Job & Customer Contract Pricing Tools for Epicor Prophet 21

Still updating customer contracts one at a time?

When a contract includes many items—or your team manages many customer contracts—individual updates can turn into a lot of repetitive work.

At MindHARBOR, we’ve built a custom contract pricing portal for Epicor Prophet 21 that helps users import and update customer contracts in bulk, handle duplicate items, and review contract information through dashboards and reports.

Bulk Contract Imports & Updates

The portal gives users a way to process multiple contract updates together instead of managing each contract individually.

Customer-specific business logic helps reduce the additional steps users would otherwise perform manually.

Your process may have different file layouts, review requirements, or pricing rules. We can tailor the import and update workflow around those needs.

Catch Duplicate Contract Items During Import

One practical feature identifies duplicate contract items during the import process and notifies the user.

Users can then select which existing lines to expire to avoid duplication.

That puts the decision in front of the person reviewing the update, rather than leaving duplicate cleanup as a separate task afterward.

Review the Information Your Team Needs

The project also includes a dashboard that lets users filter the data and view the relevant subset of contract information.

Custom reports can be generated and emailed on a schedule, reducing the repeated work of gathering and distributing the same information.

The screens, filters, and reports can be built around what your pricing, sales, and management teams need to review.

Fit the Workflow to Your Business

We can review how your team prepares contract updates, handles duplicate or overlapping items, and decides when existing lines should expire.

From there, we can define the validation, review steps, and reporting that belong in your project.

You may need one improvement to an existing process or a broader portal that brings several tasks together.

Custom Software Built From Experience

This is an example of a custom project we’ve delivered. We bring experience and reusable approaches to each engagement, then tailor the workflow to your requirements.

Custom software doesn’t have to mean starting from scratch.

Using another ERP? We can review your contract data, pricing process, and integration options to discuss a similar approach.

Need Help With Contract Pricing Updates?

Show us a typical contract file, explain how your team updates it today, and tell us where the repeated entry or cleanup takes time.

We can help identify a practical starting point.

Fix. Build. Bridge.

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