Epicor® Prophet 21™: A Fit-For-Purpose, Cloud-Ready Business System for Digital Distributors

Epicor® Prophet 21™ A Fit-For-Purpose, Cloud-Ready Business System for Digital Distributors No other ERP provider knows distribution like we do. Epicor is focused on the things that matter to you—work queues, PO variance queues, kitting, assembly and production orders, advanced inventory forecasting, VMI, and special project pricing. We build our software using industry best practices and over 45 years of distribution experience. The Epicor Prophet 21 software system is designed specifically for distributors and is deployed at your discretion—in the cloud or on premises. For these reasons and more, we know we can help you drive growth. Epicor makes growth easier by making it simpler for distributors to: 1. Add product lines and services, expand market reach, accelerate sales cycles, lower customer-support costs, and anticipate customer needs. 3. Improve employee skills and productivity, stay ahead of generational shifts, and give people the tools to grow in and enjoy their jobs. 2. Drive efficiency and productivity with software that’s built around distributors’ needs and deployed the way you want. 4. Customize your services and pricing, deliver specialized assembly and kitting, reduce repetitive reorder costs, and use eCommerce and CRM to engage customers—all while fending off large, low-price competitors like Amazon and Grainger. Distributors come to Epicor when they need a modern system to grow their business with the deep value and low risk of an experienced supplier. In fact, Epicor has five times as many second- time ERP buyers than the industry average. We’re here to help you grow your sales, profits, and productivity and distance yourself from your competition. It’s more than “pick, pack, and ship.” Prophet 21 is an intuitive tool that will help you empower employees, save valuable time, and boost your bottom line while growing your top line. The Prophet 21 software system helps you easily add product lines and services while extending your market reach and attracting more accounts. It gives you the ability to respond quickly to changing customer demands, which can keep those customers coming back. Simply put, the Prophet 21 system helps you grow your business. XX Customer Relationship Management XX Order Management XX eCommerce via Epicor Commerce Connect (ECC) XX Inventory Management XX Purchasing XX Wireless Warehouse Management System XX Financials XX Manufacturing XX Service and Maintenance XX Business Intelligence via Epicor Data Analytics (EDA) XX Enterprise Content Management When it comes to the core business functions you need to grow your distributorship, nothing comes close to—or goes as far as—the Epicor Prophet 21 software system: XX Fasteners XX Fluid power XX HVAC XX Industrial XX Janitorial/sanitation XX Medical supply XX Paper and packaging XX Petroleum XX Pharmaceuticals XX Tile and flooring XX Safety supply Prophet 21 knows how you work—that’s why it works better. Prophet 21 is a fit-for-purpose, cloud-ready business system for digital distributors. It’s the system of choice for growing distributors across a variety of industries, including: Prophet 21 offers unique capabilities to grow your business by reaching more customers, delivering more value to each customer and defending your accounts from the large, low-price competitors like Amazon and Grainger. If you want to grow, you need to reach more customers. The customers are out there. If you want to connect with them in today’s rapidly changing marketplace, you need effective, easy-to-use eCommerce, cloud, and mobile tools. These are the kinds of tools the Epicor Prophet 21 system brings together—integrating them into your systems, gathering information from your eCommerce storefront and mobile employees, increasing visibility, and making sure everyone—from the web to the shipping dock—is working together. Epicor gives you a choice in eCommerce, including cloud and mobile solutions—options that fit both your business needs and technology strategy to give your people the power to win global customers from global competitors. From digital, do-it-yourself tools and deep distribution applications to modern open-platforms, Epicor helps you to deploy and grow as you need. Epicor Commerce Connect (ECC)—an open digital commerce platform with a wide variety of B2C and B2B tools to help you find, attract, and convert new customers into business accounts—ECC features an open system that allows for specialized add-on apps and services, so as your eCommerce network grows, you’ll be able to capitalize on more opportunities Cloud Solutions—access-from-anywhere tools offer real-time connectivity between branches, mobile employees, and partners with a new level of security, monitoring, and disaster prevention and enhanced operational efficiencies that are unavailable in legacy systems Epicor Mobility—Apple or Android connectivity allows employees on the move to access the information they need to be productive—even when they’re away from their desksConnect with customers at every stage of the process. Tailor your business to your customers’ needs XX Don’t just identify the specialized services your customers require, act on them XX Simplify the bidding process—no matter how complex the job XX Easily manage job quotes through the purchasing process and into the project phase XX Stage deliveries to differing locations XX Make things easier in the back office with staged billing and tracked change orders Add value to your products with kitting, assembly, and manufacturing XX Efficiently manufacture, stock, track, and sell assemblies, kits, and other custom products XX Bundle items that are typically sold as a single order line, eliminating the need to re-enter SKUs over and over again XX Reduce order entry time and avoid manual entry errors XX Boost sales by setting up kits and upselling assemblies to customers with consistent group orders XX Take the guesswork out of determining how many items or kits you can assemble from current stock XX Capture labor and material costs along with the current status of work in progress Expand your business with managed inventory services XX Provide inventory services, manage customer on-site inventory, and support inventory vending XX Connect to your suppliers, provide visibility into stock positions, and expedite order placement Lower your customers’ ownership costs with post-sale services XX Expand your revenue and increase your value to customers by offering staged deliveries, field service, maintenance/calibration XX Offer global shipping and LTL and TL freight, giving customers real-time shipping status to help keep their projects on track If you want to continue to grow, you need to deliver more value. It might seem daunting to take on your massive, low-price counterparts, but you have something they don’t—the ability to customize. Where they’re interested in uniform-volume product sales, you can provide a wide variety of services that meet specific client requirements and requests. This takes you beyond pick-pack-ship, differentiating you by letting you focus on your customers’ business types. Reach More Customers eCommerce, Cloud, and Mobility Customer Relationship Management Customer Analytics Deliver More Value Secure Your Accounts Epicor Prophet 21—A closer look at what’s in it for distributors Tailor To Customer Needs • eCommerce—ECC extends your investment in Prophet 21 with a tightly aligned, distribution-specific feature set • eCommerce Open Platform Solution—ECC provides a selection of specialized add-on apps and services from an infrastructure of eCommerce software and support providers • Mobile Sales—provide your sales force with the latest information to maximize responsiveness • Mobile Portals—securely deliver business information through mobile devices—either Android or Apple—that you can customize to each employee’s needs, keep your personnel synchronized when on the move • Mobile Proof of Delivery—connect your delivery resources to real-time information for accurate service • Flexible Deployment—Available in the cloud or on premises “Prophet 21 helps us perform consistently at the top of the benchmarks and does a very good job manipulating lots of data. Epicor and Prophet 21 helped us reach our full potential. Prophet 21 developers suggested product upgrades and revision whenever required. “ Andrew Wright, Chief Operating Officer | Mercedes Medical • Special Offers, Information Sharing, and Relationship Events—stay in touch with your customers to keep their interest • Manage Loyalty/Retention Programs—build your own loyalty program and monitor it within Prophet 21 • Up-Sell Customers—communicate your capabilities and keep advancing your value position • Track Customer Buying Habits— know when customers change their buying behavior and why • Salesforce Automation—track lead/sales progress by defining opportunities, setting sales stages, and employing rich analytics to measure pipelines • Account Calling Programs and Email Newsletters—stay in touch, promote, educate, and monitor customer satisfaction “The company uses Prophet 21 CRM to do everything from managing sales opportunities and viewing the sales pipeline, to making financial and investment decisions based on trends in the pipeline. We all work from one database now, whereas in the past, our customer service department used a separate database. Without realizing it, we were duplicating a lot of efforts. With one database, we are much more current and coordinated.” Dave Scaglione, Vice President of Sales and Marketing | Electro-Matic • Customer Profitability Analyzer— assign business costs to customers to discover account profitability • Customer Buying Trend Analysis— know when a customer changes his purchase pattern so action can be taken • Strategic Pricing—identify each customer’s key products and build custom price lists that maximize profit and minimize risk • Fast Ad-Hoc Reports/XL Connect— use real-time links from the Prophet 21 General Ledger into the familiar Microsoft Excel product “Strategic Pricing provided the easiest ROI I’ve ever seen in my career. We tell other Prophet 21 customers, Strategic Pricing pays for the entire Prophet 21 system investment!” Russ Frazee, COO | FCx Performance Inc. • Long-Term Contract Pricing—for loyal, volume buyers and OEMs • Staged Material Deliveries—track project activities and ship where and when material is needed • Progress-Based Milestone Billing— pre-agreed billing points with change order and cost tracking • Vendor Rebate Tracking—track and report purchasing under vendor rebate programs “Prophet 21 gave us more visibility, and the ability to be cross-organizational was key. It can be shaped in any direction your business wants to go in. Prophet 21 fixed our inventory allocation problems. Utilizing Prophet 21 helped us understand what the root causes of all of our issues were.”  Andrew Podner, Chief Operating Officer | Birmingham Fastener, Inc. Post-Sale Services • Service and Maintenance— track service contracts, preventative maintenance schedules, warranties, and more while monitoring service technicians’ schedules and open service orders • Mobile Proof of Delivery—capture signature, times, maps, account information, and delivery instructions for your delivery fleets “Proof Of Delivery gives us data to email customer invoices— addressing potential questions ahead of time. It also gives us the ability to track delivery metrics— one of our largest expenses—in ways not previously possible. It is helpful to see where delivery costs are outweighing profit margins for particular customers or orders— for example, learning where a delivery could be added on to an existing run rather than requiring a separate trip.” Jimmy Sobeck, VP of Finance and Administration | New South Construction Supply • Consigned Inventory—leverage your investments in facilities, people, and systems to manage customer inventory within your facility • Supplier-Managed Inventory— reduce customer order/fulfillment costs, strengthen the relationship, and grow your “share of the wallet” into related business areas • Inventory Vending—add even more location value and avoid re-order delays and paperwork costs “The integrated supply management capability of Prophet 21 is great for VMI and MRO. Now, we have one solution for billing, data mining, and reporting—all customized for our customers.” Jim Ruetz, President & General Manager | All Fasteners Managed Inventory Services • Production Orders—track orders through production processes while adding labor and material costs • Process Orders—assemble and manage orders for out-of-house/third- party services • Kitting and Assembly—dispatch orders for kitting or assembly “The kitting and hose decoder features are very powerful. Having customers in the U.S. and Canada— and vendors all over the world— makes the multicurrency and container receipts functionalities very convenient for our business. Prophet 21 allows us easy access to production orders ready for build by many different sorts of features. Overall, our partnership with Epicor brings us the tools we need to compete globally.” Dean Gordon, President | DeeTag Ltd. Kitting, Assembly, and Manufacturing If you want to sustain growth, you need to secure your accounts. Nothing is more important than taking care of the customer, and Epicor Prophet 21 gives you a better picture of what your customers think, want, and need. You’ll have insight into how their businesses work, and you’ll know which customers work best with your business. This makes them more productive and you more profitable. The Epicor Prophet 21 system helps you maintain your most valuable customer relationships by keeping you connected and ensuring that you’re able to anticipate—not merely meet—their needs. Protect your customer connections with Epicor analytic tools XX Track customer behaviors and use that information to fine-tune your business processes XX Enhance your decision-making capabilities with built-in dashboards and easy-to-follow metrics XX Use customer purchase histories to develop optimal prices for each account and every product XX Assess the profitability of each account XX Examine overhead and other business costs to determine where profits really come from Maintain relationships and minimize loss with Epicor CRM XX Build loyalty programs and discount plans that keep customers, rather than incurring the high cost of searching for new customers XX Stay on top of customer data, and stay connected with each account XX Improve service quality and monitor customer satisfaction, detecting concerns before they become problems XX Build lead-gen call lists, and effectively manage calling programs XX Track customer buying habits to know what they need and when they need it Know what your customers need before they need it. You’re capable of almost anything Epicor Prophet 21 Capabilities eCommerce and Cloud XX Epicor Commerce Connect (ECC) XX Cloud and On-Premises Deployment Mobility Tools XX Prophet 21 Mobile Sales XX DynaChangeTM Mobile Portals XX Mobile Proof of Delivery XX Handheld Bin Management XX Prophet 21 Web Application Value-Added Services XX Production Order/Manufacturing XX Service and Maintenance XX Secondary Processing XX Vendor-Managed Inventory XX Assembly and Kitting Customer Relationship Management (CRM) XX Contact Management XX Lead and Opportunity Management XX Marketing Management XX Prophet 21 Mobile Sales Wireless Warehouse Management XX Shipping and Receiving XX License Plating/Tagging XX Multiple Pick Methods XX Cross-docking XX Wireless Warehouse Management XX Hand-held Wireless Terminals Extensibility and Flexibility XX DynaChangeTM Screen Designer XX DynaChangeTM Rules XX DynaChangeTM Portal Designer XX Open SQL Database XX Prophet 21 API Sales and Order Management XX Prophet 21 Mobile Sales XX eCommerce XX Quote Management XX Powerful Pricing Matrix XX Advanced EDI XX Front Counter Sales XX Value-Added Services—Kitting and Manufacturing Capabilities XX Automatic Allocation XX Rebate Tracking XX Commissions Management XX Strategic Pricing XX AutoOrder Inventory Optimization XX Advanced Demand Forecasting XX VMI XX Distribution Requirements Planning XX Branch Transfer Management XX Physical and Cycle Counting XX Return Goods Management XX Dynamic Bin Management Purchase Management XX Vendor RFQ Management XX Direct Ship and Special Purchases XX Landed Cost Tracking XX Vessel and Container Tracking XX Freight Cost Allocation XX Vendor Rebate Tracking XX Advanced Demand Forecasting XX Distribution Requirements Planning XX GMROI XX Return Goods Management XX Advanced EDI Financial Management XX General Ledger XX Accounts Payable XX Vendor Invoice Automation XX Accounts Receivable XX Cash Collections XX Tax Connect XX Vendor Rebates XX Multicurrency Capabilities XX Multicompany Capabilities Reporting and Analytics XX Epicor Data Analytics XX Customer Buying Trend Analysis XX Strategic Pricing XX Sales Master Inquiry XX Customer Profitability Analyzer XX XL Connect XX Executive Metrics XX 200+ Standard Reports XX Import/Export Data XX Open SQL Database Prophet 21 is commonly used by distribution market leaders from these industries—industrial, fasteners, fluid power, HVAC, janitorial, medical supply, packaging, paper, petroleum, pharmaceutical, tile, lumber/building, and consumer goods. About Epicor Epicor Software Corporation drives business growth. We provide flexible, industry-specific software that is designed around the needs of our manufacturing, distribution, retail, and service industry customers. More than 45 years of experience with our customers’ unique business processes and operational requirements is built into every solution—in the cloud or on premises. With a deep understanding of your industry, Epicor solutions spur growth while managing complexity. The result is powerful solutions that free your resources so you can grow your business. For more information, connect with Epicor or visit www.epicor.com. Corporate Office 804 Las Cimas Parkway Austin, TX 78746 USA Toll Free: +1.888.448.2636 Direct: +1.512.328.2300 Fax: +1.512.278.5590 Europe, Middle East, and Africa No. 1 The Arena Downshire Way Bracknell, Berkshire RG12 1PU United Kingdom Phone: +44.1344.468468 Fax: +44.1344.468010 Asia 238A Thomson Road #23-06 Novena Square Tower A Singapore 307684 Singapore Phone: +65.6333.8121 Fax: +65.6333.8131 Australia and New Zealand Suite 2 Level 8, 100 Pacific Highway North Sydney, NSW 2060 Australia Phone: +61.2.9927.6200 Fax: +61.2.9927.6298 Latin America and Caribbean Blvd. Antonio L. Rodriguez #1882 Int. 104 Plaza Central, Col. Santa Maria Monterrey, Nuevo Leon, CP 64650 Mexico Phone: +52.81.1551.7100 Fax: +52.81.1551.7117 The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations, or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill and care. This document and its contents, including the viewpoints, dates, and functional content expressed herein are believed to be accurate as of its date of publication, December 2017. The usage of any Epicor software shall be pursuant to the applicable end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third-party products may require the purchase of licenses for such other products. Epicor, the Epicor logo, and Prophet 21 are trademarks of Epicor Software Corporation, registered in the United States, certain other countries, and/or the EU. Microsoft, Windows, Excel, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks mentioned are the property of their respective owners. Copyright © 2017 Epicor Software Corporation. All rights reserved. Contact us for more information on Epicor products and services 1.800.776.7483 [email protected] www.epicor.com The best practices in distribution, built into your decisions That’s growth with Epicor Prophet 21.