Leverage + Epicor: Integration for Automated PO Tracking & PO Status Updates

Connect Epicor Kinetic data to Leverage, a centralized hub for end-to-end supply chain visibility. Meet suppliers and logistics partners where they are - to instantly get the status updates you need.

Simplified Purchase Order Management

Don’t just rip and replace your existing systems - embrace and extend them. Leverage integrates with Epicor to connect data and automate your PO management workflow.

Create purchase orders in Epicor and let Leverage handle the PO and shipment tracking for end-to-end visibility.

• Stop calling and emailing for status updates. Leverage automates the status collection process and eliminates manual data entry back into your Epicor account. 
• Leverage collects PO status and shipment updates in real-time until the PO is closed out in Epicor Kinetic — allowing you to keep pace with daily changes in your supply chain.

Auto-collect purchase order status updates from suppliers and shipment statuses from freight forwarders and achieve 100% supplier adoption.

• Leverage collects the real-time updates you need with automated, pre-configured outreach to your vendors. 
• There is no need for suppliers to adopt and learn new systems — Leverage meets them where they are and allows them to easily provide PO status updates via email, WhatsApp, EDI, or a vendor portal.

Manage inventory risks with AI-driven, proactive notifications with the Leverage + Epicor Integration. 

• Leverage maps existing inventory levels against incoming POs to identify out-of-stock risks due to production or transportation delays. 
• Get instant notifications to proactively address risks and minimize supply chain disruptions.

How Leverage Works with Epicor

Leverage fills in the gaps between Epicor Kinetic PO creation and closeout with automated communication and status updates.

1. Create a Purchase Order in Epicor Kinetic as you do today. 
2. Through a real-time integration, Leverage takes over to auto-collect supplier communications and PO status updates — written back to Epicor. 
3. If a supplier requests a change to a PO, your team is alerted of an exception and provided an easy dashboard to reject or accept before the status is auto-updated in Epicor
4. Leverage collects updated lead times throughout the lifecycle of a PO, as well as shipment tracking data in advance of the ship date
5. Leverage auto-tracks shipments from when they are shipped to when they hit your inventory.
6. Leverage writes back to Epicor so you can keep critical business applications running seamlessly.

END-TO-END PURCHASE ORDER MANAGEMENT ENABLES YOUR TEAM TO CREATE AND TRACK EVERY PO, DIRECTLY COLLABORATE WITH YOUR SUPPLIERS IN REAL-TIME, AND QUICKLY SURFACE AND MITIGATE POTENTIAL DISRUPTIONS.

• Purchase order tracking, management, and reporting
• Easy supplier interface  within their emails for PO acknowledgments,  lead times  updates, and collaboration
• Optional supplier dashboards for more comprehensive reporting 
• Automated purchase order status updates 
• Real-time and predictive notifications for late deliveries
• Proactive category management
• Robust APIs to rapidly connect with your existing systems

LEVERAGE PROVIDES END-TO-END ORDER & SHIPMENT VISIBILITY SO YOU CAN MAINTAIN VISIBILITY OF YOUR ITEMS AT EVERY STEP OF THE WAY —WHEREVER THEY ARE.

Leverage + Epicor vs. Alternatives: Feature Comparison

Epicor Kinetic users evaluating PO automation tools are often comparing Leverage against SourceDay or manual email workflows. Here is how they stack up on the dimensions that matter most for mid-market manufacturers and distributors.

Frequently Asked Questions

Does Leverage work natively with Epicor Kinetic?

Yes. Leverage integrates directly with Epicor Kinetic via a real-time API connection. Purchase orders created in Epicor are automatically picked up by Leverage, which then handles all supplier outreach, status collection, and writeback — no manual exports or data entry required.

Do my suppliers need to install software or create accounts?

No. Leverage meets suppliers where they already are. They can respond to PO acknowledgment and status requests via email, WhatsApp, EDI, or a lightweight vendor portal. There is no registration or onboarding barrier, which is why Leverage customers typically achieve close to 100% supplier adoption.

How does Leverage write data back to Epicor?

Leverage writes PO status updates, lead time changes, and exception alerts back to Epicor Kinetic in real time through the integration. Your team works from Epicor as usual — Leverage keeps the data current without requiring a separate login or manual sync.

Can Leverage work with other ERPs besides Epicor?

Yes. ERP-agnostic integration is a core differentiator. Leverage connects with SAP, Oracle NetSuite, Infor, Microsoft Dynamics, and other systems using the same approach. This matters for companies running multiple ERPs across business units or planning a future ERP migration.

How is Leverage different from SourceDay for Epicor users?

Both tools integrate with Epicor. The main differences are supplier experience, channel breadth, and flexibility outside Epicor. Leverage requires no supplier registration — suppliers reply to automated emails or respond via WhatsApp without creating accounts. Leverage also supports multi-ERP environments and includes AI-driven inventory risk mapping alongside standard PO tracking.

What does implementation typically look like?

Most Leverage customers are live within a few weeks. The integration connects to your Epicor environment, Leverage is configured with your supplier list and PO workflows, and automated outreach begins. There is no large IT project — Leverage is designed to extend Epicor, not replace any part of it.