Instead of Epicor BisTrack
Stop renting Epicor BisTrack. Own your merchant system.
We build your version around your branches, price levels, trucks and credit rules, bring your BisTrack customers and products across, and run it for you through Omni by Enterprise DNA.
Epicor does not publish BisTrack pricing. It is quoted privately and priced by the features you take, and G2 reviewers put a typical rollout at six months.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
Where the money goes
What a BisTrack quote pays for that a timber yard does not need
An owner-run merchant lives on trade accounts, quotes, the truck runs, stock in the yard and who owes what. BisTrack wraps those in an enterprise system with its own price list, modules and project. Most of the cost is the layer between your staff and those records.
A price you only see after a sales process
Epicor publishes no BisTrack price. You scope the users and modules with sales and wait for a number made for your business.
Priced by the feature
Review sites list BisTrack as priced per feature, so delivery planning, pricing tools and the rest are each part of the conversation.
Licences across the counter, the yard and the office
In Epicor's own case study of a 105-person timber merchant, 45 staff are BisTrack users. Every rep, counter hand and dispatcher who needs to look is part of the count.
A six-month project before the first quote
G2 reviewers put a typical BisTrack implementation at six months of configuration, price set-up and training, much of it through a partner.
Reports someone has to build
A new question, such as which builders have gone quiet or which contract prices sit under cost since the last increase, means a report built by whoever knows the report tools.
Your trade history in someone else's format
Your accounts, prices and history live inside the vendor's structure. Leaving means extracts, column mapping and a partner's help.
What your yard gets
The merchant side of an ERP, without the ERP
Quotes
Quotes that know what the timber is for
Every timber line carries its end use, so a quote that puts weatherboard blanks on a deck or fence posts in a retaining wall is caught before it becomes an order.
- check Each account's contract price or price level applied on every line
- check Treatment checked against the hazard class each end use needs, with the source cited
- check Quotes gone quiet or past their validity on the chase list, biggest first
- check An accepted quote becomes an order in one step, unless a line breaks a rule
Dispatch
The truck runs, weighed
Each delivery sits on a truck, a day and a slot, with the load weight from the order lines, so an overloaded run or an unpicked order shows before the truck leaves.
- check Today's drops by truck and slot, with what is not picked yet
- check Load against each truck's capacity, flagged when it is over
- check Failed drops stay on the list until rebooked
- check Delivery dockets printed with your logo and the treatment of every line
Credit
Credit on what is owed and what is on order
Exposure is what a builder owes plus what they have ordered and not yet been invoiced for. That is the number the stop list uses.
- check Bookings refused for accounts on stop, over their limit or past your stop line, unless someone signs off
- check Aged debtors, overdue reminders drafted and month-end statements with your retention of title line
- check Security registrations tracked, with lapses flagged 90 days ahead
- check Builders buying much less than the quarter before, before they are gone
Yard and pricing
Stock that knows what is promised
Available stock is what is on hand less what open orders at that branch need, so short lines show the day the order is taken.
- check Short for orders, under reorder point and slow stock, by branch
- check A supplier cost rise shows every contract price and level it pushes under cost
- check Margin by account after contract prices
- check Designated building products checked for their product information link
Make it yours
Design your own Epicor BisTrack replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Epicor BisTrack. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Epicor BisTrack data across and run it for you.
What it looks like
Ask it like you would ask a colleague
Real answers from the demo data that ships with Building Merchant for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.
Building Merchant for Claude Code
Connected to your own database
Is any timber on our quotes or orders the wrong treatment or grade for what it is being used for?
quote Q-1001
- Account
- KRB
- Product
- DK14032-H31
- Treatment
- H3.1
- End use
- decking
- Needs treatment
- H3.2 or higher
quote Q-1006
- Account
- MAT
- Product
- PO100-H4
- Treatment
- H4
- End use
- retaining
- Needs treatment
- H5 or higher
order O-5010
- Account
- KRB
- Product
- FR9045-H12
- Treatment
- H1.2
- Grade
- SG8
- End use
- deck-framing
- Needs treatment
- H3.2 or higher
order O-5010
- Account
- KRB
- Product
- FR9045-UT
- Treatment
- H1.2
- Grade
- Utility
- End use
- framing
- Needs grade
- stress grade
| Ref | Account | Product | Treatment | Grade | End use | Needs treatment | Needs grade |
|---|---|---|---|---|---|---|---|
| quote Q-1001 | KRB | DK14032-H31 | H3.1 | decking | H3.2 or higher | ||
| quote Q-1006 | MAT | PO100-H4 | H4 | retaining | H5 or higher | ||
| order O-5010 | KRB | FR9045-H12 | H1.2 | SG8 | deck-framing | H3.2 or higher | |
| order O-5010 | KRB | FR9045-UT | H1.2 | Utility | framing | stress grade |
Ask it anything
Ten questions this version answers
These run against the free version today. BisTrack has its own reports. The difference here is that you own the records and the rules, and you ask in your own words.
Switching
How to switch from Epicor BisTrack
A move usually means exporting customer and product lists, mapping BisTrack's columns, checking the imported records, then running both systems side by side through a month-end before you stop entering into BisTrack.
- 1
Export your customer and product lists
Start with the customer and product lists you need to carry over. The usual route is to save each list from a BisTrack report to Excel, or ask your Epicor partner for an extract. The available reports and export options depend on your version, so check Epicor's customer portal or ask Epicor what your account allows. CSV may also be available.
- 2
Load a test, then import
BisTrack's column names will not necessarily match the fields in the new system, so map the columns before loading the records. Start with a test run if the import offers one, and check that the customer and product details land in the right places. If there is no test option, map a small sample first, review it, then load the full lists.
- 3
Review flagged records
After the import, review any warnings or records marked for attention before treating the data as ready. Check that key customer and product details are present and make sense, then correct the mapping or source data where needed and load the corrected records. Do not assume a completed import means every field came across as intended.
- 4
Run both through month-end
Keep entering and working in both systems for a short period that includes a month-end. Compare the aged debtors, stock on hand for your main lines and open quotes. Resolve differences until those records match. This gives you a practical check on the imported data and on how the new system fits your day-to-day work before you stop relying on BisTrack.
- 5
Stop entering into BisTrack
When the aged debtors, stock on hand for your main lines and open quotes match, stop entering new work into BisTrack and switch to the new system. Keep the comparison period focused, and make sure the people handling accounts, stock and quotes know where new records should go. Do not switch off BisTrack before those checks are complete.
Where the real effort goes
The main work is mapping BisTrack's column names to the new system's fields, deciding which of your own fields and rules need to be carried across, and choosing how much history to bring. The documented import route covers customer and product lists, so check what carries over and what does not before planning around older records. Enterprise DNA handles this mapping and migration when you have them run the system.
Not ready for a call?
Get your Epicor BisTrack switch plan by email
We will send you the step-by-step plan for moving your business off Epicor BisTrack, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your Epicor BisTrack switch plan is on its way.
Rather talk it through? Book a call arrow_forwardThree ways to own it
Choose who builds and runs your version
Open source
Do it yourself
Free code. Your hosting and agent costs.
- 1 Clone the repo, run npm install and npm run demo
- 2 Open it in Claude Code, Codex, OpenCode or Cursor and type /attention
- 3 Read the switch guide and dry-run your BisTrack customer and product exports
- 4 Set your branches, price levels, trucks, GST and stop line
Built around your business
We customise it
One setup fee, then an agreed retainer
- check Your branches, price levels, trucks, credit rules and treatment rules
- check Your BisTrack customers, products, contract prices and balances mapped and checked
- check A counter screen, a driver app with photos and signatures, or a web front end if your team wants one
- check Your accounting system and supplier price files connected
Omni by Enterprise DNA
We run it for you
One setup fee, then a retainer
- check Installed and operated through Omni by Enterprise DNA
- check Supplier price changes loaded and the prices they break flagged
- check Staff access, backups and connections set up
- check Your Monday review, stop list and treatment checks done each week
Questions
Instead of Epicor BisTrack, answered
BisTrack runs our counter and our ledger. Do we lose that? expand_more
This replaces the trade side: accounts, quotes, orders, deliveries, stock, pricing and credit. Walk-in cash sales need a till, and the general ledger, payroll and GST returns belong in an accounting system. Many merchants already keep Xero or MYOB for the books, and Enterprise DNA connects it so invoices and payments flow across. If you want a counter screen, that is part of your custom version.
How do our records come out of BisTrack? expand_more
Epicor keeps its export help on its customer portal, and what you can save depends on your version and reports. The usual route is a customer list and a product list saved from a report to Excel, or an extract from your Epicor partner. The columns use BisTrack's own names, so mapping them is part of what Enterprise DNA does, or you ask Claude Code to map them and do a test run first.
Our drivers and yard staff are not going to type questions to Claude. expand_more
They do not need to. Drivers work from printed dockets, and the office records the delivery in one line. Reps and the credit controller ask the questions. If you want a phone app for drivers with photos and signatures, Enterprise DNA builds it into your version.
Is the treatment check a substitute for the building consent authority? expand_more
No. It checks what is recorded against the list of end uses you own, which follows B2/AS1 and NZS 3602 in New Zealand and AS 1604.1 in Australia, with each source cited. It catches the H3.1 decking before it leaves the yard. The consented plans and the inspector still decide what is acceptable on site.
We are part way through a BisTrack contract. When should we switch? expand_more
Use the time left to run both side by side for a month-end. When the aged debtors, stock on hand for your main lines and open quotes match, stop entering into BisTrack, and the change is a non-event.
Show Sam your stop list and tomorrow's truck runs
In a 30-minute call, walk Sam through how your yard quotes, dispatches and chases money today, and the report you wish BisTrack gave you. Sam will scope your version and what it takes to bring your BisTrack records across. If it fits, we build it and run it. If not, the free version is yours to keep.
Building Merchant for Claude Code is free and open source, published by Enterprise DNA.
Done paying for Epicor BisTrack?
Get your version built