1. Dashboards & Enhancements
John Atherley
Technical Consultant

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

3. 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

4. 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

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

6. 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 – PDF
Ready to Invoice!

7. 1 2

8. Form Customisation
HELP > Field Help

9. Form Customisation

10. Embedded Dashboard
234135
AB D ABC Pumps Ltd

11. Embedded Dashboard

12. Updatable Dashboard

13. Sending Customer Documents?
DOCUMENT MANAGEMENT ?

14. The CHALLENGE… The Solution… 300+ Statements 1 Day to complete
Customer Statements
Filter by Customer
Print to PDF
New
Attach PDF
Paste “please find attached body…”
Insert 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

15. Not on E10.1 yet?
E10.1?

16. 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