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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Posts Tagged ‘california’

Epicor Consulting

Friday, July 5th, 2013

Epicor 9 Consulting, Upgrades & Services

Epicor Consulting Services by Clients First Business Solutions
Clients First knows that selecting and implementing an Enterprise Resource Planning (ERP) solution is a major project for a company.  Whether its a replacement for an existing solution or a first time implementation.  Reasons for change can run the gamut and often include supply chain management, sales, customer relationship management issues, support, manufacturing or inventory management.  Companies are looking for increased productivity by having ‘one version of the truth’ throughout the organization.  Disparate systems are the cause of many inefficiencies and customer service failures.  Everybody in the organization should be on the same page.
Our Epicor consultants are highly skilled professionals that are more than just ‘wrench turners’.  Most have been in the very positions they are consulting on from running a manufacturing floor, a sales team or being a CFO and Controller.    To be truly successful in our business, you need to be a business analyst first, and technical consultant second. By utilizing this ‘in the field’ experience we can offering continuous improvement in your business processes by our partnership with your organization. We are one of the first Epicor Authorized Partners to be involved with the Epicor Cloud and SaaS deployment options including Epicor Express and Epicor Cloud.  Along with our EverSafe! Business Continuity and Disaster Recovery solution, we can ensure that whether you run Epicor locally or in the Cloud, you will never have to deal with business crippling downtime.
We offer access to a broad group of resources located throughout the United States.  A team of over 40 seasoned professionals allows us to address almost every type of company and industry. 
Clients First Business Solutions is perennially in the Top 20 VAR’s (Value Added Resellers) in Accounting Technology’s and Bob Scott’s annual roundup and for good reason.  With 9 physical offices and a leading Epicor Consulting provider, our growth continues by producing results via our exclusive implementation methodology that results in on time & on budget projects.

Key Skills include but not limited to:

  • Manufacture to Order
  • Job Shops
  • Engineer to Order
  • Distribution Industry
  • Wholesale Distribution including both Durable & Non-Durable such as Food Distribution
  • Customer Relationship Managment (CRM)
  • Make to Order & Make to Stock scenarios
  • Configure to Order
  • Inventory & Production Forecasting
  • Costing
  • Production Planning, Scheduling & MRP (Material Requirements Planning)
  • Case Management & Help Desk
  • Quote & Order Management
  • Purchasing and Procurement
  • Shipping & Receiving including real time integration to both parcel and common carriers
  • EDI
  • Accounts Receivable & Accounts Payable (AR & AP)
  • General Ledger including Financial Reporting Solutions such as XLConnect
  • Service Connect and Business Process Management (BPM) customizations
  • Crystal Reports and Microsoft SQL Reporting Services
  • Dashboard Design and Creation
  • Business Intelligence including EPM and QlikView for Epicor (our exclusive product)
Come see our skills on display at our free demonstration & training video website at

Return Receipts for your Email that Actually Works..

Monday, June 24th, 2013

Tracking when somebody reads your emails you sent.

By Mark Chinsky


You are probably familiar with the option in most traditional email applications like Microsoft Outlook for requesting a ‘return receipt’ to your emails.  You are also aware that with most email clients, this means that when a person opens you email with this turned on, they will get a pop up message asking if they would like to confirm receipt.  If they say ‘no’ you will never know if they opened the message you sent.  Many email programs automatically default to no and don’t even ask anymore once you answer ‘no’ once to a particular sender.

In addition, many web based and mobile email clients don’t even support the request and instead just ignore it.  Once again leaving you in the dark when it comes to read receipts in your email.

Here is where ReadNotify comes in.  ReadNotify is a web based solution that allows you to send important emails and know (most of the time) if the receipient opened it, if they forwarded it, when they read it, on what type of device (pc, mac, iphone etc) how long they looked at it and approximately where they were located when that happened.  It does this by embedding a small graphic in your email such that when the recipient’s email client (i.e. Outlook, Gmail etc) opens the email, it downloads this graphic and the system is able to correlate that with your original email and thus provide you with the tracking information.

About the only time this doesn’t work is if the user has the feature of showing images turned off in their email application.  I would say it works about 90% of the time.

I’ve been testing this service for about 3 months and have found it very useful.  If you are in sales, for example, knowing a prospect opened but ignored your email means one thing whereby if they never opened it, it could mean another.  Most prospects don’t realize the time you spend in the sales process and/or don’t want to disappoint you so they would rather ignore the email vs. tell you they simply aren’t interested.

You can even download plugin’s HERE that allow you to automatically select whether you do or don’t want to track an email and some additional advanced features.  These plugins work for Outlook, Apple Mail, and a variety of browser plugins for various webmail services.  Even without the plugin, you can request tracking as long as your return address is registered with ReadNotify.  You simply add their domain to your recipient’s email address.  For example, if you wanted to send to you would send to and that email would get tracked.  The recipient never knows about the tracking unless you choose to turn that on as an option.

Hope you find this tip helpful!

Create an Email Linkable label to a Form in Epicor 9-Video

Friday, August 10th, 2012

Making Epicor launch an email based on an email address on a form

Have you ever wanted to make is such that you could click on an email address on an Epicor 9 form and have it launch your default email program to that person?

I came across this video on youtube for just that purpose.  There is no sound, but it’s pretty self explanatory.  This is above a ‘novice’ level,  I would say more of an intermediate level function, but powerful none the less.

We hope you find this helpful.

How to use Pivot Tables in Excel

Monday, March 26th, 2012

Here is an ‘oldie but a goodie’ from our original site that we’ve had people ask for often.  This is more relevant for Microsoft Office 2003.  These can be used nicely with all our ERP packages including:

  • Microsoft Dynamics NAV (Navision)
  • Microsoft Dynamics AX (Axapta)
  • Epicor 9
  • Microsoft Dynamics GP (Great Plains)
  • Microsoft Dynamics SL (Solomon)
  • Sage MAS90, MAS200, MAS500 (MAS 90, MAS 200, MAS 500)
  • SAP Business One

PivotTable Reports 101

Let’s suppose you’ve compiled a large list of data – for example, sales figures for every product your company makes. But now you’re ready to distill some meaningful information from the data. For example, you might want to answer the following questions:

· What is the total sales for each product by region?

· Which products are selling best over time?

· Who is your highest-performing salesperson?

For these and other questions, you can create a PivotTable® report – an interactive table that automatically extracts, organizes, and summarizes your data. You can then use the report to analyze the data – for example, make comparisons, detect patterns and relationships, and analyze trends.


Read on to discover what you can do with a PivotTable report.


Adding a Field to a Form in Microsoft Dynamics AX

Monday, March 12th, 2012

How to add fields to forms in Dynamics AX (Formally Axapta)

The purpose of this blog is to give a brief overview of the process by which a user can add a field, whether it is a database field or a method, to an AX form. In this example, we will make two very simple modifications: We will add the Base Sales Price from the Price/Discount Tab to the grid in the Overview, and we will add a new check box to the grid that will indicate whether the item is a Web Store Item. Since “Web Store Item” is not an existing AX field, it will also need to be added to the database. AX2009 will be used and it is assumed that the user will have development rights in AX, and we will be placing the modification in the USR layer.

Let’s begin.

First, we’ll add the Base Sales Price to the grid. To do this, create a new project, and add the InventTable Form from the AOT to the Project. Once the form is in our project, we can create a copy of the existing Base Sales Price and add it to the grid.