Epicor Kinetic Presentation Notes

Introduction

• Presenter: Ross Faic, Solutions Engineer at Epicor Software
• Purpose: Demonstration of Epicor Kinetic via a cloud-based environment.

Epicor Kinetic Overview

• Active Homepage:
  • Access specific screens like customer tracker, opportunity quote entry, order entry, etc.
  • Display and visualize data using widgets (Epicor Data Discovery tiles).
  • Customizable based on user role or department.
  • Utilize a grid-style application for editing layout.

Navigation

• Taskbar: Similar to Windows, located on the left.
  • Home Button: Returns to the active homepage.
  • Enterprise Search: Search for customers, part numbers, etc.
  • ERP Menu Structure: Full-depth menu for ERP application Kinetic.
  • Data Discovery: Access to Epicor Data Discovery Library for creating and maintaining widgets.
  • Collaborate: Internal communication tool similar to Slack or Teams, integrates with Microsoft Teams.
  • Help and Support Panel: Offers tours, videos, articles, and guided tutorials.

Features

• Homepage Layout:
  • Users can customize their homepage layout using tiles and widgets.
  • Security rights dictate customization capabilities.
• Quote to Shipment Flow:
  • Opportunity quote entry presents landing pages with quotes, filters, and panel cards.
  • Create quotes and convert them to sales orders.
  • Manage sales orders and order entry.

Order Management

• Planning Workbench: Manages order releases and job creation.
• Job Entry: Overview of job creation and scheduling.
  • Method of manufacturing setup and job management.
  • Drag-and-drop functionality for easy use.
• Data Collection: Previously known as MES, now Epicor Data Collection.
  • Shop floor terminal access for production activities.

Shipping and Receiving

• Customer Shipment Entry:
  • Create packing slips, perform mass shipping, and manage shipment details.

Customization and Personalization

• Personalization:
  • Non-IT users can toggle system areas to simplify screens.
  • Adjustments can be made in real-time.
• Application Studio:
  • Low-code/no-code environment for customizing screens.
  • Add user-defined fields, widgets, and reorganize layouts.

Conclusion

• The session covered key functionalities and customization options within Epicor Kinetic.
• Opened up for Q&A session for further queries.