Otis for Epicor BisTrack
BisTrack is built for building supply, so it holds rich stock, pricing and delivery data. Otis puts that data to work, turning enquiries into accurate quotes and posting confirmed orders straight into BisTrack.
An agent that speaks BisTrack
Epicor BisTrack was designed around the way builders merchants and building supply businesses actually run, from heavy side and timber to multi branch stock and delivery scheduling. That depth is exactly what makes Otis effective. It reads live availability across your branches and the account specific pricing BisTrack holds, so every quote it gives is one you can honour, and every order it captures lands in BisTrack ready for picking and dispatch.
Otis is the agentic layer on top of BisTrack, not a replacement for it. BisTrack stays your system of record and your operational backbone. Otis does the quoting and selling work around it, on the website, at the counter and out of hours, so your team stops re keying and starts closing.
What connects
Live branch stock
Availability across your branches so Otis only sells what you can supply from where.
Account pricing
The contract and trade pricing BisTrack holds, applied to the right customer.
Delivery aware
Otis captures delivery intent, ready for the scheduling and dispatch BisTrack is known for.
Orders into BisTrack
Confirmed baskets post as orders ready for fulfilment, no re keying.
Take offs
Sketches and lists become priced quotes mapped to your BisTrack products.
Scoped access
Proprietary architecture owned by OptiFlow Technologies.
Working on top of BisTrack
BisTrack is a powerful building materials system, strong on stock, delivery scheduling and multi branch trading. It keeps a busy merchant moving, but it does not reply to the customer who sends a question after the branch has closed, and in a delivery led business those questions are often about whether an order can make tomorrow.
Otis works on top of BisTrack, reading your live product, price and stock, and answers those enquiries the moment they arrive, so a customer planning a delivery gets a straight answer at night rather than waiting for the morning.
Otis and BisTrack
Reads BisTrack data
Answers from your live BisTrack product, price and stock.
Delivery and stock questions
Handles the availability and delivery questions that decide the order.
Sits on top
Layers onto BisTrack across branches with no migration.
Common questions
Will this disrupt BisTrack?
No. Otis works through controlled connection points and does not change your BisTrack setup.
Does it work across branches?
Yes. Otis reads stock and pricing by branch, so it sells accurately for a multi site business.
What about delivery and heavy side?
Otis captures the full order including delivery intent, ready for your BisTrack dispatch and scheduling.
Does it handle trade accounts?
Yes. Otis recognises the account and applies the pricing BisTrack holds for it.
How quickly can we start?
Timelines depend on data quality. Clean stock and pricing in BisTrack means a faster go live.
Do we stay in control?
Yes. You set what Otis can quote and sell, and BisTrack stays your system of record.
See Otis working with BisTrack
Book a call and we will show how Otis quotes and sells from your live BisTrack data, across branches and online.