Customer · Epicor · VP Supply Chain

Customer Behavior on Epicor, for supply chain

Understand the person behind the basket. Ward runs it off Epicor, scoped to what a VP Supply Chain owns.

Customer Behavior on Epicor, for supply chain

What customer behavior does: Ward tracks basket composition shifts, daypart patterns, and customer segment migration.

You find out about stockouts after customers do. Ward filters to what a VP Supply Chain can act on and drops the rest.

Under the hood. Ward analyzes transaction-level data to detect shifts in basket composition, shopping frequency, daypart preferences, and segment movement.

Getting the data in. Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.

What you get

  • Cross-sell opportunity detection
  • Basket composition trends
  • Daypart behavior modeling
  • Customer segment migration
app.getward.ai Live demo
Acme Retail @Merchandising: VP Analyst claude-sonnet default
A

Chat

Ask anything. Ward routes to the right agent and returns cited answers.

Why did Store 37 miss target last week?
You · 9:42 AM
Schema Scout · routed to Merchandising Agent

I pulled Store 37’s last 28 days against the chain baseline. Two root causes, both compounding.

SignalFinding
labor_efficiencyRev/labor-hour −22% vs. cluster, staffing mismatch at 11a–1p peak
inventory.freshFresh fill 83%, backroom replenishment lag at 2–4p
promo.liftBOGO crackers cannibalized Brand Y by 28%, net category +6%

Recommend: re-baseline Store 37 schedule against true peak, raise replen window to 1p, and review the BOGO before next cycle.

8 parallel queries 3 sources cited confidence 0.92
Show me how to fix the staffing mismatch.
You · 9:43 AM
Labor Agent · drafting schedule diff
Querying labor_scheduling
Ask anything, Ward routes to the right agent. Cmd+K

Reporting

Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.

7d13w52w
Revenue vs. forecast
$48.2M
+4.2% WoW
Gross margin %
24.1%
−3.2pp
Fill rate, fresh
83.4%
−4.1pp
Shrink, West region
2.41%
+0.8pp
Revenue vs. forecast 13 weeks actual, 6 weeks forecast, 80% interval
Actual Forecast 80% interval
% of plan 106 94 100 forecast → W−13 W−5 today +6wk
Holt-Winters + weather regressor MAPE 4.1% at 4wk Backtested 24 months Crosses plan in 3 weeks
Forecast error by horizon MAPE, 24-month backtest
1wk 2.1%
2wk 3.0%
4wk 4.1%
8wk 6.3%
13wk 8.9%
Accuracy bar for promo decisions: ≤5% at 4wk
Models in production Every forecast ships a model card
ModelHorizonMAPE
holt_winters4wk4.1%
arima_sarimax13wk8.9%
gbm_demand1wk2.1%
bayes_hiernew store11.4%

Sources

Connect external systems to the data lake.

NameTypeLast sync
sap_pos_transactionsimport2m ago
sap_inventory_shrinkageimport2m ago
sap_labor_schedulingimport14m ago
retail_inventory_weeklyimport1h ago
retail_google_ads_dailyimport1h ago
retail_meta_ads_dailyimport1h ago
retail_ga4_website_dailyimport1h ago

Policies

Browse and manage Cedar access policies for your tenant.

TLS 1.3 AES-256 Read-only SOC 2 II
Policy IDEffectResources
merch-read-defaultpermitModel::*
finance-read-shrinkagepermitModel::"inventory_shrinkage"
vendor-blockedforbidModel::"labor_*"
region-west-onlypermitTenant::"acme"
Customer on Epicor data, live product demo.

What Ward has eyes on.

Understand the person behind the basket. Ward runs the model continuously rather than on a reporting cycle, which is why a finding lands the morning the pattern starts instead of at the end of the period.

Ward reads Epicor rather than replacing it. Sales orders, inventory, purchase orders come across on a read-only connection, get enriched with contextual data, and come back as daily cards. Your ERP is untouched.

Why this combination
is its own problem.

Customer Behavior needs sales orders and inventory at minimum. Epicor carries both, at the grain the model needs. That is the whole integration story: no middleware, no staging warehouse, no custom extract.

What the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward connects to Epicor with read-only credentials and begins ingesting sales orders and inventory. No config changes on your side. First insight cards arrive in two days.

  2. 02

    Weeks 2 to 3: calibration

    Baselines stabilize per store and per category. Ward stops flagging normal variance and starts flagging exceptions. This is the window where the false positive rate drops sharply.

  3. 03

    Weeks 4 to 12: operating rhythm

    Insight cards arrive on a daily cycle and get triaged like any other queue. Most teams find the volume settles into something one person clears in ten minutes. What matters is the action rate, not the alert count.

How Ward connects to Epicor

Ward integrates with Epicor for home improvement, furniture, and building supply retailers. Inventory, purchasing, production, and sales data power insight cards.

Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.

Data Ward reads from Epicor

Sales orders
Inventory
Purchase orders
Customer accounts
Pricing tiers
Vendor performance

Impact metrics with Epicor

Seasonal Accuracy
Pre-buy timing sharpened
Weather and event signals calibrate seasonal positioning.
Project Basket Value
Cross-sell patterns found
Project purchasing sequences reveal attachment opportunities.
Vendor Fill Rate
Degradation caught early
Fill rate drops flagged before shelf impact materializes.
Inventory Carrying Cost
Slow-movers identified
Demand-aligned ordering frees capital tied in dead stock.

Data lake enrichment

Ward enriches Epicor data with: Sales orders, Weather & events, Contractor/Pro data, Competitor pricing, Vendor scorecards

You find out about stockouts after customers do.

Pain points
  • ×Demand forecasts are off by 15-25% and nobody catches it until the shelf is empty
  • ×Supplier fill rate problems announce themselves at the receiving dock
  • ×Safety stock levels get set once a year and left alone
  • ×No early warning system for supply chain disruptions
  • ×Replenishment exceptions require manual triage every morning
How Ward helps
  • Stockout prediction cards arrive 24-72 hours before empty shelves
  • Supplier fill rate tracking with automatic escalation
  • Dynamic safety stock recommendations based on current demand signals
  • Weather, event, and macro-driven demand adjustments
  • Replenishment exceptions auto-prioritized by revenue impact

Stockouts cost retailers $1.14 trillion in missed sales globally each year. Source: IHL Group

Frequently asked questions

Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse. Data points include: Sales orders, Inventory, Purchase orders, Customer accounts, Pricing tiers, Vendor performance.

You find out about stockouts after customers do. Ward solves this with automated insight cards: Stockout prediction cards arrive 24-72 hours before empty shelves. Supplier fill rate tracking with automatic escalation. Dynamic safety stock recommendations based on current demand signals.

First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.

No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.

See what customer problems Ward catches.

Root causes, not just alerts. See it on your data.

Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly

Find out what your data has been hiding.

Tell us about your operation. We’ll show you the problems Ward catches, and the ones your current tools miss.

Step 1 of 3
What are your goals?
Step 2 of 3
About your operation
Step 3 of 3
Your contact info