Are you a business owner using the Epicor P21 system? Are you having a hard time keeping track of your customer information and interactions? Then the Epicor P21 Customer Portal app is perfect for you. This app offers reporting features that can simplify your customer management process and improve overall efficiency.

The Epicor P21 Customer Portal app is a powerful tool that allows customers to access their information through a secure web portal. This app offers a variety of reporting features that can be customized to suit your specific business needs. Let’s take a closer look at some of the reporting features the Epicor P21 Customer Portal app has to offer.

Real-Time Reporting: The app provides real-time reporting so you get up-to-date information and stay in control of your business operations. This feature helps you gain better insight into your customer data and make informed decisions.

Customer Sales Report: This reporting feature provides a comprehensive overview of your customers’ sales data. You can easily track customers’ purchases, balances, sales history, and more. This information can be used to identify customer trends and make data-driven decisions to improve customer relationships and drive sales.

Order Status Report: This reporting feature allows you to track the status of your customers’ orders in real time. You can quickly identify any delays or issues and take immediate action to ensure customer satisfaction. This feature also provides visibility into your inventory and helps improve order management processes.

Customer Billing Report: The app provides a detailed customer billing report that shows all outstanding balances, payment history, and credit limits. This feature makes it easier to track customer balances, monitor payments, and manage customer credit limits. This also helps maintain healthy cash flow and ensure timely customer payments.

Export to Excel: The Epicor P21 Customer Portal app allows you to export all reports to Excel, making it easier to analyze data and share reports with your team. This feature allows you to format and edit data as needed, providing flexibility and customization.

In summary, the Epicor P21 Customer Portal app offers a wide range of reporting features that can help you optimize your customer management processes. These features help you better understand your customers, identify trends, and improve overall efficiency. If you are a business owner using the Epicor P21 system, don’t hesitate to harness the power of the customer portal app to take your customer management to the next level.