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Epicor Credit Card & ACH / eCheck Processing for ERP 10

Dec 02
  • 560 Views
  • 4 Likes
This is a brief two minute overview of the most comprehensive, lowest lost easiest to use credit card, eCheck and customer payment portal solution for Epicor ERP. Datix has developed this integration in conjunction with Century Business Solutions, one of the fastest growing most reliable credit card
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Multi-Company, Inter-company and Consolidations for Epicor ERP

Aug 05
  • 450 Views
  • 5 Likes
Intercompany, Multicompany and Consolidations demonstration for Epicor ERP 9 and 10. In this video demonstration, you can see the complete process of doing business between companies with automatic Sales Order to Purchase Order and AR Invoice to AP Invoice integration along with Intercompany GL Entr
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Hubspot to Epicor Integration Demo - Datix Unity

May 02
  • 628 Views
  • 4 Likes
Unity for HubSpot: For manufacturers and distributors to make it in today’s competitive environment, they must consolidate data from across their enterprise in one place. That’s what Unity is for. Unity is a pre-built integration application designed to seamlessly transfer data between Epicor an
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Microsoft Dynamics CRM to Epicor Integration Demo - Datix Unity

May 02
  • 1,260 Views
  • 4 Likes
Unity for Microsoft Dynamics CRM (Also known as Dynamics 365 for Customer Engagement) Unity is Datix’s premier Epicor integration solution. This pre-built application is installed rapidly by our consultants to connect your ERP software with your CRM, Marketing Automation or eCommerce system. With
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Salesforce to Epicor Integration Demo - Datix Unity

May 02
  • 602 Views
  • 4 Likes
Unity for Salesforce: Software integration powerfully enhances manufacturing and distribution performance. Connecting your data to form a single source of truth results in higher accuracy and efficiency by providing a total view of your enterprise. With Unity, Datix makes integration easier than eve
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Full Jet Analytics for Epicor Presentation & Demonstration

Apr 11
  • 780 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
  • 1,674 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
  • 839 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

Advanced Planning and Scheduling for Epicor ERP 9 and 10

Dec 06
  • 9,868 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
  • 7,917 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
  • 6,365 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 &

Epicor 9 and 10 for Distribution - Fulfillment Workbench

Dec 12
  • 5,754 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

Epicor Purchase Requisition Demo

Dec 15
  • 5,719 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.
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Epicor Purchase Suggestions Demo

Jan 17
  • 5,402 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
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Advanced Material Management (AMM)

Jan 19
  • 4,864 Views
  • 4 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
  • 4,484 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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Epicor Credit Card & ACH / eCheck Processing for ERP 10

Dec 02
  • 560 Views
  • 4 Likes
This is a brief two minute overview of the most comprehensive, lowest lost easiest to use credit card, eCheck and customer payment portal solution for Epicor ERP. Datix has developed this integration in conjunction with Century Business Solutions, one of the fastest growing most reliable credit card
no-image-444

Multi-Company, Inter-company and Consolidations for Epicor ERP

Aug 05
  • 450 Views
  • 5 Likes
Intercompany, Multicompany and Consolidations demonstration for Epicor ERP 9 and 10. In this video demonstration, you can see the complete process of doing business between companies with automatic Sales Order to Purchase Order and AR Invoice to AP Invoice integration along with Intercompany GL Entr
no-image-432

Hubspot to Epicor Integration Demo - Datix Unity

May 02
  • 628 Views
  • 4 Likes
Unity for HubSpot: For manufacturers and distributors to make it in today’s competitive environment, they must consolidate data from across their enterprise in one place. That’s what Unity is for. Unity is a pre-built integration application designed to seamlessly transfer data between Epicor an
no-image-431

Microsoft Dynamics CRM to Epicor Integration Demo - Datix Unity

May 02
  • 1,260 Views
  • 4 Likes
Unity for Microsoft Dynamics CRM (Also known as Dynamics 365 for Customer Engagement) Unity is Datix’s premier Epicor integration solution. This pre-built application is installed rapidly by our consultants to connect your ERP software with your CRM, Marketing Automation or eCommerce system. With
no-image-430

Salesforce to Epicor Integration Demo - Datix Unity

May 02
  • 602 Views
  • 4 Likes
Unity for Salesforce: Software integration powerfully enhances manufacturing and distribution performance. Connecting your data to form a single source of truth results in higher accuracy and efficiency by providing a total view of your enterprise. With Unity, Datix makes integration easier than eve
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Full Jet Analytics for Epicor Presentation & Demonstration

Apr 11
  • 780 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
  • 1,674 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
  • 839 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