Will-Call Notifications for Epicor Eagle
When a pickup order’s status in Eagle says it’s ready, enrolled customers are told by text or email, by a person or on the schedule they chose. Will-call bins are aged, so what nobody picked up goes back to stock or back to the customer.
Dispatch & deliveryUpdated Oct 202620 ERPs
See it work on Eagle.
Click through the steps. Fictional data, in Eagle’s terms; the real thing runs on Eagle.
| Order | Customer | Lines | Bin | Ready since | Enrolled |
|---|---|---|---|---|---|
| SO 88490 | Mill Creek Carpentry | 3 of 3 | W-4 | Today, 10:20 am | Text |
| SO 88482 | Shoreline Electric | 6 of 8, 2 on order | W-2 | Today, 9:05 am | |
| SO 88377 | Westfield Masonry | 2 of 2 | W-7 | 8 days | Not enrolled |
| SO 88301 | Ferry St Renovations | 1 of 1, special order | W-9 | 19 days | Text · 2 reminders sent |
Order status read from the ERP, bins and ages kept in Lunica. Who gets a notice depends on who enrolled.
The problem, as it happens in Eagle.
A contractor orders by phone, the yard pulls it, the ticket goes in the will-call rack, and whether anyone calls depends on who pulled it. The order sits in Eagle as ready, the material sits in a bin with a name on it, and the customer calls at four to ask if it’s been pulled yet.
A will-call bin that nobody picks up becomes inventory nobody can sell. The 248SPF the count says is on hand is in a bin with someone’s name on it, the cycle count finds a variance, and the special-order door that sat there for six weeks goes back to the vendor with a restocking fee, or it doesn’t go back at all.
How it works.
- 1
Ready orders are noticed
When a pickup order in Eagle moves to picked, staged or ready, however your yard marks it, Lunica picks it up on the next read, with the customer, the lines and the bin or bay from the ticket.
- 2
The customer is told
Enrolled customers get a text or email: what’s ready, where to come, the hours, and the lines still on order if the pickup is partial. The counter sends it, or it goes on the schedule the customer chose when they enrolled.
- 3
Will-call is aged
Every ready order that hasn’t been picked up is listed by days in the bin, with the customer, the value and whether it’s stock or special order. A reminder is drafted at the age you set; a person sends it.
- 4
What nobody picked up is dealt with
Past the limit, the yard manager decides per order: back to stock, deliver it, or call the customer. Stock goes back on the shelf and the counter keys the order change in Eagle; a special order is held or billed under the terms the customer signed.
How it connects to Eagle.
Lunica reads open orders, their status and lines, the customer file and the customer’s pickup contact, and the item file for stock and special-order flags, through the Eagle data warehouse, under a database account that can only read. Enrolment, the schedule a customer chose and the bin ages are kept in Lunica.
Nothing is written to Eagle by Lunica and nothing is sent on its own. Notices go only to customers who enrolled, sent by a person or on the schedule they chose. When a will-call order is put back to stock or converted to a delivery, the order change is keyed by your team in Eagle.
What a week looks like.
- Every ready pickup, the customer told the same hour, by text or email.
- Fewer calls to the counter asking if it’s been pulled.
- Will-call listed by age, with a reminder drafted for each.
- Bins back to stock on a decision, not when someone trips over them.
Questions
Does it text every customer?
No. Only customers who enrolled, by text or email as they chose. The counter sends the notice, or it goes on the schedule the customer picked when they enrolled.
How does it know the order is ready?
From the order status in Eagle, whatever your yard already sets when a pickup is staged. If your yard doesn’t mark it, the counter marks the order ready in Lunica.
Does it write to Eagle?
No. It reads order status and lines. Returning a bin to stock or converting a pickup to a delivery is keyed by your team.
What about partial pickups?
The notice lists what’s ready and what’s still on order, read from the lines. A second notice goes when the rest lands, to the same customer, never twice for the same lines.
How do customers enrol?
From the portal, from a link on the invoice email, or by the counter adding the number at the desk. They can stop any time by replying.
What counts as too old?
You set it: days in the bin, by stock or special order, by customer type. Past it, each order is a decision for the yard manager, not a rule that acts.
Which Eagle editions does it work with?
Lunica works from the Eagle data warehouse. Your edition and version are confirmed during onboarding, before anything is connected.
Does it need a server?
One Windows server or VM inside your network, set up and maintained by Lunica. It reads Eagle over the LAN; there is no inbound connection from outside, ever.
What about iNet and WebDocs?
Invoice copies come from iNet. Scanned documents keep flowing into WebDocs exactly as before; Lunica reads the scan share and never writes to it.
Can it post to Eagle if we want it to?
The standing rule is that a person does. Where Eagle takes a file, like AP Assist, Lunica prepares the file and your team imports it.
The same workflow, on another ERP.
Will-Call Notifications is written for every system on the list. You’re reading the Eagle version.
See it on your Eagle data.
Thirty minutes. We walk the workflow on Eagle data, then map it to yours.