Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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‘Epicor 9’ Category

Epicor Embedded Education…What is it?

Friday, May 8th, 2015

Epicor ERP 9 and Epicor ERP 10 (Formally Vantage and Vista) offer a unique module called “Embedded Education”.  We have found many customers are confused by what it is and why they might want it.

Out of the box, Epicor includes one of the most robust online Help systems available.  It includes native English well written field by field level instructions for the vast majority of the screens in the application.  In many areas it includes illustrations and real life examples and is fully searchable.

In addition, Epicor includes Robust User manuals.  They can even be purchased in full color printed form which is a rarity in Enterprise software nowadays.

Like most publishers, Epicor also offers classroom style training classes.  Usually held at their corporate offices in California or Minneapolis.  These classes include a complete training guide, access to the software with a training database installed and an instructor.  Epicor also offers some classes via both live web instructors as well as completely recorded videos.

Clients First also offers an extensive library of Epicor 9 and Epicor 10 demonstration and training videos at no charge at

However, one unique module available is called Epicor Embedded Education.  This is the complete library of the same training materials used in the classroom but available to all licensed users of your Epicor installation.  They can be brought up within the Help Tile in Epicor 10 and by clicking on the ‘Graduating Student’ icon on the launcher toolbar in Epicor 9.  This training goes much more into the full lifecycle process of a function such as how to process RMA’s, versus the built in help which describes field by field the individual screens.


Embedded education provides you with HTML based interactive training manuals.  The important difference is the manuals are built around the Epicor Education company that should have been installed with your software.  This means you can go through the lessons and examples using the Education Company (Training database) and you can play with modules that may not be fully configured in your live system and make entries that won’t accidentally post live data into your system.  In addition, when it refers to an actual menu or function in the system, the hyperlinks will open up that function in your training company.


It’s an ideal solution if you are a growing company or have a lot of turnover because rather than paying for live training every time you move or add an employee you can simply assign them to go through the built in lessons.  Many even include ‘quizzes’ to help ensure the user is absorbing the knowledge.


We hope you find this valuable!

Clients First Selected as a “VAR Star” again for 2014

Wednesday, January 21st, 2015

2013AIWe are proud to announce that Clients First Business Solutions was once again selected for this prestige award and membership in an elite group of the top 100 VAR’s in the United States.  This is the 8th year in a row we made the list and again are in the top 20 of the 100 members.

Clients First was selected as a member of the Bob Scott’s VAR Stars for 2014, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software

Members of the VAR Stars were selected based on factors such growth, industry leadership and recognition, and innovation. Selection is not based on revenue and those firms chosen represent a wide range of size and many different software publishers of accounting software.

“Each year, 100 VAR Stars are picked from the best organizations that market financial software. It is always an honor to recognize those who contribute to the development of our business,” Bob Scott said.

About Clients First

Clients First Business Solutions has been a top tier ERP VAR (Value Added Reseller) since 2003 and who’s founders each have over 25 years of industry experience.  Clients First sells, supports, implements, customizes and trains on Microsoft Dynamics AX, Microsoft Dynamics NAV, Epicor ERP, SAP Business One, Sage ERP 100,  Sage ERP X3 and Accumatica.  Clients First specializes in the distribution and manufacturing business sectors.

About Bob Scott

Bob Scott has been informing and entertaining the mid-market financial software community via his email newsletters for 15 years. He has published this information via the “Bob Scott’s Insights” newsletter and website since 2009. He has covered this market for 24 years through print and electronic publications, first as technology editor of Accounting Today and then as the Editor of Accounting Technology from 1997 through 2009. He has covered the traditional tax and accounting profession during the same time and has continued to address that market as executive editor of the Progressive Accountant since 2009.

Epicor ERP 10 (and 9) Product Configurator

Tuesday, December 2nd, 2014

Configure to Order and Engineer to Order Solutions with Epicor

Epicor stands with very small company in its ability to allow a customized series of questions to be asked of a user in various places of the system and based on those answers, to be able to automatically build a bill of materials, a routing (known as a Method of Manufacturing in Epicor) along with costing, selling price and even the creation of new ‘smart part’ numbers and item records.


To take it to the next level, Epicor is unique without moving up to ‘tier 1’ ERP systems like SAP or Oracle in its ability to allow the same configurator to be exposed in its integrated ecommerce shopping cart to prospects and customers as well.  Customers can configure a product on the web and then an Epicor user can look at and even make changes to that configuration in the office.  Those changes are reflected back on the ecommerce site in real time since it’s the same configuration engine for both.


Epicor 9 and Epicor 10 Financials Tips & Tricks

Friday, November 7th, 2014



Little Known Features in Epicor ERP Financials




The Epicor ERP application is comprised of many financials features. In this issue, you can review useful financials features that are available in the Epicor 9.05 application but may not be very well known.


Asset Mass Changes


Use Asset Mass Changes to issue mass changes to assets, including changing the depreciation parameters of an asset, asset group, or asset class. The mass update occurs only for values in the default register, it leaves any other registers unaffected. You can use filters to specify which assets, asset group, or asset class to modify, and you can use replacements to specify the values to be assigned to the selected assets. To use this program, from the main menu go to Financial Management > Asset Management > Setup and open Asset Mass Changes.


Auto Retrieve Invoices


You can use the Auto Retrieve Invoices functionality in the AR Invoice Entry or AP Invoice Entry programs to activate automatic retrieval of invoices for the current group. After it is enabled, recalculation occurs each time a line is saved. To use this feature, open Invoice Entry and from the Actions menu select Auto Retrieve Invoices. A check mark is displayed when the feature is enabled.



Oil and Gas Industry ERP and Epicor

Tuesday, August 12th, 2014

Using Epicor ERP 10 (and 9) in the Oil & Gas Industries

Oil and Gas industry companies often have a diverse set of requirements.  For many ERP systems, meeting all these requirements is either impossible, or requires a multitude of third party ‘add ons’ to close the functional gaps.  Some systems handle field service well, but not assembly or manufacturing.  Other systems may handle manufacturing, but not field service or project based requirements.  Some companies need a combination of many areas.

Actually all energy companies and energy sector companies can take advantage of this technology.  Those in the solar, wind, fuel cell and other sources of energy often need the same or similar capabilities.

Oil & Gas companies often need some or all of the following capabilities:

  • Financial Accounting
  • Multiple legal entities with intercompany billing, ‘arms length’ transactions, consolidations, multicurrency, multi-country, multiple languages etc