For companies using the Epicor P21 system, the customer portal is one of the most important features available. This online platform allows customers to easily manage their orders, invoices, and account information. But what happens when a customer tries to search for a specific invoice in the portal and multiple results are returned for a single search? In this blog article, we will explore how the Epicor P21 Customer Portal handles this scenario and the benefits it offers to both businesses and customers.

First, let’s take a look at how invoice search works in the Epicor P21 system. When a customer logs into the portal and searches for an invoice, the system performs a database search and returns all matching results. This is where things can get tricky: How does the system determine which result is displayed first when there are multiple invoices that match the search criteria?

To solve this problem, the Epicor P21 system uses a ranking algorithm to sort the results. This algorithm takes several factors into account, such as the invoice date, invoice number, and the customer’s payment history. This allows the system to prioritize the most relevant results and display them at the top of the list. This ensures that customers can quickly find the invoice they are looking for without having to scroll through a long list of results.

In addition to the ranking algorithm, the Epicor P21 system also offers advanced search filters to further refine results. Customers can filter their search by invoice date, amount, and other criteria to find exactly the invoice they need. This feature is particularly useful for customers who have a large number of invoices and need to quickly find a specific invoice.

Another notable feature of the Epicor P21 Customer Portal is the availability of PDF versions of invoices. Customers can easily view and download PDF copies of their invoices, making it easier to manage their administration. This is particularly beneficial for companies that need to maintain accurate and organized records for accounting and auditing purposes.

But the benefits of the Epicor P21 Customer Portal go beyond simply looking up invoices. Additionally, customers can manage their accounts themselves by making payments, tracking order status, and viewing their purchase history. This not only saves time for customers, but also reduces the workload for companies by automating these processes.

In summary, the Epicor P21 Customer Portal efficiently handles cases where an invoice search produces multiple results. Ranking algorithm, advanced search filters, and PDF invoice features make it easier for customers to find the invoices they need.