Epicor ERP Training — Your Team, Empowered

Role-based Epicor ERP training for operations and finance teams. We build custom End-User Procedures and deliver hands-on training that actually sticks — tailored to how your business works.

Get a Free Consultation 📞 760.655.1325

Finance & Operations Training — Role-Based, Hands-On, Practical

Generic training courses teach software features. We teach your team how to use Epicor for your specific workflows.

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Finance Team Training

Deep-dive training for your accounting and finance staff — covering every module they use, including the edge cases.

  • Accounts Payable (AP) workflows
  • Accounts Receivable (AR) & collections
  • General Ledger & journal entries
  • Job Costing & Cost Accounting
  • Fixed Asset management
  • Period-end & year-end close
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Operations Team Training

Practical training for production, purchasing, and inventory teams — focused on day-to-day tasks and common problem areas.

  • MRP & production planning
  • Sales Order & Job Entry
  • BOM & routing setup
  • Purchase Order & Inventory
  • Shop Floor Control
  • Scheduling & capacity planning
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Custom End-User Procedures

We write step-by-step procedure documents tailored to your specific business transactions — the ones your team actually runs every day.

  • Transaction-level workflow documentation
  • Role-specific procedure sets
  • Screenshot-based step-by-step guides
  • Covers your custom configurations
  • Ideal for new employee onboarding
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Process Optimization Consulting

Beyond training — we analyze how your team uses Epicor and identify where better configuration or workflows can save time and reduce errors.

  • Workflow efficiency review
  • Underutilized module identification
  • Reporting & BAQ optimization
  • Best practice recommendations
  • Ongoing consulting retainer available

Remote or On-Site — We Train the Way You Learn Best

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Remote Training

Live, interactive sessions via video conference with screen sharing — practical, hands-on, and available nationwide.

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On-Site Training

We come to your facility — ideal for team-wide rollouts, go-live training, and complex workflow walkthroughs.

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Documentation Included

Every training engagement includes custom End-User Procedure documentation so knowledge doesn't walk out the door when an employee leaves.

Frequently Asked Questions

Do you train on Epicor Kinetic and Classic?

Yes — we train on Kinetic, Classic, and legacy versions across all finance and operations modules.

Can you train new employees on our specific processes?

Absolutely. We write custom End-User Procedures tied to your exact business transactions — ideal for onboarding.

Do you offer ongoing consulting after training?

Yes. Many clients retain us on a monthly basis for ongoing process optimization and consulting as their business evolves.

Is training available remotely or do you need to come on-site?

Both. Most training is delivered remotely via video conference. On-site training is available for team-wide rollouts and go-live support.

Ready to Empower Your Epicor Team?

Talk to us about a training program built around your workflows — not a generic curriculum.

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