3 minute read

Special Order Handling With Epicor P21 for B2B Clients

Epicor P21 is a very popular enterprise resource planning (ERP) software used by companies to manage a wide range of activities, from production to sales and distribution. One of the key features of Epicor P21 is the ability to efficiently manage the execution of special orders for B2B customers.

Special orders are an important aspect of B2B transactions where customers require custom products or variations of existing products. These orders often require additional processes or materials, making their handling more complex and time-consuming. However, with Epicor P21, B2B customers can enjoy a seamless and streamlined experience that makes fulfilling special orders a breeze.

The first step in managing special orders in Epicor P21 is to create a sales offer. This quote can be generated in several ways, including order entry, electronic data exchange, or eCommerce. B2B customers can specify their custom requirements in the offer, including product quantity, delivery date, and detailed instructions.

Once a quote is approved and converted into an order, Epicor P21 automatically creates a production order. This order contains all necessary information and instructions for the execution of a special order. B2B customers can use the software to track the progress of their order in real time, ensuring transparency and on-time delivery.

Epicor P21 also offers robust inventory management features that enable B2B customers to track the materials and components needed to fulfill a special order. The software can automatically deduct materials from inventory as they are used in the production process, eliminating delays or shortages. This feature helps companies avoid overstocking or out-of-stock, reducing costs and improving customer satisfaction.

Another important aspect of the implementation of special orders is financial data management. Epicor P21 allows companies to set up a specific pricing structure for each contract and manage any other additional costs, such as custom packaging or shipping. This feature allows B2B customers to receive accurate quotes and gain earlier insight into the total cost of their special orders.

In short, Epicor P21 is a powerful tool for companies that want to efficiently manage the fulfillment of special orders for their B2B customers. With extensive features for creating quotes, production orders, inventory management, and financial data, Epicor P21 streamlines the entire process, reducing errors and costs and improving customer satisfaction.

Need to Sync Orders and Pricing Between your Epicor P21 ERP and your eCommerce Store?