ERP & Inventory
Connect Epicor
The B2B quoting layer for Epicor Kinetic.
Overview
Epicor + TackQuote
TackQuote integrates with Epicor Kinetic (ERP 10/11) through its REST API so quotes are built from live part records and accepted quotes are written back as Epicor sales orders. TackQuote maps Epicor parts to quotable products and Epicor customers to buyer records. Part, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders are pushed as soon as a quote is accepted.
TackQuote connects to Epicor Kinetic via the REST API using an API key and service account. Parts and inventory refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- Epicor Kinetic / ERP 10 or 11 with the REST API enabled
- REST API key and service account with order entry permissions
- Network access from TackQuote to your Epicor endpoint
- TackQuote Pro plan or above
Setup
How to connect Epicor
Create an API key & service account
In Epicor, generate a REST API key and configure a service account with part, customer, and order entry permissions.Connect in TackQuote
Enter your Epicor base URL, company, API key, and credentials in TackQuote Integrations → Epicor. TackQuote begins the part sync.Map parts and order defaults
Confirm price list and plant mapping and set the order defaults used when quotes are accepted.Go live
Build quotes from live Epicor parts. Accepted quotes create sales orders and matched customers automatically.
Capabilities
What you get
Part & Price Sync
TackQuote pulls Epicor parts, price lists, and units into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Epicor sales orders with parts, quantities, customer, and terms mapped across.
Customer Sync
TackQuote matches buyers to Epicor customers and creates new records where needed.
On-Hand Inventory
On-hand quantities by plant/warehouse pull into TackQuote for accurate availability.
FAQ
Epicor questions
Does TackQuote support both cloud and on-prem Epicor?
Yes, as long as the Epicor REST API is enabled and reachable by TackQuote. Cloud deployments are the most common configuration.
What do I need to connect TackQuote to Epicor?
A REST API key and a service account with part, customer, and order entry permissions, plus TackQuote Pro plan or above.
How current is the part and inventory data?
Parts, pricing, and on-hand inventory refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Epicor immediately on quote acceptance.