Customer shipments are the final step in your order fulfillment process. It’s the moment your products reach your customer’s hands. It’s also a part of the process where many businesses face challenges: delays, miscommunication, and manual errors can impact the overall customer experience.
Epicor ERP comes in to help businesses coordinate their teams for better customer shipments. Everyone is reunited under one platform, allowing businesses to get an overview of the situation and track every change seamlessly.
Customer shipment is the phase where the products are sent to the customer. It includes everything from picking to handing it off to a carrier for delivery.
Epicor ERP tracks the entire customer shipment process. Each shipment record connects to an order, which ensures that the right product is sent. All information, whether it’s about item quantities, packaging, tracking numbers, or billing, is stored in the ERP and flows smoothly across every department.
Epicor makes the shipping process very clear by separating the steps and connecting them together from start to finish.
Once a sales order is ready for fulfillment, Epicor automatically generates a shipment record and picking list. Using handheld scanners, warehouse teams can confirm each item as it is picked, ensuring that the right products are prepared for the right customer.
Accurate and compliant packaging and labelling are critical. Epicor integrates with labelling systems to produce consistent, customer-specific documentation, including barcodes and safety labels, directly from the ERP.
After packing orders, Epicor establishes direct connections with major carriers like UPS, FedEx, and DHL. Users can compare rates, print carrier-approved labels, and generate tracking numbers without switching between systems.
Epicor closes the loop between operations and finance. It does so by automatically updating inventory, order statuses, and billing records once a shipment is confirmed. This eliminates the need for manual reconciliation and ensures that every department has access to accurate data.
Epicor ERP’s shipment management capabilities simplify complex fulfillment workflows. These features help organizations automate processes, integrate systems, and deliver a better customer experience while reducing risk and maintaining efficiency.
Epicor automatically creates shipment records when orders are released. This reduces the need for repetitive data entry and ensures that no orders are overlooked.
Everything updates in real-time; the inventory numbers are updated instantly, enabling the warehouse, sales, and service teams to make informed decisions based on accurate stock levels and shipment statuses.
Tracking numbers and carrier details are linked directly to sales orders, allowing internal teams and customers to monitor delivery progress from a single, centralized location.
With Epicor, you can define custom shipping rules to prioritize urgent orders, select carriers based on geography, and set fulfillment preferences tailored to your operations.
Using Epicor ERP to manage shipments creates measurable operational improvements across departments. Automating workflows, synchronizing data, and improving visibility strengthen companies’ efficiency and customer relationships.
Automating shipment creation and picking processes reduces manual errors and ensures that every order is fulfilled correctly the first time.
Customers benefit from faster and more predictable deliveries, as well as clear communication. Sharing tracking data directly from Epicor helps eliminate confusion and builds trust in your fulfillment process.
Centralized shipment management eliminates the need for multiple tools and manual coordination. This streamlined approach minimizes delays, miscommunication, and redundant effort.
Shipment dashboards and reporting tools provide managers with valuable insights into carrier performance, delivery times, and order volumes. These insights help refine shipping strategies and prevent recurring issues.
To get the most out of Epicor’s shipment features, businesses need consistent workflows and well-trained teams. These best practices help businesses maintain accuracy and efficiency at every stage of the fulfillment process.
Clearly define the steps for picking, packing, and confirming shipments across your teams and locations. Standardization helps ensure consistency and accountability.
Accelerate order fulfillment and eliminate manual errors by integrating barcode scanners and automated validation tools. Each scan instantly updates Epicor, ensuring reliable data.
Empower your staff to handle special situations, such as partial shipments, backorders, and damaged goods, directly within the system. Managing exceptional cases in Epicor provides full visibility and cleaner reporting.
Integrate your CRM and accounting modules to automatically trigger shipping confirmations, invoicing, and follow-ups. This will keep your customers informed and reduce administrative work.
Work with a certified service partner to ensure your system is aligned with your operations and manage customer shipments more efficiently.
Our experts help businesses streamline shipping processes, integrate departmental data, and train teams to effectively use Epicor, transforming shipping workflows into a competitive advantage.
