Before implementing Spreadsheet Server, Caymas Boats was using Epicor ERP’s standard reports alongside Epicor XL Connect, a Microsoft® Excel® add-in, for their more in-depth and custom reporting needs.

Tyler Smith, the Senior Accountant at Caymas Boats, says that while the team liked using Epicor XL Connect when it came time to create or modify their reports, they had to rely on outside consultants because report writing still required a level of technical expertise.

 

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.


It’s no secret that dealers face intense complexity. Juggling brands and customer expectations are a constant challenge on top of staying up-to-date on the latest e-commerce innovations. All of this results in fierce competition for manufacturers to craft the best experience for their dealers. This is where Epicor’s innovative Dealer Network Portal comes into play. Want to know more about this invaluable tool? Get in touch with our team of Epicor experts for more information on how you can leverage this integration on your Epicor system.

Portal Benefits

With the Epicor Dealer Network Portal, you can stand out and win business. This tool for sales and service personnel facilitates quick configuration, pricing, and quoting of orders. You can also manage service and warranty needs for all your products in one convenient place.

The solution integrates seamlessly into Epicor and offers huge benefits to manufacturers, including:

  • Streamlined Order Processing
  • Branded Experiences
  • Self-Service Portals
  • Service and Warranty Needs
  • Intuitive Dealer Experience
  • Stronger Dealer Relationships
  • Real-Time Data

Download The Factsheet

For more information on the Epicor Dealer Network Portal, contact us below.

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 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 the Industry.