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License to Go Live: Accessing Epicor License Info

License to Go Live: Accessing Epicor License Info

Manufacturing a License to Be Different

No two Epicor implementations are quite the same.

One of the primary reasons for the differences between the configuration of two Epicor® Kinetic environments has to do with licensing. The Epicor® application has a broad suite of licensed modules, and most customers do not license the exact same Epicor® modules. So, how do you decide how to drive your Epicor® license?

Epicor License Info Epicor Kinetic Data Management

Considering the complexities and capabilities of manufacturing and distribution companies, Epicor® has created ERP systems for these industries that are ready for the unique challenges business owners face, from office to factory to customer. Each Epicor® application is a many-headed hydra, and with each head comes different modules and different capabilities. The number of heads determines the character of the monster. 

If you are an enterprise resource planning (ERP) consultant, it is important to understand which modules are licensed, as this affects your options for helping a customer solve its many business problems

If you are an ERP system user, it is similarly helpful to understand which Epicor® Kinetic modules are licensed, when working with support and troubleshooting unexpected behavior.

As you will see, the modules you license impact the behavior of the system, and unexpected behaviors might actually be explained by the underlying Epicor® license.

In the past, accessing Epicor® licensing was a bit of a pain. You needed to be able to access the Kinetic application server’s admin console to be able to gather licensing information. This required additional access levels and many additional steps. 

Epicor Admin Console Epicor License Info

Now, as a function of Epicor’s more recent versions, you can access licensing information directly from the application. 

When logged into the application itself, you can access Epicor® license information through the Epicor® Company Configuration module by simply navigating to the “License” tab and clicking the “Retrieve License Info” button to load the Epicor license information that would previously be retrieved via the Epicor® Admin Console:

Epicor Company Configuration License

You no longer need access to the Epicor® Application server to extract this information. All you need is the appropriate Epicor® security permissions to access the Epicor Company Configuration screen. 

As with any Epicor® grid, you can also export the license into a spreadsheet format, using the “Copy to Excel” or “Copy All Include Labels” commands.

Epicor License Labels

This new functionality makes it much easier to get licensing information at the tip of your fingers, when working with Epicor® support or your customer account manager.    

Do you need to get your Epicor® Module list in a hurry? Are you chasing down an issue with support and need the details now? Look no further than the Company Cig screen, and be on your way to fast and good answers about your system. 

How to Use Technology to Manage Freight Costs

How to Use Technology to Manage Freight Costs

Freight costs are more important than ever in our turbulent times. With ongoing inflation, and the possibility of a recession looming, runaway freight costs threaten to take distributors’ profit margins for a ride.

Enterprise Resource Planning (ERP) solutions often lack proper tools within the base software for managing freight costs and often must rely on third-party applications and web sites to manage and execute carrier pricing. With a potential recession on the horizon, it is more important now than ever to recover costs and protect profits. Companies go to great lengths to negotiate freight rates with carriers but often fall short on execution of the rates resulting in paying higher costs. A better solution is needed, especially in light of the challenges that a recession will bring.

Freight Costs business concept: Small cardboard boxes with a plane flies above world map. Concept of transportation, international freight, global shipping, goods or services remotely. overseas trade, regional
ShipSource

November 30th @12PM – 1PM (EASTERN)

ShipSource: Using Technology to Manage Freight Costs During a Recession

On November 30th, at Noon (Eastern), Ron Cope of ShipSource will discuss the techniques necessary when using technology to manage freight costs during a recession. The session will focus on things you can do to improve freight execution and become more efficient to control spending.

Companies spend significant time, resources, and money to license and install shipping software. Efficient and fully-functional shipping solutions are a must in the distribution industry in general and in the Epicor Prophet 21 community, in particular. Moreover, there is a need in the P21 industry for custom platforms that meet clients’ needs, that are integrated immediately, and can go live within days.

ShipSource is an authorized distributor of the ShipVia multi-carrier transportation management system, and has been providing Prophet 21 shipping solutions since 2005. ShipVia was created to meet the Prophet 21 shipping needs of the P21 distribution community, by providing a robust rating engine that can be deployed quickly at affordable pricing.

Tailored to fit the corporate growth initiatives and financial strategies, the solution supports a robust solution and a rapid implementation. If you are looking for a solution that supports rating for all your carriers and can be fully implemented within days, then ShipSource has the system for you.

Meet Ron Cope of ShipSource at ESTES INTEGRATE 2022

Ron Cope has more than 35 years of experience with transportation management. Currently, Ron is the President of ShipVia, the manufacturer of the ShipVia transportation management software program and ViaDUCT integration software. Ron is also the Managing Partner of ShipSource that is licensed to distribute the ShipVia software products.

Ron Cope

Ron Cope, ShipSource

Ready to keep your freight costs in your control?

ERP Integration Software Event
Boosting P21 Sales Through CRM

Boosting P21 Sales Through CRM

If you’re in the distribution industry and planning for 2023, you might be asking, “How do I land more accounts and close more deals?” Leveraging CRM as the customer-facing side of your ERP system can help answer these questions. But ERP systems routinely fall short when it comes to natively providing best-in-class CRM capabilities.

Successful Prophet 21 CRM processes are most often supported by a best-of-breed third-party solution. White Cup’s solution for P21 is one such system, that can help extend the capabilities of your Prophet 21 ecosystem. But successful Prophet 21 CRM is best paired with Prophet 21 Business Intelligence, and White Cup complements their CRM offering with a robust BI platform, allowing users to mine the sales funnel with precision.

Prophet 21 Sales CRM
White Cup logo

Within the context of P21 BI and P21 CRM, just what does a “day in the life” look like for a P21 salesperson?

On November 30th, Steve Hesson of White Cup will be presenting at 1:00 ET, on the subject of Driving P21 sales using White Cup CRM and BI. White Cup can take your P21 data to a new level of sales success.

Drive more sales from your P21 data with White Cup. In this session, White Cup’s Steve Hesson will cover the tactical ways that P21 integrates with White Cup CRM and BI (formerly MITS BI) to help create more sales opportunities and close more deals.

  • Increase existing customer sales using business intelligence
  • Speed up sales cycles with automated CRM workflows
  • Win new customers by responding to opportunities faster than the competition

White Cup turns a distributor’s sales pains into profit gains. Their CRM, Business Intelligence (BI), and Pricing software make it easier for you to sell more, keep more profit and beat the competition. With over 20 years of experience, White Cup is trusted by more than 1,000 customers globally.

Meet Steve Hesson at ESTES INTEGRATE 2022

Steve Hesson is White Cup’s Regional Sales Manager. He’s worked with distributors and manufacturers for the last six years and is passionate about selling technology that makes it easier for sales reps to crush their quotas and grow businesses.

Steve Hesson
White Cup EstesGroup 2022
ERP Integration Software Event

How to Prepare Your Supply Chain for 2023

How to Prepare Your Supply Chain for 2023

Over the last few years, I’ve seen companies perform every possible inventory management tactic to mitigate the supply chain challenges that afflicted the nation as a function of the pandemic. Some strategies proved to be detrimental, with manufacturing and distribution companies burdened at times with massive quantities of low-turn product. 

That is to say, if you are a distributor recovering from stressors due to the pandemic, optimally managing your Prophet 21 inventory levels is of utmost importance as you head into the new challenges of 2023. COVID-19 and other recent global events are testing the resilience and flexibility of supply chains. 

Supply Chain Challenges International freight or shipping service for online shopping or ecommerce concept : Paper boxes or carton put in circle around a clear crystal globe with world map on a computer notebook keyboard.
slimstock logo

How Can You Prepare Your Supply Chain for 2023?

Slimstock is one company that can show you how to be ready for the possible supply chain rollercoasters of the new year. Slimstock’s forecasting, planning, and purchasing solution integrates with the P21 application to bring you to the next level of P21 efficiency and P21 optimization.

Slimstock is the market leading AI-powered inventory optimization software. Slimstock helps companies using Epicor Prophet 21 by enabling the delivery of the right stock to the right place at the right time.

Slimstock does this by all-in-one P21 integration of Inventory Forecasting, Demand Planning and Purchase Optimization, with machine learning capabilities.

Over the last 25 years, Slimstock has helped thousands of companies to boost profitability and unlock working capital by improving availability, increasing efficiency, and eliminating waste with guarantee on ROI within a year. 

Since their inception in 1993, they have worked in collaboration with business leaders, domain experts and academics and the P21 user community to develop their award-winning inventory optimization platform, Slim4.

Join Jeff Steinecker, Dennis Weir, and Ryan Shanks, on November 30th at 4:00 (Eastern), as they work to help Prophet 21 companies in supercharging their P21 supply chain strategies and practices.

Slimstock Supply Chain Prophet 21

Meet Slimstock at ESTES INTEGRATE 2022

Jeff Steinecker  (Strategic Accounts Executive at Slimstock): Jeff has an extensive experience in helping customers realize gains in productivity, efficiency, and fun. He is a knowledge expert in supply chain and can align, lead, and grow supply chains with assured returns.

Dennis Weir (Business Development Executive at Slimstock): With a strong background in supply chain, Dennis is your Knowledge Partner for Demand Planning and Inventory Optimization. He is excited to represent Slimstock and answer any questions you may have.

Ryan Shanks (Pre-Sales Demonstrations & Solution Architect at Slimstock): Ryan has a background in Supply Chain, primarily focusing on Logistics, Distribution, and Sourcing.  He enjoys sharing knowledge with others and thus is delighted to be a part of the webinar.

ERP Integration Software Event
Recurrency: Sales & Purchasing Automation in P21

Recurrency: Sales & Purchasing Automation in P21

Sales and Purchasing Automation

WEBINAR: Sales and Purchasing Automation in P21

Recurrency is the leading sales and purchasing automation platform for Prophet 21. At ESTES INTEGRATE 2022, Sam Oshay, Recurrency Founder & CEO, will discuss how distributors can leverage ERP automation to:

  • Accelerate revenue growth and increase sales efficiency to industry leading levels
  • Maximize the ROI invested into inventory
  • Eliminate operational inefficiency in sales and purchasing teams
  • Strengthen customer and employee experience

What You Will Learn

Attendees of this session will gather low-effort, high-impact strategies that help combat the challenges distributors face as a result of our inflationary climate and perpetual supply chain disruptions.

Sales and Purchasing Automation in P21

Recurrency @ ESTES INTEGRATE 2022

11AM to Noon, November 30, 2022

Why Recurrency?

Recurrency is a sales, pricing, and purchasing automation platform for distributors. Despite US distributors earning over $7 trillion in collective revenues, the legacy enterprise resource planning (ERP) systems that exist to help distributors manage their purchasing, inventory, sales, order processing, and accounting are decades behind. For the most part, ERP systems are painfully slow, difficult-to-use, and soul-crushingly manual.

Recurrency’s goal is to reverse ERP stagnation by building a streamlined and intelligent ERP Automation platform: blazingly fast and complete with powerful automation tools like sales intelligence, dynamic pricing, and demand forecasting. Using Recurrency can boost a distributor’s revenue and profit margins while reducing waste and saving time. Most importantly, Recurrency is fully-integrated with the customer’s legacy system, so deploying Recurrency in production can be done in as little as one day.

Meet Sam Oshay

Recurrency’s founder, Sam Oshay, grew up in a third-generation family distribution business where he saw first-hand how his family was locked-in to legacy systems that bottlenecked growth and operations.

Inspired by his experience and frustrated by incremental improvements to the status quo, Sam founded Recurrency to offer the solutions that his family distribution business was lacking. Sam and Recurrency are driven by the opportunity to create wildly successful customers – ones that are delighted by both our product and partnership – while making costly, time-consuming technology implementations a thing of the past.

Recurrency Logo
Sam Oshay Recurrency

Sam Oshay, Founder & CEO

The Distributor’s Guide To Breaking Operational Silos

The Distributor’s Guide To Breaking Operational Silos

Business Operational Silos

DCKAP WEBINAR: The Distributor’s Guide To Breaking Operational Silos

WHEN: November 30th at 10AM to 11AM (Eastern)

WHERE: @ ESTES INTEGRATE 2022 – an Epicor Prophet 21 community event

WHY: The DCKAP Integrator is the ultimate solution for problems that result in digital silos

DCKAP Integrator is the Remedy for “Digital Silos”

“Silos have been around for some time. If you are like me, when you think of silos you probably farming silo or a missile silo. Our silos are a little different nowadays, we call them, “Department Silos”. Silos are defined as a metaphor for separate entities that stockpile information and effectively seal it in. In the digital architecture of your company, there are silos they are called, “Digital Silos” and the remedy for that is the DCKAP Integrator. Either Department or Digital, knowing how to address the issues is half of the battle.” – Aaron Pallares

Aaron Pallares is a Solutions Engineer at DCKAP. He is always looking into the digital fabric of practices and models to better understand the psychology of the digital arts, its security, and forward trends. He is a forever student of the digital arts and when he is not working, he is watching movies or reading some books.

Aaron Pallares, Solutions Engineer at DCKAP

Aaron Pallares, Solutions Engineer at DCKAP

ERP Integration Software Event