Customer Referral Program Guide

We’re here to serve the world’s most essential businesses with industry specific, industry leading technology and services - focusing on five major industries and the specialist industries within them: manufacturing, building supply, distribution, automotive, and retail.

Help us fulfill that mission by providing referrals of other essential businesses that could benefit from Epicor products and services.

Your referral can result in rewards for your business and a bigger and stronger community of Epicor users.

Referral Lead Registration

Lead registration requests are submitted through the Referral Lead Form located on Epicor.com by September 30, 2024. To receive credit for the referral and earn a referral payment,this form must be submitted before the deal closes. All leads are approved or denied in collaboration between our lead management team and sales leadership. For any lead not approved, Referral Organization may appeal to Epicor for review and appropriate resolution at referepicor@epicor.com. The program is only available for the Americas Region (United States, Canada & LATAM) for Direct Customers.

Lead Acceptance Limitations

Epicor may decline a lead referral for qualification of the Lead Referral Program for various reasons, including, but not limited to the following:

• The Proposed Lead was an existing customer of Epicor’s at the time of submission of the Referral;
• Epicor was already involved in preliminary or advanced discussions relating to the sale of a subscription to the Proposed Lead at the time of submission of the Lead Referral Form;
• The Lead Referral Form (or similar document) has previously been submitted to Epicor by You or any third party with respect to the Proposed Lead;
• The Proposed Lead (a) does not meet Epicor’s credit requirements, (b) is directly or indirectly involved in a business or industry that in Epicor’s sole discretion may not comply with applicable laws , (c) is on a list of restricted or prohibited parties issued by the government of the United States or any other jurisdiction, or (d) is located in a country that is subject to a United States trade embargo or that is deemed a terrorist supporting country by the United States Government;
• The Proposed Lead is located in an Excluded Country, or which Epicor is otherwise prohibited by agreement from accepting;
• At the time of Your submission of the Lead Referral Form, Epicor has a lead already recorded in Epicor’s system of record that has been active within the last thirty (30) days; 
• The Proposed Lead is a Public Sector Entity.
• The Lead submission is done after September 30, 2024
• The program is only available for the Americas Region (United States, Canada & LATAM)

Referral Eligibility

If the approved referral lead closes within 12-months (may be extended to 18 months for some larger deals), Referral Organization can receive up to 10% of Epicor’s Net License Revenue. For Cloud referrals, Referral Organization gets 10% of Epicor’s average annual contract Net License Revenue of the first term. Fees for customers providing a referral are paid in the form of Epicor account credit.

In some cases, Epicor may assign the lead to an authorized Epicor Reseller. All terms and program guidelines apply regardless.

Additional Terms:

• Referral fees are capped at $50,000.
• All system setup and services fees are not eligible.
• Cloud product subsequent year/renewals are not eligible.
• Epicor Professional Services are not eligible.
• If customer has outstanding balances with Epicor – credit may be applied to any outstanding balances – with remaining value placed on account
• Customer must use credit within 12 months of receiving the credit.

Referral Lead Communications

Epicor will communicate referral leads statuses in the following stages:

• Confirmation of the Lead Submission
• Acceptance or Decline of the Lead into the Referral Program
• Confirmation of Win or Loss status of the Lead
• Confirmation of Payment being completed

Referral Organization Payments

Approved leads are eligible for a Referral fee which is calculated on software license revenue and exclude services and maintenance. Leads must be accepted to be payable. After the deal closes, approximately 30 days following the date that Epicor receives payment from the customer, Epicor will remit payment to Referral Organization. Payment will be in the form of account credit. Payments are to be made to the referring organization. The referring organization can choose to accept or decline the referral fee. Individuals do not qualify for the referral fee/credit. Epicor, may at its own discretion, provide a separate reward to the individual providing the referral as an additional form of appreciation. The individual can choose to accept or decline any such reward.

Account Credit

Account credit received through the Epicor Referral Program can be applied to the following Epicor purchases:

• Epicor-owned licenses, seats or users
• Epicor-owned functionality including new functionality or applications
• Epicor Insights registrations
• Epicor Addon Support Services
• Epicor Subscription Renewals including Support, Maintenance, Software as a Service or Cloud

Account credit received through the Epicor Referral Program can not be applied to the following purchases:

• Any product or service that is not offered by Epicor.
• Epicor Professional Services

Spirit of Cooperation

In every business decision, Epicor and Referral Organization strive to honestly and reasonably support each other as well as demonstrate a mutual respect in dealings with each other and customers, however, Epicor may determine any dispute in its discretion and all decisions are final. This partnership is to hold and maintain the best interests of both businesses and strive to make Epicor’s products the most effective and successful in the software industry.