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12 Days of ECHO: EstesGroup ERP Admin Tips and Tricks

12 Days of ECHO: EstesGroup ERP Admin Tips and Tricks

This Holiday Season, EstesGroup would like to give you “12 Days of ECHO” tips and tricks for those ERP System Admins out there.

 

We understand this time of year there is a lot going on for companies, such as: year end preparations, budgeting for the next year, personnel changes, and company shifts, etc. So that being the case, we wanted to bring a bit of humor and help to your holiday.

 

The 12 Days of ECHO:

  1. Epicor ERP SysRow-ID
  2. SQL Licensing
  3. Auto-Login Epicor ERP
  4. SQL 64K Clusters
  5. Too Much RAM for Your Epicor VM
  6. IIS Log Sprawl
  7. Epicor 10 EpicorData Sprawl
  8. SQL Transaction Log Maintenance
  9. SSRS Stealing the Show (CPU)
  10. PDT for a Sanity Check
  11. OLTP vs. DS: How to Find & Avoid Deadlocks
  12. Epicor Customizations

 

For any questions or for assistance this Holiday Season, please Contact Us or let us know below:

 

Much Needed Functionality: Prophet 21’s Rental Management Application

Much Needed Functionality: Prophet 21’s Rental Management Application

To Rent or To Buy – More and More Often, It’s To Rent.

In some ways distribution has not changed over the past 50 years; but in other ways it really has morphed – I know, that statement was non-committal. But take for example product Rental Management. Your customers still want your fantastic product whether that’s cars, industrial equipment, cylinders, furniture, etc. and there is a paper trail to track those rentals and bill appropriately. Unfortunately not many Enterprise Resource Planning (ERP) systems easily track rental products so distributors are forced to look for standalone products and old fashioned paper trails – either way, creating a lot of work arounds or duplication efforts for a company. Epicor recently released a new application for distributors, and I for one, am extremely excited about it.

 

The new Epicor Rentals Management (ERM) solution makes tracking rentals within the Epicor Prophet 21 ERP (P21) simpler and more efficient. ERM handles the actual rental transaction while the P21 application holds all other data like customers, items, accounting, inventory, etc.

 

Prophet 21 (P21) Epicor Rental Management

P21 Rental Management Tracking

Some of the primary benefits of Epicor P21 Rental Management (ERM) are:

  • Efficient Rental Transaction Processing
  • Manages Scheduling and Assignment Processes
  • Flexibility in Pricing Rental Designs
  • Flexibility in Product rentals for day, week, month, mileage, hours used, etc.
  • Simplified contract maintenance
  • Automatic Rental Billing
  • Rental Availability

 

 

What is really nice about the ERM module is that when your customer service or sales team goes to enter in a new rental order, the process is just like any other order in P21 – using the Order Entry Window. With everything setup, the sales associate just enters in the a rental item and P21 switches the order to a Rental Order vs standard Sales Order. Switching to a Rental Order will cause the ERM module to open up and finish the rental processing; with information like state, dates, duration, even serial and lot tracking information.

 

A few of my favorites I’ve seen so far are:

 

Simplified Contract Maintenance

Contracts. Need I say much more before the room starts to groan? Usually contracts are done on paper – sometimes with carbon copies – though often times it’s a matter or printing, signing, and scanning. Thankfully ERM has helped simplify that painful (and let’s face it) rather wasteful process. Within ERM the sales agent can input the data, customer can review the contract and sign for it – making the entire process much simpler. This allows the final contract to be stored electronically with ease, or print or email once finished.

 

 Automatic Rental Billing

The Finance department is going to love this feature. No more grabbing that monthly billing folder / file cabinet / or excel list with customer names and billing frequencies. ERM has automated rental billing which allows finance to set billing intervals and then generate the invoices according to your business schedule.

 

Tracking

Every one loves tracking – dashboards, look up, quick reference, you name it. Having the ability to quickly find the data you need when the customer needs it. The ERM module makes it easy to see rentals by customer, rental product type, etc.

 

Let’s face it, at the end of the day, being a rental business is hard work. Unlike most manufacturers and non-rental distributors – who have little need to track their products once the item has shipped – you need to know who, where, how long, at what price, etc. and then rinse-and-repeat for the next customer. Epicor’s Prophet 21 Rental Management solution solves a large functionality gap for distributors.

 

To end this on a light note; I recently heard a funny rental joke:

 

Why was the mole’s rental fee so costly?

Because he burrowed and never returned

 

Questions or feedback on this article? Wanting more information on Prophet 21 ERP or P21 Rental Management? Let us know.

Announcement: EstesGroup Awarded Epicor Managed Hosting Partner Certification

Announcement: EstesGroup Awarded Epicor Managed Hosting Partner Certification

Hosted Epicor Certified PartnerWe are proud to announce that EstesGroup is an Epicor Software Corporation Certified Managed Hosting Partner. EstesGroup is certified to host Epicor ERP and host Prophet 21 ERP systems. 

 

We are the only Epicor Partner to be Certified for Epicor Hosting, Epicor ERP Sales & Implementations, and Prophet 21 ERP Sales & Implementations.

 

This accreditation means that EstesGroup has met and exceeded Epicor Software Corporation’s rigid data center and expertise capability requirements for being awarded Certified Hosting Partner status. To learn more about these requirements please contact us.

 

“We are honored to be an Epicor-Certified Managed Hosting Partner for Epicor Software Corporation, and the only hosting partner to be certified for Epicor ERP and Prophet 21 ERP systems,” said Bruce Grant, CEO of EstesGroup. “Our company has both functional and technical consultants on staff who know Epicor ERP and Prophet 21 systems.  This means we not only know Managed IT, but we know the industry’s best-practice business processes and the underlying software as well. We provide a full-service solution to fit our clients’ needs.”

 

Epicor Software’s Chief Information Officer Rich Murr said, “Epicor and I would like to congratulate EstesGroup for becoming a Certified Epicor Managed Hosting Partner. EstesGroup has a long history in working with Epicor Software Corporation and our clients as a reseller and implementation consulting organization. Last year they became the first and only US Partner to be certified in Epicor ERP and Prophet 21, and now they achieved Hosting Partner for those products as well. EstesGroup continues to provide clients with a solid foundation of experienced consultants and high level hosting standards. We are looking forward to continued growth and excellent service with the EstesGroup team.”

 

EstesGroup is Certified by Epicor Software Corporation to host and manage clients’ Epicor ERP and Prophet 21 ERP systems. As a Certified Managed Hosting Provider, EstesGroup guarantees better than 99.5% uptime Service Level Agreements (SLAs) for clients’ ERP systems (to see EstesGroup’s 99.7% SLA click here).  EstesGroup is also a Microsoft Cloud Services Partner with SQL Administration, Security Administration, O365, MS Exchange, and Disaster & Recovery expertise.

 

To learn more about EstesGroup’s EstesCloud Epicor Hosting, visit our Epicor ERP Hosting page.

Contact EstesGroup today to learn more about Epicor ERP Hosting or Prophet 21 ERP Hosting.

 

 

 

 

 

About EstesGroup

 

Headquartered in beautiful Loveland Colorado, and established in 2004, EstesGroup (www.estesgrp.com) employees averages 25+ years of discrete manufacturing and distribution industry experience which they leverage to ensure client success. Their employees are spread-out throughout the United States which maximizes talent and local presence for their clients. EstesGroup is a certified reseller, certified implementor, and certified hosting provider for Prophet 21 and Epicor ERP 10. They implement full service cloud, hosted, or on-premise solutions based on client needs and requirements.

 

 

About Epicor Software Corporation           

 

Epicor Software Corporation (www.epicor.com) is headquartered in Austin, Texas, and is a manufacturer of Enterprise Resource Planning software solutions. Today, over 20,000 customers in 150 countries around the world rely Epicor’s  expertise and solutions to improve performance and profitability.

 

Epicor and the Epicor logo are trademarks of Epicor Software Corporation, registered in the United States and other countries. Other trademarks used are the property of their respective owners. The product and service offerings depicted in this document are produced by EstesGroup and/or Epicor Software Corporation.

Can Your Business Survive a Recall? Serial Number & Lot Tracking for Wholesale Distributors & Retailers

Can Your Business Survive a Recall? Serial Number & Lot Tracking for Wholesale Distributors & Retailers

Every month there seems to be some sort of mass serial or lot recall.

Take the recent recall for Ford Fusions’ gear selector, BMW’s i3 circuit board which caused sudden auto shutdowns, or even Britax baby gear Bob stroller lawsuit & recall. All of these have some important ramifications for consumers, manufacturers, and even the distributors and retailers in-between. 

 

To alleviate and address consumer fears, manufacturers need to initiate the recall and fix the issue which means distributors and retailers need to know who purchased the items, what the affected serial numbers, lot numbers, or potential manufacture/purchase/sales dates are for the affected items. Large companyes may have these capabilities, but how do small to mid-sized retailers or distributors track that vital information? Many times, serial number tracking and lot number tracking is done with disconnected spreadsheets, accounting software not designed for serial and lot tracking, which leads to erroneous information and potential for signification financial impacts.

 

It’s times like these which force midsize supply chain companies to answer the following questions:

  1. Do my current business processes support this level of tracking and recall?
  2. Can my business system provide this information correctly in a timely and economical fashion?
  3. What burdens will this place on my business efficiency?
  4. What is the total financial or legal impact on my business?

 

If you can’t answer these questions or the answers you come up with point to problems for your business, then now is the time to seriously think about an ERP system . . . before it’s too late.

 

Epicor Prophet 21 ERP (P21) has Serial and Lot Tracking capabilities throughout the system to make sure that distributors and retailers have proper trace-ability and reporting in the following key modules:

  • Supply Chain Management (Inventory & Warehouse Management)
  • Sales Order Management
  • Product Management
  • Production Management (for the Distributor with some Manufacturing requirements)
  • Service and Maintenance Management (includes warranty claims)

 

The powerful data capture and real-time reporting of Prophet 21 ERP (P21) makes it a great fit solution for many small to midsized distributors. A few specific features of serial and lot tracking are:

  • Instant Information at a Click of the Mouse
  • Search by Full or Partial Serial Numbers or Lot Numbers
  • See Serial Numbers or Lot Numbers by Vendors
  • Trace Production or Movement of Serial Numbers or Lot Numbers
  • See Serial Numbers or Lot Numbers by Customer
  • Mobile Warehouse & Barcoding

 

Contact the EstesGroup to learn more about how Epicor Prophet 21 ERP (P21) Serial Tracking and Lot Tracking features can protect your Business!

Epicor Selects EstesGroup as Prophet21 Partner for Western USA Region

EstesGroup honored to be selected as Epicor Prophet 21 reselling partner. 

EstesGroup was selected as the Western United States Territory Partner for the Epicor® Prophet 21® distribution software solution.  Partners are selected based on customer service, software expertise, and successful implementation of solutions to improve company business structures. 

EstesGroup CEO Bruce Grant explained why he is proud to have his company chosen as the US Western Territory partner, “We strive to be a partner not only with our clients but also with the technology partners we resell and represent.  We have been an Epicor ERP partner for 10 years and now will be representing their Prophet 21 solution as well.Epicor Prophet 21 is a robust, flexible, and elegant solution for the distribution industry and Epicor designs the best ERP solutions in the market. 

“We are extremely proud to be an Epicor Partner,” Grant said. “In this constantly changing economy, companies need to streamline operations, effectively manage supply chain, and have systems that grow with them. Epicor Prophet 21 has that flexibility to fit small and mid-size distributors requirements in an ERP system, and we are experts at helping companies learn to thrive on their software solutions.” 

“We are pleased to welcome EstesGroup as an Epicor Distribution partner” said Todd Daubenberger, Senior Director, Sales and Strategic Alliances, Epicor Software.  “They were a natural fit for us, and our expanded partnership will enable both organizations to deliver our industry leading solutions and provide unparalleled service and support to distributors.” 

About EstesGroup 

Headquartered in beautiful Loveland Colorado, and established in 2004, EstesGroup employees averages 25+ years of discrete manufacturing and distribution industry experience which they leverage to ensure client success. Their employees are spread-out throughout the United States which maximizes talent and local presence for their clients. EstesGroup is a Prophet 21 and Epicor ERP 10 reseller, implementer, and hosting provider. They also sell and implement on-premise and cloud technology managed services depending on client needs and requirements throughout the United States.  For more information, please visit www.estesgrp.com. For more information on Prophet 21, please visit Estes Group’s Prophet 21 page.

About Epicor Software Corporation 

Epicor Software Corporation drives business growth. We provide flexible, industry-specific software designed to fit the precise needs of our manufacturing, distribution, retail, and service industry customers. More than 45 years of experience with our customers’ unique business processes and operational requirements are built into every solution―in the cloud or on premises. With this deep understanding of your industry, Epicor solutions dramatically improve performance and profitability while easing complexity so you can focus on growth. For more information, connect with Epicor or visit www.epicor.com. 

Epicor, Prophet 21, and the Epicor logo are trademarks or registered trademarks of Epicor Software Corporation, registered in the United States and other countries. Other trademarks referenced are the property of their respective owners. The product and service offerings depicted in this document are produced by Epicor Software Corporation. 

Interested in making your warehouse run better? Download the Prophet 21 Brochure: