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Epicor for Retail

Comprehensive Integration to Your Epicor Enterprise System

Epicor POS offers comprehensive integration to your financials with point of sale transactions transferred directly into Epicor Enterprise.  This integration between Epicor POS and BackOffice eliminates double handling of data ensuring that all your information is accurate and reliable.

The flow of data is two way between Epicor Enterprise and Epicor POS.  Point of sale transactions such as sales, credits and receipts are sent to BackOffice by creating Sales Orders, Credit Returns and Cash Receipts.  BackOffice sends updated point of sale related data to Epicor POS such as Inventory,  Customer and Payment Method details.  As a result, there is no need to maintain master files twice – Epicor POS  will transfer the data to and from BackOffice for you. 

Ensure the Integrity of Your Inventory Pricing with Epicor POS

The complexities of your inventory and pricing details are also accommodated.   You only need to set up your pricing structure once in BackOffice and then let Epicor POS take over!

Feel confident that data will flow through to your General Ledger accurately.  Epicor POS uses existing posting codes set up in Inventory and Accounts Receivable, which means that the resulting entries in the General Ledger are the same as if you were manually entering an invoice and receipt into BackOffice.

Know Your Customers

Rest easy as Epicor POS enforces your unique business rules and settings implemented in BackOffice for your retail environment.  Operators need not be concerned if a customer is running close to their credit limit, or has been put on stop credit in BackOffice, Epicor POS will monitor customer accounts and perform credit checking for you, taking the responsibility away from the operator.

Coupled with the ability to define a Credit Limit tolerance for each user you can have confidence that credit limits will not be exceeded.  Reports are available detailing Credit Limit Overrides, both authorised or rejected.

Credit Limit Tolerances

You can exceed a customer’s credit limit by a nominated percentage. The three warning levels include: Credit Limit exceeded within the operator’s tolerance level, Credit limit exceeded above the operator’s tolerance level, but within an Authoriser’s tolerance level or Credit Limit exceeded above all operator’s tolerance levels, so the sale cannot proceed.

National Accounts Credit Checking

Epicor POS supports BackOffice National Accounts Credit Checking. This allows you to check the total credit account values across parent/child company relationships.

Additional Pricing Options

Consistent with Epicor Enterprise pricing rules, Epicor POS enables you to override a customer’s trade discount if an item is on sale for a greater discount.

Accommodate Cash Accounts

Process sales directly to the Default Cash Sales account for each Branch or select from Account Customers set up for cash sales only, ensuring that payment is received at time of sale.

Compulsory Customer Order Number

The ability to nominate customers who must have a Purchase Order number entered during the sale by making the field mandatory in POS-Station.  A setting in the POS Central Console to nominate which field in the BackOffice Customer Master file is used to indicate whether the Order Number field is compulsory or not. The available fields are Sort Field 1, Sort Field 2, Sort Field 3 and Address Line 6. If the nominated field has ‘YES’ in it, the field will become mandatory for the selected customer.

Layby (Layaway)

Catering for your customers who prefer to purchase on layby is easy with Epicor POS.  The layby module offers you a choice of two Account methods for integration to BackOffice Accounts.  The General Accounts Receivable account method allows you to nominate one AR account in BackOffice that all the layby’s will be posted to.  The Create AR account method allows you to create a layby against an existing BackOffice customer, or if they are a new customer, create a new AR account.

Multiple Barcodes

Epicor POS offers several methods of entering and scanning items as well as multiple barcodes for the one item.  Multiple Barcodes allows you to easily maintain parts purchased from different suppliers with different barcodes but stocked and sold under the one part number in BackOffice.  Items can be read by Barcodes, Part Numbers or UPC codes.

Save on Software Costs

Epicor POS allows you to take advantage of the Microsoft SQL Server 2000 Desktop Engine for high integrity local data storage.  MSDE allows you to install a SQL database onto the branch PC, without the need to purchase a SQL Server licence, as it is freely available from Microsoft.

Organisation Wide Management at Your Fingertips

The Central and Branch Console  provides a simple way of configuring the operation of each Epicor POS “Station”, sometimes called a lane or register, from a central management location.  Settings for multiple printers for receipts, reports, delivery dockets, and so forth can be established without  having to configure each individual station, saving you valuable time.  These Windows configuration settings are “hidden” from users relieving them from this responsibility and allowing them to concentrate on your customers. 

Operational settings such as discount levels and rules, user setups and passwords, local pricing and integrity checking can also be maintained at an enterprise level, filtered out to each location and customised as required.

Flexible Security

Epicor POS offers you a very flexible yet robust security matrix.  Designate Users into Full Access, No Access, Access with Authorisation or Read Only security access levels.  All user passwords are GUID encrypted.

Technology and Business Ready

Epicor POS can be run on an ordinary Windows PC with point of sale devices connected such as a cash drawer, barcode scanner and docket printer, or on a specialised point of sale terminal with the peripherals built in.

Epicor POS is technology driven, using the latest Microsoft techniques to transfer data between the branch and head office.  Microsoft Message Queue (MSMQ) is built into Windows 2000 and provides a means by which ‘mail’ – or in this case POS data – is sent between queues at different destinations.  Epicor POS data is sent in the form of XML documents which are imported directly to and from BackOffice.  The send and receive programs are fully automated, eliminating the need for user intervention.

Comprehensive Integration with BackOffice

Close integration to Distribution & Accounts Receivable modules
The flow of data transferred online or queued offline is automatically catered for using Microsoft Message Queue to suit your communications infrastructure.  Benefit from online updates with a permanent network connection (WAN/ISDN etc) or for temporary communication disruptions, let the messages queue up until a  connection is established (dial up connection).
ePOS uses BackOffice transaction rules and code setups such as Tax Codes, Payment Methods, Credit Limits and Pricing
Transaction integrity rules and reporting as part of ‘End of Day’ procedure to update head office from remote sites

Low Impact on IT Resources

Centralised administration through the Central and Branch Consoles to simplify management and control settings across your entire organisation from a central location
Local Price Book for pricing and promotional requirements unique to individual branches
Set up user’s configuration once only, then simply assign that user to multiple  branches, avoiding task repetition Greatly improve Bank Reconciliation processes

Detailed User Configuration

Assign User to a Group
Bulk Branch Assignment utility to assign users to branches
Copy User Profiles and User Groups
Default Salesperson ID for each User linked to AR
Discount percentage limits for each user

User Friendly

Speedy data entry, with “hotkey” lookup/search of Accounts Receivable and Inventory information, by code or description
Online help documentation for detailed reference information
Automatic credit checking on customer accounts

Multiple Hardware Options

Support for multiple printers, barcode equipment and integrated POS terminals

Informative Reporting

Reporting of daily and historic activity using CrystalTM for one or all locations with support for eIntelligence Explorer coming soon

Customer Centric

Record and recall customer quotes and saved incomplete sales for later processing
Customer quotes, orders, sales and deliveries, as well as comprehensive receipt processing
Intuitive keyboard and mouse operation
Layby (Layaway) option

Other ePOS Features

Support Void and Obsolete items as per BackOffice functionality
Discount limits are allocated to each user requiring authorisation to exceed the designated limit
ePOS DocketID numbers are automatically updated to BackOffice where they become Accounts Receivable invoice numbers allowing transactions to be matched up quickly and easily
Credit Transactions processed in ePOS are automatically applied against the corresponding invoice in BackOffice
Capture Stocktake and Stock Transfer data on hand held scanners and import into ePOS. Then easily synchronise with BackOffice to create standard Stocktake and Transfer transactions.

Outperform Your Competition

Integrate ePOS to your Epicor BackOffice accounting system and streamline your point of sale processes.  Put ePOS to work for your company today.

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