• Southwest Ohio Epicor Users Group Meeting - November 2nd, 2017

    Hello Everyone!

    We are having an Epicor User Group meeting for KY & Southern OH Thursday, November 2nd. The meeting will be held at The University Club, 401 East Fourth Street, Cincinnati, OH 45202.

    Please see Link to register:

    There is not cost to attend!

    The meeting will be from 9:00am - 3:00pm.

  • MI-IN Epicor Users Group Meeting - October 17, 2017 10:00 a.m. - 2:30 p.m. ET

    Just a reminder to register for the upcoming MI-IN Epicor Users Group meeting!

    Topics for this quarter are:
       *  Upgrading to Epicor 10.1
       *  What's coming in Epicor 10.2
       *  Epicor in the Cloud (including Dedicated Tenancy)
       *  DocStar - the new document management system!

    Go to the Events page today to register for this action-packed meeting!

    See you there!!

  • President's Letter

    Hello EUG Members,

    Summer has ended and Fall is here, which I’m personally ready for.  We had some good times this summer but where I live we’ve battled excessive heat and wildfire ash that covered everything and cancelled outdoor activities.  The summer of 2017 also brought similar highs and lows to the Epicor Users Group.

    I think the high point for the EUG was the launch of our new platform.  Not that it didn’t have its struggles initially, but we are happy with the progress of our new site and its functionality.  I want to personally thank all of those that spent time, in some cases considerable time, getting this project completed, and to the "early adopters" who have provided valuable feedback.  I hope that everyone reading this has had a chance to try out the communities on the new site and enjoyed what they’ve seen.

    The low was unfortunately the previously announced data breach.  Even though the exposed data was limited, all of us on the EUG Board were unsettled that it happened and have put the necessary processes in place to insure it doesn’t happen again.  As with all organizations around the world, there is a constant struggle to keep criminal elements at bay. 

    Another great bit of news is our upcoming user conferences.  The first is an upcoming iSolutions conference in October, which is for members that are running some of the Epicor legacy products we support but that lack a track at Insights.  The next is an EMEA conference in mid-November that covers Epicor ERP, Tropos and BisTrack.  The coordination of these conference by the EUG is a big benefit to members across all of the products and is another reason why we exist, to provide a voice to all users, including those for older products.  If you are interested in attending or have ideas for other conferences, please check out our website for more information or contact your product liaison.  (A list of board members can be found here:

    If you ever have any questions or problems, please don’t hesitate to contact Marilyn Velardo at  As the EUG Operations Manager (our only paid position), her role is dedicated/devoted to helping you, our members. 

    I hope each of you have a productive Fall.

    Bill Wolfe II
    Senior Enterprise Systems Manager | Jenzabar 
    w 617.492.9099  x65341
    c 503.358.6417

  • MI-IN Epicor Users Group Quarterly Meeting - October 17th

    The​ MI-IN Epicor Users Group Quarterly Meeting will be held Tuesday, October 17, 2017.  The topics being covered are Upgrading to Epicor 10.1, what's new in Epicor 10.2, Epicor in the Cloud, Project Cirrus and DocStar!  Save the date!! Registration Link is coming soon!!​

    Update:  The registration link is now active!!  Go to Events and register today!!

  • Pacific Northwest EUG Meeting, Seattle, August 30

    Please register using the link below.  All attendees must register for the event. 

    When: Wednesday, August 30, 2017 9am – 3pm

    Where: South Seattle College – Georgetown Campus

    6737 Corson Ave S

    Seattle, WA 98108

    Bldg C - Room C110/111


    • Customer Presentation – SR Smith

    • Epicor 10.1.600 Feature Update – EpiCenter

    • Purchase Order Management – SourceDay

    • Two additional presentations to be determined

    Lunch will be provided.

  • So Cal EUG REgional Meeting July 11, 2017 Reminder

    Join us Tuesday, July 11th, for this networking and presentation event which will include a tour of the Toyota Automobile Museum  located at:

    Toyota USA Automobile Museum
    19600 Van Ness Ave. –TM01
    Torrance, CA 90501 

    The event will be held July 11, 2017, from 1:00-4:30 PM.  Please register online: EpicorUsersGroup-SoCal-Registration.

    Registration fee is $10 members; $15 non-members. Sponsors are not required to register, but should contact Stephen Searle with a list of attendees. Parking is free. 

    Agenda Topics:

    1:00pm Welcome and Introductions

    1:30pm Epicor 10 Upgrade Tools and User
    Experience - Matt Gentry, Maxon Lift

    2:30pm Epicor CRM versus - Jennifer Curlee, SureFire

    3:00pm Video and Tour of Toyota Auto Museum

    3:45pm DocStar - Richard Simmons, DocStar 

    Contact any of the So Cal EUG Directors for additional information: 

    Jennifer Curlee, SureFire  

    Matt Gentry, Maxon Lift  

    Stephen Searle, Sorenson Engineering 

    Marco Vissuet, Vantage Associates

  • New Website for Epicor Financial Planner

    We recently launched the new look for the Epicor Financial Planner website. It's now easier to contact us for support and inquiries.