Epicor Kinetic (ex-Epicor ERP) + B2B Portal with AI Upsell, Configurator, and Lookbook (2026) The Epicor Kinetic (ex-Epicor ERP) B2B Portal covers the basics (login, history, invoices). Discover how the Smart Layer adds a configurator + AI upsell + lookbook + KAM automation to drive AOV by +20-30%. Cosmin Boruz — EDI Specialist & Helpdesk Lead · 2026-12-21 · 11 min · B2B & Portal Why a B2B Portal Matters in 2026 B2B customers (distributors, retailers, restaurants, contractors) expect consumer-grade UX: 24/7 Self-service (ordering, status, invoices, returns) Product Configurator (variants, options, dependencies) AI Recommendations (cross-sell, upsell based on history) Digital Lookbook per season / segment Real-time tracking for orders + AWB Companies without a modern B2B Portal miss out on 20-40% of potential AOV and bury their KAMs in routine tasks. What Epicor Kinetic (ex-Epicor ERP) Offers Natively for B2B Epicor Kinetic (ex-Epicor ERP) includes a basic B2B portal: ✓ Customer login ✓ Order history + invoices ✓ Simple order placement ✓ Document downloads ✗ Complex product configurator ✗ AI upsell / cross-sell ✗ Digital lookbook ✗ KAM automation (alerts, follow-ups, dashboards) ✗ Contract pricing per customer / per volume Azuvio B2B Portal Pro — The Modern Layers B2B Portal Pro runs on top of Epicor Kinetic (ex-Epicor ERP): 1. Product Configurator Variants (size, colour, finish, options) Dependencies (option A restricts option B) Real-time price calculation Stock availability validation 2. AI Upsell / Cross-sell Recommendations based on customer history + similar customers "Frequently bought together" "Customers like you also ordered" Upsell across complementary categories 3. Digital Lookbook Visual catalogue per season / collection Segmentation by customer type (fashion, food, DIY) Add-to-cart directly from the lookbook Typical conversion rate: 18-28% 4. KAM Automation Dashboard per KAM (active customers, AOV, last order) Alerts (customer inactive for X days, AOV drop, returns) Follow-up automation (email + reminder) Frees up 60-70% of KAM time for key accounts 5. Contract Pricing Personalised pricing per customer / volume / season Automated discounts at specific thresholds Approval rules per category manager B2B Portal Pro Integration with Epicor Kinetic (ex-Epicor ERP) Read: products, prices, stock levels, customers, order history from Epicor Kinetic (ex-Epicor ERP) Write: new orders → Epicor Kinetic (ex-Epicor ERP) as sales orders White-label UI matching the client's brand Zero modifications required in Epicor Kinetic (ex-Epicor ERP) Go-live: 6-10 weeks ROI for B2B Portal Pro on Epicor Kinetic (ex-Epicor ERP) For a distributor with 100-500 active B2B customers: AOV +20-30% (via configurator + upsell + lookbook) Self-service shift 20% → 55-70% (offloading KAMs) Routine KAM time: -60% → refocusing on key accounts Lookbook conversion: 18-28% B2B Portal Pro cost: ~€45-90k/year subscription Year 1 ROI: 5-8x Verdict The native Epicor Kinetic (ex-Epicor ERP) portal covers the basics. For AOV growth, KAM efficiency, and modern UX, Azuvio B2B Portal Pro is the pragmatic choice — without the need for a rip-and-replace approach. See "OMS for Epicor Kinetic (ex-Epicor ERP)" or the "Case study".