Implementing Epicor® ERP is a major milestone. But no matter how well-configured your system is, the true value only comes when your team knows how to use it confidently and effectively.
This guide walks you through a structured Epicor training roadmap, outlining what new users should learn first, why it matters, and how to build a training program that actually sticks—no fluff, no jargon, just clear, practical steps to empower your team.
???? Why Epicor Training Needs a Clear Roadmap
A common mistake organizations make is assuming users will "figure it out" as they go. In reality:
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ERP systems are complex and multi-layered
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Different roles require very different skills
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Poor training leads to costly mistakes, bad data, and low ROI
A structured roadmap helps users learn the right things at the right time—starting with essentials and scaling up to advanced functions.
???? Who Is This Roadmap For?
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Companies onboarding new Epicor® users
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Teams struggling with adoption or confidence
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HR or IT leads planning internal training programs
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Epicor admins preparing user documentation
???? Stage 1: Orientation – Understanding the Epicor Environment
???? Key Concepts to Cover:
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What is Epicor® and what role does it play in your organization?
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Core modules: Finance, Inventory, Manufacturing, Sales, Procurement
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Navigation basics: Menus, search bars, shortcuts, open windows
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Overview of permissions and user roles
???? Why It Matters:
New users must understand the big picture before diving into daily tasks. This stage builds context and reduces initial overwhelm.
???? Stage 2: Hands-On Basics – Core Navigation and Transactions
???? Key Concepts to Cover:
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Logging in and interface walkthrough
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Menu navigation and favorites
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Creating, saving, and updating records
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Using trackers and search filters
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Print preview and exporting data
????️ Tools to Use:
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Practice environments (sandbox systems)
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Guided video walk-throughs
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Printable quick reference guides
✅ Outcome:
Users can confidently move through the system, perform basic actions, and find the information they need without help.
???? Stage 3: Role-Based Functional Training
Each department should now receive training tailored to their daily workflow.
???? Finance and Accounting Users
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Setting up and managing Chart of Accounts
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General Ledger (GL), AP/AR transactions
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Journal entries and reconciliation
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Running financial reports
???? Procurement / Purchasing Users
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Supplier setup
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Creating purchase orders
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Receipt processing and invoice matching
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Vendor performance tracking
???? Manufacturing / Production Users
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Work order creation and routing
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BOM (Bill of Materials) management
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Production scheduling
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Labor and resource tracking
????️ Sales / Customer Service Users
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Customer setup
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Quote to cash process
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Order entry, fulfillment, and invoicing
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CRM tools and communication logs
???? Inventory / Warehouse Users
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Part setup and UOMs
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Warehouse/bin management
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Cycle counts and adjustments
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Barcode scanning and movement history
???? Stage 4: Working with Dashboards, BAQs, and Reports
Now that users are comfortable with day-to-day tasks, the focus shifts to using data for decisions.
???? Key Concepts:
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What are BAQs (Business Activity Queries)?
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How to run and modify dashboards
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Exporting data to Excel
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Creating user-specific views for key KPIs
???? Pro Tip:
Train users on the dashboards they will actually use. Avoid overloading them with irrelevant options.
???? Stage 5: Workflow, Automation & BPM Awareness
Even non-technical users should understand how workflows and rules support their actions.
???? Topics to Cover:
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Understanding approval flows
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Email alerts and notifications
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BPM (Business Process Management) basics
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Avoiding manual steps with smart automation
✅ Goal:
Users understand how to work with (not against) the system and report issues when things break.
???? Stage 6: Reporting, Audits, and Data Accuracy
Data is the heart of your ERP. New users should be trained on:
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The importance of clean, accurate entries
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How their data affects downstream reports
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Running exception reports and validations
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Spot-checking for duplicate or incomplete entries
???? Practical Exercises:
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Spot errors in mock reports
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Clean a list of test transactions
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Match PO-to-Invoice discrepancies
???? Stage 7: Continuous Learning and On-the-Job Reinforcement
ERP learning doesn’t stop after training day.
???? Long-Term Training Ideas:
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Monthly Q&A or refresher sessions
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Internal user guide portal
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Role-specific tips shared via Teams/Slack/email
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Shadow sessions with experienced users
✅ Best Practices for Epicor Training Success
| Tip | Why It Works |
|---|---|
| Use a sandbox environment | Encourages safe, hands-on practice |
| Train by role, not system | Keeps content relevant and digestible |
| Document with screenshots | Helps users replicate steps accurately |
| Reinforce with scenarios | Turns theory into usable knowledge |
| Assign internal "ERP champions" | Builds internal support and consistency |
???? Tags for Searchability and Engagement
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Epicor Training Guide
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Epicor User Onboarding
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ERP Role-Based Training
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Epicor Dashboards and BAQs
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Epicor Training Best Practices
???? Conclusion: Empowering Users with Smart, Structured Training
Epicor® isn’t just a software—it’s the backbone of your operations. But even the best ERP system fails without empowered, trained users who know how to use it confidently.
That’s why having a clear, role-based Epicor training roadmap is essential—not just for new users, but for long-term success.
At Epicforce Tech, we work closely with teams to design Epicor® training programs that are practical, repeatable, and tailored to your specific business needs. Whether you're just onboarding or optimizing an existing team, we ensure your users get the right knowledge—at the right time.
???? Ready to build smarter training for your Epicor® users?
Reach out to the team at Epicforce Tech today.