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Simple Setup Process
Connecting ElevateERP to your existing Kinetic or Epicor system is designed to be intuitive and effortless, so that you can begin streamlining your processes immediately without additional hassle or a daunting learning curve. Setup takes just 15 minutes or less before you're on your way to enhancing productivity, sales, and your customer's experience!
Intuitive Interface
The platform is exceptionally user-friendly, designed to ensure a smooth and enjoyable experience for everyone. With its intuitive interface and accessible tools, it allows any user to effortlessly navigate the portal's features and offerings. ElevateERP streamlines processes such as order creation, invoice management, shipment review, and custom queries, so you can manage tasks efficiently and effectively, without needing any technical expertise.
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Sales Orders
Effortlessly simplify order management with our state-of-the-art system. Our advanced tech lets your customers create and print orders without manual entry. Enjoy the ease and efficiency of our platform as customers create orders and generate YOU sales in just a few clicks.
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Shipment Information
Customers can easily track their shipments with a tracking number and handy links from our system. This feature lets them see exactly where their orders are so they can relax, knowing they're informed at every step. Plus, our ElevateERP allows them to quickly generate and print packing slips from the Epicor ERP / Kinetic system, boosting efficiency and making the experience enjoyable.
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Returns
Customers can effortlessly track your Return Material Authorizations (RMAs) with our intuitive portal. They can check any RMA status from start to finish, all in one spot. Even better, they are able to initiate RMAs directly through our portal, making the process quicker and make managing returns and exchanges a breeze, enhancing your customer experience and saving your team time!
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Cases
Customers can create Help Desk Cases to streamline business processes efficiently. This boosts workflow and ties all relevant info together seamlessly. By using Help Desk Cases, customers can organize inquiries or issues systematically, leading to better communication, quicker resolutions, and happier customers. Plus, integrating comprehensive data and resources empowers your team to tackle each situation with clarity and efficiency, ensuring no detail is missed.
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Invoices
With Stripe integration, collecting payments is a breeze. No more waiting for checks or tedious data entry. The ElevateERP portal, with intuitive navigation and clear instructions, makes it easy for your customers to view and pay invoices, saving you both time. Streamline your invoicing and focus on growing your business, not accounting headaches.
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Custom Queries
In today's day and age, custom is king! With ElevateERP, you can craft your own custom queries to make the portal feel like it was designed just for you and your customers. Once created, customers can easily download queries and access vital information about your business anytime.
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Quotes
Your valued customers will love the ease of crafting their own personalized ones in your ElevateERP portal. This feature lets them choose from available inventory and select quantities to get the best pricing for their needs. It streamlines the process, making it more convenient and enjoyable, while strengthening trust in your brand's dedication to top-notch service and customer satisfaction.
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Branding Capabilities
Provide your customers with a unique, personalized experience by effortlessly implementing your business' branding guidelines and logo within your ElevateERP portal.
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More to Come...
Keep an eye out for more features being added all the time!