Dashboards & Enhancements John Atherley Technical Consultant john.atherley@clearbusinessoutcome.com 0757 666 4343

Dashboards & Enhancements NOT TECH DEMO Simple way to understand getting The most from your Epicor ERP.

Dashboards & Enhancements Looking beyond standard Epicor 9 / 10 Dashboards & Enhancements One Click Ship (Customised Dashboard) Form Customisation Embedded Dashboards Updatable Dashboards Document Management How to Help your IT Function / External Consulting

Dashboards & Enhancements Looking beyond standard Epicor 9 / 10 – THE BLOCKERS; Make Do / We work with what we have X IT are too busy X Don’t understand the technical side of Epicor X Don’t know what we can achieve X

Dashboards & Enhancements Looking beyond standard Epicor 9 / 10 – THE GAINS; Improve the business flow Improve your daily mundane tasks Meet deadlines quicker Work smarter

Dashboards & Enhancements Dashboard – One Click Ship (WD40) – The previous process ; Shipping Process #1 – Raise a Customer Shipment Shipping Process #2 – Add line(s) to the Shipment Form Shipping Process #3 – Stage / Ship Shipping Process #4 – Print PDF Shipping Process #5 – Email PDF Ready to Invoice!

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Form Customisation HELP > Field Help

Form Customisation

Embedded Dashboard 234135 234135 1 AB D ABC Pumps Ltd 1

Embedded Dashboard

Updatable Dashboard

Sending Customer Documents? DOCUMENT MANAGEMENT ?

The CHALLENGE… The Solution… 300+ Statements 1 Day to complete Customer Statements Filter by Customer Print to PDF New Email Attach PDF Paste “please find attached body…” Insert Email Address 300+ Statements 1 Day to complete The Solution… Print All Customers 300+ Statements individually wrapped with PDF’s 5-10 Minutes to appear in sent items -or- drafts

Not on E10.1 yet? E10.1?

Tips for helping achieve change Engage with your IT / ERP Department Know the Data Fields you need (Help > Field Help) Get a Scope together if possible Justify the financial / process benefits Setup a meeting with your IT / ERP Department Get external help if needed