If you don’t already know, Epicor users have access to EpicCare. This is Epicor’s customer self-service portal that enables the submission of issues, tickets, services requests, case creation, and more. As part of this service, there is a useful tool called Wayfinder.
What is Epicor Wayfinder
Epicor Wayfinder is a component of the EpicCare portal that shows Epicor users information about billing, contracts, service requests, and more.
The tool is a great resource for users with questions about their maintenance contract, current license ownership, and supply requests.
Epicor Wayfinder Components
With over 75 unique data points available to users, Epicor Wayfinder can help you find critical information with just a few clicks. You can also modify account information, like business name changes, billing address changes, invoice recipients, and the like.
Here is a list of all the various information you can locate or request using Epicor Wayfinder. Keep in mind, that you will need to be logged into your EpicCare account to access the following links.
ACCOUNT AND BILLING SERVICES
- BUSINESS NAME CHANGE
- CHANGE MY BILL TO ADDRESS
- CHANGE MY PHONE NUMBER
- INVOICING QUESTIONS
- ACCOUNT STATEMENTS
- REMIT-TO ADDRESS
- CREDIT MEMO STATUS
- INVOICE RECIPIENTS LIST
ACCOUNT MAINTENANCE
- ADD CONTACT TO THE ACCOUNT
- REQUEST ADDRESS MODIFICATION
- BUSINESS NAME CHANGE
- CHANGE BILLING CONTACT
- REQUEST CONSULTANT ASSOCIATION
- CREATE ACCOUNT
- INVOICE DELIVERY CONTACT CHANGE
- MEDIA REQUEST
- SERVICE PLAN REQUEST FORM
BILLING REQUESTS
CASE MANAGEMENT
GENERAL
PRODUCT MANAGEMENT
MAINTENANCE INQUIRY
- MY MAINTENANCE BILL
- MY MAINTENANCE CONTRACT DETAILS
- REQUEST COPY OF MAINTENANCE RENEWAL INVOICE
- WHY HAS MY MAINTENANCE INCREASED OR DECREASED
- MAKE CHANGES TO MY MAINTENANCE OR SUPPORT PLAN
- CUSTOMIZATION MAINTENANCE
- WHEN DOES MY MAINTENANCE PLAN EXPIRE
- WHO IS MY MAINTENANCE SALES REPRESENTATIVE
FINANCE
LICENSE AND MEDIA
- LICENSE FOR NEWLY PURCHASED FUNCTIONALITY
- I NEED A COPY OF A LICENSE I ALREADY OWN
- I NEED MEDIA FOR SOFTWARE I ALREADY OWN
CUSTOMER EXPERIENCE
SALES
- I WOULD LIKE MY CUSTOMER ACCOUNT MANAGER (CAM) TO CONTACT ME
- MODULES I OWN
- INFORMATION ON SPECIFIC MODULES
- PRE-RECORDED DEMOS/WEBCASTS FOR A SPECIFIC MODULE
- CUSTOMER VALUE EXCHANGE WORKSHOP
EPICOR UNIVERSITY
- ACCESS TO EPICOR LEARNING CENTER AND AVAILABLE COURSE
- EPICWEB/ELC ACCOUNT MANAGEMENT
- ERP – KNOWLEDGE ON-DEMAND (KOD)
EPICOR USERS GROUP
EPIC WEB
INSIGHTS
SOFTWARE-GENERIC
- WHAT IS THE LATEST VERSION OF MY SOFTWARE
- DOWNLOAD SOFTWARE PATCHES
- SOFTWARE TECHNICAL REFERENCE GUIDES
- SOFTWARE USER GUIDES
UPGRADE SERVICES
SUPPORT
- GETTING STARTED WITH EPICCARE
- REVENUE ACCOUNT REVIEW REQUEST
- ESCALATE A SUPPORT CALL
- NO RESPONSE TO SUPPORT REQUESTS
- WHO CAN ENTER SUPPORT CALLS FOR MY ORGANIZATION
- ERP DEVELOPMENT CYCLE
- SLS DEVELOPMENT CYCLE
- SUPPORT CYCLE
PROFESSIONAL SERVICES
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.