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Epicor BisTrack

Score8.3 out of 10

11 Reviews and Ratings

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What is Epicor BisTrack?

Epicor BisTrack is business management software for lumber and building materials (LBM) dealers and distributors based on technology acquired with SolarSoft Business Systems in 2012. It covers inventory optimization, delivery dispatch, financial management, customer relationship management, and more recently warehouse management, as well as supplying business analytics.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Epicor BisTrack has to offer, as determined by TrustRadius' reviewers.
Based on 11 ratings of Epicor BisTrack's features
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Top Performing Features

  • Inventory tracking

    The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

    Category average: 8

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8

  • Location management

    The software can track multiple goods across multiple locations.

    Category average: 7.7

Areas for Improvement

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.2

  • Journals and Reconciliations

    Automate and synchronize ledgers and processes

    Category average: 8.2

  • Plug-ins

    A number of third-party plug-ins are available to expand the core functionality of the software.

    Category average: 7.6

Reviews

What users are saying about Epicor BisTrack.
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Seamless integration of construction software from customer to contractor

Incentivized
Chris JohnsView profile
Construction Superintendent in Product Management at Build LLC (51-200 employees employees)

Use Cases and Deployment Scope

We utilize Epicor BisTrack by managing projects from bidding through to completion. This software allows us to define a clear path for both the customer and our construction team to outline scopes and contracts. We are able to easily communicate, manage, update and outline processes throughout each individual project and seamlessly move from one project to another. This software also comes in handy for warranty work allowing our back end team to see pictures and progress after completion. By having the ability to see from layout to completion and narrow down fields by drop down menus our team can easily locate areas in specific projects that maybe of concern.

Pros

  • Cross project communication
  • Direct customers, subcontractors and GC's through the construction process
  • Dynamically move between projects, changes and scopes

Cons

  • Punch list close-outs
  • RFI communication and alerts
  • Weekly updates to customers and teams

Return on Investment

  • Epicor allows any team player to step into a project and have everything at their fingertips that is well trained in the software
  • Epicor seamlessly allows cross communication between teams on RFI's, meetings and subcontractors

Other Software Used

Microsoft Teams, Microsoft Project

Epicor BisTrack makes tracking easy

Incentivized
Verified User
Supervisor in Product Management (51-200 employees employees)

Use Cases and Deployment Scope

We use it to enter kits for products and keep track of inventory. We also use it for tracking orders, and everything is connected.

Pros

  • Keeps track of inventory turns
  • Keeps everything related under an order
  • Allows scans to be imported and attached to orders

Cons

  • Support takes too much time
  • Cannot make certain changes, must contact support

Return on Investment

  • The positive aspect is that everything can be attached to an "order" so we know exactly what the cost was against the sale price. We don't lose backorders bc they are automatically created and attached.

Alternatives Considered

Surefire Local

Other Software Used

Surefire Local, Microsoft 365, PlanSwift, by ConstructConnect, Adobe Acrobat

Epicor BisTrack - The First Glimpse

Incentivized
Michael Sue
Senior Financial Analyst in Finance and Accounting at Taiga (51-200 employees employees)

Use Cases and Deployment Scope

BisTrack helps streamline my company's operations by managing inventory, order processing, pricing, and integrating the financial aspect of transactions. It enhances supply chain management and our customer relationships. The software provides analytics for informed decision-making, aids compliance with industry regulations, and supports mobile and e-commerce integration. This system helps lumber businesses adapt to digital platforms, improve customer service, and maintain inventory accuracy while complying with industry-specific requirements. Data contained within BisTrack can also be integrated with Power BI and other software to improve the overall analytic component of it and enhances identifying trends/performance metrics and data-driven decision-making.

Pros

  • Inventory Management
  • Pricing and Quoting Features
  • Sales and Order Processing
  • Business Analytics

Cons

  • Easier User Interface; hard to navigate or learn
  • Financial module could use improvement; i.e. the Accounts Receivable function is lacking and hard to find information easily
  • More customization of the built-in reporting and analytics

Return on Investment

  • Increased overall efficiency in inventory management by 5%
  • ROI is positive
  • BisTrack provides a way for our business to conduct its day-to-day operations

Other Software Used

Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher

Usability