Before formal communications between entrée.DOT and the entrée system can be completed some setup work needs to be done in the main entrée system. This section will guide you through the setup process and must be completed before attempting to use the entrée.DOT features.

 

•There are 3 areas in entrée that require setup work for entrée.DOT:

 

▪Vendor File Maintenance

 

▪System Preferences - Has 3 areas to update the entrée.DOT tab, General tab and System Options tab.

 

▪Customer File Maintenance

entrée.DOT allows for a deposit amount to be charged on the initial invoice when a special order or drop ship item is purchase by the customer.

 

This deposit amount is then credited back to the customer's account on the final invoice when the product actually ships to the customer. This setting can be overridden on a per customer basis in Customer File Maintenance.

 

•Once the entrée setup work is completed, go to the Dot Foods Control Panel in and begin the process to import  Dot Foods items into entrée.

 

▪entrée V3 use menu path: Inventory > entrée.DOT Control Panel.

▪entrée V4 SQL Go to the Add-Ons ribbon menu and click the entrée.DOT drop down menu.

 

Supporting Features in entrée

In addition to the areas that need to be setup for entrée.DOT there are areas in the main entrée system that have been enhanced to support features related to the use of Dot Foods catalog items. For example, you can now add a manufacturer to an item and run reports by manufacturer. Click the links below to view these entrée topics:  

 

▪Manufacturer File Maintenance

With the goal of tracking sales information properly, when purchasing from a master distributor such as Dot Foods, sorting by 'Brand Name' does not work because many manufacturers produce products under a variety of Brand Names.

 

The entrée Manufacturer File Maintenance subsystem allows you to define Item Manufacturers which can then be assigned to individual inventory items.

 

The addition of this feature recognizes the fact that the vendor from whom you purchase a particular product may only be a reseller (such as Dot Foods) and not the original manufacturer of the product.

 

The reporting system in entrée has been updated to support the Manufacturer feature.

 

▪Invoicing

▪Inventory File Maintenance

When using entrée.DOT, a .DOT tab has been added to Inventory File Maintenance for Dot Foods catalog items. This tab will display key information from the Dot Foods item catalog.

 

entrée will determine if an item in the inventory file is a 'Dot Foods' catalog item by first determining if one or more of the vendors for the item (vendor tab) are flagged as a 'Dot Vendor'.

 

The system will then cross compare the assigned vendor item number to the item numbers in the Dot Food catalog file. If a match is found, the item is deemed to be a Dot Foods item.

 

This methodology allows for all the existing items that are purchased from Dot Foods to be automatically linked with the operator having to perform any additional tasks.

 

Key values, such as UPC Code, Cubes, Pallet Information, Gross Weight and Manufacturer Item # will automatically be updated from the Dot Foods catalog when viewing Dot Foods items in Inventory File Maintenance.

 

▪Dot Item Type: This field allows you to change how the item is sold in entrée. Available choices are Special Order, Drop Ship and Normal. This value can only be changed if there are no sales of the item in the current period.

 

▪Lead Time: This field allows the default lead time for the Dot Foods special order or drop ship item to be overridden on a per item basis. This field is not enabled for 'Normal' Dot Foods catalog items.

 

▪Selling UOM: This field is used to assist in the purchasing process for 'normal' Dot Foods catalog items. For most items it is fine to leave this field set to the default value 'CASE'. However if you do not sell the item in the same manner that it is purchased from Dot Foods you will want to adjust this field to how you sell the item. This feature helps prevent incorrect quantities from being ordered from Dot Foods. Available choices are as follows:

 

▪CASE:        The item is sold the same way that it is purchased.

▪PC:        The item is purchased by the case, but only sold as individual pieces.

▪LB:        The item is purchased by the case, but sold by the pound.

 

Include in export to entrée.DSR: Checking/un-checking this box will enable/disable export of the specific the Special Order or Drop Ship item into entrée.DSR (laptop software for your distributor sales reps) software.

 

▪Purchase Orders

 

▪Receiving