Today, businesses are trying to make important decisions accurately and efficiently — and to do that, you need access to the right information. But, keeping up with all of the available data can be exhausting – from sales figures and inventory data to financial management information. Do you know how your business is really performing?

EDA Dashboards and Scorecards Webinar

Dashboards and scorecards give valuable insights into your business and allow your teams to uncover new opportunities and improve efficiencies. Join our webinar, Dashboards & scorecards: How is your business really performing and discover how you can turn your raw data into actionable insights to open up new opportunities, reduce costs and streamline processes with Epicor Data Analytics.

In this webinar, you’ll learn how to:

  • tailor dashboards to your business needs
  • summarize an entire database in a single interface
  • create an overarching view of your business that can be accessed anytime, anywhere.

When:

September 10, 2020

1PM ET

During this webinar, you’ll see EDA dashboards and scorecards firsthand and learn how you can become a trailblazer in self-service, reporting, dashboards and analysis. We look forward to seeing you there.

About Epicor Data Analytics

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes of your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


The pace of order fulfillment is growing every day, and sales are happening faster than ever. That’s why Epicor Quick Ship is becoming the preferred way to streamline shipping processes to better compete in today’s digital marketplace.

Epicor Quick Ship incorporates the Epicor Kinetic Design and Framework in a new web application. This delivers access to critical data for shipping and order fulfillment activities from anywhere. Quick Ship integrates seamlessly with your ERP to help you process shipping transactions quickly and efficiently.

When an order is pulled in to the Customer Shipment Entry screen, Quick Ship contacts the selected carrier—via web API and retrieves the appropriate freight charges and tracking information based on the size, weight, dimensions, number of packages, and destination zip code.

That information then automatically appears in your ERP system. This lets you process any shipment using any licensed carrier from the same screen—ensuring you never have to leave your ERP solution to initiate a shipment. By auto-populating all the necessary information, you can also eliminate manual errors associated with copying the data from the carrier to the ERP system. Quick Ship then prints the carrier label and any additional paperwork required for the shipment.

Quick Ship offers rate shopping at time of quote, order or shipment to keep shipping costs low for your customers and to drive new loyalty for your business. Closing the loop, the calculated freight automatically flows back to Epicor for automated invoicing of freight charges.

Epicor Quick Ship Requirements

As a product built for Epicor ERP and Prophet 21, Epicor Quick Ship comes with a few pre-requisites. For example, all environments implementing Epicor Quick Ship will need:

  • Epicor ERP release 10.1.500 or later
  • Packout Management

Epicor Quick Ship system requirements:

  • Windows 7 SPI (x86 and x64) and later
  • Windows Server 2012 and later
  • 300 MB of installed resources
  • 1 GHz or faster processor
  • 2 GB RAM
  • EPL or ZPL label printer
  • Laser Printer for forms

Epicor Quick Ship Benefits

The benefits that come with Epicor Quick Ship go beyond expedited processes and fewer errors associated with manual data entry. Epicor Quick Ship improves your bottom line performance, too. with spend reduction and better customer experiences, your business benefits greatly from this powerful tool. Epicor Quick Ship benefits include:

  • Reduce overall freight spend
  • Eliminate surcharges and fines
  • Streamline multiple tasks
  • Improved customer service
  • Easier on-boarding and training

Epicor Quick Ship Key Features

Epicor quick ship provides a bounty of functionality that drive value and improve operations. from automating manual tasks to easy rate shopping and import tools, Epicor Quick Ship comes equipped with everything a manufacturer or distributor needs to run a modern shipping department.

Epicor Quick Ship key features include:

  • Seamless Integration with Epicor ERP
  • Support for multiple carriers/account numbers in one system
  • Rate Shopping (ability to compare real time rates from carriers in one screen)
  • Data Mapping Tool
  • Bill of Lading Generation
  • Automated blind shipping
  • Automated email notification
  • Automated hazmat paperwork
  • Best way and routing guide
  • Configurable handling fees by customer or facility
  • Consolidated Shipments
  • EEI/ACE integration
  • HazMat paperwork
  • International shipments and documentation
  • Miscellaneous shipments
  • Postal shipping with Endicia
  • Print or email return labels
  • Rate Import Tool for Custom Carriers
  • Rate shopping
  • Support for non-U.S. origins in a single server deployment
  • Transfer orders

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


ERP for start-ups may seem like a bit of an oxymoron. The nature of ERP is to connect several departments  in a unified information system. This allows you to leverage crucial data to make informed decisions that drive the success of your business. When most people hear those three little letters, they tend to think large scale enterprise, multi-national conglomerate, or global entities. This couldn’t be further from the truth.

Small And Medium-Sized Businesses Include Start-Ups

The modern enterprise isn’t a fortune 500 company. It isn’t even a fortune 5,000 company.

In the US There are roughly 17 million businesses with fewer than 500 employees. This number represents 99.7% of all US businesses and almost half of total private sector employment.

With that in mind, it would make sense the market for ERP that speaks to the small and medium sized enterprise is ripe for development. In the last 40 years it has done just that with tremendous effect.

Among businesses surveyed in a 2017 Deloitte report commissioned by Google, the top 20% of the most digitally advanced companies:

  • Earned 2 times as much revenue per employee
  • Experienced revenue growth over the previous year that was nearly 4 times as high
  • Were almost 3 times as likely to be creating jobs over the previous year
  • Had an average employment growth rate that was more than 6 times as high
  • Were also 3 times as likely to have exported over the previous year

Those stats can’t be ignored. However, what were the digital advancements these successful companies used to gain their edge in the market? Here’s how the levels of digital transformation of business is represented among those surveyed:

  • Basic – An email address
  • Intermediate – Website, basic marketing tools, online directories, and third-party marketplaces
  • High – Advanced website, mobile or e-commerce capability, engagement on multiple social media platforms, online marketing channels
  • Advanced – Advanced data analytics and applications for business management and customer interactions

It’s clear a business using advanced digital tools to help their business will perform better than those businesses using only basic or intermediate tools. But what does advanced really mean?

In this case, advanced digital tools includes:

  • Data analytics used to examine characteristics of customers, to inform business decisions such as online marketing strategies or products offered.
  • The ability for customers to make bookings and purchases through online channels, such as enabling payments through the business’ website or use of third-party e-commerce platforms.
  • Digital technologies and tools utilized internally in order to improve business processes or worker productivity (e.g. cloud-based software, video conferencing, corporate social networks).

Epicor ERP For Start-Ups Facilitate Sales Excellence

Let’s start with the first benefit of ERP for start-ups. It’s no secret that sales are top of mind of a start-up.

Whether you are in it for the long-haul or just long enough for get an offer, proving viability through sales is key in attracting investors and securing longevity.

Epicor ERP CRM and Sales Management tools drive intelligent marketing and provide insightful data about what products are and are not moving. Add to this the ability to collaborate with internal teams as well as customers externally through one unified system and you have a recipe for success.

With Epcior Sales Management tools Improve the efficiency and effectiveness of your sales team. By giving your sales teams the ability to manage their opportunities and automating administrative tasks, you free up their time to focus on building lasting, profitable relationships. It also enables your sales team to:

  • Produce accurate estimates
  • Streamline your order-to-cash cycle
  • Fulfill perfect orders and ensure high customer satisfaction

Components of the sales management module include:

Estimate and Quote Management – Easily generate and track all customer or prospect requests for quotation (RFQs)—from the time of receipt until an order is placed. Create estimates and get quotes out more quickly with more accurate pricing and lead times with a wide range of powerful tools.

  • Generate accurate and timely estimates and quotes
  • Import data from a variety of customer and system sources
  • Check inventory availability during quote entry
  • Manage the sales cycle with dynamic task lists that ensure the right people are working on the quote at the right time
  • Automatically cross reference customer part numbers to your part numbers during the quoting process

Order Management – Order Management drives the Epicor system. From the time an order is entered, its progress is tracked through final shipment—producing perfect order fulfillment on demand for maximum customer satisfaction.

  • With the Order Job Wizard, generate appropriate jobs for new orders in a single step
  • Check customer credit status online at quote entry, order entry, and shipment entry
  • Using blanket orders, establish multiple releases for each sales order line and pull parts directly from inventory
  • Link sales orders, jobs, purchase orders, field service calls, cases, tasks, milestones, and budget information to manage projects

EDI/Demand ManagementEntrust EDI/Demand Management secures your competitive edge by incorporating electronic data interchange (EDI) with demand scheduling.

  • Get full flexibility and control for setting up customer contracts and handling their schedules in the Epicor ERP system
  • Reduce lead time and effort for planning and procurement
  • With Demand Management, set up contracts per customer with such agreed-upon parameters as pricing, initial demand schedule, and contract end date

Point of Sale – Epicor Point of Sale (POS) extends the power of your Epicor ERP to a customer-facing sales environment—regardless if you need a single POS station or if you’re a multinational chain.

  • Feature-rich system that empowers store personnel to deliver an enhanced customer experience
  • Comprehensive functionality includes electronic gift cards, gift receipting, customized receipt per transaction type, coupon redemption/issuance, layaways, special orders, suspend and resume, item marking for various functions, additional input fields, multicurrency, start/end of day functions, cash management, and more.

Epicor Commerce Connect – B2B and B2C eCommerce are the new norm. Epicor Commerce Connect (ECC) provides your buyers and sales channels with a simple online shopping experience that encourages repeat purchases and sets your brand apart.

  • Launch an attractive, simple-to-use eCommerce site with your own branding in less time
  • Manage only one product database with tight integration into Epicor ERP
  • Simplify channel support by letting your partners make payments on accounts, access pricelists, and place quick re-orders

Epicor Customer Connect – Today’s customers want new access to information. Epicor Customer Connect helps you improve customer loyalty and online commerce.

  • Special promotions and pricelists
  • Enable your customers to make repeat purchases

Startup Growth And Innovation With Advanced Digital Tools At An Affordable Price

Epicor technology is powered by industry-leading innovation and expertise. The software empowers businesses of every size and is modular to fit the needs of a start-ups, no matter their stage of growth. Epicor solutions feature seamless integration with thousands of existing software applications, web-enabled platforms, and fully configurable interfaces and reporting systems.

Utilize the components of Epicor ERP your start-up needs here and now. Add more functionality as you scale, customize the framework to fit your unique business components, and take as much control of your technology as you like with on-premise, cloud, and hybrid deployment options. Mobile solutions can further be utilized to access the system from Windows, iOS, and Android devices.

Epicor ERP for start-ups is designed to be both accessible and affordable for the small business and start-up. Financing, subscription models, and even tax write offs are available for Epicor ERP software purchases.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


In today’s business environment, organizations need the flexibility to adjust their metrics to adapt to current market conditions — not spending time looking in different places to get basic reports on the status of business operations. Introducing: EDA Financial Statements, which allows for timely, accurate and accessible financial reporting.

EDA Financial Statements Webinar

Join our webinar to see how modern finance leaders configure statements for their entities as well as branches, departments, product lines and more. And with permissions in place, empower users to proactively manage their performance and effectively answer their own questions.

In this webinar, we’ll uncover:

  • why it’s urgent to advance from static spreadsheet reporting
  • automated consolidation and presentation of month end reports
  • ways to empower managers with information they need to perform
  • a centralized source of timely and accurate financial data
  • why secure cloud access is critical for business continuity
  • how to do so much more than analyze AR/AP and ledger data in EDA

When:

August 25, 2020

2PM ET

During this webinar, you’ll see EDA Financial Statements firsthand and learn how you can become a trailblazer in financial self-service, reporting, dashboards and analysis. We look forward to seeing you there.

About Epicor Data Analytics

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes of your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes of your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales

EDA factsheet – Download
EDA customer success story – Download
EDA top-ranked Highlights in Business Application Research Center (BARC) Report – Download

Epicor Data Analytics Prebuilt Content Packs

Each of the currently available Epicor ERP content packages for EDA provides starter dashboards and deep integration into a specific set of Epicor ERP data. You have the freedom to build onto these content packs with any additional fields from Epicor ERP and augment from any other data sources, such as Salesforce and ADP.

Epicor Data Analytics for Sales (sales, orders, quotes)

Quickly discover business trends by visualizing the sales data in your Epicor system. Get deeper insight into sales results by account, location, geography, order, and more.

Answers questions like:

  • What is my average sales and gross margin by invoice?
  • Who was buying, but is not buying now?
  • Where are we succeeding geographically?

Gain full visibility into:

  • Net sales
  • Quantity shipped
  • Quantity ordered
  • Material cost
  • Fixed burden
  • Variable burden
  • Labor cost
  • Other cost
  • Gross margin

Epicor Data Analytics for Materials (inventory, purchasing, and shipping)

Improve the productivity of what is likely your largest fixed asset—your inventory—by making sure you invest in the right inventory mix. EDA can help you see your inventory data more clearly.

Answers questions like:

  • What is our current inventory value today?
  • What are our potential inventory shortfalls?
  • What is on order in my open POs?
  • Where are my shipments?

Gain full visibility into:

  • Quantity on hand
  • Inventory value
  • Cost
  • Allocated
  • Backordered
  • On PO
  • In transit
  • Quantity ordered

Epicor Data Analytics for Financials (AR/AP and general ledger)

Improve overall visibility into your business by drilling down into categorized accounts and transactions within your income statement and balance sheet.

Answers questions like:

  • What are this year’s actuals versus last year’s actuals by account?
  • How long is money held up in accounts receivable?
  • What payments are receivable and what invoices are due?
  • Did we take advantage of discount terms and how much did we save?

Gain full visibility into:

  • Amount paid
  • Terms taken
  • Allowed
  • Bad debt amount
  • Amount receivable
  • Owing
  • Items invoiced
  • Invoices paid
  • Memos
  • Terms taken
  • Transactions for income statement and balance sheet

Epicor Data Analytics for Production (production, reporting and quality)

With the production content pack for Epicor ERP and iScala, make certain that quality products are produced for the right customer at the right time—for the right price and profit margin.

Answers questions like:

  • What are my resource earned hours?
  • Do I have differences in production rates between shifts?
  • How do I improve the overall effectiveness of my resources?
  • What is the most frequent cause for product rejections?

Gain full visibility into:

  • Good quantity
  • Total quantity
  • Good value
  • Total value
  • Estimated setup hours
  • Estimated production hours
  • Actual production hours
  • Actual production
  • Rework hours
  • Actual setup hours
  • Actual setup rework hours
  • Production run standard
  • Production labor rate
  • Setup labor rate
  • Production burden rate
  • Setup burden rate
  • Actual labor cost
  • Actual burden cost
  • Rework labor cost
  • Rework burden cost

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Collaborative robots (cobots) are gaining traction in modern manufacturing facilities. Prices have steadily fallen into the realm of affordable for most small and medium sized manufacturers. By offloading the repetitive portions of a human counterpart’s workload, the cobot increases overall output, accuracy, and safety.

With COVID-19 forcing business to reevaluate collaboration in the workplace, cobots are entering conversations at an increasing rate. Where two humans may not be able to share a common space, a human and a cobot can do so safely without sacrificing productivity.

Cobots Are Built For – Wait For It – Collaboration

When we examine robotics and automation in the age of Industry 4.0, we can identity many familiar, though more archaic, forms of robotics in the manufacturing facility. Unfortunately, many of these examples pose quite a hazard to their human coworkers. Robot cell design has traditionally put human safety in the forefront and locked these machines in cages or behind walls.

Cobots break free of those bonds and work right alongside people. By design they are considerate of our fragility. Internal and external sensors ensure they speed up and slow down operations based on proximity to humans.

This is just one example of how collaborative robots are making their adoption more palatable in the factory.

With a starting price tag on most models circling $25,000, cobots are more affordable than they have ever been.

As adoption increases and innovation in human-cobot collaboration proliferates, we can expect to see even more exciting technologies and use cases emerge as Industry 5.0 approaches.

Collaborative Robots Make Smart Manufacturing Accessible

Not only can we program cobots to perform any series of dull, dangerous, and dirty tasks ad nausea, we can also ensure they adopt new methods of performing work easily.

This is in stark contrast to hard or fixed automation examples in industries like aerospace and automotive manufacturing.

Those robots, generally referred to as articulated robots, are built with one purpose in mind and are rigid in their programming. To change tooling and behavior takes significant effort. Too often resulting in lost production time. These robots even risk becoming obsolete as production changes over time.

On the other hand, collaborative robots can be reprogrammed and equipped with novel end of arm tooling to complete an array of complex tasks. Whether the job requires drilling, stamping, welding, gripping, or just about any other method of manipulation, chances are there is a cobot solution out there already or currently being developed.

The experience of programming cobots is becoming more intuitive every day. Examples like drag&bot and mblock come to mind, with simple drag and drop coding snippets that can program a robot to perform manufacturing tasks. as the coding environment becomes more accessible to workers who traditionally had a hands-on interaction with jobs, the result is new ways of achieving efficiency. This is in stark contrast to a computer science-oriented way of thinking about manufacturing scenarios.

Not only this, but career machinists can put their valuable knowledge to work in new ways that spark creativity, growth, and fulfillment in their career.

Where Cobots Fit Into The Manufacturing Facility

Collaborative robots in manufacturing can take the mundane and stressful in stride. Excelling at dull, dirty, and dangerous tasks is what they do best.

Consider cobots scaled down versions of other familiar robots already utilized in manufacturing facilities around the world.

Bench-top models resemble miniature articulated robots, at 3 to 4 feet in length. They are agile, lightweight, and customizable to an array of tasks. These same robots can also be mounted to mobile platforms. This can expand the cobot’s range of operation, assuming many different assembly tasks with quick changeover from station to station.

Mobile cobot examples are also gaining momentum ferrying materials and components to staging areas, so that staff don’t waste time walking from their bench to picking locations in your facility. Manufacturing and distribution centers gain incredible productivity when these useful robots can carry weights no human possibly could between storage and staging areas. The result is more employee engagement regarding the tasks at hand, fewer opportunities for accidents, and less time wasted walking the floor.

Mobile robots also make managing inventory much easier on your operations. They can complete non-stop audits of inventory, suggest amended sorting based on flow of goods, and other efficiency opportunities based on the data flowing from their sensors into your ERP system. Businesses can then bring planning and scheduling to greater levels of efficiency, driving supply chain management like never before.

Beyond the physical examples, there are digital examples of cobots to consider, too.

Chat bots answer visitor inquiries on your website and report back to your CRM with visitor profile data.

Robotic process automation (RPA) routines fall into this category, too. They handle repetitive data-entry and admin tasks at an exponentially faster rate than humans. Not only does this example enable immense cost savings for large operations, but smaller businesses can remain competitive by handling more tasks with fewer costs sunk into non-revenue generating activities.

Both examples automate repetitive tasks that free your staff to take on more creative and value-added work.

All these collaborative robots fit into your facility in some way or another and feed the information they gather into enterprise systems.

These data transactions inform every level of your business, enabling you to make more intelligent decisions on the fly.

The Elephant In The Room – Fear Of Replacement

Ever since robots made their debut on production floors, humans have feared being replaced. Robots don’t complain, they don’t get tired, and they don’t get paid.

Despite these perks for companies, perhaps the biggest drawback when it comes to robots is that they don’t think for themselves.

They do not innovate; they do not come up with more efficient ways of doing things and they certainly are not creative. In this sense, they are about as dumb as the sum of heir parts without a human giving the orders in the form of a program.

Before Covid-19, talent was hard to come by, especially for skilled trades in manufacturing. Cobots were one way to ease the burden these companies faced in an “sellers” market for talent. According to one 2018 Deliotte study, as many as 2.4 million U.S. Manufacturing jobs were expected to remain unfilled through 2028. This translated into an economic impact of $2.5 trillion.

The argument can be made that there are many skilled workers that complete repetitive tasks daily. These tasks are the target of cobot solutions. These tasks that wear on the hungry mind or eat at the fragile structures of the human body, the result is nagging injury and unfulfilled potential.

When cobots shouldering the burden of these tasks, their human counterparts can develop personally and professionally.

Take the Paradigm Electronics cobot example into consideration. The introduction of collaborative robots into the workplace didn’t lead to job loss. In fact, quite the opposite. Those staff who were machinists up-skilled to robot programmers. Those traditionally static jobs fell by the wayside to be scooped up by cobots. The resulting dynamic was not a job loss for humans, by a redefinition of their professional roles and responsibilities.

Collaborative Robot Proliferation

The rise of cobots has shown to bring more benefits than drawbacks.

Industries continue to adopt the technology and human workers see the benefits in their adoption.

Even start ups can reap the benefits of a workforce that doesn’t slow down and can always remain nimble to the changing landscape of business.

Whether it be on the manufacturing floor, the vineyard, or the back of the house at a restaurant, cobots are fast becoming a part of our daily lives.

Every day the price of cobots is driven down by fierce competition among robot manufacturers.

Innovations in sensing technologies and machine vision further increase efficiencies.

Currently, the cobot market is expected to exceed $11 billion by 2030. According to ABI research, the greater cobot ecosystem, which includes software, tooling, and customization, is expected to grow to $24 billion by the same time.

The above picture reveals a bright future for manufacturers and workers as this exciting technology develops.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.