3.5 minute read

Limitations of Epicor P21 Customer Portal’s Order Lookup

Epicor P21 is one of the leading enterprise resource planning (ERP) systems designed specifically for the distribution industry. It helps companies optimize their operations, increase efficiency, and improve customer satisfaction. With the growing trend of online shopping, the Epicor P21 Customer Portal is becoming an essential tool for businesses to connect with their customers.

One of the key features of the customer portal is the order search function, which allows customers to easily search and view their orders. However, many businesses using Epicor P21 may wonder if there are restrictions on the types of orders that can be searched or viewed through this functionality.

First, it’s important to understand that the order search functionality in the Epicor P21 Customer Portal is built into the Adobe Commerce platform. This means that all orders placed through the Adobe Commerce platform can be easily searched and viewed through the customer portal. This includes orders placed online, but also orders placed through other channels such as telephone, email or in store.

However, it should be noted that the order search function depends on the data entered into the system. If the required information is not entered correctly, orders may not be searchable or viewable through the customer portal. For example, if a customer’s email address is not entered when placing an order, they will not be found in the customer portal.

Additionally, the order search functionality in the customer portal is limited to orders from a specific customer. This means that businesses with multiple users and credentials may have difficulty searching and viewing orders from different users. This can be a challenge for companies with multiple sales representatives, as each representative may have their own login credentials and it may not be easy to search for their respective orders through the customer portal.

Another limitation of the order search feature is that it is only available for orders placed within a certain time period. The order’s default date range is often limited to a specific number of months or a specific year. This means that orders placed outside of the specified date range may not be searchable or viewable through the customer portal.

In summary, while the order search feature in the Epicor P21 Customer Portal is a useful tool for customers, it also has its limitations. As companies continue to adapt to the changing landscape of the sales industry, it is important to keep these limitations in mind and work to find solutions to overcome them. Additionally, staying up to date on system updates and improvements can also help resolve any issues or limitations with the order search feature.

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