CUSTOMER TRACKER

APP CREATOR NAME: bezlio

About the Customer Tracker Bezl

The customer tracker for Epicor ERP allows users to manage key customer information right from their smartphone or tablet in the office or on the road. Users are able to search through customer records and view or edit detailed information, all pulling in real-time from Epicor ERP.

Features Include:

General information such as territory and sales person
Billing information
The ability to view, add, edit, or delete customer contact records
View customer ship to information and maintain contacts for a ship to record
View quotes filtered by active, expired, or all with the ability to drill down into detail and line detail information
View orders filtered by open, closed, or all with the ability to drill down into detail and line detail information
View shipments filtered by pending, shipped, or all with the ability to drill down into detail and line detail information
View invoices filtered by open, closed, or all with the ability to drill down into detail and line detail information
View, add, edit, or delete customer memo fields

Use Case:

This bezl is useful for any user that frequently uses the Customer Tracker screen in Epicor ERP. Sales people will find this a particularly useful companion to a mobile CRM solution, allowing them to look up customer information stored in the ERP system quickly and easily while on the road.