Customer Service and Inventory
May 17, 2018

Customer Service and Inventory

Lindsey Merritt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Epicor Prophet 21

We use it across our entire company. It streamlines all that we do in each department. We use it for service order entry, machine and tooling order entry, CRM and so much more.
  • I love the Item Master Inquiry screen. Anything and everything you need to know about items can be found in one location. I like that each area has its own tab so you can quickly go to the area that you need to find. Sales History or Purchase History are two that I frequently use.
  • PO Requirements Generation is also a great powerful tool to utilize for purchasing. If you set up your ABC Classes, Safety Stock and utilize Up To as your replenishment method the system can basically do your purchasing for you and you can feel comfortable with the way it purchases.
  • I love Dynachanges and Dynachange rules. It truly allows you to customize the screens to meet your department or companies needs. You can move things around and if you have a function that is always repeated you can make it happen automatically with Dynachange rules.
  • PO Requirements Generation - We need the ability to add items on the fly in PORG.
  • In Order Entry - You have one Carrier ID for the entire order. Sometimes items need to ship different ways. It would be extremely helpful to have a Carrier by item option to be used to change one item to UPS Red, one to will call or whatever is needed. We struggle with this daily and it adds time for our takers and often due to this shipping is confused by the instructions and things are shipped incorrectly.
  • When doing imports if something errors out the error log is very hard to read and understand. Better descriptions and maybe not such technical wording would help us to understand it better.
  • When sending acknowledgments more options to select multiple contact. You can manually type them but would be nice to just select multiple contacts. Many times we are sending to more than one person so we have to manually type the email address for the second person.
  • When sending an email out of P21 add the ability to add an attachment on to that email.
Yes - We upgraded from Acclaim to P21 and from what I remember it was a fairly good transition.
We also eliminated Goldmine our CRM tool and are now using P21 for all of our needs. It is very nice to have only one software to work in.
  • I do not have this information.
I don't recall the other solutions we looked at
I think it works great for the distribution industry. Buying and Selling functionality works great.

Epicor Prophet 21 Feature Ratings

Accounts payable
Not Rated
Accounts receivable
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
Not Rated
Configurable Accounting
Not Rated
Standardized Processes
Not Rated
Billing Management
Not Rated
Cash and Asset Management
Not Rated
Travel & Expense Management
Not Rated
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
Inventory tracking
8
Automatic reordering
9
Location management
7
Pricing
7
Order entry
9
Credit card processing
5
Cost of goods sold
7
Order Orchestration
7
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Dashboards
Not Rated
Standard reports
6
Custom reports
8
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
8
Single sign-on capability
8
Award Lifecycle Management
Not Rated
Budgeting and Forecasting
Not Rated
Project Costing
Not Rated
Cost Capture
Not Rated
Capital Project Management
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
Not Rated
Project Planning and Scheduling
Not Rated
Task Insight for Project Managers
Not Rated
Project Mobile Functionality
Not Rated
Definable Resource Pools
Not Rated
Not Rated
Bids Analyzed and Compared
Not Rated
Contract Authoring
Not Rated
Contract Repository
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Supplier Management
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
Forecasting
Not Rated
Inventory Planning
8
Performance Monitoring
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated