“3 Ways to Manage COVID-19 Disruption on Your Supply Chain” Was published by SourceDay CMO Sarah Moore on March 16, 2020. you can read the full article HERE.

“How many of your PO lines have exceptions?” – Account Executive at SourceDay

“These days? All of them.” – Global CPG Manufacturer

Manufacturing is no stranger to change, but the coronavirus is changing the game. Schools are closing, and companies have told employees to work from home. Major sporting events and tradeshows are canceled or postponed. Supply chains have started to experience all kinds of disruption. Some will struggle to keep up with record demand, as consumer fears create runs on toilet paper and canned goods. Others will shut down production because of canceled orders and watch their inventory pile up.

Unfortunately, most manufacturers depend on email and spreadsheets to manage open orders with their suppliers. Rather than foster resilience, this approach makes it more likely that they will struggle to manage the impact this global pandemic could have on their businesses.

As the supply chain point person, I rest easier knowing that SourceDay can bring me completely up to date in short order!

Troy Mauk
Director of Global Procurement at Global Interconnect

In the year 2020, there’s no need to depend on manual updates to spreadsheets and ERP systems. By using SourceDay’s cloud software and managed services, you can have a single source of truth on every line of every order. And it can be accessed by your teams from anywhere at any time.

“I immediately started looking at SourceDay to see what was confirmed and what was late. I put priorities on the hotlist, and said to our suppliers, ‘here’s what you need to focus on for the next 4 weeks.’  We implemented critical use of the ‘Hot List’ function to shepherd our suppliers in deliveries and to gain real-time insights into confirmed shipments.”

Troy Mauk
Director of Global Procurement at Global Interconnect

3 Ways to Manage COVID-19 Impact

There are three primary ways SourDay solutions help you manage the unprecedented impact COVID-19 could have on your supply chain:

  1. Get real-time visibility to all open orders. Use SourceDay to move your open order report online so buyers and suppliers can collaborate on changes to dates, quantities, and pricing. Any approved change is automatically updated in your ERP.  This will give your demand planning engine accurate supplier order fulfillment data and lets the whole business know what to expect on every line of every order.
  2. Help your buyers and suppliers focus on the most critical exceptions. SourceDay automatically filters POs to help buyers prioritize the most important exceptions that might impact production. When buyers and suppliers spend less time updating each other in email, spreadsheets, and data entry, they spend more time making sure you ship your orders on time.
  3. Contain cost with streamlined communication. As customer demand shifts throughout this crisis, Sourceday can help you stay on top of changes that could drive up costs. Communicate push-outs and pull-ins more quickly and systematically. Use SourceDay software to safeguard against price gouging and excess inventory.

As SourceDay CEO Tom Kieley wrote last week, the manufacturing industry is resilient. It’s weathered countless global crises because its leading companies found innovative ways to overcome unprecedented challenges. We’re being called to do that again now.

Use SourceDay Free for 90 Days

COVID-19 has moved our supply chains into uncharted territory. Global and local leaders worldwide are ready to do whatever it takes to ensure they continue to run as smoothly as possible. SourceDay’s mission has always been to do the same. That’s why we’ve decided to offer new customers the SourceDay PO Collaboration and RFQ Collaboration solution free for the first 90 days. We know this global pandemic will make the next few months particularly challenging. But we also know we can help you get through this stage if we start now.

Together, we’ll get through these unprecedented times.

  • Sarah Moore, CMO at SourceDay

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 the Industry.


The Encompass team has returned from DMC 2019 / DMSMS 2019 in Phoenix. We had exceptional conversations, learned quite a bit from industry leaders, and started on the path to a few strategic partnerships. All of these activities will benefit our current and future customers. Like all conferences, there are ups and downs, as well as ways in which the event delivered and fell short. This event was no different we’re glad to have the opportunity to share our findings with you. Here’s a high-level account of what we learned.

The Big Picture At DMC 2019

We had the opportunity to hear from and speak directly to the leading manufacturers supplying our defense forces. Companies like Boeing, Lockheed Martin, and General Dynamics headlined the event. However, smaller manufacturers far outnumbered industry heavyweights. These SMBs keep the United States at the top of aerospace and Defense technology. Their achievements and efforts are no less integral or noteworthy.

At the Defense Manufacturing  Diminishing / Manufacturing Sources and Material Shortages Conference, additive manufacturing took center stage. This technology is a solution to the problem of parts and material shortages. Aerospace and defense industries, forces, and researchers are looking to additive manufacturing technology to deliver on the acquisition of parts and components that no longer have reliable procurement sources.

Unfortunately, according to the university professors, high-ranking military personnel, and manufacturers we spoke with, additive manufacturing is not where the technology’s marketers would have you believe it is. The technology is still very much in its infancy. It doesn’t have the reliability that industrial manufacturing processes possess. In short, 3D printing can’t yet meet the tolerances, conformance and compliance requirements that many aerospace and defense applications require. The tech is too new to be reliable. So, for now, 3D printing is relegated to consumer markets and non-essential components. However, everyone agreed that in a few year’s time, this technology will be much closer in delivering on those expectations.

Where We Fit In

Encompass Solutions maintains a wealth of industry knowledge in manufacturing, sourcing, and distribution. Not only this, but the Epicor ERP solution and peripheral products are perfectly aligned to assist our most integral and transformative defense industries. This helps in keeping our servicemen and women at the forefront of technological superiority. Many of the manufacturers supplying our defense forces have engaged Encompass to leverage our expertise and solutions. We look forward to continuing the conversations started at DMC/DMSMS 2019.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm 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.


The needs of aerospace and defense manufacturers are increasingly complex, requiring coordination and efficiency from decision-makers to staff carrying out day-to-day operations, just like the teams they are empowering in the field. Those needs are growing more complex by the day according to this review of the defense industrial base, conducted in 2018 by the Center for Strategic and International Studies. Here’s how ERP Software For Aerospace and Defense manufacturers delivers on those unique needs.

Benefits Of ERP Software for Aerospace And Defense Manufacturers

What you may want to consider is a purpose-built solution for manufacturing. In this case, Epicor ERP software for aerospace and defense manufacturers delivers:

  • Constant visibility of product scope and the entire manufacturing process
  • Project predictions and adjustments using comparisons to previous project data
  • Improve lead times and reduce waste through the implementation of lean strategies
  • Automate the compliance process
  • Recording and reviewing of the entire product lifecycle including audit trails and records of all project purchases
  • Framework and support for on-the-fly changes in the supply chain
  • Immediate recognition of deviation from product specification
  • Fully-embedded project management tools capable of facilitating the entire quote-to-cash cycle and supporting both cost and scheduling visibility to maximize efficiency
  • Product life-cycle management from cradle to grave
  • A complete audit trail of compliance standards for design, production, sourcing, and delivery stages
  • A proven framework to streamline business processes and workflows
  • A service-oriented architecture built around lean methodologies, which improves lead times and reduces waste
  • Complete workflows that include customer sign off at each critical stage, from design concept to final estimate
  • Seamless communication of project data
  • Intuitive and clear reporting for stakeholders

With more than 40 years of combined experience serving midmarket organizations and divisions of Global 1000 companies, Epicor has more than 20,000 customers in over 150 countries. Going beyond just ERP software, Epicor’s intimate understanding of aerospace and defense industries drives increased efficiency and improves profitability. By providing product management, project management, customer relationship management (CRM), supply chain management (SCM) and other essential tools, Epicor equips businesses in an increasingly regulated sector to succeed.

Epicor ERP Software For Aerospace And Defense Manufacturers

Epicor ERP software meets these complex needs by providing the tools necessary to refine operations, glean actionable insights from data, and maintain successful relationships with partners and customers. By streamlining processes to meet demand, without sacrificing quality or increasing costs, business performance improves. It’s one thing to make the essential goods that support critical infrastructure and defense systems, but are you paying the same attention to the quality of you in-house systems and processes that support your business’ longevity? Here’s how ERP software for aerospace and defense manufacturers addresses these unique needs.

Regulatory Standards, Compliance, And Quality

Manufacturing in aerospace and defense industries is highly regulated, and for good reason. Production is complex and due to the nature of use and products need to perform consistently over the course of a long service life. The slightest defect or deviation from highly-engineered components can lead to catastrophe. Managing a business in line with these standards is difficult, to say the least. Compliance, quality assurance, and meeting mission-critical deadlines means there is no room for error. Manufacturers must juggle these standards while maintaining a profitable business.

An image of epicor erp software for aerospace and defense manufacturers advanced quality management

Fortunately, Epicor ERP software for aerospace and defense manufacturers delivers the visibility, governance, auditing capabilities, and management tools needed to satisfy intense regulatory frameworks such as ITAR, IFRS, and SOX.

With the power to trace compliance standards throughout the supply chain, businesses can maintain detailed accounts of their adherence to regulation every step of the way. These milestones and forms of compliance documentation are recorded and easily relayed to individuals and organizations that need to know they’ve been satisfied. By delivering superior visibility and making it easy to communicate compliance, costly fines and errors can be avoided. Examples of data visibility output include:

  • Leverage audit intelligence and apply global searches for results in seconds
  • Track and manage when internal audits are scheduled, due, and overdue
  • Report on nonconformance/corrective actions by type, category, area, personnel, etc.
  • Report on and analyze audit data across departments, plants, regions, and the entire organization

Managing the quality of assembly, component or subassemblies is a complex undertaking. Fortunately, ERP systems take the heavy lifting out of quality management with tools that make compliance a simple affair. They provide detailed audit trails of data, records, and other documentation throughout the supply chain. This can manifest in the form of a single data point, a full report or any combination of manufacturing data in-between. ERP systems provide critical data associated with jobs, parts, inspection plans, serial numbers, lot numbers, and more.

Managing Multiple Suppliers

Small and midsized manufacturers are typically not self-sufficient in that they rely on outside suppliers to provide certain parts for manufacturing operations. However, relying on a single source for critical components is an all too common practice among manufacturers supplying the U.S defense industry. The glaring problem being that if a manufacturers single source of parts goes belly up or can’t provide their necessary parts, manufacturing comes to a halt and the business can’t deliver on its orders.

Managing supplier relationships and building a network of reliable partnerships is critical to maintaining the quality and consistency customers depend on. Supplier relationship tools provided by ERP software make this job easier on the manufacturer. Not only can many processes throughout the supply chain be automated through Epicor ERP software, but it also empowers businesses to make better decisions and secure a more beneficial position in a competitive marketplace.

An image of epicor erp software for aerospace and defense manufacturers supply chain management

 

Your ERP system serves as your single source of truth and operates as a repository for buyer, part and supplier records, it helps you preserve accuracy, streamline workflows and remove redundant data entry, as well. Epicor ERP goes far beyond just supplier relationship management tools with a full suite of supply chain management tools, which includes:

  • Purchase Management
  • Supplier Connect
  • Supplier Relationship Management
  • Inventory Management
  • Advanced Material Management
  • Manifesting and Freight Management
  • Shipping and Receiving
  • Warehouse Management
  • Handhelds

Build stronger relationships with suppliers and own supply chain management processes. By leveraging the ability to request quotes for raw materials from multiple suppliers at once and filter RFQ criteria based on your company’s specific needs.

Product Lifecycle Management And Enterprise Security

A component of the Product Management module within Epicor ERP, Product Lifecycle Management is a key component of aerospace and defense industries. This component of the Epicor ERP system serves as the central command center containing all data and documentation associated with your products. Capable of integrating with more than a dozen computer-aided design (CAD) and electronic design automation (EDA) software systems, Epicor ERP offers a hub where changes are made and recorded. This makes essential review and response operations easy and efficient at every stage.

An image of epicor erp software for aerospace and defense manufacturers product lifecycle management

The topic of digital security is one that has been increasingly placed at the forefront of business’ internal and external conversations. Epicor Cloud ERP and Epicor ERP on-premise deployments utilize state-of-the-art security measure to ensure the security of digital assets, IP, and communications. In Epicor PLM specifically, users only have as much access as they are granted by the Epicor ERP admin. CAD models, engineering designs, drawings, communications, contracts, and private documents are all kept under lock and key with fully-encrypted password protection. Minimize risk and secure your essential data using industry-leading Epicor ERP software for aerospace and defense manufacturers.

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.


Traditionally, the procurement process requires a great deal of manual effort as businesses commit resources to find and acquire goods, services, or work from external sources. These agreements require further attention as contracts need to be drawn, terms agreed to, and those agreements are managed throughout the life of the manufacturer/supplier relationship. This often extends far beyond one source to incorporate many external suppliers who can fulfill needs when another supplier cannot or for materials of varying quality and composition. The process has been most often achieved through a tendering or competitive bidding process. Fortunately, modern procurement automation solutions have enabled manufacturers to hand off many of their manual tasks to self-guided systems. The resulting procurement process improvement frees valuable internal resources for business-critical decision-making and strategizing efforts. Our partners at SourceDay have developed these industry-leading procurement automation solutions for use in an array of manufacturing and supply chain scenarios.

an image of the sourceday procurement automation solutions on a laptop

SourceDay Procurement Automation Solutions

SourceDay Procurement Automation Solutions For Buyers And Suppliers

For suppliers, Managing customers’ needs can be a daunting task. SourceDay allows you to handle it all in one convenient place. Purchase order management and buyer/supplier collaboration solutions work together to eliminate the headaches that come with managing an extensive list of customers. What’s even more attractive is the fact that SourceDay’s procurement automation solutions are free for suppliers.

For buyers, maintaining an effective and intuitive collaboration process with suppliers brings many challenges. when parts are being ordered in vast quantities the sheer volume of parts being ordered and so much relying on those parts arriving perfectly, supplier relationships are critical. A delay, an error, poor quality materials, or miscommunication can have detrimental implications with ripple effects that impact the end customer.

ERP systems, like Infor, SAP, NetSuite, and Epicor, help companies manage their businesses from financial operations to inventory management, production, and customer fulfillment. As good as ERP systems are, they all have feature gaps in functionality. Today’s ERP systems lack effective tools for managing purchase orders and suppliers. Once the ERP establishes requirements and the POs are generated, most buyers leave their ERP systems and rely on static, manual spreadsheets, emails, phone calls, and faxes to handle the rest. This equates to data in the ERP system being out of sync and creates aggravation, and mistakes while making it impossible for manufacturing and distribution companies to schedule production runs and forecast deliveries to their customers.

SourceDay ERP Integrations

SourceDay has developed seamless integrations alongside the most widely used ERP systems. This extends manufacturers’ investments in technology, amplifies the power in controlling internal and external processes, as well as boosts the functionality of existing ERP systems. By digitizing and automating supplier purchase order updates into existing ERP systems, customers receive a complete data transfer that eliminates errors and wasted time that results from manual-entry tasks, all while maintaining up-to-date data in your ERP system. Implementing SourceDay, further increases the return on existing ERP system investments.

SourceDay can integrate into nearly any ERP:

  • Epicor
  • Epicor Eclipse
  • Epicor Prophet 21
  • SAP
  • NetSuite
  • ECI M1
  • Exact Macola
  • Infor
  • Infor CloudSuite Industrial
  • Infor-SyteLine
  • Infor Visual
  • Microsoft Dynamics AX
  • Microsoft Dynamics NAV
  • Plex
  • QAD
  • Shoptech E2

If you don’t see your current ERP system in the list below, you can reach out using the contact us link below to confirm that your system is eligible for SourceDay ERP Integration.

Mobile SourceDay Procurement Automation Solutions

SourceDay is the only procurement management software specifically made to solve the most common challenges manufacturing and distribution companies face in managing their direct spending. Now, with SourceDay Mobile, procurement leaders, and their teams can manage procurement from anywhere at any time from their smartphones. Users will have quicker access to view, acknowledge and communicate on procurement data, where the data is being consumed, for endless collaboration. No other solution brings greater execution and visibility into the procurement and PO lifecycle while reducing risk, costs, and delays.

The benefits of mobility are felt several times over with SourceDay procurement automation solutions, including:

  • Manufacturing and distribution business flexibility that delivers agility in decision-making processes anywhere, regardless of location, country, or time zones
  • Stronger and more easily managed buyer/supplier partnerships with collaboration tools that can be leveraged anytime, anywhere
  • More efficient and proactive customer support to drive supply chain performance
  • Real-time notifications delivered to your mobile devices provide the framework for immediate action and quick decision-making

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.


Traditionally, the procurement process requires a great deal of manual effort as businesses commit resources to find and acquire goods, services, or work from external sources. These agreements require further attention as contracts need to be drawn, terms agreed to, and those agreements are managed throughout the life of the manufacturer/supplier relationship. This often extends far beyond one source to incorporate many external suppliers who can fulfill needs when another supplier cannot or for materials of varying quality and composition. The process has been most often achieved through a tendering or competitive bidding process. Fortunately, modern tools have enabled manufacturers to hand off many of these manual tasks to procurement automation solutions. The resulting procurement process improvement frees valuable internal resources for business-critical decision-making and strategizing efforts. Here are our top 10 procurement automation use cases to help start automating the procurement process in your organization.

1. Direct Procurement Tasks: Minimizing The Manual

Spreadsheets, faxes, and emails have long been staples of direct procurement processes. unfortunately, the variability of the results can lead to an unreliable supply chain. There is simply too much opportunity for data entry errors, lost communications, and missed deadlines. This poor visibility in your supply chain and the procurement process can prove to be a significant hurdle to overcome and even potentially cause a halt in manufacturing and machinery. Production stoppages can cost millions in labor, expedited shipping costs, and poor customer satisfaction. By minimizing the manual entry of data and other associated tasks, procurement automation improves your business performance from the inside out.

2. Procurement Automation Elevates Supplier Performance

The benefits of working with a quality supplier cannot be overstated. suppliers are often overlooked as a critical business component as they can impact the functions of your entire organization. Unfortunately,  the manual nature of most procurement management makes it difficult to stay on top of past-due or poor-quality materials.

By operating with outdated and disparate tools, there is no visibility into supplier on-time performance and responsiveness to PO acknowledgments and confirmations. Communication between buyers, suppliers, and stakeholders turns into a moving target when what you need is a predictable performer. Automation tools built specifically for the procurement process bring clear and reliable communication channels to the forefront while helping to reduce errors, missed deadlines, and unhappy customers.

3. Supplier Accountability Improves

Procurement automation solutions hold historical data for you to use when evaluating which suppliers are keeping in line with the standards you have set for your relationship. Scorecards keep track of what matters most, including:

  • Supplier price variance
  • On-time delivery
  • Quality
  • Responsiveness

These scorecards ensure that ISO-certified companies maintain adherence to an in-depth supplier scoring system to remain ISO compliant. If your suppliers are delivering below your expectations, you can see a complete history of events leading to a downgrading of their rating. This makes having conversations about delivery easy, thanks to concrete historical data you can access from anywhere.

4. Procurement Automation Improves Collaboration

The simplicity and clarity of purpose-built procurement automation tools represent a monumental shift in supplier performance and supply chain efficiency. These systems are designed to integrate seamlessly with your ERP system. They deliver the ability to see and react to changes in real time from a single source of data. By automating your needs, from manual buying processes to performance analytics, business becomes streamlined at every level. You’ll find tremendous benefits through procurement automation in:

  • Collaboration – Increase collaboration between the buyer and supplier.
  • Visibility – Update data automatically in the ERP and view the information in real time.
  • Performance – Enhance performance with more accurate information and consistent communication and alerts.
  • Transformation – Improve productivity and supplier performance with better internal resource allocation and more accurate data.

5. Purchase Order Systems Become Streamlined

Automated purchase order management systems extend the power of your ERP. This provides you with the ability to manage direct spending and buyer-supplier relationships. when purchase orders are created these systems expedite purchase order acknowledgments, track due dates, and status changes, and alert your suppliers to important PO changes. All purchase order details and buyer/supplier communications can be tracked directly with each purchase order. Just like with EDI, updates are sent in real-time and immediately sync to your ERP.

6. Better Document Management

As operations expand, more trading partners and suppliers are brought into the fold. Communications, contracts, purchase orders, invoices, and a host of other documents are being routed back and forth between internal and external resources every day. Procurement automation tools will make sharing and managing all types of documents with your suppliers a hassle-free endeavor. By ensuring your suppliers automatically receive the latest revisions of manuals, prints, bill-of-materials, and specifications, they are better able to meet your needs and deliver on their obligations. Uploading your documents into these procurement automation tools will share the latest version of existing documents with your supplier automatically. New documents being uploaded need initial permissions and routing protocol set up, but it’s on autopilot after that, in most cases. You can even require a supplier to confirm receipt of your document and easily send reminders to suppliers who are slow to accept, further aiding in accountability and supplier performance.

7. Advance Shipment Notifications, Simplified

Completing detailed Advance Shipment Notification (ASN) documents, saving them to a given platform, and automatically sending them to buyers before shipment is made easy with procurement automation. The tools help buyers and receiving departments improve performance as it pertains to incoming supplier shipments with standardized barcodes and shipping labels. A quick scan of a barcode and receivers instantly know the contents of any box.

8. Superior Quality Control

Procurement automation tools track the incoming inspection of materials, placing parts in a quality queue and flagging them for review to simplify your quality control processes. If the item(s) fails inspection, the reviewer inputs the reasons into the tool and collaborates with the supplier to disposition the material.

9. Easy Request For Quote (RFQ) Management

Spreadsheets only slow things down when you want RFQs promptly and intuitive layout. With procurement automation, you can send a request for a quote to your suppliers to track every step of the way, automatically. A comprehensive view of every supplier on your list will allow you to make an informed decision without having to jump between multiple sheets. Tracking responses that align with the best pricing and scorecard rating make it easy to compare offers and choose the suppliers who best fit your requirements.

10. Mobile Utilization Of Procurement Automation

Mobility is key for any modern organization. If you can’t make decisions on the move, you are essentially desk-bound. That means, if you’re not in the office, chances are you’re not taking action. Today, procurement automation solutions place simple and intuitive smartphone apps in your hands. These native-developed applications assist in managing procurement and purchase orders from anywhere, at any time. Leveraging quicker access to view, acknowledge, and communicate procurement data where the data is being consumed allows you to make smarter business decisions, faster.

Want to know more about procurement automation? Get in touch with the experts at Encompass Solutions using the contact us link below. We’ll help you identify the ideal procurement automation solution for your business’s unique needs.

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.


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.


What Is EDI? Electronic Data Interchange, is defined by the National Institute of Standards and Technology as, “the computer-to-computer interchange of strictly formatted messages that represent documents other than monetary instruments. EDI implies a sequence of messages between two parties, either of whom may serve as originator or recipient. The formatted data representing the documents may be transmitted from originator to recipient via telecommunications or physically transported on electronic storage media.” However, it can be summarized as a process by which computer systems exchange business documents quickly and securely in a standard electronic format. Some examples of those electronic formats include those from ANSI, EDIFACT, TRADACOMS, and ebXML.

What Is EDI Efficiency

By shedding traditional paper-based systems, businesses and their partners can take advantage of a host of benefits that EDI provides. Those benefits include, but are not limited to faster production speeds, fewer errors, reduced costs, and stronger more reliable partnerships.

When it comes to Electronic Commerce (EC), also known as e-commerce/eCommerce, EDI provides an essential method for carrying out business functions relating to information exchange, monetary transactions, and purchasing both in business-to-business and business-to-consumer relationships.

an image of points of light connecting buildings, devices,and people in an effort to visually answer the question: What Is EDI?

EDI helps eliminate human participation in the exchange of essential documents throughout business processes. In short, EDI helps automate tedious and error-prone business processes.

What Is EDI Security

When it comes to how EDI can affect your company’s business processes with customers and partners, security becomes one of the most important factors to consider. By doing away with paper systems and outdated technology, like phone, fax, and email conversations, your business can take advantage of more comprehensive and secure exchange methods. Consider these benefits when it comes to implementing an EDI solution for your business:

  • Audit trails
  • Contingency planning
  • Use of acknowledgments
  • Electronic document management
  • Activities of supporting networks
  • User access controls to systems and networks
  • Cryptographic techniques for authentication and confidentiality

About Encompass Solutions

Encompass Solutions is a business and software consulting firm specializing 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.