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PartTrap – The easiest to implement and customize ecommerce solution for...
eCommerce for Epicor ERP Parttrap ONE is a standard Content Management System (CMS), Product Information Management (PIM) and eCommerce product with a standard integration to Epicor ERP. The product...
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Adding a Logo to your Epicor ERP Desktop
Adding Company/Site Logo to Epicor 10.2 You can give your Epicor system a personalized corporate identity by adding your logo to the Epicor Menus screen. Get in the appropriate Company on the menu....
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The Epicor ERP Implementation Process. What is it?
Epicor ERP Implementation ERP Implementation is a multi-step process. Some of the steps may vary based on size, type of business, hosted versus on-premise etc, but generally it involves installing or...
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Significant Changes Coming to Epicor Support Policies
Epicor has recently announced some radical changes to how long and to what level it will support older versions of its software. Historically Epicor has been one of the few major ERP vendors to...
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Epicor 10 SSO default to Classic 9 theme
In Epicor 10, Epicor introduced the Tile Menu Theme. Some people do not like the Epicor 10 menu theme and they want to use the Classic Epicor 9 theme. When running is an environment that is not...
View ArticleNew Jersey Sales Tax Rate won’t Display properly on your customer facing forms
Due to political wrangling the in the great State of NJ, and others as well, a ‘compromise’ sales tax rate was agreed upon as part of the NJ Gas tax debate. It lowered the sales tax rate from 7% to...
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Reasons for not being able to Go Live on your ERP system.
Trying to go live for months or even years with your new ERP system? Whether you use one of the solutions we at Clients First sells such as Epicor, Microsoft Dynamics NAV (Navision), SAP, or Sage or...
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Automatic Job Closing / Completion in Epicor 9
Overview In your “out of the box” Epicor® installation the process of running a job through the system consists of the following (in a generic sense): Create the job Issue materials Receive quantities...
View ArticleEpicor ERP Consulting
Why use Clients First for Epicor Consulting services? Best Practices. Many companies have ways of using Epicor and other software that turn out to be based on software that is no longer in use at the...
View ArticleEpicor Cloud Hosting
Epicor Cloud Hosting – from Clients First Over 50% of all new ERP projects are being hosted off premises. Clients First has developed exclusive technology to make hosting Epicor on the worlds largest...
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Epicor Styles
Epicor Styles to avoid confusion in a Multi-Database, Multi-Company or Multi-Plant environment There is nothing more aggravating than entering data in the wrong database, company or plant. By using...
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Epicor 9 – System Monitor Status Balloon
One of the nice features of Epicor 9 was that reporting was run thru the System Manager. Once the report was submitted you could continue your online processes. You where not locked up until the report...
View ArticleEpicor Vista | Epicor Vantage – older versions
Running an older version of Epicor Vista or Epicor Vantage and getting worried about the hardware? Have you have decided to migrate to the latest Epicor version but worried your hardware will not last...
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Epicor – Apply Security Groups to all levels of the menus
Epicor Apply Security Groups to all levels of the menus One common shortcut when applying security is to apply the security at the higher levels of the menu security only. For instance, on the...
View ArticleEpicor 9 Security Groups
Use only Security Groups, never use Employee ID In Epicor 9 there are hundreds of individual menu items. Setup Security Groups and assign these security groups to each employee. An employee can have...
View ArticleIIS Reset Tip for Epicor ERP 10 and 10.1
IIS Reset Tip for Epicor ERP 10 and 10.1. No need to kick everyone out of the system. This training and demonstration video shows an alternative way to reset IIS in Epicor ERP10 and ERP 10.1 Epicor...
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Epicor Standardize Master File Descriptions
Epicor Standardize Master File Descriptions explained in detail below. In Epicor when you do a down arrow on a master file field it is the description that is displayed, not the short key name. So by...
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Epicor Master File Descriptions
Sorting Epicor Master File Descriptions the way it makes best sense for your company (instead of Alphabetic) Annoyed when setting up menu security and the security groups are mixed with the employees...
View ArticleEpicor 9 Software Installation & Upgrade Checklist
One of the most important steps of the Epicor Signature Implementation Project plan is to get the Epicor software installed and tested. The install process is complex and needs to be verified before...
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Epicor – Hot Keys
Add New Line with a “Hot” key Hot keys can be programmed to quickly add line to Quotes, Sales Orders, Purchase Orders and so on. To set a Hot Key you must be in the desired entry screen. Then choose...
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