3 minute read

Customizing Invoice Lookup: Epicor P21 Customer Portal

In today’s fast-paced business world, flexibility and adaptation are key factors in managing day-to-day operations. This is especially important when it comes to a company’s billing system. As companies grow, they often need more sophisticated and personalized strategies for managing their finances, and this includes the format of their invoices.

With technology becoming more pervasive, it’s no surprise that companies are seeking more control over how they receive and process their invoices. This brings us to the question: Can customers customize the invoice search format on the Epicor P21 Customer Portal results page to suit their preferences? To answer this question, we first need to understand what the Epicor P21 software is.

Epicor P21, also known as Epicor Prophet 21, is a comprehensive Enterprise Resource Planning (ERP) software designed specifically for wholesalers. It offers a wide range of features including inventory management, accounting, customer relationship management, and invoicing.

P21 Customer Portal is a web-based platform integrated with the ERP system that allows customers to access real-time data and perform various tasks such as placing orders, viewing invoices, and making payments.

One of the standout features of the Epicor P21 Customer Portal is the ability to provide customers with customizable invoice search options. This means customers can easily adjust the size of their invoice results page to suit their preferences. For example, they can view their invoices by specific dates, invoice numbers, or even customer names. This feature eliminates the hassle of searching through a long list of invoices and makes the process more efficient and user-friendly.

But how does this adjustment work? The Epicor P21 Customer Portal is powered by Adobe Commerce, a leading eCommerce platform known for its flexible and feature-rich solutions. Adobe Commerce allows businesses to fully personalize their customer experience, and this extends to the Epicor P21 Customer Portal. With Adobe Commerce, customers can easily rearrange columns, add filters, and even save their custom settings for future use. This level of customization provides a seamless and efficient experience for both customers and businesses.

In summary, the answer is yes: customers can customize the invoice search format to their preferences on the Epicor P21 Customer Portal results page. Thanks to integration with Adobe Commerce, businesses using Epicor P21 software can provide their customers with a personalized and efficient billing experience. This not only increases customer satisfaction, but also streamlines the entire process, saving companies time and resources.

Ready to boost sales with the Epicor P21 Customer Portal?