Promos · Epicor · Head of LP

Epicor plus Ward: promos for a Head of LP

Ward reads straight from sales orders, inventory, purchase orders from Epicor, runs promos on it, and hands you the loss prevention read on a daily cycle.

Promo Effectiveness on Epicor, for loss prevention

Shrinkage costs you more than you think. Ward finds out where. Ward raises the inputs that change a loss prevention decision.

Promo Effectiveness, in one sentence. Ward measures true promotional lift net of cannibalization, pull-forward, and pantry loading.

Under the hood. Ward isolates incremental volume from baseline, measures cross-SKU cannibalization, estimates pull-forward effects, and calculates true ROI.

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

The short list

  • Net lift measurement (not gross)
  • Cannibalization quantification
  • Pull-forward detection
  • Promo ROI scorecards
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"
Promos on Epicor data, live product demo.

What Ward has eyes on.

Know which promos actually work. 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 ingests sales orders, inventory, purchase orders from Epicor on a read-only connection. Nothing is written back, and your ERP configuration does not change. Epicor stays the system of record.

Why this combination
is its own problem.

Most promos projects stall at data access. This one does not, because Epicor already exposes sales orders, inventory, purchase orders through an API Ward reads directly.

What the first 90 days
actually look like.

  1. 01

    Week 1: read-only connection

    Ward sits on top of Epicor with read-only credentials and begins ingesting sales orders and inventory. No config changes on your side. First findings arrive within 48 hours.

  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

    Cards arrive every morning 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

Shrinkage costs you more than you think. Ward finds out where.

Pain points
  • ×Shrinkage lands as a year-end surprise
  • ×Cannot distinguish theft from spoilage from admin error
  • ×High-shrinkage stores only identified during audits
  • ×No correlation between operational changes and loss patterns
  • ×Exception-based reporting misses slow-bleed patterns
How Ward helps
  • Store-level shrinkage tracking with cause attribution
  • Anomaly detection flags stores deviating from estate average
  • Receiving dock discrepancy patterns identified automatically
  • Correlation analysis links operational changes to loss shifts
  • Trend analysis catches slow-bleed patterns audits miss

US retail shrinkage hit $112.1 billion in 2022. Up 19.4% year over year. Source: National Retail Federation

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.

Shrinkage costs you more than you think. Ward finds out where. Ward solves this with automated insight cards: Store-level shrinkage tracking with cause attribution. Anomaly detection flags stores deviating from estate average. Receiving dock discrepancy patterns identified automatically.

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 promos 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