BisTrack is a comprehensive ERP solution designed for the building supply industry, offering tools for inventory management, order processing, and CRM. Its user-friendly interface simplifies daily operations, while Epicor University provides training resources to maximize efficiency. This manual guides users through BisTrack’s features, ensuring optimal use of its robust capabilities for business growth.
1.1 Overview of BisTrack and Its Purpose
BisTrack is a comprehensive ERP solution designed for the building supply industry, offering robust tools for inventory management, order processing, and CRM. Its purpose is to streamline operations, enhance efficiency, and provide real-time insights. This cloud-based platform supports counter sales, quote management, and delivery dispatch, making it a versatile solution for businesses seeking to optimize their workflows and improve customer satisfaction.
1.2 Key Features of BisTrack Web Interface
The BisTrack Web Interface offers enhanced accessibility, allowing users to access the platform from any device with an internet connection. It features a streamlined user interface, real-time data access, and tools for efficient operations. Key functionalities include inventory management, order processing, and reporting, with mobile apps extending its capabilities. The interface supports PDF generation for EUPs and integrates seamlessly with Epicor University for user training.
System Requirements and Installation
BisTrack requires a server-based installation, with the manual accessible via the server’s documentation folder. The system must be configured to meet specific hardware and software demands to ensure optimal performance and functionality.
2.1 Hardware and Software Requirements for BisTrack
BisTrack requires a server-based installation with specific hardware and software specifications to ensure smooth operation. The system supports mobile apps on Android and iOS devices, enabling real-time data access. A stable internet connection is essential for cloud-based deployments. The user manual, installed on the server, provides detailed configuration guidelines for optimal performance and functionality.
2.2 Step-by-Step Installation Guide
BisTrack’s installation involves downloading files from the official website, preparing the server, and running the installer. Follow on-screen instructions and configure server settings as needed; Post-installation, access the user manual via the server’s documentation folder for detailed guidance. Ensure all prerequisites are met for smooth setup.
Navigating the BisTrack User Interface
The BisTrack interface features a dashboard and main menu for easy navigation. Key tools and features are accessible via intuitive icons and dropdown menus.
3.1 Understanding the Dashboard and Main Menu
The BisTrack dashboard provides real-time insights into key business metrics, while the main menu offers quick access to core functionalities. Customize the dashboard to display critical data, ensuring efficiency in daily operations.
3.2 Customizing Your Workspace for Efficiency
Personalize your BisTrack workspace by organizing shortcuts, setting preferences, and arranging frequently used tools. Customize views to focus on essential data, streamline tasks, and enhance productivity. Utilize the intuitive interface to tailor layouts, ensuring quick access to critical functions and real-time insights, optimizing your workflow for maximum efficiency and user satisfaction.
Inventory Management with BisTrack
BisTrack offers robust inventory management tools, enabling real-time tracking, detailed reporting, and automated alerts. It helps optimize stock levels, reduce discrepancies, and improve order accuracy for seamless operations.
4.1 Setting Up Inventory Tracking and Control
To set up inventory tracking in BisTrack, start by defining your inventory criteria and activating counts. This ensures accurate stock data and reduces discrepancies. Use handheld devices for real-time updates, enabling staff to efficiently manage inventory across warehouses and yards. BisTrack’s tools streamline tracking, allowing you to save criteria for future counts and optimize stock levels with ease.
4.2 Performing Physical Inventory Counts
Initiate physical counts by activating the inventory process in BisTrack, ensuring accurate system quantities. Use handheld devices for real-time data entry, enhancing efficiency. BisTrack allows saving count criteria for future use and generates PDF reports for documentation. Address discrepancies promptly to maintain inventory accuracy and streamline operations effectively.
Order Entry and Processing
BisTrack simplifies order entry by enabling quick creation and management of sales orders, including special orders and job address creation, ensuring efficient processing and accurate tracking.
5.1 Creating and Managing Sales Orders
BisTrack allows users to easily create and manage sales orders with streamlined entry processes. It supports special orders, job address creation, and integrates seamlessly with inventory and CRM modules. The system provides real-time visibility into order status, enabling efficient tracking and fulfillment. Users can access order history, modify details, and generate reports for improved accuracy and customer satisfaction.
5.2 Processing Special Orders and Job Address Creation
BisTrack simplifies processing special orders and job address creation with intuitive tools. Users can assign unique job addresses to track orders, manage delivery schedules, and link orders to specific projects. The system ensures accurate order fulfillment by allowing real-time updates and integration with inventory and delivery modules, enhancing operational efficiency and customer satisfaction.
Reporting and Analytics in BisTrack
BisTrack offers robust reporting and analytics tools, enabling users to generate custom reports and gain actionable insights into business performance, helping optimize decision-making and operational efficiency.
6.1 Generating Custom Reports
BisTrack empowers users to create tailored reports using its advanced reporting tools. With the ability to generate PDF EUPs and save report criteria, BisTrack streamlines data extraction for informed decision-making. Users can easily customize report formats, ensuring they capture essential metrics for their specific needs, enhancing operational efficiency and transparency.
6.2 Using Data Analytics for Business Insights
BisTrack’s data analytics tools provide real-time insights, enabling informed decision-making. Users can analyze trends, optimize operations, and identify cost-saving opportunities. The platform supports predictive analytics, helping businesses anticipate demands and enhance profitability. With customizable dashboards, BisTrack empowers organizations to leverage data effectively, driving growth and maintaining a competitive edge in the market.
Mobile Applications and Remote Access
BisTrack offers mobile apps for Android and iOS, enabling real-time data access and efficient task management across devices, enhancing operational flexibility for warehouse and yard staff.
7.1 Overview of BisTrack Mobile Warehouse Apps
BisTrack’s mobile apps provide real-time inventory management, order processing, and data access on Android and iOS devices. These apps extend BisTrack’s functionality, enabling warehouse and yard staff to perform tasks efficiently from handheld devices. They support key operations like stock tracking, order fulfillment, and data entry, ensuring seamless integration with the main system for optimal workflow.
Configuring mobile devices for BisTrack involves setting up real-time data access by connecting to your BisTrack server. Ensure devices have stable internet connectivity and are running supported OS versions. Configure server addresses and authentication details to enable seamless integration. This setup allows users to access inventory data, process orders, and perform tasks efficiently from their mobile devices.
Training and Resources
7.2 Configuring Mobile Devices for Real-Time Data Access
Configure mobile devices by installing BisTrack mobile apps on Android or iOS. Ensure stable internet connectivity and sync with the BisTrack server. Set server addresses and authentication details to enable real-time data access. This allows users to perform tasks like inventory checks and order processing directly from their mobile devices, enhancing operational efficiency and responsiveness.
8.1 Epicor University and Available Training Tools
Epicor University offers comprehensive training tools for BisTrack, including live sessions, self-paced courses, and interactive guides. Users can access EUPs (Electronic User Manuals) with interactive elements like clickable hotspots and data entry fields. Additionally, downloadable PDF resources provide in-depth insights, catering to diverse learning preferences and ensuring users maximize BisTrack’s capabilities effectively.
8.2 Accessing User Manuals and Documentation
The BisTrack user manual and documentation are conveniently accessible through the server’s documentation folder after installation. Additionally, PDF guides and technical references are available for download, providing detailed instructions and troubleshooting tips. Epicor University also offers extensive resources, ensuring users can easily access the information needed to optimize their use of BisTrack.
Troubleshooting Common Issues
BisTrack offers solutions for resolving login and connectivity problems, addressing inventory discrepancies, and providing guidance for error messages. Regular updates and support ensure system optimization.
9.1 Resolving Login and Connectivity Problems
To resolve login issues, ensure credentials are correct and network connectivity is stable. Reset passwords using the “Forgot Password” feature or contact system administrators. Clear browser cache and cookies, and verify server status. For persistent issues, refer to the user manual or contact Epicor support for assistance. Regular updates and maintenance can prevent recurring problems.
9.2 Addressing Inventory Discrepancies
To resolve inventory discrepancies, start by identifying the root cause, such as data entry errors or system quantity mismatches. Use BisTrack’s reporting tools to generate custom reports and analyze inventory movements; Perform accurate physical counts and activate the count feature before staff begins. Review user permissions and ensure proper training to minimize errors. Regular system updates and maintenance can also help prevent discrepancies.
Best Practices for Using BisTrack
Regularly update BisTrack and undergo training from Epicor University to optimize functionality. Streamline workflows and customize user roles for enhanced efficiency and security in daily operations.
10.1 Optimizing Workflow and Efficiency
Optimize BisTrack workflows by leveraging Epicor University’s training resources to enhance user skills. Utilize mobile apps for real-time data access, streamlining operations across warehouses and stores. Regularly review and customize user roles to improve security and efficiency, ensuring workflows align with business goals. Implementing these practices maximizes productivity and reduces operational bottlenecks effectively.
10.2 Regular Maintenance and Updates
Regularly update BisTrack to access the latest features and security enhancements. Schedule routine server checks and backups to prevent data loss. Utilize Epicor University for ongoing training to stay informed about new functionalities. Regular system maintenance ensures optimal performance, while updates provide improvements tailored to user needs, keeping your operations efficient and secure.
Advanced Features and Customization
BisTrack offers advanced tools like product import/export and role customization, enabling tailored solutions for businesses. These features enhance functionality, allowing users to streamline processes and improve efficiency.
11.1 Using Product Import and Export Functionality
BisTrack’s product import/export feature allows seamless data management. Users can import new products or update existing ones using spreadsheets, ensuring accuracy and efficiency. The system supports various file formats, and the process is guided by a step-by-step interface. Additionally, the “Tips and Best Practices” document provides helpful insights for optimizing this functionality. This tool is essential for maintaining up-to-date product information.
11.2 Customizing User Roles and Permissions
BisTrack allows administrators to define user roles and permissions, ensuring access is tailored to individual responsibilities. Roles can be created or modified based on job functions, with specific rights assigned to features and data. This customization enhances security and efficiency, ensuring users only access necessary tools. The system provides flexibility to adapt roles as organizational needs evolve, maintaining optimal workflow and compliance.
BisTrack empowers businesses to streamline operations and enhance efficiency. Leverage Epicor University for ongoing training and stay updated with new features to maximize your BisTrack experience.
12.1 Maximizing the Benefits of BisTrack
To maximize BisTrack’s benefits, utilize its robust tools for inventory management, order processing, and CRM. Leverage the browser-based interface and mobile apps for real-time data access. Regular training through Epicor University ensures users stay updated, enhancing efficiency and productivity. By fully integrating BisTrack into daily operations, businesses can achieve significant cost savings, improved customer satisfaction, and sustained growth in a competitive market.
12.2 Staying Updated with New Features and Releases
To stay updated with BisTrack’s new features and releases, regularly check the official Epicor website for announcements and updates. Utilize training resources from Epicor University to explore new functionalities. Refer to user manuals and PDF guides for detailed information on enhancements. Subscribing to Epicor’s newsletters ensures you remain informed about the latest tools and improvements, helping you maintain optimal system performance and efficiency.
