USING EPICOR® BPM TO OPTIMIZE ORDER PROCESSING – EPICFORCE TECH’S EXPERT APPROACH

Using Epicor® BPM to Optimize Order Processing – Epicforce Tech’s Expert Approach

Using Epicor® BPM to Optimize Order Processing – Epicforce Tech’s Expert Approach

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Efficient order processing is crucial for business success, ensuring that customer orders are processed quickly, accurately, and seamlessly. However, many companies face delays, manual errors, and inefficiencies in their order management workflows, leading to operational bottlenecks, missed deadlines, and dissatisfied customers.

Epicor® Business Process Management (BPM) is a powerful tool that helps businesses automate, streamline, and optimize order processing within Epicor® ERP. At Epicforce Tech, we specialize in leveraging BPM to eliminate inefficiencies, enforce business rules, and ensure smooth order fulfillment from start to finish.

In this blog, we will explore how Epicforce Tech optimizes order processing using Epicor® BPM, reducing errors, improving speed, and increasing customer satisfaction.

Challenges in Manual Order Processing

Many businesses struggle with inefficient order processing due to:

1. Manual Data Entry Errors

  • Inconsistent customer order details lead to miscommunication.
  • Incorrect pricing, product codes, and order quantities cause fulfillment issues.

2. Slow Order Approval and Validation

  • Orders get delayed due to manual approval workflows.
  • Lack of real-time tracking results in lost productivity.

3. Inefficient Inventory Management

  • Orders are placed for out-of-stock items, leading to backorders.
  • Inaccurate stock level updates cause fulfillment delays.

4. Lack of Process Standardization

  • Each department follows different processes, leading to inconsistency.
  • No centralized order validation, causing confusion and inefficiency.

5. Poor Customer Communication & Order Tracking

  • Customers lack real-time order status updates.
  • Support teams spend too much time handling order inquiries.

6. Compliance & Business Rule Violations

  • Orders exceeding credit limits may be processed mistakenly.
  • Discounts or special pricing may not comply with company policies.

Solution: Epicor® BPM automation eliminates these challenges by streamlining, standardizing, and automating order workflows. How Epicforce Tech Optimizes Order Processing with Epicor® BPM

1. Automating Order Validation & Data Accuracy Checks

One of the biggest issues in order processing is incorrect or incomplete order details. Epicforce Tech configures Epicor® BPM to:

✔ Automatically validate customer details, order quantities, and pricing before processing.
✔ Trigger real-time checks for stock availability to prevent backorders.
✔ Ensure all fields are accurately filled before an order moves forward.

Example: If a customer submits an order with an incorrect SKU, the system automatically flags it for correction before processing.

Result: Businesses reduce order errors by 40%, ensuring smoother fulfillment.

2. Streamlining Order Approvals & Reducing Processing Time

Manual approvals cause delays. Epicforce Tech optimizes approval workflows by:

✔ Automating order approval routing based on amount, customer type, or product category.
✔ Sending instant notifications to managers for high-value orders.
✔ Escalating pending approvals to avoid unnecessary delays.

Example: Orders over $20,000 are automatically routed to finance for approval, while standard orders are processed instantly.

Result: Companies experience 50% faster order approval times, improving overall efficiency.

3. Enforcing Business Rules to Prevent Order Violations

To prevent pricing errors, discount misuse, or credit violations, Epicforce Tech configures BPM to:

✔ Validate order discounts and promotions before processing.
✔ Block orders that exceed customer credit limits.
✔ Ensure orders follow company pricing policies.

Example: If an unauthorized discount is applied to an order, the BPM system automatically prevents order submission until management reviews it.

Result: Businesses reduce compliance risks and improve financial control.

4. Enhancing Inventory & Supply Chain Coordination

Inventory mismanagement leads to order delays and stock shortages. Epicforce Tech integrates Epicor® BPM with inventory systems to:

✔ Ensure real-time stock level updates before confirming orders.
✔ Automatically initiate restock requests when inventory runs low.
✔ Prevent duplicate orders for out-of-stock items.

Example: If a product is out of stock, the BPM workflow notifies procurement teams automatically to reorder supplies.

Result: Businesses reduce order fulfillment errors and backorders by 35%.

5. Providing Real-Time Order Tracking & Customer Updates

Customers demand instant order status updates. Epicforce Tech automates:

✔ Real-time email/SMS notifications for order confirmation and shipment tracking.
✔ Instant order status updates within the customer portal.
✔ Alerts for delayed shipments, out-of-stock items, or order modifications.

Example: Once an order is shipped, the BPM workflow triggers an automatic email update to the customer with tracking details.

Result: Businesses see a 30% improvement in customer satisfaction due to better communication.

Key Benefits of Automating Order Processing with Epicor® BPM

✔ Faster Order Processing – Automation reduces manual intervention by 60%.
✔ Error-Free Orders – Pre-validation of order data ensures accurate fulfillment.
✔ Improved Compliance – Enforces business rules & pricing policies.
✔ Seamless Inventory Management – Ensures real-time stock updates.
✔ Enhanced Customer Satisfaction – Provides instant order tracking & notifications.

Real-World Use Cases for BPM-Driven Order Processing

1. E-Commerce & Retail

  • Automate order confirmations, inventory checks, and shipment tracking.
  • Prevent pricing errors and unauthorized discounts.

2. Manufacturing & Distribution

  • Ensure real-time synchronization of order processing and production schedules.
  • Automate purchase order approvals and raw material stock replenishment.

3. Wholesale & B2B Order Management

  • Streamline multi-level approvals for bulk orders & special pricing.
  • Automate compliance checks for customer credit limits.

Why Choose Epicforce Tech for Epicor® BPM Order Processing Solutions?

  • Tailored BPM Development: Custom workflows designed to match your business needs.
  • Seamless ERP Integration: Full automation within Epicor® ERP modules.
  • Advanced Process Optimization: Reducing approval times and improving data validation.
  • Ongoing Support & Enhancements: Ensuring scalability and long-term efficiency.

Conclusion: Automate & Optimize Order Processing with Epicforce Tech’s BPM Solutions

Automating order processing is essential for modern businesses looking to improve efficiency, accuracy, and customer satisfaction. With Epicforce Tech’s BPM-driven order processing solutions, businesses can:

  • Reduce manual errors and inefficiencies.
  • Accelerate order approvals and fulfillment.
  • Ensure inventory and pricing compliance.
  • Improve customer experience through real-time updates.

Looking to streamline and automate order processing with Epicor® BPM? Let Epicforce Tech build a custom BPM solution tailored to your business.

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