People-Centric Automation

Epicor ECM workflow modules streamline everyday tasks, reducing manual entry errors. Sales Order Automation swiftly imports orders from fax, email, scanner, or file drop. AP Automation seamlessly captures, matches, and verifies invoices, while PO Acknowledgment automates vendor response confirmations in your system, minimizing paperwork and communication hassle. Epicor CPQ aids in the automatic configuration, pricing, and quoting of customizable products, making sales processes more efficient. These tools significantly enhance process efficiency, allowing staff to focus on crucial tasks.

Epicor solutions deliver the information teams need when they need it. Real-time notifications from Epicor Collaborate enable quick responses to changes like customer credit holds or stock adjustments. Epicor IDC (Intelligent Data Capture) automates data capture from fax, email, scanner, or file drop that empowers staff with critical information.

Automated workflow systems help solve bottlenecks in various departments so you can streamline operations and improve productivity. With Epicor ECM Workflow, you can easily create and edit content-driven workflows using an intuitive graphical canvas. Additionally, Epicor Automation Studio lets you craft custom workflow designs to tackle specific operational challenges, like generating an expense approval email with accept and reject buttons, adding a layer of efficiency and control. Epicor CPQ further streamlines workflows by automatically producing optimized configurations, prices, and quotes for complex products.

Anticipate issues before they escalate by setting up custom notifications for key operational events. With Epicor Collaborate, you can customize notifications for inventory shortages, order status changes, or payment delays, promoting proactive discussions and task management. Use Epicor Automation Studio to set up custom triggers and automations based on external or internal app events, webhooks, or APIs—transitioning from a reactive to a proactive operational model without relying on IT.

Automation Studio empowers non-IT staff to build custom solutions using Generative AI-assisted low-code tools for activity workflow, RPA, and integration. Similarly, Epicor Collaborate lets users choose their own notification rules from a self-serve menu, covering a broad spectrum of business processes. This accelerates deployment and fosters process ownership by department experts, diminishing the need for IT resources.

Epicor CPQ aids in the automatic configuration, pricing, and quoting of customizable products, making sales processes more efficient.