnew, industry leading levels of business performance. Epicor Vantage can help you achievemaximum efficiencies across your globally extended enterprise.Extended Enterprise SolutionsVantage enterprise resource planning (ERP) is a tightly integrated software solution foridentifying and planning the extended enterprise resources you need to capture, produce, ship,and account for customer orders. A distributed, common database provides the ability to accessthe right information, from the right source, at the right time, thus empowering all usersthroughout the supply chain to make valid, informed decisions. Industry leading technologymakes it possible for manufacturers of all sizes, and their trading partners, to derive the benefitsof real-time collaboration from Vantage—the next generation of ERP.Vantage is distinguished by its increasingly broad focus on planning and managing all resources,both within and across location and company boundaries. This expanded scope has been moststrongly felt in the areas of customer relationship management (CRM), supply chainmanagement (SCM), eBusiness, product lifecycle management (PLM), and business performancemanagement (BPM) to name only a few of the major advances. Manufacturers and distributorsof all sizes have recognized the value of an integrated suite of ERP solutions rather than trying topiece disparate solutions together.1
EPICOR VANTAGEA Manufacturing HeritageSupply Chain PerformanceVantage was developed for make-to-order (MTO) and mixed-Effective distribution means having the right tools to efficientlymode discrete manufacturers based on over 20 years ofassemble, ship and deliver, the goods your customers’ want,experience in the manufacturing industry. Epicor knows, first-when they want them. Its one thing to understand the supplyhand, how to develop tools that optimize performance acrosschain management needs of your organization, but executingyour extended enterprise. From first customer contact to sales,at peak performance requires embedding the supply chainplanning, supply, production, order fulfillment and accounting,processes within an effective and efficient enterprise solution.Vantage is an ever-evolving, comprehensive solution providingVantage offers you a full range of SCM and distributionintegrated, paperless workflow management to improvecapabilities, built within a single business platform, based onresponsiveness and reduce waste, scrap and rework. Vantageindustry leading service-oriented architecture (SOA). Vantage isdelivers enterprise-wide, robust functionality including:complimented by a full suite of enterprise capabilities including Integrated customer relationship managementcustomer relationship management (CRM), supplier relationship Efficient sales order managementmanagement (SRM), financial management, and Substantial customer servicemanufacturing. Vantage benchmarks performance through Extensive product data managementintegral business intelligence (BI) and supports the needs of the Advanced manufacturing planning and schedulingagile distributor through flexible business process management Real-time production management(BPM) and visual workflow tools. Combined, you have the one- Comprehensive supply chain managementtwo punch needed to compete in today’s increasingly global Accurate finance and accountingmarket place. Out-of-the-box eBusiness Effective business performance managementPutting Technology to Work forYour BusinessMTO and mixed-mode manufacturers have put Vantage towork for them. Its ease of use and fast, effectiveimplementation track record accelerates your time-to-value.Vantage next generation ERP is built on an underlyingVantage allows you to use technology to achieve mastery ofarchitecture that exploits advances in communications andcore business competencies. It’s the technology backbone fornetworking technology to bring disparate facilities and entitiesprogressive medium- to large-scale MTO and mixed-modetogether as never before. Based on the Microsoft .NETmanufacturers worldwide.Framework and a 100% service-oriented architecture (SOA),Vantage achieves unparalleled flexibility. You have access to theinformation you want, in the format you want, when you wantit, to make informed business decisions. You can grow andcustomize the system to adapt to unforeseen changes in yourbusiness and rapidly employ new business strategies. Vantageis reliable, scalable, accessible, flexible, customizable,collaborative, and future proof. Vantage is your softwarefoundation for today and tomorrow.2
Module DiagramCustomer Relationship ManagementContact ManagementeMarketingMarketing and SalesmobileConnectSales ManagementEstimate and Quote ManagementOrder ManagementDemand ManagementeBusiness SuiteCustomer Service ManagementField ServiceHelpdeskReturned Material AuthorizationBusiness Performance ManagementBusiness IntelligenceBusiness Process ManagementWorkflow ManagementDashboardService ConnecteBusiness ctronic Data InterchangeEpicor PortalEpicor Vantage Suite CategoriesTechnology FoundationMicrosoft.NET FrameworkService-Oriented ArchitectureWeb ServicesDatabase and Operating System Independence3
EPICOR VANTAGEFinancial ManagementSupply Chain ManagementAccounts ReceivableCurrency ManagementAccounts PayableFixed AssetsGeneral LedgerPayroll/HRMulti-Company ManagementPurchase ManagementSupplier Relationship ManagementInventory ManagementHandheldAdvanced Material ManagementShippingReceivingProduction ManagementPurchase ContractsJob ManagementLean ManufacturingAdvanced Quality ManagementManufacturing Execution SystemQuality AssurancePlanning and SchedulingForecasting and Master Production SchedulingMaterial Requirements PlanningSchedulingAdvanced Planning and SchedulingGlobal Multi-Site ManagementProject ManagementProduct Data ManagementBill of MaterialsRoutingsEngineering Change andRevision ControlProduct CostingProduct Lifecycle ManagementProduct Configuration4
Customer RelationshipManagementCustomer relationship management (CRM) controls all aspects of a company’s interaction with its customers and potentialcustomers from generating the lead, developing the opportunity, taking the order, producing and shipping the goods, gettingthe cash and supporting the customer. Throughout this process, CRM allows the customer to be tightly involved within theentire supply chain process via the Web-based customerConnect applications.With single source customer information, from sales, engineering, production, and shipping to finance, everyone is in stepwith customer demands. The CRM suite for manufacturing is designed to enable your organization to create and build alasting relationship with your customers.CONTACT INFORMATIONStore multiple contacts per organization by contact function.Track and report contact communication alongside entireorganization activity.CALL HISTORYMaintain detailed call history regarding new opportunities withprospects or existing jobs with customers and share with theentire organization.TASK MANAGEMENTEasily generate follow-up tasks for key employees whencommunicating with customers or prospects. Provide each usertheir own task list that outlines their daily tasks.UNLIMITED CALL NOTESShare information across departments regarding customerinquiries by entering detailed call and communication notes.Easily incorporate electronic communication in call history.Take charge of marketing and sales processes from campaign development toexecution, lead generation, opportunity nurturing, and measurement of results.Contact ManagementContact Management makes keeping in touch with yourcustomers and prospects easy. It provides a basic component ofCRM and promotes responsive and proactive communication.Contact Management enhances your customer service bydocumenting and sharing customer communication with theentire organization. Improve overall responsiveness to customerinquiries with simple user task management.Contact Management allows you to proactively analyzeyour most compelling opportunities and assign them tosales representatives.ACCOUNT INFORMATIONTrack and report on customers, prospects and suspects.Maintain detailed customer information to manage every stage of thecustomer lifecycle.5
CUSTOMER RELATIONSHIP MANAGEMENTINTEGRATION WITH E-MAILE-mail customer or prospect contacts from within the solution.E-mail is automatically stored as a call with the account.COMPLETE EDITING TOOLSUse standard editing tools like spell check and formatting todraft professional customer e-mail and letter communication.Use Microsoft standard cut-and-paste technology to easilymanipulate text.Marketing and SalesWith CRM you can manage and analyze the effectiveness ofmarketing campaigns and events. Your marketers can pinpointtheir targets, capture highly qualified leads and performcost/benefit and return on investment (ROI) analysis onpromotional activities. You can use the campaign manager totrack the number of leads, opportunities, orders, and costs percampaign. Once you have the lead, the CRM functionality helpsmanage the entire sales process more effectively, with featuressuch as workflow and forecasting.SALES WORKBENCHGive office-based sales representatives and management asingle view of all customer and prospect related information.This view helps you manage your pipeline, marketing,telemarketing, opportunities, orders, returns, service orders,contracts, jobs, calls, and tasks, as well as see all relatedinformation on a customer—from one place. A work to-do listalso ensures that the sales person is working on the right taskat the right time.DATA MANAGEMENTExtract marketing lists based on any criteria such as customertype (i.e., suspect, prospect, customer) and other attributesincluding standard industrial classification (SIC) code, location,contact type, territory, etc. Automatically create telemarketingor sales follow ups. Automatically log an entry for customerswhen they are included in a marketing list. Marketing listimport allows customer and contact information to be importedfrom external sources. De-duping capabilities allow themanagement of imported lists and the tidying up of themarketing database.CAMPAIGN MANAGEMENTGenerate and manage a marketing campaign fortracking effectiveness and ROI of marketing programs orindividual events.Outfitting your sales team with advanced, easy-to-usesoftware is not just smart; it’s a matter of survival. CRM isequipped with the tools you need to find more prospects andquickly convert them to satisfied customers. Your sales peoplecan manage the complete prospect-to-customer lifecycle, giveaccurate revenue forecasts to management and automatemany administrative tasks.The bottom line? Better qualified prospects, shorter sales cycles,reduced lead-time, and more revenue.LEAD MANAGEMENTManage incoming leads and assign to territory salesrepresentatives. Track lead sources to identify successfuladvertising, events or other campaign tactics. Analyze return oninvestment of lead generation activities. Easily convert a leadinto a quote/opportunity with Quote Management.SALES MANAGEMENTManage the sales team through a user-defined sales structure,pipeline management and quota management. Automate keysales management functions such as territory management andregion assignment of individual prospects.OPPORTUNITY DEVELOPMENTImprove sales efficiency with structured sales processes, freeingup sales staff from administrative tasks. From account executiveto engineer, identify all roles within the sales process andestablish an action plan for each.QUOTATIONSCreate real-time quotations using engineering cost structuresfrom existing products, same-as-except products and newproducts. Manage quotation changes and re-quoteopportunities within the same opportunity.Track and measure the return on investment of marketing programs.FORECASTINGManage forecasts by opportunity probability, category andterritory. Analyze sales quota and forecast at each level of thesales team.6
CUSTOMER RELATIONSHIP MANAGEMENTPERFORMANCE ANALYSISManage sales teams by analyzing performance at each level ofthe sales structure, from the region level down to therepresentative level.SALES WORKFLOWMonitor every stage of the sales process, including parallelprocesses. Built-in workflow facilities ensure nothingis overlooked.focused e-mail campaigns with minimal training. An extensionto the full CRM application, eMarketing helps drive efficiencyand gain true ROI for your campaigns.By simplifying and automating campaign processes, eMarketingshortens campaign cycles, allowing you to produce morecampaigns, more often. And eMarketing dramatically reducesoverhead by eliminating the need for postage, printing andshipping required for traditional direct mail campaigns.CAMPAIGN CREATIONRapidly build sophisticated, personalized messagesand newsletters.CONVERT QUOTES TO ORDERSEasily convert an entire quotation to a sales order in one step.WIN/LOSSAnalyze win/loss information by sales region, representative,opportunity category, or other criteria.E-MAIL DESIGN (HTML OR TEXT)Design e-mail promotions in HTML or plain text formats basedon the preferences of your audience.WEB MICROSITE DESIGNBuild a microsite to Web-enable your campaign, and thengather detailed campaign analysis by monitoring the footprintof your audience as they step through the site.METRICS REPORTINGReview detailed metrics regarding a campaign, downto the segment or broadcast, including individualresponse preferences.CONTACT MANAGEMENTStore all recipients in one place for easy access.Improve sales effectiveness with this role based dashboard that consolidatesyour salespersons activities in a single form. From customers and contacts totasks and calls to opportunities and pipeline, your sales team will maximize theireffectiveness with Vantage.eMarketingeMarketing is a comprehensive tool that helps you designand distribute e-mail communications to customers, suppliers,and business partners. Whether developing a marketingcampaign or creating a company statement to businesspartners, eMarketing ensures your company is professional,takes advantage of its e-mail marketing opportunities, properlyresponds to market requirements for opt-out controls, andanalyzes the campaign results for better effectiveness inthe future.eMarketing makes marketing easy. eMarketing manages theentire campaign cycle—from identifying and importingcontacts, to creating targeted e-mails and a corresponding Weblanding page. It delivers thorough reporting and analysis toolsto help you build more targeted campaigns. Its user-friendlyenvironment enables you to quickly and easily implement7IMPORT WIZARDUse a simple flat file import from a standard CSV or text fileformat for easy campaign generation. Open databaseconnectivity (ODBC) import offers flexibility in data sources.PERMISSION-BASED OPT-OUT CONTROLManage requirements for effective permission marketingthrough structured opt-out controls that are enabledon a campaign basis or globally. Additionally, allowrespondents to determine whether they receive text orHTML-based communications.TEMPLATESProduce fast and easy campaigns with a consistent look usingstandard templates.SEGMENTATIONUtilize the power of your existing systems to generate moreeffective campaigns. By responding to previous purchases,requests or general demographics, you can generate targetedcampaigns and optimize profits.WEB DESIGN TOOLSCreate professional looking broadcasts with ease. From bannerads to your custom eMarketing home page, your company canutilize the power of eMarketing to Web-enable your users.
CUSTOMER RELATIONSHIP MANAGEMENT mobileConnectCRM gives you control over your customer interactions:generating leads, developing opportunities and monitoringorders. CRM functionality is available from anywhere in theworld. The mobileConnect series incorporates a disconnecteddatabase, enabling you to work anywhere you can take yourlaptop. Powered by the solid, fast SonicMQ messaging engine,mobileConnect is comprised of three components: SalesmConnect, Sales Engineer mConnect and Hub mConnect.Vantage mobileConnect helps your sales representatives andsales engineers stay connected with their customers withoutrequiring network connections.SALES MCONNECT Generate new opportunities or fine tune existing quotations Run the following reports:-Order backlog-Scheduled shipments-Aged receivables-Advance billing/deposit balance-Customer statements-Sales analysis-Sales gross margin-Quote form-Order form-Invoice formAccess the following types of information from the Vantagetracker series: Create and complete workflow tasks-Aged receivables Activate or process CRM calls-Quotes, orders, jobs, and parts Complete on-the-fly product configuration-Customer data Add new customers and contacts-Project information Import customers and contacts-Quantities on-hand Edit existing customer or contact information-Time-phased balances Produce marketing lists-Customer and miscellaneous shipments View business activity monitor queries-Returned material authorizations (RMAs) Modify aging report formats-Invoice information Secure the system so users can view only sales informationassigned to their territorySALES ENGINEER MCONNECTAll the functionality of Sales mConnect is included, plus theability to engineer entire BOMs. Use drag-and-drop functionalityto add subassemblies, operations and materials, or incorporateparts on-the-fly.HUB MCONNECTConfigure your remote sales office server with Hub mConnect,and multiple mConnect users can access its databasesimultaneously. Individual mConnect users don’t need tosynchronize, because Hub mConnect does it all. And there’s nodowntime due to lost connections to a remote database.SYNCHRONIZATIONmConnect provides full and light options for synchronizing yourremote database with your primary Vantage database, ensuringdata integrity and consistency, and fast and easy updates.Access critical customer information from anywhere in the world, without anetwork connection, to gain control over customer interactions.8
Sales ManagementQuoting and managing sales orders enables the vital coordination of activities between your sales, plant, shipping andaccounting groups. It facilitates efficient management of accounts, pricing, shipping, invoicing and commissions. Salesmanagement provides you with the tools to produce accurate estimates, streamline your order-to-cash cycle, and calculatereliable estimates and improve customer service.Quote Management and Order Management enable you to capture orders and seamlessly integrate the information withsupply chain, production, fulfillment, and accounting systems. By streamlining the sales process—centralizing access toproduct, pricing, customer information—orders can be generated with a minimal number of steps. It automates andimproves labor-intensive processes for quoting, proposal generation, configuration and order entry. You can increase salesproductivity by increasing accuracy during the quote and order processes, and identify the right solution to meet yourcustomers’ needs.Estimate and QuoteManagementPIPELINE MANAGEMENTTrack confidence levels by quote line to accurately predictpipeline activity.Easily generate and track all customer or prospect requests forquotation (RFQs), from the time of receipt until an order isplaced. You can get quotations out more quickly and be moreaccurate with pricing and lead-times.DRAG-AND-DROP INTERFACEUse a tree interface to drag-and-drop components, operationsor materials from another quote, BOM or previous job.ESTIMATINGCalculate material, subcontract, and labor and burden costs formultiple quantities of a part, with in
Epicor Portal eBusiness Suite Epicor Vantage Suite Categories Microsoft.NET Framework Service-Oriented Architecture Web Services Database and Operating System Independence Technology Foundation eMarketing mobileConnect Contact Management Marketing and Sales Customer Relationship Management Estimate and Quote Management Order Management Demand .
