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Leverage + Epicor: Integration for Automated PO Tracking & PO Status Updates

Avery Nesmith
by Avery Nesmith
Jun 16, 2022

Connect Epicor Kinetic data to Leverage, a centralized hub for end-to-end supply chain visibility. Meet suppliers and logistics partners where they are - to instantly get the status updates you need.

leverage and epicor infographic_rev-01

Simplified Purchase Order Management

Don’t just rip and replace your existing systems - embrace and extend them. Leverage integrates with Epicor to connect data and automate your PO management workflow.

Create purchase orders in Epicor and let Leverage handle the PO and shipment tracking for end-to-end visibility.

  • Stop calling and emailing for status updates. Leverage automates the status collection process and eliminates manual data entry back into your Epicor account. 
  • Leverage collects PO status and shipment updates in real-time until the PO is closed out in Epicor Kinetic — allowing you to keep pace with daily changes in your supply chain.

Auto-collect purchase order status updates from suppliers and shipment statuses from freight forwarders and achieve 100% supplier adoption.

  • Leverage collects the real-time updates you need with automated, pre-configured outreach to your vendors. 
  • There is no need for suppliers to adopt and learn new systems — Leverage meets them where they are and allows them to easily provide PO status updates via email, WhatsApp, EDI, or a vendor portal.

Manage inventory risks with AI-driven, proactive notifications with the Leverage + Epicor Integration

  • Leverage maps existing inventory levels against incoming POs to identify out-of-stock risks due to production or transportation delays. 
  • Get instant notifications to proactively address risks and minimize supply chain disruptions.

How Leverage Works with Epicor

Leverage fills in the gaps between Epicor Kinetic PO creation and closeout with automated communication and status updates.

  1. Create a Purchase Order in Epicor Kinetic as you do today. 
  2. Through a real-time integration, Leverage takes over to auto-collect supplier communications and PO status updates — written back to Epicor. 
  3. If a supplier requests a change to a PO, your team is alerted of an exception and provided an easy dashboard to reject or accept before the status is auto-updated in Epicor
  4. Leverage collects updated lead times throughout the lifecycle of a PO, as well as shipment tracking data in advance of the ship date
  5. Leverage auto-tracks shipments from when they are shipped to when they hit your inventory.
  6. Leverage writes back to Epicor so you can keep critical business applications running seamlessly.

END-TO-END PURCHASE ORDER MANAGEMENT ENABLES YOUR TEAM TO CREATE AND TRACK EVERY PO, DIRECTLY COLLABORATE WITH YOUR SUPPLIERS IN REAL-TIME, AND QUICKLY SURFACE AND MITIGATE POTENTIAL DISRUPTIONS.

  • Purchase order tracking, management, and reporting
  • Easy supplier interface  within their emails for PO acknowledgments,  lead times  updates, and collaboration
  • Optional supplier dashboards for more comprehensive reporting 
  • Automated purchase order status updates 
  • Real-time and predictive notifications for late deliveries
  • Proactive category management
  • Robust APIs to rapidly connect with your existing systems

LEVERAGE PROVIDES END-TO-END ORDER & SHIPMENT VISIBILITY SO YOU CAN MAINTAIN VISIBILITY OF YOUR ITEMS AT EVERY STEP OF THE WAY —WHEREVER THEY ARE.

Avery Nesmith
Post by Avery Nesmith
Account Executive at Leverage