Epicor® Handheld Customizations

Maximize Epicor® 9 and 10 Handhelds

Using Handheld units in your business extends the functionality of applications to the shop floor for performing receiving’s, shipments, transfers, inventory adjustments and much more

This extends the (MES) on the plant floor with wireless functionality for the capture of real-time transactions.

If you are doing a physical inventory, moving material, looking up serialized part information, or any shipping tasks, the Handheld offers an easy to use interface that is designed for plant employees and helps them be more efficient.

PracticalTek’s Experience

PracticalTek offers a variety of Epicor® handheld customizations based on client needs. The bulk of this work involves customization of the screen layout for a handheld application so you can operate successfully in new environments or optimize your use cases.

Our engineers are able to properly adjust your handheld devices so customizations work on all screens, especially those that call or are called by your initial UI screen. Some of the work we’ve done for clients include:

Identify which handheld unit is best suited for their environment
Order, Setup and configured hardware for coverage with redundancy overlapping ranges
Customizations: handhelds and automation should go hand-in-hand. With just a scan you can completely automate shipments, receipts, cycle counts, process RMAs and DMRs, etc. Make your handheld even more powerful than it already is
We have experience with the Epicor® certified devices associated to the handhelds brands
We have set up numerous customer environments, trained users, tested coverage and added developmental improvements who pursued handheld efficiencies

Improvements you may need could include custom overlays and interface changes for the handheld module, support for integration of data with Epicor® Vantage’s ability to auto-update and populate content, as well as disruptions caused by your handheld UI.

PracticalTek experts can help you with each aspect of Epicor® 9 and 10 handheld customization with tools that work across both systems in case your facilities are migrating in waves but you’d like to share data and generate reports that span your entire operation.

Warehouse Management Solutions

Epicor® offers a variety of warehouse management solutions as part of its ERP packaging, as a standalone or in other software groupings such as Prophet 21. Handheld functionality for receiving, picking, adjustments, cycle counting and more are becoming commonplace in any environment.

Our efforts are designed to maximize these common touchpoints and build you a single-core technology to rely on for all of your needs, whether you’re running a full-scale manufacturing operation or a small repair shop that needs to focus on inventory levels and project length estimates based on shippers, carriers, and available stock.

Handhelds are your first line of defense in securing the right information, verifying orders at intake and properly forecasting the month ahead. We’ll put together the custom dashboard and handheld intake options that give you exactly what you need without all of the clutter that’s not relevant to you or your business.

Epicor® 10 Handheld Customization

With the update, new functionality and customization needs have arrived for handhelds. This can include barcode readers that run with additional parameters, support for moving between Production Management and Material Management menu options, as well as adjustments to your dashboards to support the new handheld functionality.

The focus on C# has created some breaks in client architecture and reporting tools, but at PracticalTek we’ve been able to manage this disconnect and properly repair systems so that functionality is restored and you can get the most out of your devices and dashboards.

Epicor® 9 handheld devices may also experience some concerns when you update your system, so PracticalTek has a step-by-step process to review functionality for errors and disconnects. We know your previous third-party options don’t often survive the migration or upgrade process, so let our expert engineers discover the fastest solution to your problems and provide you with a build that does its best to future-proof your mission critical tasks and reports.

The information on this web page is provided by PracticalTek, LLC to its prospective customers and clients conditioned on your acceptance of the terms and conditions of use as set forth herein. By reviewing, browsing, accessing, using and/or downloading information from this site, you agree that PracticalTek, LLC is providing and you are using the information provided for educational or training purposes and that PracticalTek, LLC is not receiving remuneration for providing this information. Furthermore, you agree not to sell, reproduce, modify or attempt to modify the information provided nor reproduce, publish or distribute the materials. Unless otherwise noted, all materials are subject to intellectual property rights including copyrights and trademarks held by or licensed to others. In no event shall PracticalTek, LLC be liable to you for accessing this website. PracticalTek LLC is an Independent provider of Epicor® services and is not a partner.

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“The straight forward approach was a relief and I appreciate how the PTS team jumped straight in despite the complex challenges we faced. I was able to speak with Jim directly several times which provided a great amount of comfort, I never had any trouble reaching him and/or a member of his team.

The team at PTS assisted in arranging meetings in which we discussed complicated business process and procedure requirements. This sped up the improvement process significantly. PTS’ methodology was a perfect fit to quickly and thoroughly address our needs and provide solutions.

The functional results that were produced as a result of Jim’s team were a key component in keeping operations running. Moreover, their skills for development are extraordinary. On top of his work, Jim’s team also provided excellent support. They dealt with questions ranging from the absolute basics to advanced easily and with an air of patience that can only be described as completely forgiving!

In short, I would have no hesitation in recommending PTS to any prospective client and I would be happy to answer any questions related to this reference.”

— Olmsted Products • Industrial Pump Industry

“We don’t have a traditional IT department…… I’ve worked with a few different consultants over the last 3 years, after I found PracticalTek (An independent professional services provider), I will always go to them first with a need. They got to my projects in short order, knew exactly what I was talking about most of the time and if they didn’t, it was easy to explain to them what I needed. The rate is better and the work is more efficient than I have found elsewhere. I would highly recommend PracticalTek (An independent professional services provider) to anyone using Epicor®.”

— Dudek & Bock • Steel Manufacturing Industry

“Imarda has faced several business challenges recently as we have been undergoing significant growth for our i360 product. This growth has resulted in increased manufacturing volumes, and complicated BOM’s (Bill of Materials) and increased billing to be produced from an aging ERP system (Epicor® Vantage 8) that is in need of replacement.

Imarda had done an amount of work with PTS in the past and I contacted Jim from PTS in the hope this company could assist. Jim’s team jumped straight in aware of the challenges we faced. I was able to talk to Jim directly several times which provided a huge amount of comfort and even though the time zones were different I never had any issues reaching him or a member of his team. Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up

Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up from years of experience in Epicor®. This sped up the business improvement process significantly. Their agile methodology was a perfect fit as we needed to jump between issues often very quickly and due to the nature of our remote staff the timing of such meetings was often at short notice. The functional results that were produced as a result of Jim’s team were a key component in keeping the operations process running within Imarda.

On top of this work, Jim’s team also provided excellent support, as our lack of knowledge with Epicor® due to staff churn again left us challenged with internal support options. Jim’s team dealt with questions ranging from the absolute basics to advanced questions easily and with an air of patience that can only be described as completely forgiving!! In short, I would have no hesitation in recommending PTS.”

— Imarda • Transportation Fleet Industry