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2023-06-01 12:00
Find Item is a way to search for multiple items and build a Sales Order directly from a single Prophet 21 screen. I refer to creating an order this way as a ‘notepad.’ This funct… Read More
2023-05-31 12:00
Today’s video goes over how to use Units of Measure in Prophet 21 and how to add an all-unit measure. We’re also sharing some tips to help you avoid pitfalls when using different… Read More
2023-05-25 12:00
Today’s Prophet 21 tutorial covers how to run inventory ranking and how to reclassify your ABC classes. We will take you through a step-by-step process on how to use Prophet 21… Read More
Prophet 21 Training: Item Master Inquiry
2023-05-22 12:00
In today’s P21 training tutorial, we will talk about Item Master Inquiry in Prophet 21. IMI is an invaluable tool for inventory management with P21 as it gives you all of the de… Read More
2023-05-19 12:06
This tutorial is an overview of the two methods for converting a quote into a sales order in Epicor’s Prophet 21. How to Convert a Quote to a Sales Order in P21: There are two opt… Read More
2023-05-17 12:00
In this general tips video, I will walk you through how to use Keyboard Shortcuts in the web version of Epicor’s Prophet 21. Where Are Keyboard Shortcuts in P21? Depending… Read More
Up To Replenishment In P21
2023-05-05 12:00
Today’s tutorial is an in-depth overview of how to use the Up To Replenishment method for purchasing. Up To is one of the most common Advanced Forecasting methods… Read More
2023-05-01 12:00
In today’s P21 training tutorial, we are going to talk about Min Max and how it affects purchasing. It is a pretty straightforward and simple-to-use process. What is Min Max?… Read More
2023-04-28 12:00
This video training shows how to use the Notes function in Prophet 21 windows. We will review order notes and order line notes. This tutorial applies to many areas of P21 (For example, Purch… Read More
2023-04-24 12:00
Today’s tutorial is an overview of how to use Net Stock in Epicor’s Prophet 21. The Net Stock calculation is a vitally important part of the purchasing workflow. It also plays he… Read More
2023-04-21 13:00
This video and tutorial break down the Direct Ship function in Prophet 21 and give you a few quick tips for Sales Order Entry. Example: I have an order with a line quantity of 100… Read More
2023-04-17 12:00
Today’s video is an overview of how to use the basics of Order Entry in the web version of Prophet 21. What is Order Entry in P21? Order Entry is a fundamental tool for r… Read More
How To Set Safety Stock In Prophet 21
2023-04-14 13:00
Today’s video is a tutorial on how to set Safety Stock Days in Prophet 21. Safety Stock Days can affect your calculations for things like ‘Up To’ when using P21 for your Pu… Read More
2023-04-10 13:51
This is a quick tutorial to show you how to rename an item in Prophet 21 with the Edit an Item ID function. (Thanks to a viewer for requesting this tutorial.) How to Rename an It… Read More
2023-04-05 15:29
How to use Quick Item Entry in Prophet 21 to enter multiple items quickly without even having to touch your mouse (which is not always simple in this system). Step 1: Start the order… Read More
2023-04-03 15:59
This video tutorial shows how to link a backordered item to an open line on a purchase order. Linking Backorders in Prophet 21 is a useful tool if you need to circumvent the auto-allocation… Read More
2023-03-24 13:34
How to use Credit and Rebill in Prophet 21 In this video, I’m going to show you the basics of utilizing credit and rebill in a Prophet 21 environment. Before we get started, I… Read More
2023-03-20 13:19
How to export data from grids within P21: Right-click + Export In the Find Order search window, right-click in the open space, and press the Export button. P21 will download everyth… Read More
2023-03-08 22:39
Today’s post is a quick tutorial on how to save your user configurations in search windows within Prophet 21. The great thing about setting user configurations is that you can cater th… Read More
2023-03-03 19:38
Today’s video is a quick tutorial on how to create a new year in your Prophet 21 database. Understanding how to work this setting is obviously important when you’re goin… Read More
2023-02-23 22:15
In Line search (also known as smart search) is a valuable tool, especially for new users of Epicor’s Prophet 21. It works anywhere in P21 where you are able to search and allows you to… Read More
2023-02-10 21:28
In this video, we’re going to discuss lead time and several things you need to understand about it in P21. Video Transcript: Setting Up Lead Time Source We will star… Read More
2023-01-03 15:59
Part of our mission as tool builders is to build connections within our local community. Curt’s Closet is one of the organizations we partner with in pursuit of that mission. We work w… Read More
2021-07-19 17:00
Inventory forecasting helps planners predict future inventory levels and make decisions based on data.  However, forecasting formulas are only relevant for products that are selling… Read More
2021-07-09 14:56
Life is easiest when we know exactly what products people want and when they want them.  Unfortunately, we don’t live in a perfect world, and item demand is affected by increas… Read More
2021-07-04 05:19
When your actual shipment times aren’t matching the plan, it’s time to adjust the forecast. There are several factors that can affect supply and demand, including: Major econo… Read More
2021-06-26 02:04
Long Lead Times aren’t what many inventory managers want to deal with, but long lead times are not the enemy, and if you know how to prepare for them, you will be able to run an eff… Read More
2021-06-18 14:00
If you want to maintain an efficient inventory and keep the right amount of product on the shelves, you have to know your lead time.  It doesn’t matter if you carry 10 or 1,000… Read More
2021-06-11 21:18
A stock item is something we purposely and proactively keep on the shelf, even when we don’t have a live sales order for it.  Stock items will presumably become cash within a r… Read More
2021-06-03 17:15
The cloud, once a buzzword, is used in everyday conversations.  It seems everyone is putting something into the cloud, and the industry would have you believe that on-premise systems… Read More
2021-05-07 20:18
Demand planners and purchasing managers must predict buying patterns, calculate lead times, and ensure they have enough cushion to carry them to the next shipment without giving up all th… Read More
2021-03-11 02:22
The Prophet 21 Web Application is the primary way you will deliver Prophet 21 to users, if you are not already doing so.  The sun is setting on the desktop application, and your forw… Read More
2020-10-28 15:24
Remote Monitoring as an Additional Layer of Security One of the key checks in a good remote monitoring solution is keeping track of failed logins and other security audit issues. There are t… Read More
Inventory Management During Falling Demand
2020-04-22 15:08
Falling demand, unfortunately is a reality that most distributors are facing, or will face at some point in the near future.  As of the time of this writing, late April 2020, the realit… Read More
2020-04-19 14:32
Check For Stock In Other Locations When Saving An Order Inventory Management is as equally important across multiple locations. The last thing anyone wants to hear is a customer’s orde… Read More
Today, Cash Flow Beats Income Statement
2020-03-22 22:02
NOTE:  This is not a blog post meant to just give you general ideas.  We are going to go in high detail on cash flow (like 2400 words deep), and hopefully you will come away with t… Read More
Create A SQL Job To Run A Stored Procedure
2020-03-22 15:05
Introduction This post provides a sample of the steps required to use the SQL SERVER MANAGEMENT STUDIO user interface to create an automatic job that runs as a timed event.  This proces… Read More
2020-02-29 04:19
All of the recent volatility in the markets and the world in general got me thinking…the US economy has been pretty vibrant and on an upward trend for a fairly long while, and eventua… Read More
Prophet 21 How To | Document Links
2019-08-01 17:00
How To Use Document Links Like most businesses, you probably has a lot of files related to orders, customers, vendor etc. to keep track of.  For example, you might want to keep your pic… Read More
Prophet 21 Accounting – Payables Upload
2019-07-09 19:52
Creating an “Easy Button” for Check Run Uploads in Prophet 21 A client recently approached us about solving a few ongoing issues with their process for sending a check/payable fi… Read More
Allocating To Dual Primary Bins In P21
2019-06-17 02:40
Managing Inventory for Different Order Types P21’s Inventory Management System has a one to one relationship with allocating items to a primary bin.  This means, you can have t… Read More
P21 Auto Allocations
2019-06-17 02:29
How Auto Allocations Work in P21 P21 auto allocations not only save a ton of time, but it can drastically reduce end user error.  In system settings, you can choose to either manually r… Read More
Prophet 21 Web Client In Version 2018.2
2018-10-31 23:33
With the release of 2018.2,  we arrive the fourth major release of the Prophet 21 Web Client by Epicor.  The question I am starting to be asked more and more is, “Is it ok to… Read More
Why Can’t I Open The Reason Codes Tab?
2018-06-29 15:00
What Are Reason Codes? In our video on RMA Entry (linked here), I mentioned a tab called the Reason Codes tab. While you enter your RMA, you may find that the Reason Codes tab is disabled! T… Read More
Prophet 21 Training | RMA Entry
2018-06-19 15:00
RMA Entry Today’s post is all about RMA Entry in Prophet 21!  If you are new to P21, or you’ve never done an RMA before, it can be confusing to understand.  In today&rs&hell…Read More
Prophet 21 How To | Creating A New Item
2018-06-14 23:42
Creating a New Item in P21 Today, we are going to be learning how to create a new item in P21.  If you’ve never done it before, creating a new item can be a hassle.  You&rsqu&hell…Read More
2018-06-05 00:39
P21 Web Client Home Widgets The P21 Web Client has come with a lot of new and useful features.  A great new feature is the P21 Web Client Home widgets.  As users, we currently have… Read More
Our First Look At The P21 Web Client
2018-05-29 15:00
Jumping Into Ice Cold Water Welcome back to FreeingERP!  Today is a very exciting day as we will be taking our first look at the all-new P21 Web Client!  As I mentioned in last wee… Read More
Prophet 21 How To – Order Entry (Part 1)
2018-05-15 15:26
One of the quickest windows to learn to use within P21 is Order Entry.  It is a basic tool that, depending on your position in your company, you may or may not find yourself using every… Read More
Prophet 21 How To – Purchase Order Entry
2018-04-11 01:10 Order Entry: Prophet 21 How ToToday, I want to go over some of the basics of Purchase Order Entry.  There are aspects of Purchase Ord… Read More
5 Ideas For Prophet 21 Pricing Service
2018-03-13 12:17
The Pricing Service tool for Epicor Prophet 21 is a very powerful tool for managing your item related data.  If you are not using it to keep your supplier pricing and item data cleaned… Read More
Deploying The Prophet 21 ERP Web Client
2017-11-28 15:39
During Insights 2017, Epicor officially announced the web browser version of Prophet 21.  By the end of June, we saw the first production release of P21 version 2017.1.  As of the… Read More

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