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

Learn from Experienced Epicor ERP Professionals

Gain expertise from certified Epicor ERP professionals with extensive experience implementing Epicor solutions for manufacturing, distribution, retail, automotive, aerospace, healthcare, and service organizations. Learn practical implementation strategies through real-world Epicor ERP projects and enterprise business scenarios.

Industry Exposure with Real-Time ERP Implementations

Our Epicor ERP trainers have delivered enterprise implementations covering Epicor Kinetic, production planning, inventory management, supply chain management, finance, procurement, warehouse management, CRM, quality management, and business intelligence across mid-sized and large enterprises. Learn industry best practices followed by global manufacturing and distribution companies.

Simple, Practical & Business-Oriented Teaching

Core Epicor ERP concepts—including manufacturing management, production planning, inventory control, procurement, sales, finance, MRP, BOM management, job costing, warehouse operations, reporting, dashboards, and ERP configuration—are explained using live demonstrations, practical exercises, and real business case studies. This approach makes learning easier for both beginners and experienced professionals.

Hands-On Real-Time Epicor ERP Projects

Build practical skills by working on enterprise projects covering Epicor Kinetic, production scheduling, material planning, inventory optimization, procurement workflows, warehouse operations, shop floor management, financial processes, reporting, dashboards, system configuration, and end-to-end ERP implementation scenarios through guided hands-on lab sessions.

Updated with the Latest Epicor Technologies

Our Epicor ERP curriculum is regularly updated with the latest Epicor Kinetic releases, cloud ERP capabilities, manufacturing automation, Industry 4.0 concepts, business intelligence tools, analytics, AI-driven ERP innovations, and modern enterprise best practices. This ensures learners develop practical, certification-ready, and industry-relevant Epicor ERP skills for today's digital manufacturing environment.