Epicor Advanced MES is a critical component of any Smart Factory. Manufacturers use Advanced MES to improve quality, reduce scrap, help ensure on-time delivery, and boost production throughput. It’s all about improving production execution and performance efficiency to gain a competitive advantage. How do you make more without more assets? Use Advanced MES to uncover and help eliminate downtime, make more parts, or cut costs. MES can improve profitability by helping you find more capacity.

Review the Epicor Advanced MES 8.4.0 Release Guide

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Encompass is honored for reaching status for more than twelve years

Greensboro, North Carolina, November 1, 2022– Encompass Solutions has achieved the Gold Partner recognition for 2022. Recipients are selected by Epicor Software Corporation based on Employee Certification, Customer Support, and Customer Satisfaction. Gold Partners exhibit deep expertise in manufacturing and ERP systems; their experience distinguishes them in the field.

“I’m excited about our continued partnership with Epicor Software and the Epicor Partner Community. Also, being part of a growing organization like Encompass Solutions is why I get up in the morning!” Jason Claggett, Managed Services Manager of Encompass Solutions.

Encompass Solutions has a longstanding relationship with Epicor and its focus on Epicor ERP business solutions, has allowed them to deliver mission-critical ERP software solutions, custom development services, and process improvements for businesses in the manufacturing and robotics, and automation industries. Professional services in ERP consulting, project management, EDI, and ERP software implementation, upgrades, training, and more.

“It’s an honor for Encompass to be recognized as a valued partner by Epicor for over twelve years. Our continued partnership with Epicor allows us to build better relationships with our customers. It feels great to know Epicor is supporting us in our success.” Rob Cummings, Senior Financial and Operations Consultant.

Epicor Certified Partners

Epicor Partners have been specially trained and certified to provide Epicor software solutions, project planning and management, training, and ongoing support services. Extensive training and experience enable them to offer the highest value over time.

About Encompass Solutions

Encompass offers professional services in ERP consulting, project management, EDI, and ERP software implementation. We specialize in enabling manufacturers of every size with full-scale ERP/MES implementation, integration, and renovation of existing systems. Our expert consulting and IT staff deliver the tools, training, and confidence manufacturers need to address emerging challenges in corporate and operational growth. Encompass provides a specialized approach to every client’s needs, identifying customer requirements and addressing them with the right solutions. We ensure our clients are equipped to match the pace of the industry with business systems to fit the build. Encompass is a certified Gold Partner of Epicor.

To learn more about Encompass Solutions, please visit www.encompass-inc.com.


Kinetic 2022.2 utilizes the Epicor manufacturing industry knowledge to deliver a best-in-class solution for your organization. The new release features allow you to accelerate, scale, connect, and optimize your business for success.

What’s New in Kinetic 2022.2

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Encompass Solutions Retreat

I started with Encompass in February 2020, just before Covid had us on lockdown. This affected the infamous company retreats. I heard a little something about them and was looking forward to attending, but it wasn’t going to happen that year. Maybe next year? Nope! We gotta stay safe and wait it out one more time. Understandable.

Here comes 2022, and all employees received an individual email invite to the company retreat. Okay… nice touch. Making me feel special… I like it! I didn’t know what to expect since this would be my first time ever going to any company’s retreat. Now I’m curious… Will we be working all day? What types of activities will there be? Will the food be any good? I did know that this would be my chance to meet co-workers I’d been virtually communicating with for over two years.

Let me skip ahead a bit. We formed teams beforehand. Remember back in grade school during P.E. when we were chosen by “captains” to be on their teams? Yeah… no, it wasn’t like that. We were given a task and had to find each other. It wasn’t hard, so I didn’t have to enlist Scooby-Doo and Mystery Incorporated for help. There were three pre-retreat challenges that we had to finish and submit for points. This was the beginning of teamwork that continued over into the retreat.

We’re here! Meet and greet the first evening. It was fun!! Had a great time meeting the ones I’d never met and seeing the ones I’d met when I was in the office. Since it is a company event, in case you’re asking… yes, we did have meetings. It wasn’t like that episode of the Golden Girls where a former student hired Dorothy to train the team at his company, and everyone left to do other things like play golf. I don’t think our leaders would have been too happy with that type of behavior. Our teamwork was incorporated into meetings where we brainstormed, answered trivia questions, and came up with ideas that would add to Encompass’ success. The afternoon events consisted of scavenger hunts, learning Michael Jackson’s Thriller dance, and building boats using duct tape and cardboard.

The scavenger hunt was fun. It was a timed race against the other teams, so we had to be quick and creative. Well, we had to be as quick as we could because we were on a mountain. Reading comprehension played an important factor when following written directions. I don’t remember exactly how many hunts we completed. When we were finished with one, with a short team exercise afterward, we were given another hunt. Just when we thought we were done for the day to head back to our rooms to prepare for dinner later, we were told that we all had to learn the Thriller dance from Michael Jackson’s video AND perform it. Say what now? Excuse me? Ma’am… the King of Pop was also an entertainer. I needed at least 24 hours to learn and perfect those moves. I tried channeling my dance and cheerleading days but I was clearly rusty. YouTube was our friend. We looked at the video and chose a few dance moves to learn and added some creativity to it. This wasn’t a recital, so it didn’t have to be long. We were glad about that because we were tired from the scavenger hunts.

Time for boat building the next day. It was a pirate-themed event and to get additional supplies to benefit our teams, we had to duel with the pirate. We dueled with inflatable swords. Just imagine what that looked like. We could also duel someone from another team to get their supplies. Piracy was highly encouraged and in full effect. This meant that we had to work fast, be strategic, and definitely keep an eye on the wandering eyes and hands of thieves who tried to act like they were coming in peace. Oh… I didn’t mention that the boat had to float, someone had to get in it, paddle out to and around the buoy back to shore, and pull the boat out of the water by themselves, did I? How could it be a competition without literally testing the waters? This was also timed, so the adrenaline was running high. It was the last team event of the retreat, and everyone wanted to get as many points as possible to be named the 2022 winners.

I was having a lot of much-needed fun. My daughter was my plus one and she really enjoyed herself. The final night of the retreat was bittersweet. The team-building activities were over, and we would soon be getting ready to head back to our homes, but not before it was time to announce the winners. If I’m not mistaken, my team came in second place for both the pre-retreat and retreat challenges. We all are winners regardless of which place we came in. Sounds like one of those familiar “you’ll get ‘em next time” phrases, doesn’t it? But seriously… everyone put in a great amount of effort and worked together just as teams should do. That night ended with a live band and dancing that I will always remember.


Learn how the world-leading OEM engine tooling provider, Rhinestahl, leveraged Epicor Kinetic to improve efficiency.

Rhinestahl Case Study

Encompass Solutions is pleased to announce our new technology partnership with EBizCharge, a provider of payment gateway solutions for manufacturers and other businesses.

What EBizCharge Does

EBizCharge is an out-of-the-box payment integration. The solution allows businesses to accept credit and debit card payments, send email payment reminders to customers, automate payment collections, and more. This all happens within the Epicor environment.

EBizCharge qualifies cards at the lowest rates, lowering your monthly processing costs. The solution is easy to install and requires no development activities.

The Benefits of EBizCharge 

The new partnership between Encompass and EBizCharge offers two tiers of benefits. The first comes in the form of benefits specific to Epicor users. The second includes benefits specific to Encompass customers. Here are the benefits you can leverage as both an Epicor user and Encompass customer.

Benefits for Epicor users

  • The latest data encryption and tokenization technology for maximum transaction security and PCI compliance.
  • Access to an online customer payment portal, allowing customers to pay invoices online.
  • Unlimited transactions/batch history for viewing and reporting purposes.
  • Powerful search functionality to run custom reports.
  • Ability to sort through transactions by category.
  • Immediate release of funds when issuing refunds.
  • Ability to assign users and manage access limits with ease.
  • The mobile app is available for iOS and Android devices.

Benefits for Encompass customers

  • Lowered processing costs.
  • A quick and seamless transition.
  • No long-term contracts.
  • Simplified statement (one instead of two to three) and one point of contact.
  • Flat rate processing options.
  • Next-day funding options.
  • Proactive chargeback management team.
  • Access to a world-class, in-house customer support team, available 24/7 and free of charge.

if you’re ready to learn more about EBizCharge’s proprietary payment gateway, with its streamlined payment integrations backed by five-star customer support, schedule a demo, here.

About EBizCharge

EBizCharge integrates over 100 major ERP, CRM, and accounting systems including Epicor 9 and 10. EBizCharge is the leading integrated payments platform in the United States allowing merchants to accept payments in their ERP system, power their online store, upload customer invoices to the online payment portal and provide mobile credit card processing, unlimited transaction history, customizable reports, electronic invoicing, email payment links, secure encryption, tokenization, and more.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


If you have not already heard, the Automate Forward Trade Show and Conference are being held virtually this year. It’s one of our favorite conferences and it’s free to attend.

What is Automate Forward?

A week-long event of talks, demos, and exhibits on automation technologies.

From the event organizers – “One thing every industry has in common right now is the need to do more with less. Whether it’s less manpower or tighter budgets, demand is increasing even if resources are not. Automation is the key to not just getting through these difficult times, but to growing during them! With more than 80 speakers reviewing robotics, machine vision, motion control, artificial intelligence, and smart automation technologies, Automate Forward is the event to participate in to learn how to reach and exceed your goals.”

View the agenda

When is it?

9 AM – 5 PM EST, March 22-26, 2021

Where is it?

Anywhere you have an internet connection with your computer or mobile device.

How to attend

Register and join the event on one or all of the day’s activities.

Encompass will be participating in the event for our third year and we’re excited to be a part of this exceptional event again. Don’t forget to stop by our virtual tradeshow booth and say hello.

We hope to see you there.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. 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, or 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 the Industry.


Today marks a special occasion. Today, Encompass Solutions, Inc. celebrates its 20th anniversary delivering an array of services to small and medium-sized businesses in manufacturing industries. While it may not be sensible for us to come together and celebrate at this time, we feel it’s important to mark the occasion and thank our staff, partners, and customers for their contribution to making this day possible. In the meantime, we’ll settle for a slightly self-serving new logo:

An image of the Encompass Solutions 20th anniversary logo

The consulting life is unique in that it demands many of us spend time away from our families for extended periods or work long hours to ensure projects are completed on time and within specifications. It’s not easy, but the rewards are great when seeing the efforts result in success for clients and growth for our team members.

Encompass Solutions opened its doors in 2001, driven by a handful of veteran consultants. Since then, we have grown to include more than 25 full-time employees and dozens more specialist contractors skilled in business management, process improvement, ERP software, EDI, and managed services. To date, we have helped transform more than 750 small and medium-sized businesses. We look forward to serving the needs of many more over the next 20 years.

A Few Words From Our Leadership

The time has flown by. I had no idea when we started Encompass that we would still be here 20 years later, nor would I be able to envision how much we have developed. 

I must acknowledge that we wouldn’t be where we are without the many wonderful employees we’ve had over the years (those that are still with us and those that were here for a season) and the loyalty of our customers. 

It is inspiring to see all the ways so many of our customers touch our communities.  It is also amazing to watch our team evolve over the years –even with the changes, they have supported each other to build enduring relationships and friendships. 

  • Sonia Haslam, Managing Partner

As someone who deals more with behind-the-scenes operations, I want to commend our staff and customers for helping to build Encompass into the company that it is today.

Every day, I see the projects and relationships we share progress and deliver the results we expect. Our reputation among vendors, peers, and partners remains in high regard because of their direct contributions to our mission. Thank you to everyone who has built this company into the shining example we continually strive for it to be.

  • Jim Baggerly, Managing Partner

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 the 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 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 performing 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

1 PM 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 in 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 the 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.

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