01
Prices drift
A separate web price book creates disputes, margin leakage, and reconciliation work.
Epicor for Finance | ERP-Native B2B Buying Path | Nomad
Buying path / Finance / Epicor
Finance on Epicor.
Keep contract pricing, credit limits, and invoices locked in sync with Epicor.
Preview
The first move
Where finance feels it.
- Prices drift
- Terms do not travel
- Payments and bills split
01 / The reality
The finance reality on Epicor.
Finance does not need another screen. It needs the buying path to respect Epicor services, configured products, and order rules.
02
Terms do not travel
Payment terms, credit status, and account hierarchy live in the ERP but disappear at checkout.
03
Payments and bills split
Customers chase statements while the team chases cash application.
On Epicor
Where Epicor adds extra work.
Epicor configured-product rules can be hard to expose without a guided path.
Price lists and stock can differ by company or site.
Epicor order changes can create rework after the cart is submitted.
02 / What the ERP knows
What Epicor already knows.
We wrote and support our Epicor integration in-house — syncing all the business data in Epicor and running your Epicor pricing, inventory, credit, and order rules live on your website.
01
Customers and price lists
Accounts, contacts, and prices for each customer.
02
Stock and configured items
Stock, options, and configured-product rules.
03
Orders and bills
Orders, shipments, bills, and financial status.
03 / The buying path
From Epicor to finance.
Four fast steps to launch on Epicor.
01
Map price and terms
Document every price list, contract, and problem that matters.
02
Map the ERP handoff
Confirm what the ERP owns and what the online store must never guess.
03
Set up the buying flow
Pricing, terms, credit, tax, and payment rules.
04
Prove the edge cases
Test the accounts and orders that break the model.
04 / Questions
Questions for your Epicor team.
Bring these to the first working session.
The answer should point to the ERP and a controlled process, not a second web admin.
Bring the credit, payment, and account rules that finance actually enforces.
Configured products are where the buying path either works or falls apart.
05 / Keep going
Connect the path to the rest of the system.
Start with the role, the ERP, or the buying steps.
The next moveBring Epicor.
Bring Epicor.
We’ll bring the finance path.
Tell us what Epicor owns and where the finance steps break. We will map the path honestly.