Walkthrough of Customer Entry Screen in Epicor Kinetic

Learn how to navigate the Customer screen in Epicor Kinetic and access the information connected to each customer record. This walkthrough covers how to search for customers, create new records, apply filters, personalize columns, save user-specific layouts, and review customer details. You’ll also see how to access invoices, orders, contacts, Ship To locations, quotes, attachments, and the Change Log directly within the application. Whether you are transitioning from the Classic view or becoming more familiar with Kinetic navigation, this tutorial provides a practical overview of the Customer screen and its key features. If you’d like more information on these topics, reach out to us at https://www.mayantechs.com/lets-talk. Chapters 0:00 Introduction 0:27 Customer landing page 0:47 Recent records and new customers 1:06 Customer classifications and details 1:45 Searching and filtering customers 2:26 Personalizing columns and layouts 3:04 Record controls and Change Log 3:45 Customer details and activity 4:00 Reviewing invoices and orders 4:27 Grids, Ship To information, and contacts 5:27 Creating a Ship To record 6:07 Accessing related quotes and customer activity Don't forget to subscribe to our channel for more expert-led content on ERP solutions, and be sure to connect with us on social media: 🔹LinkedIn:   / mayantechs   🔹Facebook:   / 318800254967754   🔹X (Twitter):   / mayantechs   🔹Instagram:   / mayantechnologies   For more information about us, visit our website: https://www.mayantechs.com. Thank you for watching! Stay tuned for more valuable content.