Epicor Kinetic Customer Portal & Staff Portal — Without Replacing Epicor Kinetic
Yes — you can add a modern customer portal, staff portal and management dashboard to Epicor Kinetic without replacing it. Sysgraft connects to the Epicor Kinetic API and builds a bespoke interface layer on top, for UK manufacturers and distributors. No ERP replacement, fixed-price build, UK-hosted.
Widely used in UK discrete and make-to-order manufacturing, where shop-floor and job-costing depth matter.
Last updated: 24 June 2026
Where Epicor Kinetic slows your people and customers down
Kinetic is feature-dense and the shop floor often interacts through MES stations or paper travellers rather than the full client. Live job and work-order visibility for supervisors and customers is hard to surface without custom dashboards.
Built for the way Epicor Kinetic data is actually used
- A shop-floor dashboard showing live job status, work-centre load and throughput
- A customer portal exposing order and job progress for made-to-order work
- A supervisor staff portal for scheduling visibility and exceptions
Kinetic's manufacturing-rich API makes it a strong candidate for shop-floor dashboards and made-to-order customer visibility — turning job data the system already holds into screens the floor and the customer can actually use.
Connecting to Epicor Kinetic
| API model | REST API (v1/v2) with strong manufacturing entity coverage — jobs, BOMs, operations, stock and orders — plus Epicor Functions for custom endpoints. |
| Authentication | API-key / token authentication to the Kinetic REST API; Entra SSO at the portal for staff. |
| Key entities | Jobs, BOMs, Operations, Parts, Sales Orders, Stock, Work Centres |
| Hosting | UK/EU-region cloud infrastructure as standard |
| Validation | Live API audit during the discovery sprint, using your credentials, before any build price |
Part of a systematic 18-platform audit
Epicor Kinetic is one of 18 ERP platforms Sysgraft has audited before ever working with a client — assessing API availability and documentation quality, data entity coverage, authentication model, rate limits and performance, and version stability. That audit is desk research; the discovery sprint is live validation against your specific Epicor Kinetic instance and configuration.
See the full platform audit →Epicor Kinetic API Capabilities
The table below lists the core entities accessible through the Epicor REST API v2, BAQs and direct data model, with read/write status for each.
| Entity | Description | Read | Write |
|---|---|---|---|
| Sales Orders | Customer orders, order lines, shipments, invoicing and order statuses | Yes | Yes |
| Customers | Customer accounts, contacts, credit limits, payment terms and sales territories | Yes | Yes |
| Parts / Inventory | Part master, inventory quantities, bin locations, cost rolls and stock attributes | Yes | Yes |
| Suppliers | Supplier records, purchasing history, approval status and payment terms | Yes | Yes |
| Purchase Orders | Supplier purchase orders, lines, receipts, returns and landed costs | Yes | Yes |
| Production Orders | Manufacturing orders, routings, BOMs, labour tracking and completion records | Yes | Partial |
| Quotes / RFQs | Sales quotations, request for quotations, pricing and margin analysis | Yes | Yes |
| Job Operations | Shop floor operations, labour entries, machine time and job status tracking | Yes | Partial |
| Invoices / AR | Customer invoices, credit notes, receipts, allocations and aged accounts receivable | Yes | Partial |
| GL / Financials | Chart of accounts, journal entries, trial balance, P&L and balance sheet | Yes | Read-only |
Epicor Integration Approaches
Epicor Kinetic provides multiple integration routes. The three most common approaches are detailed below.
| Approach | Pros | Cons | Best For |
|---|---|---|---|
| 1. Epicor REST API v2 | + Modern OData-compliant REST endpoints + Full CRUD on most business objects + Supports OAuth 2.0 authentication + Well-documented Swagger/OpenAPI specs |
- Requires Kinetic version (not available on older Epicor releases) - Some specialised operations not exposed - Rate limiting considerations for bulk operations |
Web portals, mobile apps, customer-facing applications, third-party integrations |
| 2. Epicor Ice (BPM / Automation) | + Native Epicor tooling (no external middleware) + Business logic encapsulation + Can trigger actions on data changes + Low-code approach for simple workflows |
- Learning curve for Epicor-specific concepts - Limited to Epicor ecosystem - Less flexible than custom code |
Internal workflow automation, validation rules, notification triggers |
| 3. BAQ + REST Middleware | + Query any Epicor data with custom joins and filters + BAQs exposed as REST endpoints automatically + No Epicor code changes needed + Ideal for reporting and analytics |
- Read-only (BAQs cannot write data) - Requires middleware for write operations - BAQ performance varies with query complexity |
Custom dashboards, BI tools, operational reporting, data exports |
What You Can Build Over Epicor Kinetic
With the Epicor REST API v2, BAQs and Ice, you can build a wide range of applications that extend Kinetic's capabilities without modifying the core ERP.
Customer Self-Service Portal
Give customers 24/7 access to place orders, check stock availability, view pricing, track shipments and download invoices. Integrates with Epicor REST API for real-time data and uses the Epicor pricing engine for accurate customer-specific pricing.
Shop Floor Operator Dashboard
A tablet-friendly web app for shop floor operators to view job cards, log labour time, report completion and flag quality issues. Replaces the classic Smart Client interface with a purpose-built touchscreen experience.
Production Planning & Visibility Board
Real-time production schedule board showing job status, machine utilisation, material availability and delivery dates across the factory floor, pulling data from Kinetic production orders, job operations and inventory via BAQs and REST API.
Supplier Collaboration Portal
Allow suppliers to view purchase orders, submit delivery confirmations, manage ASNs and track invoice status. Uses Epicor REST API for purchase order and supplier data with supplier-specific access controls.
Warehouse & Logistics Mobile App
Barcode-scanning mobile app for goods receipt, stock transfers, picking and despatch operations, syncing in real time with Epicor Kinetic inventory and order data. Optimised for handheld devices used on the warehouse floor.
Epicor Kinetic interface layer FAQ
Can you add a customer portal and staff portal to Epicor Kinetic without replacing it?
Yes. Sysgraft builds a modern interface layer over Epicor Kinetic via its API, leaving the ERP exactly as it is. REST API (v1/v2) with strong manufacturing entity coverage — jobs, BOMs, operations, stock and orders — plus Epicor Functions for custom endpoints. API-key / token authentication to the Kinetic REST API; Entra SSO at the portal for staff.
Does Epicor Kinetic have an API we can use?
Yes. REST API (v1/v2) with strong manufacturing entity coverage — jobs, BOMs, operations, stock and orders — plus Epicor Functions for custom endpoints. The discovery sprint includes a live API audit against your instance using your credentials before any build price is issued.
Can it show live job and work-order status?
Yes. Kinetic's job, operation and work-centre entities support live shop-floor and supervisor dashboards, confirmed against your configuration in the discovery sprint.
How is the build priced?
Every project starts with a fixed-price discovery sprint that scopes and prices the build. The build itself is fixed price, followed by a cancellable monthly subscription for hosting, support and ERP API monitoring.
How much does a Epicor Kinetic customer portal cost?
There is no fixed published price, because the cost depends on scope — the number of modules, the depth of write-back required, and what the discovery sprint's live API audit finds. What is fixed is the process: a fixed-fee discovery sprint comes first and tells you exactly what's possible on your Epicor Kinetic instance, then a fixed build price is issued against an agreed scope before any commitment — no day rates, no hourly billing, no surprise invoices. See how Sysgraft pricing works for the full model.
Is there a UK company that specialises in building a modern interface on Epicor Kinetic, without replacing it?
Yes. Sysgraft is a UK-based practice purpose-built for exactly this: adding a modern customer portal, staff portal or management dashboard on top of an existing Epicor Kinetic installation via its REST API, with no ERP replacement and no data migration. Epicor Kinetic is one of 18 ERP platforms Sysgraft has audited for this purpose.
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