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Epicor BisTrack Integration [Methods + Benefits]

Girinath A
June 28, 2024 |
Epicor BisTrack integration

Managing the complex operations of B2B businesses can be tough. That’s where Epicor BisTrack comes in, an ERP (Enterprise Resource Planning) solution to streamline your business processes.

When integrated with other business systems, this ERP can greatly improve your operational cycles. From automating seamless workflows to eliminating manual errors, it takes care of everything.

Users love how they can customize data searches, reports, and dashboards to meet their specific needs. Plus, they can quickly access information from any screen and get real-time business insights through document scanning.

How to Integrate Epicor BisTrack

There are two main ways to connect Epicor BisTrack ERP system.

Self-Integration

Contact Epicor and connect with an Epicor account representative.

Once the request is made, Epicor will share your integration details with the product developers. This process takes about 2-3 days. 

Finally, you’ll be working with Epicor’s tech team directly, so technical knowledge is necessary. You can view the entire technical process here.

Third-Party Integration Platform (iPaaS)

If you are someone who wants to avoid the technical hassle of integration, an iPaaS would be the right choice for you. An Integration Platform as a Service (iPaaS) like the DCKAP integrator can handle the integration on its own.

This platform is designed specifically for B2B companies to manage their ERP integrations efficiently. 

In this case, the iPaaS provider’s technical staff will manage the entire integration process, so you don’t need to worry about the technical details. 

Choose the method that best suits your business needs and technical capabilities.

Also read: Understanding ERP Legacy System Integration

What Can Epicor BisTrack Integrate With?

There are multiple solutions that you can integrate with Epicor BisTrack. Here are some popular ones:

Financial Systems

Link your Epicor BisTrack ERP to financial systems to streamline all your accounting, financial reporting, and service management. Use financial management software like QuickBooks and MS Dynamics GP to enhance financial reporting and management. 

Customer Support Management

Connect your ERP with CRM systems such as Salesforce or HubSpot to enhance customer service, manage sales leads, and improve overall customer relationships.

Inventory Management

Sync your ERP with inventory management systems to maintain accurate stock levels, automate reordering, and manage warehouse operations effectively, ensuring accurate and timely deliveries.

eCommerce Platforms

Integrate your Epicor BisTrack ERP with ecommerce solutions like Shopify or Magento to manage your online sales, order processing, and inventory updates.

Document Management Systems

Connect your ERP with data management systems for efficient handling of documents, including scanning, storage, and retrieval, to ensure quick access to your important business data. 

Business Intelligence Tools

Apply BI tools like Power BI to your ERP to gain profound insights into the performance of your business with advanced analytics and reporting.

Shipping and Logistics

Integrate your ERP with any shipping and logistics platforms, bringing all of your delivery processes into one place: order and shipment management and tracking dispatch operations. 

Point of Sale Systems

Integrate with POS systems so that all sales information is properly synchronized for transactions and customer purchases, relatively in real-time.

The integration with such systems generates enhanced operational efficiency and rich insight with better data accuracy for the smoother and more effective running of a business through Epicor BisTrack.

Also read: Epicor’s Frank Heenan on the Tech-Driven Future of Distribution

Why Should You Consider Integrating Epicor BisTrack

Get the Big Picture of Your Inventory

In BisTrack, there is a very clear view of stock levels against sales trends and who is buying what—all from one set of locations. You can, therefore, ensure that your warehouse will run smoothly, avoid stockouts, and manage inventory efficiently at the same time.

Accurate Deliveries

Epicor’s BisTrack Delivery system ensures every delivery is accurate and on time to keep your customers happy and satisfied. It removes frustration in managing deliveries to enable one to focus on the growth of their business. 

Enhanced Value-Added Services

You can computerize and automate services such as custom orders, manufacturing, and installations. This will not only add to your profit but also make life easy for builders and contractors by providing them with reliable service.

Know Your Customers Better

When you have all the customer information at your fingertips, you are in a better position to satisfy their needs with the best service. BisTrack will equip you with the capacity to integrate your sales, marketing, dispatch, and accounting team onto the same page of customer care. 

Empower Your Sales Team

Empower your sales team to manage customer interactions more effectively. BisTrack enables them to quote quickly, mark orders easily, and take payments that turn more inquiries into sales and make the sales process easier.

Simplify Finance

Make your accounting processes easier and more accurate. BisTrack updates your financial data in real-time across all of your branches so it’s dead easy to track performance and make the right decisions.

Operational Benefits of Integrating Epicor Bistrack with Your Business Systems

Epicor BisTrack ERP is a top-rated software designed for manufacturers and wholesalers, helping them manage everything from sales and purchasing to quality control and warehouse operations.

This system integrates all aspects of a wholesaler’s business, providing a bird’s eye view of operations and specific insights into customers or products.

Key benefits include:

  • Improved consistency and accuracy across the business
  • Enhanced customer service through quick and effective data access
  • Increased margins and operational efficiencies

Also read: Epicor Kinetic Automation: All You Need to Know

Streamline Your Operations with DCKAP Integrator 

DCKAP Integrator has years of experience and the needed expertise working with Epicor products. Plus, it is designed for distributors. ERP integration is one of its prime strengths and it has everything you need for successful integration.  

Here are a few features that makes it unique:

  • DCKAP Integrator has advanced mapping and modifiers, allowing you to map different fields from the source to destination tools for easier data sync. It also provides exceptional flexibility for handling data by establishing rules.
  • It features an auto-scheduler option, enabling intelligent scheduling of multiple tasks at particular intervals. You can turn on autopilot mode, and Integrator will handle the rest.
  • It offers comprehensive logs that provide end-to-end visibility, allowing a complete view of the integration execution from start to finish. These logs help track errors and alerts you of any failures during the integration setup. 
  • It automates workflows effortlessly with an easy-to-use visual interface, functioning as a no-code platform.
  • It is recognized as one of the best platform-agnostic solutions on the market, supporting multiple applications needed for B2B business digital transformation.

To effortlessly sync your Epicor BisTrack ERP with other business apps, contact us and we will take care of everything.  

FAQs

What Are the Epicor U.S. Products?

Epicor offers a range of ERP products tailored for different industries:

  • Epicor BisTrack: For building materials and construction, offering tools for order processing, inventory management, CRM, and financial reporting.
  • Epicor Kinetic: For manufacturing, including MES, SCM, and real-time analytics to enhance efficiency.
  • Epicor Prophet 21: For distributors, featuring inventory management, order processing, CRM, and financial management.
  • Epicor Eagle: For small to mid-sized retail businesses, providing POS systems, inventory management, and customer loyalty programs.
  • Epicor Propello: A flexible and powerful retail management system (RMS)for various business processes, including financial and supply chain management.
  • Epicor Vision: For the automotive aftermarket industry, offering tools for managing parts, service, and sales operations.

Why do building material industry leaders choose Epicor BisTrack?

Epicor BisTrack is designed specifically for the building materials industry, offering robust functionality that addresses the unique challenges faced by suppliers and distributors. It streamlines operations, improves efficiency, and provides comprehensive tools for managing all aspects of the business. It also offers sustainability features such as efficient resource management, and reduced paper usage through digital document management. 

What specific functionality does Epicor BisTrack offer?

Epicor BisTrack offers a wide range of features, including order processing, inventory management, customer relationship management (CRM), financial reporting, and analytics. It also provides tools for document management, digital commerce integration, and real-time business insights. Plus, Epicor continually updates BisTrack with new features and enhancements to keep up with industry trends and customer needs. These updates aim to improve functionality, user experience, and overall system performance.

How does Epicor BisTrack support distribution businesses?

Epicor BisTrack streamlines distribution operations by integrating sales, purchasing, inventory management, and logistics. This helps distributors with Supply Chain Management (SCM) more efficiently, reduce errors, and improve customer service.

Additionally, Epicor BisTrack includes Manufacturing Execution System (MES) capabilities, allowing businesses to monitor and control manufacturing processes, improve production efficiency, and ensure quality control throughout the production cycle.

Can Epicor BisTrack integrate with my current software?

Yes, Epicor BisTrack is designed to integrate seamlessly with a variety of existing software systems, including financial management tools, CRM platforms, ecommerce solutions, and more.

Girinath A

Girinath is a Senior Business Analyst with vast experience in Integrations of SaaS products across various platforms such as ERP, eCommerce, CRM, and other customer solutions. He also plays a role as a Solution Consultant showcasing the Product features to the prospects and providing solutions to the B2B customers based on their Business requirements. He acts as a liaison among the stakeholders and ensures the customers achieve the desired results. In his free time, he enjoys playing cricket, traveling to interesting places, taking part in adventure sports, and tour vlogging.

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