entree Training

Date: 05/15/2013

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Wednesday  
9:00am – 9:30am Introduction to entrée
By Chris Anatra
9:30am – 10:45am Overview of Menu Structure, Security Setup, Update Process
By Cyndy Edwards

• Menu highlights
• Preferences
• Security Management
• Search Screens

10:45am – 11:00am Break
11:00am – 12:00pm File Maintenance
By Shawn and Kirsta

• Customer File Maintenance
• Inventory File Maintenance
• Comment File
• Salesperson File Maintenance
• Vendor File Maintenance
• Class Maintenance
• Contact Manager
• Brand Maintenance
• Manufacturer Maintenance

12:00pm – 1:00pm Lunch served at NECS
1:00pm – 2:00pm File Maintenance Continued
By Shawn and Kirsta

• Customer File Maintenance
• Inventory File Maintenance
• Comment File
• Salesperson File Maintenance
• Vendor File Maintenance
• Class Maintenance
• Contact Manager
• Brand Maintenance
• Manufacturer Maintenance

2:00pm – 2:30pm System Utilities Overview
By Cyndy Edwards
 
2:30pm – 2:45pm Break
2:45pm - 4:00pm

Introduction to the ELECTRONIC WAREHOUSE MANAGER
By Chris Anatra

 4:00pm - 4:30pm entrée.DOC, Document Scanning System
By Tony Vlahos
   
Thursday  
9:00am – 10:45am Invoicing Options, Standard Order, Truck Routing, Assign Routes, Shortage Adjustments, Accounts Receivable, using the Credit Hold screen for Credit Managers
By Nichole Zingarella

• Invoicing
• Item Shortage Adjustments
• Assign Route Number
• Cash Receipts
• Credit Card Processing

10:45am – 11:00am Break
11:00am – 12:00pm Invoicing Options, Standard Order, Truck Routing, Shortage Adjustments, Accounts Receivable, using the Credit Hold screen for Credit Managers (continued)
By Nichole Zingarella
12:00pm – 1:00pm Lunch ordered from local restaurant
1:00pm – 2:00pm

Introduction to the ELECTRONIC ORDER PAD
By Chris Anatra

   
2:00pm – 3:45pm Inventory Control / Purchasing
By Nichole Zingarella
3:45pm – 4:00pm Break
4:00pm – 4:30pm Inventory Control / Purchasing (continued)
By Nichole Zingarella
   
Friday  
9:00am - 9:45am Introduction to entrée.NET Order Entry System
By Chris Anatra and Nichole Zingarella
9:45am - 10:00am Your website with entrée.NET
By Chris Anatra & Mike Fitzgerald
10:00am – 10:30am Accounts Payable & General Ledger
By Cyndy Edwards

• Detailed overview of general ledger
• Setting up a chart of accounts
• Creating journal entries
• Details overview of accounts payable
• Setting up and printing your checks
• Creating payables

10:30am - 10:45am QuickBooks Interface, entrée.QB
By Nichole Zingarella
10:45am – 11:00am Break
11:00am – 12:00pm Reporting System, Label Generation
By Cyndy Edwards

• entrée reports - Re3
• Emailing reports
• Saving the options
• Report preview
• entrée Labels
• Options Page
• Layout Page
• Saving Layout

12:00pm – 1:00pm Lunch served at NECS
1:00pm - 1:30pm DOT Foods Interface, entrée.DOT
By Tony Vlahos
1:30pm – 2:00pm Version 4 Features
By Chris Anatra
2:00pm – ?? Open Session to Ask Questions & Training Certificates
   
 



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