3.5 minute read

Customizing Invoice Lookup in Epicor P21 Customer Portal

Epicor P21 is an efficient and comprehensive ERP (Enterprise Resource Planning) system designed specifically for the needs of distributors and manufacturers. Thanks to its robust capabilities and user-friendly interface, it has become the best choice for companies looking to streamline operations and improve efficiency.

One of the standout features of Epicor P21 is the customer portal, which allows customers to access information and manage their accounts in a self-service manner. However, many users may wonder whether it is possible to set preferences for searching for invoices in the portal. In this blog article, we will delve deeper into this topic.

The short answer is yes, customers can indeed set invoice search preferences in the Epicor P21 Customer Portal. This feature is made possible by the integration of Adobe Commerce, an advanced eCommerce platform that is fully integrated with Epicor P21. Adobe Commerce brings a number of modern and advanced capabilities to the customer portal, including the ability to tailor the user experience to individual preferences. This means that customers can tailor their invoice search experience to their specific needs and requirements.

One of the main benefits of setting up invoice search preferences is that you can save time and effort. With customization options available, customers can view only the information that is relevant to them, eliminating the need to sift through large amounts of data. For example, a customer can only view invoices from a specific period or filter by specific products or services.

Additionally, customers can also opt to receive notifications about the availability of new invoices, which further streamlines the process and ensures on-time payments. This feature is particularly useful for customers who regularly receive a large number of invoices.

Another benefit of being able to set invoice search preferences is greater accuracy and efficiency. By customizing the view, customers can better manage their bills and payments, reducing the risk of errors or missed deadlines. Ultimately, this leads to smoother and more effective financial management, which benefits both the customer and the company.

In short, the ability to set invoice search preferences in the Epicor P21 Customer Portal is a valuable feature that improves the overall user experience. By leveraging the powerful capabilities of Adobe Commerce, customers can tailor the invoice search process to their individual needs, saving time and improving accuracy. This is just one of the many benefits of using Epicor P21, making it the best choice for companies looking to optimize their operations and achieve exceptional.

Ready to boost sales with the Epicor P21 Customer Portal?