Epicor P21 is a well-known ERP (Enterprise Resource Planning) software used by manufacturing and distribution companies to streamline their operations and increase efficiency. It has many features and modules designed to manage various aspects of your business, from inventory and supply chain management to financial data and customer relationship management.

One of the most useful tools in the Epicor P21 system is the Customer Portal, which allows customers to access and manage account information, place orders, and track shipments. Many customers may wonder if workflow automation tools are available in the Epicor P21 Customer Portal. The answer is yes. The portal has several workflow automation tools available for customers to use.

The first tool that automates work in the Epicor P21 Customer Portal is the Order Management System (OMS). This integrated system allows customers to place and track orders in real time, increasing efficiency and reducing manual errors. OMS also has a feature called Order Templates, which allows customers to predefine typical orders and save them as templates for future use. This eliminates the need to enter data multiple times and speeds up the ordering process.

Another tool that automates work in the Epicor P21 Customer Portal is the advanced shipping notification (ASN) module. This feature allows customers to receive electronic notifications about their shipments, including tracking numbers and estimated delivery dates. This not only improves transparency and customer satisfaction, but also automates the process of sending notifications, saving the company time and resources.

The Customer Portal also has a feature called Invoice Request, which allows customers to view and download invoices and statements. This eliminates the need for companies to manually send invoices and statements, streamlining the process and reducing the risk of errors.

Additionally, the Customer Portal includes a Contract Management module, which allows customers to view concluded contracts and manage general contract terms and conditions. This feature streamlines the contract management process and ensures customers are always aware of their contracts and have the most up-to-date information.

To summarize, the Epicor P21 Customer Portal offers several workflow automation tools that improve efficiency, reduce errors, and improve the customer experience. These tools benefit not only the customer, but also the company by saving time and resources. Thanks to the integration of these tools, Epicor P21 remains the leading ERP solution for manufacturing and distribution companies.