EPICOR CMS - a useful tool once tailored to your business Modular.
Use Cases and Deployment Scope
We use Epicor CMS as our sole ERP software. Our legacy system was being phased out (no longer receiving updates, with support coming to a close in 2027 or 2028), so the decision was made to purchase a new system to address quoting, order entry, materials and resale component purchasing, costing, inventory, and payroll, all in one.
Pros
- Order tracking.
- Inventory control.
- Invoicing
- Accounts Receivable.
- Costing
- Payroll
Cons
- Too "modular"
- Each task involves opening a new window.
- Slow to process orders (despite upgraded fiber-optic internet).
- More geared towards stock-based manufacturing rather than made-to-order, without requiring additional modules.
Return on Investment
- Epicor has necessitated dedicated "Staging" personnel, as multi-line orders are generated as individual orders to Production/Manufacturing, meaning someone must ensure they all come together upon completion prior to shipping.
- Payroll and Accounts Payable/Receivable have noted improved integration and tracking compared to the legacy/outgoing software (Business Vision).
- Inventory tracking is vastly improved over the outgoing software, with detailed reports/tracking of remnant/off-cut materials, which benefits Material Handlers as well as the Purchasing Manager for keeping the inventory budget in line with targets.
Usability
Alternatives Considered
Sage 500 ERP
Other Software Used
Slack, Microsoft Teams, HubSpot CRM
