Reception for all attendees

Explore upcoming product improvements connected to efficiency, data, and a better experience for your customers’ customers: including AI‑driven demand forecasting, enriched catalog accuracy, streamlined order‑to‑delivery workflows, and embedded analytics. See how the next wave of capabilities will help distributors and manufacturers boost fill rates and inventory turns, cut returns and delivery costs, and deliver faster, more transparent service that grows loyalty and margin.

Through real-world scenarios and hands-on exercises, attendees will learn how to combine technical proficiency with exceptional service skills, ensuring every POS interaction strengthens customer relationships and supports business goals.

Key topics include:

• Understanding ERP POS workflows and their impact on customer interactions.
• Best practices for handling transactions—from sales to returns—with professionalism and accuracy.
• Techniques for resolving common customer issues quickly and effectively using ERP tools.
• Leveraging ERP data to personalize service and build customer loyalty.

This interactive session will focus on the customer service dimension of point-of-sale (POS) operations within an enterprise ERP system. Participants will explore how standardized procedures can improve the customer experience while maintaining operational efficiency.

Key topics include:

• Understanding ERP POS workflows and their impact on customer interactions.
• Best practices for handling transactions—from sales to returns—with professionalism and accuracy.
• Techniques for resolving common customer issues quickly and effectively using ERP tools.
• Leveraging ERP data to personalize service and build customer loyalty.

Take your warehouse management to the next level by leveraging the powerful integration between Vision and Indago. In this session, you’ll explore advanced configuration options, integration best practices, and proven techniques to keep large-scale warehouse operations running smoothly and efficiently.

You’ll Learn How To: Optimize complex data exchange between Vision and Indago Apply best practices for managing multi-warehouse environments Reduce latency and improve accuracy across systems

Keep your Vision system running at peak performance. Learn essential admin tasks and maintenance tips. In this session, we'll review:

• Managing user roles and permissions

• Monitoring system health and performance

• Implementing security best practices

Deliver exceptional customer service while ensuring accurate accounts receivable. Learn how to manage customer profiles and streamline payment processes. We'll cover: Setting up and maintaining accurate customer accountsUsing AR module to receive and track paymentsLeveraging CRM for better customer engagement

Optimize AR processes in Vision to improve cash flow and your customer satisfaction. Explore tools for accurate billing and account management. Configuring AR module for VisionEnsuring timely and accurate payment collectionBest practices for customer account accuracy

What You’ll Learn

• How leading distributors use Indago WMS to boost warehouse efficiency and accuracy.
• Proven strategies for integrating Indago with Vision and Eagle to streamline operations.
• Real-world insights on scaling smarter, reducing bottlenecks, and improving customer experience.
• Lessons learned from long-time users to help you future-proof your warehouse and drive growth.

Protect your business with Epicor’s integrated security solutions. Learn how to safeguard your systems and data.

We will review:

• The benefits of Epicor Firewall and antivirus

• Hardware and software integration

• Best practices for ongoing security

Discover how Eagle and Indago work together to simplify warehouse tasks. Learn integration essentials and maintenance tips for smooth operations.

We'll review:

• How Eagle supports picking, shipping, and receiving

• Maintaining data flow between Eagle and Indago

• Practical steps for ongoing integration health

What You’ll Learn

• How leading distributors use Elite EXTRA to optimize last‑mile delivery and reduce costs.
• Proven strategies for integrating Elite EXTRA with Vision and Eagle for seamless routing and dispatch.
• Real‑world insights on improving on‑time performance, visibility, and customer satisfaction.
• Lessons learned from long‑time users to help you future‑proof your delivery operations.

Ensure your bills are paid accurately and on time. Learn how to streamline AP processes for better vendor relationships.

In this session, we will cover:

• Matching invoices to receipts for accuracy

• Setting up payment terms and schedules

• Automating AP workflows for efficiency

Deliver exceptional customer experiences by leveraging Vision’s CRM to centralize and optimize customer data. Learn how to manage profiles, track interactions, and use those insights to strengthen relationships and drive loyalty.

We will review:

• Setting up and maintaining complete, accurate customer profiles

• Using Vision CRM to capture interactions and personalize engagement

• Applying analytics and segmentation tools for targeted communication

• Streamlining workflows to ensure timely follow-ups and service resolution

Gain insights into financial best practices with Epicor. Learn how to leverage technology for better financial control, including: 

• Streamlining financial processes

• Improving accuracy and compliance

• Leveraging analytics for strategic decisions

Simplify AP processes in Eagle to maintain accuracy and compliance. Learn how to avoid costly errors.

In this session, we will cover:

• Configuring AP for accurate vendor payments

• Reconciling invoices and receipts

• Best practices for timely payments

Ensure Eagle runs smoothly with proactive system administration. Learn how to prevent downtime and optimize performance.

We will review:

• User management and security settings

• Backup and recovery strategies

• Performance tuning tips

Optimize your pricing strategy with Eagle. Learn how to set up pricing models for single or multiple warehouses, including:

• Configuring tiered pricing structures

• Managing seasonal and promotional pricing

• Ensuring margin protection

Take control of pricing across multiple warehouses with Vision. Learn advanced pricing strategies for large-scale operations, such as: • Setting up multi-warehouse pricing models • Automating price updates • Leveraging analytics for competitive pricing

Explore ways to transform your financial operations and document workflows with Epicor ECM and Vision AP Automation. Learn how to digitize, automate, and streamline accounts payable processes for greater efficiency, accuracy, and control.

We will review:

• Capturing and indexing documents with Intelligent Data Capture (IDC)

• Automating AP workflows for PO and non-PO invoices, including 2-way and 3-way matching

• Integrating Epicor ECM with Vision for real-time visibility and voucher creation

This session is designed to empower users by providing clarity on Epicor’s support processes and ensuring they know how to navigate case handling effectively. Our goal is to reinforce that your success is our priority through transparent communication and actionable guidance.Support Process Clarity: Understand how cases are routed, prioritized, and transitioned between teams for seamless resolution.Proactive Engagement: Learn best practices for submitting high-priority cases, leveraging categorization updates, and staying informed through alerts and knowledge resources.Collaboration & Continuity: Gain insight into how Epicor ensures smooth handoffs between Support and Professional Services while maintaining consistent care and communication.

Join us for a networking reception from 6:00-6:45pm prior to dinner on the South Beach Lawn.

Epicor is the data aggregator for the aftermarket.  We will discuss the aftermarket data value chain and how Epicor provides the data and solutions:

• Work Smarter

• Engage Better

• Decide Faster

Reduce fees and centralize payment workflows with Epicor’s integrated solutions. Learn the difference between payment processing and application, and why it matters.

We will review:

• How EPX/EPA streamline payment workflows

• Cost-saving strategies for payment processing

• Integration tips for Eagle and Vision environments

Take purchasing to the next level with IP&O. Learn how to optimize inventory planning and ordering, including:

• Advanced forecasting and replenishment

• Automating purchase orders

• Reducing stockouts and overstock

Expand your sales channels with Parts Lane. Learn how to deliver an Amazon-like experience for your customers.

We will review:

• Setting up an eCommerce storefront

• Integrating with Eagle and Vision

• Improving customer satisfaction and retention

Drive smarter decisions with Eagle’s analytics capabilities. Learn how to manage pricing models and performance metrics, including:

• Setting up complex pricing models

• Using analytics for seasonal and surge pricing

• Monitoring profitability by location

Drive smarter decisions with Vision's analytics capabilities. Learn how to manage pricing models and performance metrics. In this session, we will review:

• Setting up complex pricing models

• Using analytics for seasonal and surge pricing

• Monitoring profitability by location

Optimize purchasing decisions and streamline procurement with Epicor Eagle’s tools. Learn how to leverage advanced purchasing features to improve inventory turns, reduce costs, and ensure product availability.

In this session, we will cover:

• Setting up and maintaining vendor profiles and purchasing parameters

• Using Eagle’s automated purchasing tools to forecast demand and generate optimal orders

• Monitoring performance with purchasing analytics and exception reporting

Maintain accurate financial records with Vision’s GL tools. Learn how to manage journal entries and ensure compliance.

This session will cover:

• Creating and managing journal entries

• Month-end and year-end closing best practices

• Reporting for financial accuracy

Complete your delivery workflow with Elite Extra. Learn how to ensure proof of delivery and real-time updates.

We'll review:

• Two-way sync with Eagle and Vision

• Capturing signatures and delivery confirmations

• Automating delivery notifications

Labor shortages, retiring experienced workers, and evolving technologies are reshaping the automotive aftermarket. This session explores practical strategies to maintain productivity and consistency as your workforce transforms alongside the economic landscape. Learn how your ability to train and equip your teams helps you adapt to change quickly, even with less-experienced staff.

You'll learn about:

• Change management principles that work in any organization
• Onboarding and training best practices that accelerate time-to-productivity
• Leveraging digital tools to enable frontline autonomy and decision-making
• Reskilling employees and adopting new processes while minimizing operational downtime

Part 1 of 2:

Optimize procurement processes and strengthen supplier relationships with Vision’s Epicor Purchasing capabilities. Learn how to manage purchase orders and ensure accurate tracking for better cost control and compliance. You will learn about:

• Creating and maintaining purchase orders with precision

• Leveraging Vision’s purchasing analytics for smarter buying decisions

• Integrating supplier data for improved collaboration and transparency

Reduce fees and centralize payment workflows with Epicor’s integrated solutions. Learn the difference between payment processing and application—and why it matters.

We will review:

• Cost-saving strategies for payment processing

• Integration tips for Eagle environments

Keep your back-end accounting processes running smoothly. Learn how to consolidate and maintain accurate records. In this session, we'll review: 

• End-of-day and period-end processes

• Managing system integrity and backups

• Troubleshooting common GL issues

Discover Vision's new catalog features for faster part lookup and seamless integration. We'll cover:

• Enhanced search and UI improvements
• Two-way sync for accurate inventory data
• Real-time updates for better customer experience for your customers

Part 2 of 2: Optimize procurement processes and strengthen supplier relationships with Vision’s Epicor Purchasing capabilities. Learn how to manage purchase orders and ensure accurate tracking for better cost control and compliance.

• Creating and maintaining purchase orders with precision

• Leveraging Vision’s purchasing analytics for smarter buying decisions

• Integrating supplier data for improved collaboration and transparency

Deliver accurate and timely financial insights by mastering Vision’s EOD/EOM reporting processes. Learn how to configure, schedule, and validate reports to ensure compliance, efficiency, and actionable data for decision-making.

• Setting up and maintaining EOD/EOM report configurations for accuracy

• Using Vision tools to automate report generation and distribution

• Applying validation and reconciliation steps to prevent errors

• Leveraging reporting analytics for trend analysis and performance tracking