As an ERP (Enterprise Resource Planning) system, Epicor P21 has become an essential tool for companies to manage and streamline operations. Thanks to its robust and advanced features, it is constantly evolving and meeting the diverse needs of its customers.

One of the key elements is the customer portal, thanks to which customers have easy real-time access to data and information about their orders, shipments and invoices. In this article, we’ll focus on one specific aspect of the Epicor P21 Customer Portal: how it handles invoice retrieval for customers with different authorization roles.

The Epicor P21 Customer Portal is a web-based platform that connects customers to back-end system processes. It allows customers to log in and view past invoices, place orders, check order status, and more. This self-service feature enables customers to experience a more efficient and convenient experience by eliminating the need for constant communication with company sales representatives. Let’s now take a closer look at how the Customer Portal handles invoice lookup requests for customers with different authorization roles.

The customer portal has different levels of access and permissions that are assigned depending on the customer’s role in the company. For example, a customer in an executive role will have access to more sensitive information and functionality, while a regular customer may only have access to their individual invoices.

In addition, the portal has an extensive search function, thanks to which customers can easily search and find specific invoices based on criteria such as invoice number, date, or amount. The search results will only display invoices that the customer is authorized to view based on the authorization roles assigned to them.

The customer portal also allows for personalization, giving companies the ability to create multiple segments or divisions with different permission roles and assign different permissions to each customer within those segments. This enables more precise control over which customers have access to specific information and ensures that only those with appropriate authorizations have access to sensitive data.

To further improve the functionality of the customer portal, Epicor P21 has integrated it with Adobe Commerce (formerly known as Magento). This integration ensures a seamless flow of information and data between both systems, providing greater insight into customer orders and billing history.

In short, the Epicor P21 Customer Portal is a powerful tool for businesses to provide a self-service platform for their customers. Efficiently handles invoice lookup requests for clients with different authorization roles, ensuring the security and privacy of sensitive information.