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Epicor BisTrack

Score7.9 out of 10

19 Reviews and Ratings

What is Epicor BisTrack?

Epicor BisTrack is business management software for lumber and building materials (LBM) dealers and distributors based on technology acquired with SolarSoft Business Systems in 2012. It covers inventory optimization, delivery dispatch, financial management, customer relationship management, and more recently warehouse management, as well as supplying business analytics.

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Media

Screenshot of the interface for identifying and managing sales orders. With filtering across key attributes—such as customer, status, sales type, size, weight, and timing—users can quickly pinpoint any order. The built-in preview pane further enhances productivity by offering instant insight into order contents, eliminating the need for additional navigation.
Screenshot of The BisTrack Order Entry screen, which is designed to support both speed and precision, whether serving walk-in retail customers or managing complex contractor orders. Users can quickly locate products, capture delivery and picking details, and manage special orders. Built-in support for configured products—such as doors and cabinets—through integrated work orders ensures accuracy and efficiency, empowering teams to deliver exceptional service across all customer types.
Screenshot of Order Monitor is the daily command center for managing active orders across the business. Users can instantly find any order by customer, sales rep, job, or timeframe—including what’s shipping today, tomorrow, or next week. It provides complete visibility into order progress, from work orders and incoming materials to truck scheduling and fulfillment status. With direct access to picking, dispatch, and delivery workflows, teams can take immediate action without leaving the screen—driving efficiency and real-time decision-making.
Screenshot of Dashboards and Business Intelligence are built directly into BisTrack, giving users instant access to the metrics that matter most. A branch manager, for example, can monitor sales, AR, inventory, delivery, purchasing, and outstanding work. Every data point is actionable, with the ability to drill down into the details behind the numbers, ensuring complete transparency and confidence in decision-making.
Screenshot of The Delivery Dispatch screen is the command center for managing all deliveries in real time. Dispatchers can instantly see the status of every truck—whether it’s scheduled, on the road, or completed—using clear visual indicators. Each route includes detailed insights like order contents, weight, volume, and stop count. With simple drag-and-drop tools, dispatchers can quickly adjust schedules on the fly. For even greater efficiency, optional Trimble integration uses AI-driven routing to create the most efficient, lowest-cost delivery plans. Sales teams also have read-only access, providing full transparency into delivery status without disrupting operations.
Screenshot of Epicor Financials is the financial backbone of BisTrack, bringing all accounting and financial processes into a single, fully integrated system. From general ledger and accounts payable to FP&A, bank reporting, and fixed assets, it delivers a complete view of financial performance. Users can analyze results across companies and divisions, then drill all the way down to individual transactions. Because everything is connected—from orders and invoices through to the general ledger—teams gain real-time visibility, accuracy, and confidence in their financials.

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Screenshot of the interface for identifying and managing sales orders. With filtering across key attributes—such as customer, status, sales type, size, weight, and timing—users can quickly pinpoint any order. The built-in preview pane further enhances productivity by offering instant insight into order contents, eliminating the need for additional navigation.

Top Performing Features

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.3

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.2

  • Inventory Planning

    Establish projected inventory levels, monitor actual levels and compare with projected levels

    Category average: 7.5

Areas for Improvement

  • Journals and Reconciliations

    Automate and synchronize ledgers and processes

    Category average: 8

  • Order entry

    Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

    Category average: 8.1

  • Pricing

    Users can set up complex and unique pricing requirements.

    Category average: 7.9

Pros

  • Effective as a primary Point of Sale (POS) system
  • Manages daily sales transactions efficiently
  • Provides core inventory tracking capabilities

Cons

  • Complex navigation and multi-step workflows
  • Labor-intensive SKU creation and management processes
  • Requires significant manual input for new items and planograms

Epicor BisTrack Review

Use Cases and Deployment Scope

Through the suggested order process, it will generate a suggested order; then we review it and place it, finding products, SKUs on hand, the branch manager dashboard, and looking at sales, sales history, week-to-date versus last week versus last year versus what we currently are doing. It's a pretty integral part of what we do. So I'm not sure what else you're looking for, but order monitor, the customer tab, business intelligence tabs, and favorites and things like that.

Pros

  • The last year using it, it's really been a high learning curve of how everything impacts each of the other parts of it. Spent 20 years with Home Depot, so everything was a little more fluid and user-friendly. If I received a truck, I scanned a barcode, and I was done. So with Epicor BisTrack, and then voicing over to do it fast, Invoice Manager, it does extremely well at categorizing that PO to that invoice. It's very user-friendly there, things that are on it. It's pretty rapid in how it generates an order based on sales trends, on-hand inventory, forecasting trends, or declines based on seasonality.

Cons

  • I think sometimes the ease of going through it, it feels like there's a lot of steps to get to an end result, and it could be different from my store to another Do it Best store. But generating a Do it Best truck has a lot of steps to get to that end result to export the data, or creating a new SKU and the steps that have to go involved in that when you add a new item to your store, and all the boxes you got to check and the information you got to put in and every one of the tabs that you got to interact with.
  • I feel like it could be a little more user-friendly, as in, if I create a SKU, it should just automatically populate all that information versus adding a lot of it. Other than location, if I want to create that and move it over, it should know that we're making that decision and just auto-generate all that for you versus each tab that I've got to do. So if I want to bring in a new planogram, 170 line items, I have to interact with all 170 line items to make sure everything's turned on. Just not seeing that merger over easier, where I hear there's other systems being used that if I just say I want this, it's done. So it's pretty labor-intensive to get SKUs added, planograms added, and all those things.

Return on Investment

  • I don't think it's had an impact either way, that I can tell. I think it does what it's supposed to do. It helps me manage the inventory and do all that, so that's a positive. Negatively, I haven't really found anything that's caused me loss of sales or lost time to the extent that it would be really negative.
  • With ROI, I would say yes. Our hardware stores probably do their volume, but our lumberyard, which is specifically designed for it, probably does 15 times what the three stores do together. So for them, it's amazing. It does everything they need it to do. For us, we're trying to build a hardware store selling culture around that, but it does everything it needs to do.

Other Software Used

Microsoft Excel

Epicor BisTrack Review from a sales managers perspective.

Use Cases and Deployment Scope

I use it for inventory and the POS side. I integrate with a WMS gun. Use it for all general tickets, credits, supplier returns.

Pros

  • Organizing customer files
  • Searching for specific products while being able to use multiple keywords
  • Using kits for manufactured products and work order features

Cons

  • one thing I liked about Eagle over bistrack is the ability to credit material on a new ticket simultaneously.
  • more of a fail safe reminder when Purchase Orders have not been sent off or approved

Return on Investment

  • Has helped us with understanding our inventory and monitoring levels
  • From a sales standpoint, seeing which products are losing margin and running reports to find trends in sales

Usability

Epicor BisTrack Review

Use Cases and Deployment Scope

I am a purchasing manager and use Epicor BisTrack to track inventory, pricing, and forecasting.
We have had issues with "company average cost" on certain SKUs.

Pros

  • Suggested orders

Cons

  • SKU history and evaluation
  • Average costs

Usability

Lumber Guru

Use Cases and Deployment Scope

It's our point of sale

Pros

  • Keeping pricing correct
  • Having different views that make sense

Cons

  • Helps with teaching how to use product along with an online help for users of all levels, ranging from new to advanced along with creating pacific views for specific people

Return on Investment

  • keeping track of our orders

Usability

Other Software Used

Microsoft 365

9-25-25 Epicor BisTrack Review

Use Cases and Deployment Scope

We use it for lumberyard and hardware stores. It functions as typical POS system and inventory

Pros

  • Having many options for different applications of the software
  • Robust system for lumberyards

Cons

  • Accurate Integration with Do It Best programs and making it easy to use them. Current issue with items copied from DIB catalog defaulting to pallat quantity on suggested order rounding field. Best Rewards program integration convoluted and incomplete.
  • Update default barcode for products through item maintenance from DIB would be very helpful. Default barcode is locked by system and only can be updated one item at a time manually.
  • Communicate with DIB users on updates and development changes to BisTrack.

Return on Investment

  • Unfortunately we find that processes (MarginMaster price changes, creating and sending PO to DIB, receiving direct vendor invoices) take longer with BisTrack that they should. Better integration with DIB programs can help with this but have been slow coming.

Usability

Other Software Used

Microsoft 365