Epicor Prophet 21 ERP Order Entry (OE) Customizations

Epicor Prophet 21® Wholesale Distribution Software - Order Entry, Sales, and Shopping List Management Tools

Custom Sales Order Entry, Shopping List, CRM, and Contracts Management Solution for Epicor Prophet 21 System Users

 

P21 sales and order entry tools for Sales Reps, Customer Service Agents:  simple tools integrated with Prophet 21 for helping manage customer shopping lists, contracts, quotes, & price lists. Each project is built out custom, per your unique business requirements!

These projects are built custom per your specs/requirements.  This is what a basic project would feature:

  1. Create a Sales, Shopping List and Contracts portal using windows authentication

    • Role based access

  2. Landing page for Sales rep shows sales report dashboard  (can include features like):

    • Today’s Sales Figures

    • Yesterdays

    • YTD

    • Open Orders

    • Customers with credit issues

  3. Create Sales Order Section

    • item search options

      • Pull from shopping list

      • Pull from P21 inventory by top 200 items purchased

    • Calculate GM% on the inserted line

    • After order entered/completed, user clicks save.

    • This will generate the P21 Import files (B2B – Sales Order)

  4. Customer Reports Section

    • Customer sales history data

    • Customer shopping list

    • Items not re-ordered in the last 50 days

    • Today’s sales figures

    • Yesterday’s sales figures

  5. Inventory Search Section

  6. Shopping / Contract List Section

    • Select a customers and shopping / contract lists

    • Add/remove/update items from the shopping_list table

    • Manage/control shopping list margins

    • Do not allow values will control lower that approved margins 

    • Additional charges can only be over-written by specific users

  7. Admin Menu Section

  • User Management > Various admin features / role based permissions/access

  • Ability to edit > Shopping List > Contracts > Gross Margins > GM % Allowed

 

 

Please review this demonstration Video


We appreciate the opportunity to be your Partner-in-P21!   
Please let us know if we can help with this type of solution and/or any other customer needs or challenges.