ElevateERP 101: What Is It and How Does It Work?

Welcome to the ultimate solution for Epicor and Kinetic users. ElevateERP offers new levels of efficiency and accessibility in today’s fast paced business environment. The software acts as a customer service representative, accountant, and salesperson all in one – unburdening your team from mundane tasks and allowing them to focus on the big picture. 

Want a fast-track to saving your business time and money, improving productivity, and increasing revenue? Integrate ElevateERP today!

What Is ElevateERP?

ElevateERP is a user-friendly, self-service portal that integrates seamlessly with your existing Epicor ERP or Kinetic system. Developed with over 20 years of expertise in Epicor ERP and Kinetic, it empowers your customers to effortlessly access and manage essential data and account information like order details, shipment tracking, and returns – making sure your team is available to go above and beyond when more complex issues arise. 

How Does ElevateERP Work?

ElevateERP serves as an extension of your existing Epicor ERP system, offering a range of functionalities:

• Order Management: Customers can effortlessly create and print orders without manual entry, streamlining the order management process and offering another convenient point of sale.
• Shipment Tracking: Customers can easily track the whereabouts of their shipments with standard tracking numbers and links, staying updated on the status of their packages in real-time.
• Invoice Processing: With the seamless integration of Stripe Payments, collecting payments has never been easier. Customers can pay and print invoices directly from the portal, simplifying the invoicing process.
• Custom Queries: With ElevateERP, you have the freedom to write and create your own personalized queries. These queries can be easily downloaded by your customers, allowing them to access valuable insights and data whenever they need it.

Benefits of Using ElevateERP

• Enhanced Customer Experience: By providing 24/7 access to essential information, customers can retrieve what they need at their convenience without wait times, leading to increased satisfaction.
• Increased Efficiency: Automating routine tasks allows your team members to focus on big vision tasks that set you apart from competitors and build your brand.
• Cost Savings: Streamlining processes such as order creation, invoice management, and shipment review reduces manual labor and associated costs. 

Getting Started with ElevateERP

You can level up your business in just a few short minutes by integrating ElevateERP today! The setup process is straightforward and intuitive, usually taking only 5 minutes to complete. Schedule a demo to get an in depth understanding of how ElevateERP can transform your business operations or ask questions about integration HERE!