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# Epicor Eclipse Features

##### 
## Inventory Management Platform Features (10)

Centralized Inventory Database

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Inventory Level Dashboards

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.

Stock History Reporting

View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.

Low Stock Notifications

Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Bundles, Kits, & Variants

Automatically adjust inventory for product bundles, kit orders, and product variations within the system.

Asset Tracking

Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

eCommerce Integrations

Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.

Accounting Integrations

Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

Data Exporting / Importing

Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.

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##### 
## Accounting (9)

Chart of Accounts

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

AP Automation

Steam lines data entry by auto-populating recurring or predefined vendor values.

AR Automation

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Journal Entries

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Tags & Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Cash Management

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments Scheduling

Ability to schedule payments at predefined dates and times

Payment Settlements

Clearing of electronic payments to transfer funds from customers to suppliers

Payment Methods

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

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##### 
## Inventory (5)

Inventory Tracking

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Inventory Costing

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Product Master

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrations

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

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##### 
## Warehousing (3)

Locations

Create and manage warehouse locations and areas for shipping or receiving.

Multi-Warehouse

Manage locatons accross multiple physical or virtual warehouses.

Third-Party

Ability to monitor locations and inventory in third party warehouses.

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##### 
## Purchasing (4)

Demand

Identify demand based on different types of sales orders and forecasting data.

Purchase Orders

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

In Transit

Track products and raw materials shipped by suppliers, from origin to destination.

Receiving

Match the products received with the corresponding purchase orders and add them to inventory.

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##### 
## Sales & Marketing (6)

Customer Master

Manages customer information including multiple ship-to and bill-to locations.

ATP

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Order History

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Returns

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Credit Limits

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Pricing & Discounts

Manage various types of pricing and discounts associated with product categories and customer types.

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##### 
## Assembly (2)

BOM

Provide Bill of materials to define what components and packaging should be used for assembly.

Kitting

Define kits and packages of two or more finished products that can be sold together or separately.

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##### 
## Logistics (5)

Picking & Packing

Define and implement optimal procedures to pick and pack products for shipping.

Packaging

Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.

Shipping

Plan deliveries based on inventory availability, transportation costs, and order priority.

Routing

Create routes for shipping directly to customers, to distribution centers, or for dropshipping.

Tracking

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

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##### 
## HR (3)

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Workforce Management

Manage personnel availability and allocate human resources to production and inventory operations.

Time & Attendance

Track the time spent by employees performing various tasks related to production or inventory management.

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##### 
## Accounting (16)

AP Automation

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

AR Automation

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Audit Trail

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

Collections Automation

The system automates the dunning process to help drive collections

Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Invoice Customization

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Journal Entries

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Monitor Cash Positions

Ability to track cash positions across all accounts, banks, business units, and countries

Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

Reconciliations

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Tags / Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Payment Batches

Payments can be processed by batch without manual intervention

Payment Settlements

Clearing of electronic payments to transfer funds from customers to suppliers

Payment Methods

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

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##### 
## Back Office (12)

Allocation

Resources can be allocated and reallocated across multiple projects and portfolios.

Asset Register

Create a list of all the assets owed by a company.

Maintenance

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Organization Management

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.﻿

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

Portfolio Mix

Create the optimal mix of portfolios to achieve operational and financial goals.

Purchase Orders

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Requisition

Define requisition rules for various types of procurement.

Shift Scheduling

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Sourcing

Identify and assess suppliers for different products and services.

Status

Monitor the status of multiple types of assets.

Time & Attendance Tracking

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.﻿

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##### 
## Front Office (12)

ATP

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Checkout Process

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.﻿

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included﻿

Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.﻿

Customer Portal

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Product & Price List Management

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Product Catalog

Allows users to search, filter, sort and select items to be added to quote﻿

Promotions and Discounts

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.﻿

Quote & Order Management

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Returns / Refunds

Functionality to allow users to process returns/refunds either via self service or contacting customer service.﻿

Storefront Design Tools

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience﻿

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.﻿

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##### 
## Integration (2)

Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

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##### 
## Logistics (13)

Centralized Inventory Database

Manage and track all inventory records across warehouses and retail locations through a single unified database.

In Transit

Track products and raw materials shipped by suppliers, from origin to destination.

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.﻿

Inventory Pricing and Costing

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Picking Methods

Support multiple picking methods such as batch, wave, or zone picking.

Picking Planning

Create schedules for picking activities based on inventory availability.

Receiving

Match the products received with the corresponding purchase orders and add them to inventory.

Shipping Options

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.﻿

Cross Docking

Manages the transfer of products between incoming and outgoing shipments

Receiving

Provides features to automate and simplify recieving such as tracking lot numbers

Pick & Pack

Helps users pick products from multiple locations and prepare them for packing

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##### 
## Platform (5)

Customization

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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##### 
## Production (12)

BOM

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Defects

Monitor product defects, identify causes and provide corrective actions to improve quality.

Identify Demand

Calculate demand by consolidating data from multiple sources.

Inspections

Define and implement workflows for inspections, including rules for escalations and notifications.

Manage Resources

Track resource availability for raw materials and production capacity.

MPS

Create and implement master production plans for multiple production lines and locations.

MRP

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Production Plans

Generate production plans based on demand and resource availability.

Rework

Identify rejected products and decide either they can be repaired or discarded.

Shop Floor

Assign equipment and monitor shop floor activities during various production stages.

Waste

Track production waste such as scrap, as well as returns that cannot be repaired.

WIP

Track work in process (WIP) across multiple production lines and manufacturing locations.

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##### 
## Reporting & Analytics (3)

Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Integration

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

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##### 
## Warehouse Definition (3)

Locations

Define and manage physical and virtual warehouse locations

Visualization

Provide a visual representation of all the locations in a warehouse

Warehouse Slotting

Allows users to identify the most efficient location for inventory within the warehouse based on a number of product and storage characteristics

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##### 
## Analytics (3)

Worker performance

Allows users track worker performance over a set period of time

Error Tracking

Allows users to track any track incidents such as receiving discrepancies, incorrect shipments and inventory errors

Procurement analytics

Allows users to track and use WMS data to determine vendor costs and quality

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##### 
## Inventory Management (2)

Customer Portal

Provides customers with a web portal in which they can view invoices as well as batch levels and changes in inventory

Cycle Counting

Provides users with features to verify item locations and quantities

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##### 
## Generative AI (4)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Agentic AI - ERP Systems (1)

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Distribution ERP (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Product Catalog](/glossary/product-catalog-definition)

A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.

[Audit Trail](/glossary/audit-trail)

Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.

[Inventory Pricing](/glossary/inventory-pricing)

Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.

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