Compass Tabs Overview

(These features require Epicor Compass™ be installed and licensed on the user’s station.)

The current release of the Compass Tabs feature allows you to use Compass-based capabilities in Inventory Maintenance (IMU), Vendor Maintenance (MVR), and Customer Maintenance (MCR). Included are the following capabilities:

• Custom Fields tab
• Analytics tab
• Tab Maintenance
• New Record feature in Inventory Maintenance, Customer Maintenance, and Vendor Maintenance
• Inventory Maintenance-only Market Basket function

Important: You must first complete the Options/Security setup in order to begin using Compass Tabs.