Epicor P21 is a popular ERP (Enterprise Resource Planning) system that provides companies with a comprehensive solution for managing their daily operations. One of its key features is the customer portal, which allows customers to view and manage their orders, invoices, and other account information in real time.

However, some customers may wonder whether customizable order history filtering options are available in the Epicor P21 Customer Portal. The short answer is yes, customizable options are available to allow customers to filter order history in the customer portal. These options are located in the Customer’s account settings, which can be accessed by logging in to the portal and going to the “Account” tab. From here, customers can select the “Order History” option, which will take them to a page where they can see all their previous orders.

On this page, customers have the option to filter their order history by various criteria such as date, order number, order status, and others. For example, a customer who wants to see all his orders from the last month can simply select the desired date range and click “Apply” . This will filter your order history to only show orders from this date range.

Additionally, customers can also customize their order history view by checking or unchecking specific columns. For example, a customer who wants to see the total cost of each order can add a “Total Cost” column to their view.

Alternatively, they can hide columns they don’t want to see, making their order history view more personalized and efficient. In addition to these customizable options, the Epicor P21 Customer Portal also offers advanced search capabilities. This allows customers to search for specific orders by entering keywords or criteria such as product name, customer name, order status, and more. This feature can save customers valuable time and effort in finding a specific order in their history.

It’s worth noting that configurable options may vary depending on the version of Epicor P21 you’re using, as well as any customizations or configurations your company has implemented. However, the basic functionality for filtering and searching your order history remains the same across all versions.

In summary, the Epicor P21 Customer Portal offers customers customizable options for filtering order history. This feature provides a more personalized and efficient view of past orders, making it easier for customers to track and manage their purchases. With added flexibility and customization, the customer portal remains a valuable tool for businesses.