Customizing Epicor BigCommerce Workflows to Boost Business
3 min read ● Silk Team
Customizing Epicor Big Commerce Workflows to Your Business Needs
In today’s competitive e-commerce environment, efficiency and seamless integration between your online store and back-office systems are crucial. For companies using Epicor Big Commerce as their e-commerce platform and Epicor Kinetic (formerly Epicor ERP) for enterprise resource planning, aligning workflows between these systems can deliver significant benefits. In this article, you’ll learn how customizing the Epicor Big Commerce and Epicor Kinetic integration can fuel business growth, streamline operations, and improve customer experiences.
Understanding Epicor Big Commerce and Epicor Kinetic
Epicor Big Commerce is a leading SaaS e-commerce platform, known for its scalability, robust features, and flexibility. It allows businesses to create engaging online stores without worrying about infrastructure. Epicor Kinetic is a next-generation ERP solution designed for modern manufacturing and distribution companies. It offers comprehensive modules such as inventory management, order processing, financial data, and supply chain management, all within an intuitive interface. By integrating Epicor Big Commerce with Epicor Kinetic, companies can synchronize key data such as orders, inventory, customer information, and fulfillment details. However, not all companies operate the same way, so standard integrations don’t always meet specific operational requirements. This is where workflow customization becomes essential.
Why customize Epicor Big Commerce-Epicor Kinetic workflows? Standard integrations typically map basic data fields like order details and inventory levels. However, modern companies require more advanced automation that reflects their unique processes. Customizing workflows within the Epicor Big Commerce-Epicor Kinetic integration allows you to:
- Improve data accuracy: Automate complex validation rules to ensure only valid data flows between systems, reducing errors.
- Improve operational efficiency: Automate repetitive tasks like order allocation, invoicing, or shipment tracking, so your team can focus on strategic tasks.
- Ensure real-time synchronization: Customize triggers for data refresh intervals so inventory, pricing, and orders reflect real-time information.
- Personalize the customer experience: Sync customer-specific pricing, promotions, and order statuses to reflect personalized purchasing journeys.
- Support scalability: Adapt workflows as your business grows, whether you introduce new sales channels, products, or fulfillment centers.
Key Areas of Customization Workflow
1. Order Management: Customize your order import process from Epicor Big Commerce to Epicor Kinetic to include additional validations, such as fraud detection or credit checks before order approval.
2. Inventory Synchronization: Configure rules to efficiently manage inventory across multiple warehouses and backorders. Custom logic can prioritize inventory allocation based on location preferences or shipping speed.
3. Pricing and Promotions: Sync customer-specific prices between systems. Custom workflows can automatically update promotional prices during marketing campaigns.
4. Shipping and Fulfillment: Automate the generation of picking receipts, packing lists, and shipment tracking updates in Epicor Kinetic, which are then synced with Epicor Big Commerce for customer visibility.
5. Financial Reconciliation: Automates the submission of invoicing and payment information, reducing manual accounting work and improving cash flow awareness.
Best Practices for Customizing Workflows
- Business Process Mapping: Before beginning any customizations, document your current workflows to identify areas of inefficiency and automation opportunities.
- Collaborate with Experts: Work with integration specialists who understand the Epicor Big Commerce and Epicor Kinetic ecosystems. They can advise you on best practices and avoid pitfalls.
- Extensive Testing: Custom workflows can have a knock-on effect. Rigorous testing ensures data integrity and business continuity.
- Monitoring and Optimization: Use analytics and reporting to monitor the performance of your workflows. Continuous improvement is key to maintaining efficiency.
Summary
Customizing your Epicor Big Commerce-Epicor Kinetic workflows isn’t just a technical exercise; it’s a strategic investment. The right integration, tailored to your business’s specific needs, can reduce errors, speed up order fulfillment, and improve the overall shopping experience. As e-commerce continues to grow and evolve, prioritizing workflow customization allows your business to remain agile, competitive, and customer-centric. If you’re considering optimizing your Epicor Big Commerce and Epicor Kinetic systems, start with a thorough understanding of your processes and seek out partners who specialize in custom ERP-e-commerce integrations. The benefits? Streamlined operations and satisfied customers who support your business’ growth.