It can be difficult For small and medium businesses to identify when it’s the right time to abandon internal systems, or implement if none exist, in favor of a complete ERP solution. Shedding siloed data structures and cobbled solutions that end up costing more in time and resources than they are worth can bring small and medium businesses into a new era of action.

ERP systems are the ideal solution, allowing small and medium businesses to compete with larger enterprises thanks to the more efficient use of company resources, more intelligent data, and improved analytics of day-to-day operations. Up to this point, small and medium businesses may have been able to operate on home-grown systems or just on-the-fly approaches to operations. However, these attempts to run a successful enterprise can only last so long. Eventually, serious hurdles will emerge and lead to setbacks. If left unaddressed, these setbacks can grow into more debilitating issues. Here are some indicators small and medium businesses can use in identifying that the time is right for an ERP implementation.

Inventory Issues

If your business is having trouble tracking inventory, red flags should be raised. Inventory control is a huge component of ERP as well as a defining characteristic of a successful business. When inventory can’t be accurately managed, sales orders fail to be fulfilled. As a result, customers lose faith and business drops off. When managing inventory levels turn into a guessing game, ERP implementation is the solution.

an image of a warehouse worker using a handheld scanner

Inventory Control Is A Key Component Of Operating A Successful Enterprise Of Any Size.

Inaccurate Forecasting

Is your business throwing darts at a board when it comes to forecasting sales figures into the near and distant future? If this is the case with your small or medium business, you need better intelligence. ERP systems provide exceptional business intelligence and data maintenance components that give you more accurate sales forecasting. This way, you’re better equipped to prepare for the future expansion of your operations.

 

3D illustration of a pushpin pinned in front of the text long term, Business vision or financial investment duration concept, horizontal image

Accurate Sales Forecasts Will Ensure Your Business Is Prepared To Meet The Challenges Of Growth.

Poor Analysis And Reporting

Reporting and business analysis are a must for any business looking to stay afloat for the long-term. ERP capabilities in these sectors provide business owners with a better understanding of market performance, trends, and customer preferences. Reports providing key metrics allow you and your teams to adapt to changes in the market. Being agile and able to develop new strategies through the insights ERP provides will ensure your business stands the best chances in a dynamic industry.

An image of an employee reviewing reports on a mobile tablet.

Insightful Data And Accurate Reporting Will Provide Your Business The Insights Needed To Identify Operational Shortcomings And How To Resolve Them.

Siloed Data Systems

When your departments are separated from data because they are operating within their own siloed systems, your business loses out on performance potential. Moving your operations to a unified online system will ensure all your employees are on the same page, with access to relevant data to deliver the best service to your customers. Information is a cornerstone of operations from the factory floor to the c-suite, no matter what size of business you operate. This improved visibility will allow employees to see exactly how they contribute to the business’ overall strategy and trajectory. Engage your employees and improve productivity by communicating strategy, setting measurable goals, and supporting your growth from the inside out using the unified data systems ERP solutions provide.

An image of a group of executives meeting to discuss figures and data.

Keeping Employees At Every Level Connected To Data Ensures A Complete Understanding Of Roles, Strategy, And Trajectory.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


When the goal is to be agile both on the shop floor and in the marketplace, manufacturers need tools that allow them significant maneuverability. ERP systems have traditionally been the biggest component of operational adaptability when circumstances change behind the scenes. Cloud ERP is one recent example of innovation in Industry 4.0 that has reinvigorated the manufacturing space for enterprises of every size. A survey by Technology Evaluation Centers revealed Epicor ERP ranked as the top solution for growing small and medium businesses.

Cost Saving Software

Today, small and medium businesses (SMB) can achieve world-class efficiency at a fraction of the cost when compared to the past 10 or even five years. What was once accepted as a software solution available only to large enterprises, ERP allows small and medium businesses to access data like never before. Without the high-cost of on-premises solutions, cloud ERP solutions provide significantly improved levels of insight into operations by omitting the costly expenses of hardware, maintenance, and security. Small and medium businesses are finding it easier to make their mark in the marketplace with the extra capital provided by these all-in-one solutions, in many cases built specifically for their industry.

Information Sharing

By more effectively sharing relevant information between departments, small and medium business operations can avoid bottlenecks caused by low inventory or sub-contracting tasks. Access to as much or as little data as is necessary provides every member of the workforce with the insight they need to ensure the supply chain is never interrupted.

ERP Frees Resources

Cloud-based ERP systems bring down operational costs at the point of implementation, that much is true. However, more impressive still is the ability for small and medium businesses to take advantage of the reduction of labor costs associated with ERP solutions. By eliminating the human component of repetitive tasks, labor is freed to be focused elsewhere in the supply chain. Additional benefits of the automation components of ERP solutions include fewer instances of erroneous data and more accurate forecasting.

The Take Away For Small And Medium Businesses

Beyond the cost benefits implementing an ERP system puts SMBs in the right mindset for growth with a commitment to the long-term. Positioning your business for success starts with the right attitude, after that the right tools pave the way for your progression. Cloud ERP brings several benefits that SMBs can see the results of immediately.

The first immediate benefit is uniformity and transparency within a single information system. Without the need to chase down data or keep departments working within siloed systems, everyone can work on the same page towards the same goal. With multiple data entries and exports no longer in the picture, errors are mitigated, productivity increased, and associated expenses no longer affect your bottom line.

an image of a coffee ERP coffee and several components of a business drawn on paper.

ERP Systems Are Accessible And Highly Beneficial To Small And Medium Businesses.

Informed decision making emerges with effective ERP solutions in place. Everyone from marketing to management to accounting benefits from the ability to make more effective decisions affecting operations now and ahead. When the overall strategy becomes clearer, agility comes naturally and your business can adapt more easily to obstacles before they become issues.

Streamlined processes make way for increased productivity with ERP. The systems you have put in place today will enable a smoother transition through growth as you enjoy the success resulting from your hard work. The alternative may end up costing you much more than the price tag of an ERP system.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor ERP Named Best Small Business ERP

A recent comparison of Epicor ERP, NetSuite, and Infor SyteLine in the small business category revealed that in 10 of the modules tested, Epicor ERP outscored the competition as the best small business ERP. A Vendor dedicated to proving powerful capabilities alongside ease of use, Epicor seeks to redefine the relationship workforces share with ERP. This includes the visualization, interaction, and information consumption for organizations.

The three vendors were compared across 10 main modules that include 2500 features and functions. After Epicor received top marks for five of the 10 main modules tested – General Ledger, Accounts Payable, Accounts Receivable, Job and Projecting cost, and Sales Management – Technology Evaluation Centers’ (TEC) Vendor Showdowns placed Infor SyteLine and NetSuite in second and third place respectively.

ERP Vendor Showdowns

A regular installment from Technology Evaluation Centers, Vendor Showdowns provides unbiased comparisons of software according to set criteria. Complete scoring and rules can be found here. In short, top marks are received for complete support out-of-the-box with ratings decreasing from that benchmark of functionality.

a picture of executives racing each other on a track symbolizing Epicor ERP winning as the Best Small Business ERP

Vendors Were Evaluated By TEC Across 10 Product Categories As Well As 2,500 Functions And Features.

According to TEC’s Vendor Showdowns editor Larry Blitz, “After taking a look at the results of our small business software vendor showdown it is evident that Epicor is the strongest solution overall, followed by Infor, with NetSuite ranking third.” TEC’s Blitz went on to detail Infor SyteLine’s performance in receiving marks for the Inventory, Budgeting, and Manufacturing modules. NetSuite received its recognition in Fixed Assets performance.

About Epicor

Epicor aims to provide the Best Small Business ERP with powerful capabilities alongside accessibility. With the goal of innovating how ERP is used, deployed, and managed, Epicor goes beyond reinventing interfaces and focuses more on the relationship between ERP systems and people. By removing the barriers standing between business and information, Epicor minimizes the steps taken to gain actionable insights and drive growth.

About Technology Evaluation Centers

An independent software analysis firm, Technology Evaluation Centers (TEC) helps organizations of all sizes to identify software solutions aligned with business’ unique requirements. With professional expertise in the realm of ERP, CRM, HCM, and BI, TEC is positioned as a leading authority on software in more than 40 categories with more than 25,000 functions and features. Utilizing a proprietary decision-support engine, TEC lets users in professional services, retail, distribution and wholesale, health care, energy, financial services, education, and many more industries find the right software for their needs in a fraction of the time when compared to traditional consulting.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Often, Small and Medium-sized Businesses (SMB) get their start using home-grown systems and those they’ve pieced together for specific purposes within their operations. However, as time passes and the organization grows, those same systems don’t scale and can hinder a business’ competitiveness because of poor performance. That’s where Enterprise Resource Planning (ERP) comes into the picture. An ERP system is one that integrates all your business’ essential operations into one interface, connecting the data you need to the departments that need it.

Providing both the visibility and the tools necessary to scale with growth, ERP’s triggering and automating of actions enables SMB workforces to focus on more of the front-end essentials, like sales and ordering, while the back-end is managed by powerful software modules designed to automate repetitive processes.

Modern ERP Systems Are Built With SMBs In Mind

In the past, ERP systems were more often than not implemented onsite through a complex and costly process, which required substantial resources from a business not only to erect, but also maintain. With the advent of cloud technology, such costly implementations and maintenance practices are a thing of the past. SMBs can more readily afford the costs associated with implementing an ERP system and the burdens of maintenance are assumed by the provider. This will allow SMBs to maintain competitiveness as well as direct their in-house resources to better use following the offloading of repetitive operations to the business process automation capabilities that ERP software provides.

an image of a coffee ERP coffee and several components of a business drawn on paper.

ERP Systems Are Accessible And Highly Beneficial To Small And Medium Businesses.

This is not to say that on-premises and hosted options are no longer available. Maybe your business would prefer an ERP solution be installed, run, and maintained within a local environment. This is the traditional approach to implementation and it is still available from virtually all providers. However, it is important to keep in mind that this is the costliest option for implementation, training, and maintenance.

Access to relevant and actionable data is another key component of ERP software that allows SMBs to operate as effectively as a larger company with more resources. Whether data is your product or helps your business run more efficiently, the business intelligence (BI) provided by ERP systems is an invaluable advantage to an enterprise of any size. Many SMBs might argue that they already have data. Maybe they have so much they don’t know what to do with it all. The response to that is: it’s not enough to have the data, you need to able to make sense of it all and then put it to use. This is the key component of ERP that makes it worth its weight in gold. The insights an ERP system can provide using your company’s data can prove invaluable. It may allow you to identify and rectify bottlenecks or more effectively target customers with marketing campaigns. By maintaining a lean staff with an efficient ERP system, your company can do more with less to accelerate growth and nurture your bottom line.

ERP Functionality And Flexibility

Consider the core components of an ERP system, which includes finances, procurement, and the like, as functionality that most businesses will want to take advantage of no matter what their given industry. Additional functionality is available in an array of tools that apply to a vast spectrum of industries.

A pictureof a digital honeycomb with ERP in the center, and associated functionalities surrounding it

Modern ERP Functionality Is Available In An Array Of Tools That Apply To A Vast Spectrum Of Industries.

Manufacturers want more distribution, logistics, and robust manufacturing execution system (MES) capabilities. A food processor will want a system places more focus on the aspects of batch processing, compliance, and other pertinent operations. ERP offers businesses of all sizes the freedom to pick and choose the functionalities that apply directly to their business. With over 20 years of industry best practices incorporated into system designs, SMBs can rest assured that they are getting a comprehensive solution that addresses their individual needs.

The Human Components Of ERP

A Major hurdle in ERP selection for most SMBs is getting the executive suite on board. Key decision makers need to agree that ERP is a good move for the business. Following the proper procedure and implementation, it’s all but guaranteed a positive outcome. However, implementing an ERP solution is more than just a change in technical systems.

The implementation of an ERP system requires a mindset that your whole company must get behind. Save for a few individuals, most of your workforce may be changing the way they approach daily tasks in a big way. Many ERP systems go to great lengths to make their software as user-friendly and intuitive as possible. Training is thoughtful and extensive from providers and vendors because so much of your company’s success relies on your employees using the software as intended.

A photo of people bringing their hands together as a sign of teamwork.

Your Teams Will Work At Peak Performance With A Modern ERP System On Their side.

Is your workforce often on the move? do you need staff on the floor as connected as those in the office? Adopting an ERP solution with mobile functionality may be the answer you are looking for adn there are many ERP systems that excel in delivering mobile-ready solutions.

Addressing these issues ahead of a go-live event is the best way to ensure your success with a new ERP system. Connecting with a certified and proven consultant is a great way to map out your change management strategy in the early stages of the transition.

Tips For SMBs Considering ERP Systems

While there is no one-size-fits-all solution for any business when it comes to shopping for ERP solutions, there are a few points to consider that can narrow down your best candidates.

  1. Outlining your company’s needs will give you a good starting point from which to develop your organization’s ERP strategy. Think about the key features you need now as well as those you’d like to incorporate, or at least evaluate, for future functionality as your business grows.
  2. Your budget will be one of the most important components of the process to consider. Deployment method will factor into this as well, as onsite options will run a higher price tag than cloud-based ERP systems.
  3. Training will be a huge component of getting your workforce up to speed and identifying how much time you must spend on training your employees will go a long way into selecting a solution that is more user-ready out of the box or one that is more technical and requiring of a more thorough set-up.

This list of considerations when approaching an ERP implementation is truly extensive and we couldn’t cover them all in a single blog post. These are a few of the most important attributes to evaluate. Beyond these broad characteristics, more detailed components of an ERP system can be discussed with providers, vendors, and consultants, who are prepared to work in tandem with you to create a comprehensive strategy for your implementation.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor Data Analytics 7.3.0

Epicor Data Analytics (EDA) Release 7.3.0 has gone live and is now available to EDA customers. This release contains several bug fixes, new features, and key improvements. Here are the biggest takeaways to appear in the Epicor Data Analytics 7.3.0 update. For more information on the capabilities and functionality of Epicor ERP, click the more info button below.

Nested Grids In Epicor Data Analytics 7.3.0

The new “marquee” feature for the Epicor Data Analytics 7.3.0 release, grid nesting allows users to create an “expand/contract” report within the EDA grid. Grouped by dimension, the nested grid will allow up to three levels of detail to be displayed. This can include everything from customer data, purchase history, and product information. Whatever data you wish to associate in the view, your preferences can be saved, added to the dashboard of your choice, or exported.

A screenshot of the Epicor Data Analytics 7.3.0 nested grids feature in use.

The Nested Grids Feature Is Useful On Many Levels. A full video of the nested grids feature and its capability can be viewed, here.

Data Snapshot Retention In Epicor Data Analytics 7.3.0

Administrators syncing data within Epicor Data Analytics 7.3.0, retention of historical snapshots can be an invaluable tool when working with datasets. To use the feature, tick the ‘Retain snapshot’ box when adding a file in Sync. Retention periods can be set for both daily and monthly periods. This feature is especially useful when working with data that is updated in real-time, allowing you to retain and view historical snapshots at-will.

a screenshot of the Epicor Data Analytics 7.3.0 data retention snapshot feature in use.

Reference Your Snap Shots For An Easy Look Back At Historical Data.

Retained data can be viewed by navigating to Administration > Sync sources and selecting the relevant source to view in more detail. In the example below, each snapshot is identified by its timestamp according to the retention period previously set by the user.

Enable and Disable Sync Items Functionality In Epicor Data Analytics 7.3.0

Administrators who have been looking for a veritable pause button when it comes to data sync will find just that with the new Enable/Disable Sync Items functionality released in EDA 7.3.0. The function is easy to engage. All admins need to do is tick enable box in the Data Items panel prior to sync taking place.

A screenshot of how items are enabled and disabled for syncing in the Epicor Data Analytics 7.3.0 Interface.

Enabling And Disabling Sync For Your Items Is A One-Click Action.

Newly added items and items being edited can also be enabled or disabled for sync using the same method.

A screenshot of the Epicor Data Analytics 7.3.0 Enable and Disable Sync functionality works for newly added items.

Enable Sync When Adding A New Item With A Single Click. You Can Always Disable Later If You Choose.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


For those unfamiliar with the Craft Beverage Modernization and Tax Reform Act, the recently passed tax reform applying to alcoholic beverage manufacturers, the short of it is that the legislation offers two years of heavy relief from federal excise taxes applied to one of the most severely taxed industries in the US. So, what are craft brewers, distillers, and vintners going to do with it? For most, the word is grow.

The tax breaks will translate into substantial annual savings for these craft beverage makers, between $20,000 and $100,000 to be more precise, and allow them to hire more staff, expand operations, and invest in marketing to build their brands.

Brewer Benefits

For many of the nation’s thousands of small breweries, the tax break of $3.50, effectively halving the previous $7.00, on the first 60,000 barrels(BBL) produced for domestic breweries producing less than 2 million BBL annually, will be a desperately needed lifeline. To put things into perspective, that $7 has been anywhere from 15 percent to 25 percent of the total cost of that BBL.

a picture of two pint glasses filled with beer.

For many of the nation’s thousands of small breweries, the tax break of $3.50 effectively halves the previous $7.00.

Competing with the likes of D. G. Yuengling & Son, Inc, Sierra Nevada, New Belgium, and Boston Beer Co., mom-and-pop and Main-street brew operations have had a hard time coming up in an industry that has seen improved performance year on year but is at the same time contracting. An extra $20,000 going towards a brewpub can provide another part-time employee, new vats, advertising, and a host of other potentially powerful tools to aid expansion. Some operations will transcend the modest manufacturing operations to the regional scale and evolve into full-blown enterprises as a result. With new enterprise comes new concerns, including accounting, production, distribution, and, perhaps the most significant hurdle of even the most robust ERP solutions, tax responsibilities.

Distiller Details

The same positive outlook is true of the States’ 1,500 craft distillers who are already seeing big benefits from the change. The tax cuts bring federal excise taxes for distillers down significantly from $13.50 to $2.70 per proof gallon, applying to the first 100,000 gallons per year for a two-year period. Used to its maximum benefit, the savings translates to $2.16 million. With taxes on distilled spirits among the highest in the US, reaching more than 50 percent of a product’s purchase price in many cases, the relief is more than welcome from the craft distillers of America.

a picture of two glasses of whiskey, neat.

Used to maximum benefit, the savings in taxes translate to $2.16 million annually for craft distillers.

The industry workforce has grown to 20,000 with a cumulative investment total of $600 million in the last decade alone. Compare that to Jack Daniel’s Distilleries, which blows through that 100,000-gallon tax break in one day of production, and the future is only looking brighter for the craft distillers of America.

Vintners Toast Approval

Wine is another beneficiary of the latest excise tax reform, albeit with a slightly more complicated structure. Wine is taxed based on alcohol content with new rates applied to those containing 16 percent or less of alcohol, 16 percent to 21 percent, and 21 percent to 24 percent. These categories are taxed 21-cents, 31-cents, and 62-cents per bottle respectively. The benefits are a bit easier to see with a broader view. Let’s first take the initial 30,000 gallons a winery produces. Each of these barrels receives a $1 credit per gallon. The following 100,000 gallons receive a 90-cent tax credit and a 53.5-cent credit is applied to the next 620,000 gallons. All wine produced after that is taxed at the standard rate. The new tax rates are a far cry better than those previously afforded to the small wineries of America and when used to their fullest potential can provide craft vintners more than $450,000 in tax credits.

a picture of two glasses of white wine against a sunset backdrop.

When used to their fullest potential, the tax breaks can provide craft vintners more than $450,000 in tax credits.

With the results of the tax reform already taking effect, it’s not hard to see why the craft beverage manufacturers of America are celebrating. This reduction of excise taxes will afford the burgeoning craft beverage industry considerable capacity for expansion over the next two years and we can’t wait to see where the influx of capital will take up and coming enterprises.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Maintenance, Repair, and Overhaul (MRO) costs can cripple a manufacturer’s bottom line, especially when the required work compounds problems by impacting production to a significant degree. Implementing a dynamic ERP solution, like Epicor ERP, can address the issue before it becomes a problem. Through an effective mix of Quality Assurance and Asset Management modules, Epicor has built a powerful solution to specifically tackle the tasks associated with maintenance management, from Small and Medium Enterprises (SME) to multinational corporations.

Industry 4.0 – Machine Learning As An Essential Tool

By leveraging the Industrial Internet of Things and modern data analytics, manufacturers are finding that machine learning is the next essential tool in keeping their operations running at peak performance. These tools provide manufacturers with more and better data to ensure impacts that are detrimental to business are circumvented even before becoming roadblocks.

a representation of machine learning using a digital intelligence spreading through circuits a the push of a button.

Manufacturers Are Finding That Machine Learning Is The Next Essential Tool In Keeping Their Operations Running At Peak Performance.

According to John Fryer, senior director of industry solutions at fault-tolerant computer servers and software company Stratus, on his partnership with TransCanada, “data is now being collected from every turbine, pump and compression station, and fed back to a centralized control room. The data is then integrated and analyzed…to identify trends and enable predictive maintenance to be carried out.”

Stratus is currently working in tandem with TransCanada to maintain the operation of the gas company’s 57,000 miles of pipelines. The network often stretches into in rural and remote regions, which makes monitoring and predictive maintenance even more essential.

ROI With ERP Solutions

Because of improved monitoring, quality assurance, and asset management, manufacturers receive significant savings when it comes to MRO costs. By providing a comprehensive and fully-integrated approach to the calibration and upkeep of systems and equipment, manufacturers employing ERP solutions in their facilities can operate at maximum runtime to secure an optimum return on their total costs.

an image of factory automation equipment breaking

Improved Monitoring, Quality Assurance, And Asset Management Allow Manufacturers To Realize Significant Savings When It Comes To MRO Costs.

In the case of TransCanada, savings between $16m and $17m were measured in the first year following implementation alone. That’s just one success story. When an entire industry employs such advancements in how operations are maintained, the savings can compound by an order of magnitude.

How Epicor ERP Addresses Predictive Maintenance

Through the Maintenance Management module of Epicor’s ERP solution, manufacturers gain extensive support for maintenance request processing, planned preventive maintenance (according to predefined schedules), and improvised break/fix maintenance processing for a single piece of equipment. When it comes to the facilities themselves and production equipment housed within, maintenance can be scheduled according to a pre-defined service interval, usage, time or through manual requests. Once these work orders have been identified in the system, the upkeep planner can schedule equipment downtime and exchange resources or materials on the fly. The complete history of these machines, materials, and work orders are tracked using many metrics, including the in-service date, equipment location, warrant expiration date, and preventative maintenance plans based on either time or meter frequencies.

 a picture of factory equipment, technicians, and c-level executives working together.

Epicor ERP Helps Manufacturers Keep Operations Running Smoothly With Predictive Maintenance Tools.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Integrated Service Estimator Solution Winners

Congratulations to the first two winners of professional-grade Innova scan tools for their participation in the Epicor Integrated Service Estimator Solution Sweepstakes! The first-place prize winner, Darrin Gilliam of Express Oil Change & Tire Engineers, Daphne, Ala., will receive an Innova 5160 CarScan PRO scan tool. The second-place prize winner, Randy Wilkens of Kwik Kar Automotive, Kansas City, Mo., will receive an Innova 5100 CarScan ABS/SRS tool.

“We congratulate Darrin and Randy for winning the first of 12 Innova scan tools in our six-month promotion,” said Stephen Gannon, senior director, automotive, product management and product development, Epicor Software. “Epicor ISE is a powerful business tool that helps shops grow their mechanical repair volume by streamlining the estimating and parts sourcing processes. Service writers and technicians who rely on ISE can save time and provide a higher level of customer service while earning free chances to win an Innova scan tool. It’s a win-win opportunity for every shop that relies on ISE to drive business growth and improved margin performance.”

The Epicor promotion, which continues through May 31, 2018, will award a total of 12 premium Innova scan tools to Epicor Integrated Service Estimator Solution customers via monthly drawings. Businesses using the web-based solution will automatically earn one free entry with each order generated and completed through the solution. Epicor will randomly select two winners each month to receive either an Innova 5160 CarScan PRO (First-Place Prize) or an Innova 5100 CarScan ABS/SRS (Second-Place Prize). Visit www.epicor.com/ISEsweeps for program rules and alternative form of entry.

Used by thousands of tire dealerships, oil-and-lube facilities, transmission service business, tune-up specialists, and general repair shops, the Epicor Integrated Service Estimator Solution enables users to write comprehensive, accurate repair estimates and identify, price, and source replacement parts in a fraction of the time normally required through manual processes. Parts, labor, and pricing information can automatically be imported into estimates, work orders, and invoices, simplifying the workload for shop service writers. In addition, an optional, mobile “Smart Inspection” feature helps to boost service bay productivity by allowing technicians to record the condition of key vehicle systems and components during comprehensive, guided inspections.

The solution is powered by the Epicor industry-leading replacement parts database, as well as popular repair and maintenance packages, an aftermarket flat-rate labor guide, OEM-recommended vehicle service intervals information, a VIN decoder, cross-reference parts database, and more. To learn more about the solution and the sweepstakes promotion, contact your Epicor representative or visit www.epicor.com/ISEsweeps. For more information about Innova tools and accessories, visit www.pro.innova.com.

Posted by the Epicor Social Media Team

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


As an Epicor Platinum partner, we are pleased to announce that Epicor has released a new Epicor ERP software update! We are beyond excited to begin rolling out the new version, expanded features, and improvements to our Epicor clients. Read the details of the latest Epicor ERP software update here.

Epicor ERP Software Update

Epicor Software Corporation, a provider of industry-specific enterprise software to promote business growth on a global scale, has introduced a new version of Epicor ERP. Epicor is dedicated to delivering ERP solutions to enterprises of every size. Currently, Epicor ERP is in use by thousands of companies in 150 countries worldwide.

The Epicor ERP version update includes robust and expanded functionality that enables manufacturers to thrive, innovate, and remain competitive. Mobile Field Service Automation (FSA) and Customer Relationship Management (CRM) are the two largest benefactors of the Epicor ERP version update, while new business intelligence and visual analytics capabilities are available through Epicor Data Discovery. Epicor ERP itself has received a completely redesigned homepage, Active Home Page, Smart Inventory Management, and new country and industry-specific functionality features that include additional country and industry-specific elements within the Epicor ERP system.

“Businesses that adopt the latest technologies in cloud, analytics, and employee experience will be fit to grow and respond to the new digital challenges of tomorrow while achieving a competitive advantage right now. In this, our third major release in the past 13 months, Epicor continues to deliver cloud-enabled, industry-specific functionality, globalization and localization, mobility, and action-oriented analytics, with continued improvements in customer experience, ease-of-use, and performance.”

Scott Hays, Senior Vice President, Product Marketing, Epicor Software

Epicor ERP Software Update: Role-Based Insights For Better, Faster Execution

Gartner recently reported, “In 2018, data and analytics can’t be ignored — analytics will drive major innovation and disrupt established business models in the coming years.”[1] Epicor ERP enables workforces with the essential insights at their fingertips for more relevant, more efficient analysis and action. The Epicor ERP Active Home Page offers role-based analytics through uniquely configurable dashboard views. Epicor Data Discovery (EDD) is what makes all this possible. The tool supports deep, on-demand data exploration to expose real-time operational and business performance analysis to effectively steer intelligent decision making. EDD delivers complex data sets into intuitive graphs and charts that allow users to quickly grasp and gauge performance, trends, and opportunities. drilling down into data sets and testing “what if” scenarios are made easy.

Epicor ERP Software Update: New Mobile FSA And CRM

New mobile Field Service Automation (FSA) and Customer Relationship Management (CRM) functionality deliver tools that sales and service personnel in the field can leverage conveniently and efficiently. Delivered via the cloud or on-premises, Epicor FSA provides an integrated mapping that supports streamlined scheduling and dispatch activities. The workflows used to automate processes for asset management, contract, warranty and Service Level Agreement (SLAs), and management of service inventory are robust and can be leveraged to great benefit for sales and service personnel. Epicor FSA operates in a reactive capacity, making it a perfect tool for use on smartphones, tablets, and laptops both online and offline. Streamlined communications with back-office workforces enable enhanced productivity and efficiency reaching all facets of the service workforce. The result is improved response, reduced costs, and improved customer satisfaction.

Epicor CRM supports digitally enabled sales engagements for improved efficiency and productivity in buyer/seller experiences and revenue generation. Mobile CRM synchronizes with Epicor ERP and updates data in real time. This enables sales teams to access critical data, such as stock status and customer credit availability quickly and easily in real-time. This can be done in the office or in the field on any mobile device. Robust CRM and sales functionality enable sales teams to keep track of contacts, nurture leads, maintain sales pipelines, and create compelling quotes.

Epicor ERP Software Update: Smarter Inventory Planning and Optimization

The optimum inventory strategies needed to drive profitability and growth are available in Epicor Smart Inventory Planning and Optimization tools. This integrated set of cloud-based functionality delivers solutions for demand planning, inventory optimization, and supply chain analytics that help to propel the adoption of best-practices in both sales and inventory operations planning (SIOP). Leverage this functionality to effectively monitor and prescribe inventory policies and service levels that result in the lowest total cost for your business.

The package provides a mix of substantial forecasting strategies, optimization practices, and consensus demand and inventory planning delivered via an intuitive user interface that can be accessed through any web browser. Reporting and analytics tools deliver the pivotal stats on inventory status that reveal the root causes of operational inefficiencies, stockouts, excess inventory, and late deliveries.

Epicor ERP Software Update: New Functionality And Capability 

New functionality coming in the form of an expanded country- and industry-specific scope provides support for an array of jobs with localized precision. This specific functionality allows for localized geographic supports for global business compliance and reporting, tax and payment processing, and international trade requirements, including legal numbering, and non-recoverable taxes.

Epicor Payment Exchange has been completely integrated with Epicor ERP enabling the customer to take advantage of predictable pricing and low rates. Providing peace-of-mind alongside one of the fastest-growing payment processors in the U.S., Epicor Payment Exchange delivers real-time authorization, next-day settlement, and comprehensive reporting for credit card transactions.

Epicor customers using the Epicor Mattec MES solution haven’t been left out of the update either, thanks to improvements in MES-ERP integration that accounts for various parameters and dependencies related to jobs, scheduling, operators, and/or machines.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


ERP systems are kinda our thing, so we’re sure you’ll understand when we get really, really excited about version updates. We understand that most people don’t get excited about version updates at all… in fact, a lot of people get nervous at the idea of change. That’s where we come in. We love keeping our clients on the cutting edge and version updates help us make your business more efficient, productive, and streamlined. Get ready for the Epicor ERP 10.2 Update!

announcing the Epicor ERP 10.2 Update

That’s definitely something you can get excited about.

Epicor ERP 10.2 Update Details

Epicor 10.2 has been kept tightly under wraps, but earlier in the month, Express and Multi-Tenant Cloud customers were able to receive a pilot upgrade, and customers with embedded education have access to delta training courses. Our team has been training hard on learning the new features and functionality so that we can continue our commitment to excellence by providing seamless updates and smooth roll-outs.

The new Epicor mission statement—“Ease of Everything”—gives us a clue on what to expect. They’ve made no secret of the fact that there will be a new User Experience with this version, and the new customizable, role-based Home Page will feature active tiles that will display—in real time!—the important data your business needs immediate access to in order to keep your workflow running.

So: Get excited. Epicor 10.2 will be out soon and Encompass will be there to help take your business to the next level.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.