Epicor ERP

Module 1: Introduction to Epicor ERP

• Epicor ERP product history: Epicor 9, 10, and Kinetic (cloud)
• Epicor architecture: REST API-first, Kinetic UI, and cloud deployment
• Navigating Epicor: dashboards, menus, and smart search
• Company and site configuration in Epicor ERP
• Multi-company and multi-site setup
• Epicor ERP licensing and Epicor University certification pathway

Module 2: Financial Management

• General ledger: chart of accounts and GL account structure
• Accounts payable: vendor master, invoices, and payments
• Accounts receivable: customer invoices, cash receipts, and credit management
• Bank reconciliation and cash management
• Multi-currency and exchange rate management
• Financial reporting and period-end close procedures

Module 3: Supply Chain & Procurement

• Part master: part classes, units of measure, and costing methods
• Supplier setup and approved supplier management
• Purchase orders: blanket orders, direct orders, and drop shipments
• Receiving and inspection workflows
• Supplier invoice processing and three-way matching
• Procurement reporting and spend analytics

Module 4: Inventory Management

• Warehouses, bins, and inventory location management
• Inventory transactions: receipts, issues, and transfers
• Lot and serial number tracking for traceability
• Physical inventory and cycle count programs
• Consignment inventory and VMI (vendor-managed inventory)
• FIFO, LIFO, average, and standard cost inventory methods

Module 5: Manufacturing – Job Management

• Job types: make-to-stock, make-to-order, and engineer-to-order
• Bills of materials: single-level and multi-level BOMs
• Operations and routing: work centres and capability groups
• Job scheduling: forward, backward, and finite scheduling
• Material issues and labour reporting on jobs
• Job costing: estimated vs actual cost analysis

Module 6: Advanced Manufacturing

• MRP (Material Requirements Planning) in Epicor
• Production scheduling: scheduling board visualisation
• Outside processing: subcontracted operations management
• Engineering change management (ECO) workflow
• Quality management: inspections, non-conformances, and CAPA
• Advanced production planning and capacity management

Module 7: Sales & CRM

• Customer master and sales territory management
• Quotes: multi-level quoting and opportunity management
• Sales orders: order types, shipping, and invoicing
• Epicor CRM: customer interactions and activity tracking
• Customer web portal: self-service order entry and tracking
• Sales analytics: commission management and forecasting

Module 8: Epicor Kinetic, Integration & Certification

• Epicor Kinetic: next-generation UI and cloud-first architecture
• Epicor Data Analytics (EDA): operational dashboards
• Epicor IoT for smart manufacturing data collection
• Epicor Integration Agent: connecting Epicor to third-party systems
• Business Activity Management (BAM): alerts and notifications
• Epicor ERP certification pathway and career development

Epicor-Certified ERP Consultants with Manufacturing Depth Our Epicor ERP instructors are certified Epicor implementation consultants with 10+ years of hands-on experience deploying Epicor ERP for job shops, make-to-order manufacturers, distributors, and service businesses across North America, Europe, and Australia.

Mid-Market Manufacturing Specialists Epicor serves the mid-market manufacturing sector — companies that need enterprise-grade ERP without the cost and complexity of SAP or Oracle. Our trainers understand this space intimately, bringing realistic expectations and proven implementation approaches for mid-market manufacturers.

Epicor Kinetic & Cloud Transition Experience With Epicor's transition to its Kinetic cloud platform, our instructors are current with the latest UI, architecture changes, and cloud deployment model — essential knowledge for organisations migrating to Epicor Kinetic.

Job Shop & Engineer-to-Order Expertise Epicor's strength is in highly configurable, engineer-to-order manufacturing. Our trainers have deep experience with Epicor's job management, quoting, and engineering change management capabilities for complex make-to-order environments.

Post-Go-Live Optimisation Focus Beyond initial implementation, our instructors help learners understand how to continuously improve Epicor usage post-go-live — leveraging dashboards, BAM alerts, and analytics to drive operational performance improvements.