Datix has announced its merger with the Epicor® practice of Clients First Business Solutions.

Click here to read the full press release

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Full Jet Analytics for Epicor Presentation & Demonstration

Apr 11
  • 36 Views
  • 4 Likes
Datix’s Jet Analytics for Epicor is a comprehensive solution for a company’s reporting and analytics requirements. In one solution, it gives more flexibility, standards and functionality than multiple solutions sold direct by Epicor and does so with a common user interface. In this demo
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RMA Processing for Epicor ERP

Jan 24
  • 555 Views
  • 4 Likes
Epicor’s RMA (Return Material Authorization) capability allows you to process customer requests when they feel they have received a defective product.  When used in conjunction with Case Management, you can go from initial customer phone call to creating an RMA that allows you to track the in
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Jet Hub for Epicor - Manage all Your Reports and Business Intelligence in One Place

Dec 26
  • 235 Views
  • 4 Likes
Jet Hub is the web portal component of our Jet Analytics for Epicor Solution. Jet Hub allows you to publish your Excel Reports & Jet Dashboards for your users to consume anywhere on any device. They can run the reports with their own parameters for the latest information. It can also ‘push
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Jet Business Analytics for Epicor for Sales and Marketing (BI)

Dec 26
  • 164 Views
  • 4 Likes
Jet Business Analytics for Epicor allows your sales and marketing folks to quickly monitor key aspects of the business including sales, opportunities, win/loss rates, sales relationships among products and more. Being able to slice and dice your sales data in real time will allow your organization t
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Business Intelligence Analytics for Epicor for Operations and Manufacturing by Jet

Jan 22
  • 142 Views
  • 4 Likes
Jet Business Analytics for Epicor allows those in the operations side of your manufacturing and distribution business, to view and manage the Key Performance Indicators (KPI’s) at a glance that a critical to ensure your business is running smoothly.  This Microsoft Based BI Solution lets you
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Jet Business Analytics for Epicor for Distribution and Manufacturing

Dec 26
  • 106 Views
  • 4 Likes
Jet Analytics for Epicor allows those in the operations side of your manufacturing and distribution business, to view and manage the Key Performance Indicators (KPI’s) at a glance that a critical to ensure your business is running smoothly.  A business intelligence (BI) and analytics solution
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Jet Analytics for Epicor - Making Life Easy for the IT Department

Dec 26
  • 233 Views
  • 5 Likes
Jet Analytics for Epicor ERP allows your end users to consume, refresh and even create their own reports across your entire enterprise. No longer will you and your IT team be bogged down with constant custom reporting requests or the need to pay expensive outside consultants. With Jet Analytics for
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Jet Analytics for Epicor - Serving the Finance Department

Dec 26
  • 129 Views
  • 4 Likes
Jet Analytics for Epicor is let’s you quickly build daily and boardroom-ready financial reports. From traditional P&L’s, Cash Flow Statements & Balance Sheets, to real-time interactive dashboards around Accounts Receivable, Payable and Cash Management, Jet analytics can make your

Advanced Planning and Scheduling for Epicor ERP 9 and 10

Dec 06
  • 8,030 Views
  • 3 Likes
This training and demonstration video shows the basic setup & usage for the Epicor Advanced Planning and Scheduling Module This module allows for a variety additional functionality including: Multiple Resource Visual Production Scheduling Board – See the schedules of multiple resource gro

Epicor ERP Supplier Relationship Management (SRM)

Dec 05
  • 5,787 Views
  • 0 Likes
This training and demonstration video shows the basic setup & usage for Supplier Relationship Management (SRM) in Epicor Vistage, Vantage, ERP 9, ERP10 and ERP 10.1 The SRM module allows for Epicor users to manage the relationship with their suppliers and focusing on the ability to manage RFQ

Business Activity Queries (BAQ's) How to Create and Use - Part 1

Dec 14
  • 4,867 Views
  • 5 Likes
In this video we review how to use the very powerful Business Activity Query (BAQ).  Mastering BAQ’s is the key to many of the powerful components of Epicor including: Enterprise Search Quick Search Search Lookup Boxes Dashboards EPM Information Worker Crystal Reports Customizing forms &
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Epicor Purchase Suggestions Demo

Jan 17
  • 4,169 Views
  • 2 Likes
In this demonstration video we cover the Purchase Suggestion capability of Epicor.  Purchase Suggestions is a process that is similar to MRP, but designed primarily for purchasing rather thank making products.  It looks at all demand for materials, whether for production jobs, or distribution and

Epicor Purchase Requisition Demo

Dec 15
  • 4,031 Views
  • 2 Likes
Video length = 12 minutes. This Epicor 9 demonstration video explains Purchase Requisitions, Requisition Actions, and Approvals. A Purchase Requisition is created, followed through the approval cycle and then purchased.

Epicor 9 and 10 for Distribution - Fulfillment Workbench

Dec 12
  • 3,698 Views
  • 0 Likes
A general overview of using Epicor and the Fulfillment Workbench feature by Lynn David This overview will take you through the general workflow of Epicor 9 and how Fulfillment Workbench is used. Reasons to use Fulfillment Workbench Key is being able to reserve and allocate items for orders for even
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Advanced Material Management (AMM)

Jan 19
  • 3,637 Views
  • 3 Likes
In this Epicor ERP Video, we cover the Advanced Materials Management Module.  It’s an extensive set of functionality and this video covers a great workflow from beginning to end.  The purpose in general of AMM is to track where items are in real time throughout both the warehouse and the pro

Engineering Workbench Part 1| Epicor

Feb 01
  • 3,296 Views
  • 3 Likes
Video length = 16 minutes This Epicor 9 video provides an overview of the Engineering Workbench. It discusses bills of materials, bills (bom) of operation (routings), method of manufacturing, and engineering change orders.
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Full Jet Analytics for Epicor Presentation & Demonstration

Apr 11
  • 36 Views
  • 4 Likes
Datix’s Jet Analytics for Epicor is a comprehensive solution for a company’s reporting and analytics requirements. In one solution, it gives more flexibility, standards and functionality than multiple solutions sold direct by Epicor and does so with a common user interface. In this demo
no-image-354

RMA Processing for Epicor ERP

Jan 24
  • 555 Views
  • 4 Likes
Epicor’s RMA (Return Material Authorization) capability allows you to process customer requests when they feel they have received a defective product.  When used in conjunction with Case Management, you can go from initial customer phone call to creating an RMA that allows you to track the in
no-image-339

Jet Hub for Epicor - Manage all Your Reports and Business Intelligence in One Place

Dec 26
  • 235 Views
  • 4 Likes
Jet Hub is the web portal component of our Jet Analytics for Epicor Solution. Jet Hub allows you to publish your Excel Reports & Jet Dashboards for your users to consume anywhere on any device. They can run the reports with their own parameters for the latest information. It can also ‘push
no-image-338

Jet Business Analytics for Epicor for Sales and Marketing (BI)

Dec 26
  • 164 Views
  • 4 Likes
Jet Business Analytics for Epicor allows your sales and marketing folks to quickly monitor key aspects of the business including sales, opportunities, win/loss rates, sales relationships among products and more. Being able to slice and dice your sales data in real time will allow your organization t
no-image-337

Business Intelligence Analytics for Epicor for Operations and Manufacturing by Jet

Jan 22
  • 142 Views
  • 4 Likes
Jet Business Analytics for Epicor allows those in the operations side of your manufacturing and distribution business, to view and manage the Key Performance Indicators (KPI’s) at a glance that a critical to ensure your business is running smoothly.  This Microsoft Based BI Solution lets you
no-image-336

Jet Business Analytics for Epicor for Distribution and Manufacturing

Dec 26
  • 106 Views
  • 4 Likes
Jet Analytics for Epicor allows those in the operations side of your manufacturing and distribution business, to view and manage the Key Performance Indicators (KPI’s) at a glance that a critical to ensure your business is running smoothly.  A business intelligence (BI) and analytics solution
no-image-335

Jet Analytics for Epicor - Making Life Easy for the IT Department

Dec 26
  • 233 Views
  • 5 Likes
Jet Analytics for Epicor ERP allows your end users to consume, refresh and even create their own reports across your entire enterprise. No longer will you and your IT team be bogged down with constant custom reporting requests or the need to pay expensive outside consultants. With Jet Analytics for
no-image-334

Jet Analytics for Epicor - Serving the Finance Department

Dec 26
  • 129 Views
  • 4 Likes
Jet Analytics for Epicor is let’s you quickly build daily and boardroom-ready financial reports. From traditional P&L’s, Cash Flow Statements & Balance Sheets, to real-time interactive dashboards around Accounts Receivable, Payable and Cash Management, Jet analytics can make your