Join Epicor and SourceDay for a webinar to learn about COVID-19’s impact on other Epicor users’ operations and supply chain disruptions.

SourceDay’s VP of Product Josh Tong is going to share data from more than 7,000 companies ensure supply chain efficiency. Josh will also take time to present data pertaining to PO line changes occurring during the pandemic. With the COVID-19 pandemic wreaking havoc on supply chains globally, efficiency is more important now than it ever has been.

Take this opportunity to be proactive in avoiding future supply chain disruptions.

Josh’s 4 tips for better supply chain management:

  1. Focusing on the most critical PO exceptions
  2. Containing cost through communication
  3. Getting quick supplier confirmations
  4. Expediting updates from suppliers

Register for the event, taking place September 15, 2020 at 12 AM CST, using the link below.

About SourceDay

SourceDay’s platform provides a digital interface between a manufacturer’s ERP system and hundreds of suppliers, automatically updating changes to delivery dates, pricing, and quantities throughout the order lifecycle and across the supply chain. Replacing manual processes with software improves customers’ understanding of the many changes that occur throughout the lifecycle of an order. Procurement teams stop spending their time on fire drills and reacting to expensive surprises. Now they have time to manage suppliers more strategically, proactively addressing pricing and quality issues and ensuring their factories receive the materials they need to meet customer commitments on time.

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.


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.


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.


2020 has reached the mid-year mark and Avalara is delivering a live presentation on this year’s sales tax changes. The report takes stock of what’s taken place in the world of sales tax since the year began. This includes emerging trends, unforeseen changes, and the curveball this year threw the world with the COVID-19 pandemic. Join us for a live webinar presented on July 15 at 1 pm by the sales tax experts at Avalara on their 2020 Sales Tax Changes Midyear Update.

COVID-19

The coronavirus (COVID-19) pandemic hamstrung brick-and-mortar commerce with a tremendous shift to digital operations and eCommerce.

All the while, businesses scrambled to deliver on fulfilment obligations to customers, remain solvent, and even retool to meet the demand for specific products.

Governments addressed the issue in a number of ways, with delayed VAT filings or temporarily cut the VAT rate for industries bearing the largest impacts. For example, the United States pushed back to state and federal income tax deadlines. This provides more time for individuals and businesses to file and pay.

2 Years Beyond South Dakota v. Wayfair, Inc.

If you recall the 2018 United States Supreme Court decision in South Dakota v. Wayfair, Inc., the ruling enabled states to tax businesses that have economic activity but no physical presence in the state. Otherwise known as economic nexus. It was a big deal. It still is. At the time, only a handful of states moved on the new ruling and began charging states without physical presence sales tax.

Fast-forward to the June 2020 sales tax situation and the vast majority of states have signed on to adopt these economic nexus laws. COVID-19 has only heightened awareness among states that remain on the fence and it won’t be long before these convoluted rules apply to all 50 states.

States Need More Money

As the last six months have proven, the states are on their own in a number of social and economic areas. As the pandemic continues to send shockwaves through economies of every scale, states are sure they’ll need to supplement their coffers one way or another to remain effective in serving their residents. 2020 sales tax rules for individual states are likely to change to address the need for making up lost revenue.

Digital And Streaming Services Can Expect To Pay More

If you haven’t heard of Zoom or GoTo Meeting, chances are you’ve been living under a rock for the past six months. States are anticipated to raise taxes on these heavily utilized platforms. As a result, digital meeting and entertainment services are likely to see sales tax legislature expanded at their expense.

More Collection Requirements For Marketplace Facilitators

Marketplace facilitators like Etsy, Amazon, eBay and others, are expected to collect and remit sales tax at an increasing rate. This shouldn’t come as a surprise. Most states already have such laws governing marketplace facilitator sales tax collections on the books. Just four states remain in this situation in the entirety of the US. One is already closely eyeing the implementation of such legislation.

The Dynamic Nature of 2020 Sales Tax

Nothing is guaranteed but death and taxes. Unfortunately, sales tax rules seldom retain the same state for very long. The last six months have seen reductions or eliminations of sales tax rules for feminine hygiene products. There’s even been discussion within some regions on the elimination of sales tax for firearms. Now, groceries are a focal point for communities hardest hit by job loss and economic downturn.

You can read more in Avlara’s comprehensive report, here: 2020 sales tax changes midyear update.

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. 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, distributors 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: Epicor Data Analytics (EDA) Financial Statements powered by Phocas, the first-ranked vendor for many KPIs across all of its peer groups. EDA Financial Statements allows for timely, accurate, and accessible financial reporting. to cover this all-new component of EDA, an Epicor Data Analytics (EDA) Financial Statements Webinar will be taking place in the first week of June.

Epicor Data Analytics (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 the 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 analyzing AR/AP and ledger data in EDA

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.

Watch The Epicor Data Analytics (EDA) Financial Statements Webinar Recording

Phocas and Epicor Data Analytics receive 34 top rankings in BARC’s The BI Survey 19

The Phocas-powered Epicor Data Analytics (EDA) is recommended by 100% of customers and continues to outpace BI competitors in many KPIs in its peer groups, according to BARC’s The BI Survey 19, the largest BI user survey in the world. This year, Phocas/EDA finished on top of 34 rankings and received 49 leading positions across the three groups, with a 28 percent adoption rate compared to the industry average of 18 percent.

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.


Join us for an upcoming webinar being hosted by our supply chain technology partner, SourceDay, on the topic of COVID-19 supply chain disruption.

COVID-19 Supply Chain Disruption – A Procurement Professional’s Perspective

Featuring Global Interconnect’s Director of Global Procurement, Troy Mauk and SourceDay’s CMO Sarah Moore, the event include a live Q&A taking place on April 7, 2020, at 11:00AM CST.

The presenters will discuss how Troy used SourceDay to proactively communicate with his suppliers and triage the most important open orders and resolve them quickly. To date, none of their sites has had any downtime despite global supply chain disruption.

Additional topics discussed in this webinar include:

  • Expediting updates from suppliers
  • Getting quick supplier confirmations
  • Focusing on the most critical exceptions
  • Preventing production impact
  • Containing cost through communication

If you can’t make it to the event, register anyway. That way, you’ll have access to the recorded presentation to review at your convenience.

We hope to see you there.

About SourceDay

SourceDay’s platform provides a digital interface between a manufacturer’s ERP system and hundreds of suppliers, automatically updating changes to delivery dates, pricing, and quantities throughout the order lifecycle and across the supply chain. Replacing manual processes with software improves customers’ understanding of the many changes that occur throughout the lifecycle of an order. Procurement teams stop spending their time on fire drills and reacting to expensive surprises. Now they have time to manage suppliers more strategically, proactively addressing pricing and quality issues and ensuring their factories receive the materials they need to meet customer commitments on time.

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 has helped modernize operations and automate 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 invites you to a series of Epicor ERP webinars, deep-diving into the typical needs of a financial team and how these can be fulfilled by the Epicor ERP software and its add-on products. We picked a week in our calendar and scheduled several live sessions on Epicor financials as below. All webinars will be recorded and made available.

Epicor ERP Webinars

Every business needs to perform financial accounting and reporting periodically in one or another way. Epicor ERP has a vast range of financial core capabilities, modules and add-on products available to our customers helping streamline their financial processes by doing more with fewer resources in a shorter time. It is all about making their life as a financial professional easier and helping them to do their day-to-day job more efficiently.

Epicor ERP Financials Core Overview

Review of the Epicor ERP Financials Core capabilities, what’s new in the Epicor ERP 10.2.500 version and what is expected in Epicor ERP 10.2.600. Highlights of the optional Epicor ERP financial modules and a quick overview of the add-on products delivered by our ISV partners.

Date/Time: Monday, March 30, 2020 at 10:00 am CT

Registration Link

Epicor Data Analytics (EDA)

The new Financial Management package in EDA is the latest addition to our BI and Analytics product portfolio. Learn how to make intuitive, easy-to-use, dynamic, device-agnostic financial reports and dashboards with EDA in the cloud.

Date/Time: Tuesday, March 31, 2020 at 10:00 am CT

Registration Link

Epicor Electronic Reports

The delivery of electronic reports and e-invoicing solutions has never been easier than with Epicor Electronic Reports. You can extract any data from your Epicor ERP system in a structured format and use it for integration with any third-party systems, for audit processes, e-invoicing, legally required electronic reports and more.

Date/Time: Tuesday, March 31, 2020 at 11:30 am CT

Registration Link

Epicor XL Connect

The best Excel-based reporting product offers direct connection to the Epicor ERP database. You can create arbitrary reports with the REST API utilizing your own BAQ in Epicor ERP. Send reports and the underlying data to business analysts with the PackNGo or schedule repeated report delivery with the Broadcast functionality.

Date/Time: Wednesday, April 1, 2020 at 10:00 am CT

Registration Link

Epicor Financial Planner (EFP)

EFP is a great financial budget planning product integrated with Epicor ERP. This cloud-based product features an Excel add-in and a web-based interface, allowing a real-time collaboration with all stakeholders in a workflow-based budget approval process, as well as the comparison of budgeted figures and actuals.

Date/Time: Thursday, April 2, 2020 at 10:00 am CT

Registration Link

Epicor Cash Collect

If you need to tackle with late payments and outstanding customer invoices, Epicor Cash Collect is an excellent product to establish an efficient credit and collection process at your organization. Automate customer communication processes, transcribe and search calls, attach invoices to e-mails. Key customers can manage their invoices with the Customer Portal functionality.

Date/Time: Friday, April 3, 2020 at 10:00 am CT

Registration Link

Epicor Tax Connect

Sales and use tax determination at the best quality. Thanks to our partner, by connecting to an industry-leading, always up-to-date service through Epicor Tax Connect, you can save a lot of time on looking up the appropriate tax rates and preparing tax returns for all the states you do business in.

Date/Time: Friday, April 3, 2020 at 11:30 am CT

Registration Link

Epicor ERP Credit Card Processing

Description: Many elements of the entire credit card payment process are covered now by Epicor, helping you to save costs on processing credit card transactions securely, absolutely complying the industry standards. Review and manage transactions in real-time, make the payment experience to your customers flawless and easy by allowing them to pay with their credit cards.

Date/Time: Friday, April 3, 2020 at 1:00 pm CT

Registration Link

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.

 


24 states can take the burden of managing sales tax off remote sellers’ shoulders through Streamlined Sales Tax (SST).

an image of the Tax compliance is a challenging undertaking for a business of any size. Regulations are changing constantly at local, state, and federal levels. Not to mention, business relationships with suppliers and customers are growing and expanding, too. All of this ties in to how tax liability is organized, calculated, and addressed. Now, what would you say to an offer that included all of these services and more, for free? Kind of a no brainer, right? Well, if your company resides in one of the 24 qualifying states, you can take advantage of this special program, free of charge. Take advantage of: • Free state registrations • Free tax calculations • Free tax returns preparation, filing and remittance • Audit assistance. Here’s how you can apply at no cost to your business. The Streamlined Sales Tax (SST) Agreement enables participating states to simplify and modernize sales tax administration, in order to substantially reduce the tax compliance burden. As one of only a few certified SST service providers, our partners at Avalara perform the above tasks. In this case, the states pay Avalara for the services, while qualifying businesses get them for free. You can start the qualification process by visiting the following link: Get free tax services in 24 states. About Streamlined Sales Tax (SST) member states

How to Take Advantage of SST

SST has never been more important for remote sellers than it is today. With the U.S. Supreme Court ruling in South Dakota v. Wayfair, Inc. which gave states more authority to impose sales tax obligations on remote sellers, you may be wondering how you’ll comply with the new laws.

What You’ll Learn About SST

Let our partner at Avalara help. In this presentation, you’ll learn how to:

  • Decrease the cost of sales tax calculation, returns, and filing
  • Reduce audit risk
  • Determine if your business qualifies for SST cost savings

You can’t afford to miss this! Join us for Streamlined Sales Tax (SST): Discover How to Get Free Tax Services in 24 States.

Date: Tuesday October 29th, at 1:00 p.m. Eastern

Duration: 30 Minutes

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Join Encompass Solutions, SourceDay, and Dell for an educational webinar on how supplier collaboration improves business performance. Dell Technologies presents and details of how software has helped the company transform its workforce and supply chain.

an image of the live webinar banner for sourday encompass webinar on modernizing supplier collaboration, with dell case study

It’s Time to Modernize Supplier Collaboration

Escape the manual dance of phone calls and email with your suppliers. Learn how market leaders like Dell have digitally transformed the first mile of their supply chain. The company goes even further to improve visibility and accountability with suppliers through software. How could supplier collaboration software improve how you do business?

What to expect from our procurement experts

  • Dell’s Director of Supply Chain Gentry Pate will share how Dell used software to transform its workforce and make Dell’s supply chain more efficient.
  • SpendMatters’ analyst Nick Heinzmann will discuss why market forces are driving manufacturers to wring waste out of their supplier relationships.
  • SourceDay’s CMO Sarah Moore delivers best practices to start your journey.

Watch The Full Webinar 

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Join Encompass Solutions and Bezlio for an overview and demonstration of Bezlio, a low-code/no-code cloud solution that empowers teams and provides powerful mobility with Epicor ERP and Infor Visual ERP systems. The front-end architecture enables you to mobilize your workforce and sales force by accessing your secure, on-premises data sources in real-time, on any mobile device, from anywhere. The event takes place on August 7, 2019, at 2 pm EST. We hope to see you there!

an image of the encompass solution and bezlio webinar banner on mobility with epicor erp

Superior Mobility With Epicor ERP

Manufacturers and distributors all face a challenge: mobilizing enterprise data. Current ERPs either don’t have a mobile solution or lack the features and support companies need to derive value from it. Because of this, many companies continue to use spreadsheets or even paper processes to manage enterprise data — putting their customers and their businesses at risk.

Bezlio is the first and only solution to this industry-wide challenge.

What is Bezlio?

Bezlio is a mobile add-on to your existing ERP, helping to bridge the gap where it can’t be used on mobile devices. This allows employees to use ERP data beyond the four walls as well as on-site without the need for development or outsourcing.

Who is Bezlio for in your organization? The answer is simple, just about every employee in your organization can leverage the mobility Bezlio offers when accessing your secure data, including:

  • Field service workers
  • Field-based engineers
  • Field installation
  • Field maintenance techs
  • Sales representatives
  • Production shop floor workers

Isn’t it time your unchained your staff from their workstations and got more productivity out of your teams?

How Does It Work?

Bezlio sits on top of your existing ERP (legacy or current). Employees use their own mobile devices to manage customer data, inventory levels, job statuses, and more. Virtually anything can be viewed, accessed, updated, and reported on within Bezlio.

While cyber-security and data safety may or may not be a focus for your organization, Bezlio addresses this topic with a unique data transfer system to route information from your database to user devices. Only approved users can access data, and you can set granular permissions to control who sees what. All data features AES 256-level encryption.

Want To Know More?

Watch the recorded Webinar below:

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.