Only needed for entrée V3

Management Sales Review can be used to view pending sales and provides a historical view of sales for your Dot Foods items. Easily observe which products are selling well and use this information to adjust the items you import from the Dot Foods catalog.

 

Should you need to adjust the quantity of a special order item on an invoice after it is been purchased, you will need to use the Management Sales Review utility, which is accessible from the Dot Foods Control Panel.

 

Because of the nature of the pre-order process, certain restrictions are placed in invoicing and purchasing once a special order or drop ship item has been purchased that prevent the operator from changing the original quantities ordered on the invoice. The Management Sales Review utility allows for those special circumstance changes to be made, by an authorized person in your organization.

 

The use of the Management Sales Review utility must be enabled for specific user accounts in the entrée Security Manager before it can be used. This will ensure that only authorized personnel have access to update the original quantities ordered on invoices. Use the following procedure to perform these updates before accessing the Management Sales Review utility.

 

Once an item has been delivered no additional changes are allowed.

 

Authorizing User Accounts for Management Sales Review

entrée V3

1.Use menu path: System > Security Management.

2.Click on the desired User name of the user account that will be authorized.

3.Click the Edit button and the Properties of the "name" user account dialog will open.

4.Click the Settings option.

5.Click on the plus sign +  for the Miscellaneous system options node to expand the list.

6.Scroll to the bottom of the list and check # 99 Allow access to the Dot Management Sales Review utility option.

 

7. Click OK.

8. Repeat this update process for each user account that will be given authorization.

9. Click Exit to leave the security manager when your updates are done. Now your authorized personnel can utilize this utility.

 

•For more detailed information about Security Management please refer to the topic in either the entrée V3 KnowledgeBase in our website.