Epicor P21 is a comprehensive ERP (Enterprise Resource Planning) software solution designed specifically for manufacturers and distributors. Thanks to a wide range of functionalities, P21 helps companies manage their operations effectively and efficiently.

One of P21’s key features is the customer portal, which allows customers to view and manage invoices, orders, and shipments in one central place. In particular, the invoice search feature is an essential feature for both customers and businesses. It allows customers to track invoices, payments, and outstanding balances, and allows businesses to easily manage and analyze sales and revenue.

However, a common concern among P21 users is whether this feature offers customers customizable filters. In this blog, we will discuss this topic and find out whether customizable filters are available to customers using the invoice search feature in the Epicor P21 Customer Portal.

First of all, it is worth noting that the Epicor P21 Customer Portal offers a wide range of filters to help customers search for specific invoices. These filters include invoice date, due date, amount, order number, and customer purchase order number. These filters provide customers with basic search capabilities so they can find the right invoice faster. However, some users may need more specific filters to narrow down their search results.

The good news is that customers using the invoice search feature in the Epicor P21 Customer Portal have access to customizable filters. These filters can be adapted to the customer’s preferences and requirements. For example, customers can customize filters based on invoice type, seller, shipping method, and currency. This allows customers to narrow their search and get more accurate results.

Additionally, companies using P21 can also create custom filters for their clients. This is especially useful for companies that have a complicated pricing structure or offer discounts and promotions. By creating custom filters based on product categories, customer groups, or specific discounts, customers can more effectively find the invoices they’re looking for.

In summary, the Epicor P21 Customer Portal offers a variety of filters for customers using the invoice search functionality. These filters can be tailored to the specific needs of both customers and companies. Customizable filters make it easier for customers to find the invoices they need, while also helping companies provide customers with a more personalized and efficient experience. So if you use Epicor P21 in your business, you can rest assured that you and your clients will have the flexibility to tailor invoice search to your unique needs.