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Epicor Eclipse

ERP & FinanceService accountLive

Epicor Eclipse is a wholesale distribution ERP widely used by HVAC, plumbing, electrical, and PVF distributors. It covers purchasing, inventory, sales order management, and pricing for distributor businesses that need deep product catalog and branch-inventory capabilities.

What you can do

Read and write sales orders

Pull open, released, and invoiced sales orders by customer, branch, or date range. Create new orders and update line quantities, pricing overrides, and requested delivery dates from your product.

Query inventory availability by branch

Check on-hand quantities and available-to-promise stock across all stocking locations in the customer's branch network. Askel handles Eclipse's branch-based inventory model so your product sees accurate availability by location.

Sync customer and account records

Read customer master data including pricing class, credit limit, assigned territory, and contact details. Write back updated account information from your CRM or customer-success product.

Read purchase orders and vendor records

Pull open POs, purchase commitments, and expected receipts by vendor. Read vendor master data including pricing agreements and preferred stocking branches.

Access product catalog and pricing data

Read item master records, vendor part numbers, and customer-specific price matrices. Askel normalizes Eclipse's multi-tier pricing structure into flat price lists your product can display or act on.

Sync AR invoices and payment data

Read open AR invoices, payment history, and aging data by customer account. Useful for collections or financial-reporting products connecting to distributor customers.

Sample use case

Connecting a HVAC distributor's Eclipse instance to a contractor quoting tool

Piedmont HVAC Distribution runs Eclipse across eight branches and distributes equipment and parts to HVAC contractors. They have adopted your contractor quoting platform to let their customers build and submit equipment quotes online. When a contractor submits a quote, the platform needs to check real-time inventory and pricing from Eclipse before presenting a commitment.

  1. 1

    Register the OAuth client in Eclipse

    Piedmont's Epicor admin opens the OAuth configuration screen inside Eclipse administration, creates an OAuth client for Askel, and grants the client access to the Inventory, Customer, SalesOrder, and Pricing APIs. They note the generated client ID and client secret.

  2. 2

    Enter credentials in Askel

    Piedmont's admin enters the Eclipse host URL, client ID, and client secret into the Askel setup screen inside your quoting platform. Askel exchanges the credentials for an OAuth access token and confirms connectivity by fetching the branch list and a sample inventory record.

  3. 3

    Schema discovery

    Askel reads the available Eclipse API endpoints and identifies the Customer, Item, Inventory, SalesOrder, and Pricing objects along with any Eclipse custom fields Piedmont has configured. Your CS team sees a field mapping draft within minutes.

  4. 4

    Map and validate

    Piedmont uses a custom availability-tier field to distinguish stocked items from special-order items. A CS rep maps this to the quoting platform's lead-time indicator and runs a dry-run against 500 SKUs to confirm pricing and availability data is accurate.

  5. 5

    Go live

    Real-time inventory and pricing lookups are enabled. When a contractor submits a quote in the platform, Askel queries Piedmont's Eclipse branches for live availability and customer-specific pricing, then returns a commitment back to the quote within seconds.

Authentication

Service account

The customer's Epicor admin registers an OAuth client inside the Eclipse administration console and grants it access to the required API scopes. They provide the Eclipse host URL, client ID, and client secret to Askel. Askel exchanges these for an OAuth access token using the client_credentials grant and refreshes it automatically before expiry.

Data flow

How Askel sits between your product and the customer's system

Data flow between Customer's Epicor Eclipse tenant, Askel, and Your productCustomer's Epicor Eclipse tenantAPI endpointAskelauth · mapping · driftYour productyour backend
Sales OrdersCustomersInventoryPurchase OrdersPricingAR Invoices

FAQ for Epicor Eclipse

Does this work with both Eclipse Cloud and on-premises deployments?+
Both are supported. Eclipse Cloud instances expose the OAuth-secured REST API directly. On-premises Eclipse installations that have been updated to a version with REST API support and are accessible from the internet also work. Older on-prem Eclipse versions without the REST API layer require a different integration approach.
Which Eclipse API version does Askel target?+
Askel targets the Eclipse REST API available from Eclipse 9.0.700 onward. Customers on earlier versions that only expose the older SOAP endpoints should discuss an upgrade path with their Epicor partner before attempting to connect.
What OAuth scopes does the Eclipse client need?+
The OAuth client in Eclipse needs read access to Inventory, Customer, Pricing, and SalesOrder as a minimum. If your product creates or updates orders, the client also needs write access to SalesOrder. The Eclipse admin assigns these scopes during client registration in the OAuth configuration screen.
How does Askel handle Eclipse's multi-branch inventory model?+
Askel reads the customer's branch list during setup and includes the branch identifier on all inventory and order queries. For products that need to aggregate availability across branches, Askel sums quantities and returns a combined view. For products that need per-branch data, Askel returns a breakdown by branch that your product can display in its own UI.
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