Epicor Customer Portal for Orders, RMAs, and Quotes
Deliver customer self-service for Epicor Kinetic without exposing internal ERP interfaces or creating brittle custom screens.
Why teams need a Epicor customer portal
Customer status requests are routed through internal teams
Sales and support teams repeatedly answer order, shipment, and invoice questions that could be handled through self-service.
Quote and return processes are fragmented
Customer-facing approvals and requests often happen outside Epicor, reducing transparency and control.
Portal initiatives compete with ERP customization backlogs
Teams need external workflows quickly without prolonged custom ERP development cycles.
Key features
Epicor Kinetic native integration
Expose relevant customer data from Epicor in a secure, branded external experience.
Order and invoice self-service
Customers can monitor order progress, shipments, and billing records in one portal.
RMA and support workflow support
Capture return requests and status updates through structured forms and approval steps.
Quote approval experiences
Enable transparent quote review and signoff with role-specific customer permissions.
Common workflows
Epicor order status portal
Provide self-service visibility into open and historical order activity.
Epicor returns and warranty intake
Collect RMA requests and updates in a structured customer workflow.
Epicor quote collaboration
Speed customer quote reviews with transparent approval and communication flows.
Implementation timeline
- 1
Map customer and order entities from Epicor
Define which objects and fields are visible for external account users.
- 2
Configure account-level security rules
Apply scoped access controls by customer account and contact role.
- 3
Enable customer workflows
Launch order visibility, invoice access, returns intake, and quote approvals in phases.
- 4
Monitor and optimize adoption
Track self-service utilization and reduce repetitive support requests over time.
Built for Epicor Kinetic customer experiences
TenvioCloud's Epicor Kinetic native connector powers this customer portal model. If your customer data also depends on adjacent systems, REST, CSV, and SQL integrations can support those additional workflows.
Security and role-based access
Customer account isolation
Each portal user can be constrained to records for their account and authorized scope.
Role-aware customer permissions
Order visibility, invoice access, and approvals can vary by contact role.
Auditable transaction interactions
Track customer actions for compliance, dispute resolution, and operational reporting.
Frequently asked questions
Ready to launch your Epicor customer portal?
Request early access and we'll walk through your ERP data model, portal workflows, and rollout plan.