In today’s dynamic business environment, companies are constantly looking for ways to streamline processes and improve efficiency. This is especially true for B2B companies, where managing orders, invoices, and payments can be a complex and time-consuming task. To meet these demands, many companies use enterprise resource planning (ERP) systems such as Epicor P21 to manage their operations.

As online transactions have become increasingly important, it has become extremely important for businesses to have an easy-to-use customer portal that allows customers to quickly and easily access order and billing information. Epicor P21 offers a customer portal that provides customers with a secure and easy way to view and manage their accounts. While a customer portal can be a useful tool, there is always room for improvement.

One feature that has received customer feedback on possible improvements is the invoice search feature. Many customers have expressed frustration with the current functionality of this feature, citing difficulty in searching and retrieving specific billing information. Fortunately, Epicor P21 offers a platform where customers can submit improvement suggestions via the Epicor Idea Exchange (EIE).

Through this platform, customers can submit suggestions and ideas for new features or improvements to existing features. Suggestions are then evaluated and prioritized by the Epicor team. If the suggestion is implemented, the customer who made it will be recognized for their contribution.

A possible solution to improve the invoice search function could be to integrate Adobe Commerce with the customer portal. Adobe Commerce is a powerful eCommerce platform that offers advanced features such as custom search and advanced filtering options. By integrating this platform with invoice search, customers will have a better, more intuitive experience when searching for specific invoices.

Another customer suggestion might be to add a dashboard or reporting section to the customer portal. This allows customers to easily view and track their spending and payment history, as well as details of individual bills. Not only would this make it easier for customers to track their accounts, but it would also provide companies with valuable information to better understand their customer base.

In summary, while the Epicor P21 Customer Portal is already a useful tool for managing account information, there is always room for improvement. With Epicor Idea Exchange, customers have the ability to suggest improvements to invoice search functionality and other aspects of the customer portal. By incorporating customer feedback and integrating advanced platforms like Adobe Commerce, companies can strive for continuous improvement and deliver an exceptional customer experience.