A Beginner’s Guide to ElevateERP: Navigating Our Features

If you're an Epicor or Kinetic user looking to take your business operations to the next level, ElevateERP is your ultimate partner in efficiency and customer satisfaction. Take a deep dive into each ElevateERP feature and discover specific ways this portal can transform your company’s workflows. 

Order Management: Streamline Your Sales Process

With our robust order management feature, customers can create and print orders directly from the portal, bypassing the need for manual intervention.

• Time-Saving: No more back-and-forth emails or phone calls—customers have the autonomy to manage their orders.
• Error Reduction: Automation minimizes data entry errors, ensuring accuracy.
• Enhanced Sales: By serving as an additional point of sale, the portal makes it easier for customers to do business with you – a win-win for everyone involved! 

Quotes: Simplifying the Quoting Process

In the sales vein, creating accurate and professional quotes is essential for converting leads into loyal customers. ElevateERP streamlines the quoting process through:

• Automatic Creation: Users can generate quotes directly through the portal, eliminating the need for manual data entry.
• Customizable Options: Customers can choose between available parts and quantities, making informed specifications based on their needs and your inventory. 
• Efficiency: By automating quoting, your team can focus on building stronger relationships rather than managing administrative tasks. 

Shipment Tracking: Keep Customers in the Know

ElevateERP makes shipment tracking effortless by integrating tracking numbers and links within the portal.

• Real-Time Updates: Customers can monitor their shipments at any time, reducing the need to contact your team for updates. One article from Business Wire shares that shipment tracking is the most important feature for consumers who order online, with 91% of consumers actively tracking their packages or orders. Interestingly, 70% of consumers would rather use tracking information than connect with a customer service representative. 
• Improved Transparency: Offering detailed tracking information fosters trust and loyalty and reduces frustration during the shipping process.
• Scalability: This feature handles high volumes of shipments seamlessly, making it ideal for businesses of any size.

Invoice Processing: Simplify Payments

ElevateERP's integration with Stripe Payments ensures that invoices are easy to manage for both your team and your customers. 

• Direct Payments: Customers can pay their invoices directly from the portal, speeding up cash flow and simplifying customer experience. In one study, 52% of consumers said they believe online billing makes paying bills easier and more convenient – and we all know convenience is king in today’s day and age. 
• Instant Cash Receipts (Optional): With ElevateERP, you can enable automatic recording of cash receipts in your Epicor ERP system as soon as Stripe transfers the funds to your bank account. This eliminates manual reconciliation and ensures your financial records are always up to date.
• Printable Invoices: Conveniently download and print invoices as needed for record-keeping.
• Secure Transactions: Built-in security ensures that payments are processed safely and efficiently.

Custom Queries: Tailor Data Insights to Your Needs

One of the standout features of ElevateERP is the ability to display data from custom queries. 

• Personalized Insights: You can tailor data reports to meet your customer’s specific needs, empowering themto access exactly what they require.
• Customer Autonomy: Customers can easily download any information you deem relevant to their relationship with your company – anything from inventory levels to brick and mortar location details can be included as a custom query to make ElevateERP feel like it was made just for you.
• Operational Efficiency: Reduce the workload on your internal teams by giving customers the tools to independently access the data they need.

Returns Management: Simplify RMAs

Returns can be one of the most frustrating aspects to commerce for both consumers and businesses. Managing return processes usually requires a lot of resources from businesses (multiple team members, time spent on back and forths, etc). As a result, the process feels overwhelming and even intentionally complicated for consumers.  ElevateERP works to streamline RMAs and make the process less of a headache for everyone involved. 

• Seamless Initiation: Customers can start a return process directly from the portal without requiring any additional steps. 
• Tracking and Updates: Monitor the status of returns in real time, ensuring straight-forward communication, smoothing frictions, and enhancing your business’ reputation for transparency.
• Efficiency Gains: Streamlining RMAs reduces processing time, improving overall  customer satisfaction and protecting your company from unnecessary drains on resources. 

Security and Branding: Build Trust and Recognition

• Top-Tier Security: ElevateERP integrates with Epicor Kinetic’s robust security features to protect customer and business data.
• Custom Branding: Include your logo, custom URL, and brand colors for a cohesive and professional customer experience.

Why These Features Matter

Each ElevateERP feature is designed to enhance your business in measurable ways:

• Customer Empowerment: Give your customers the tools to manage their own accounts, boosting satisfaction and loyalty.
• Team Efficiency: Free your team from routine tasks so they can focus on strategy and growth.
• Revenue Growth: With faster sales cycles, enhanced cash flow, improved customer retention, and scalability for growing markets, ElevateERP not only saves your business time and money, it actually increases revenue! 

Ready to Explore ElevateERP? Explore how ElevateERP can revolutionize your business operations by scheduling a demo with us today. Whether it's streamlining order management or enabling advanced data insights, ElevateERP is your partner in growth and innovation. Visit our website to learn more.