In today’s digital age, companies are constantly looking for ways to optimize their operations and maximize efficiency. One area where significant progress has been made is customer relationship management. With the advent of cloud-based solutions, businesses can now offer their customers the ability to manage their accounts and invoices through online portals.

One such solution is Epicor P21, which offers a comprehensive customer portal with a wide range of features and tools. However, a common question is whether the Epicor P21 Customer Portal provides detailed analytics on invoice search activity for administrators. Let’s examine this question in more detail.

First, let’s define what an invoice search activity is. An invoice search activity refers to the process of checking the status or details of an invoice by a customer or administrator. For businesses, this can be a crucial task as it helps them keep track of their payments and ensure timely payments.

Coming back to our question, yes, the Epicor P21 Customer Portal provides detailed invoice analytics for administrators. The Customer Portal provides two main views for administrators: the Sales Order and Invoice Activity views.

The Sales Orders view allows administrators to view real-time information about sales orders, such as order status, customer information, and pricing details. Likewise, the Invoice Activity view displays detailed invoice information, including original and due dates, payment status, and line item details. These views provide a comprehensive overview of all activities related to sales orders and invoices.

Additionally, the customer portal also offers advanced search and filtering options, allowing administrators to track specific invoice search activities. This includes the ability to search by date range, customer name, invoice number, and even payment amount. On top of that, administrators can export the invoice activity data to various file formats such as CSV or Excel for further analysis and reporting.

Another notable feature of the Epicor P21 Customer Portal is the ability to create custom reports for invoice search. This includes generating reports on invoice due dates, customer payment history, and more. Administrators can also schedule these reports to run automatically to ensure timely and accurate data for analysis.

In summary, the Epicor P21 Customer Portal provides detailed analytics on invoice search activity for administrators. Its advanced features and tools provide real-time data and reports, helping companies gain valuable insights into their financial operations. With this level of visibility and control, companies can streamline their operations, make informed decisions and ultimately improve their bottom line.