entrée V4.2 System Guide

Opera Bug

Contents | Index

• Contact NECS 
• License Agreement
• Getting Started with entrée V4
• entrée V4 System Requirements
• Credit Card Merchant Account Options
• V3 to V4.2 Upgrade Pre-Installation Requirements
• Install & Update to entrée V4
  • Install Part 1: Server Setup
  • Install Part 2: NECS Update Utility
  • Install Part 3: Transfer Utility
  • Install Part 4: Workstations for entrée
  • V4 Server & Workstation Version Updates
• Running the Application
  • entrée Login
  • entrée Application Window
  • Using "Hot Keys"
  • Accessing the Help System & System Guide
  • Setting Up the email System
• Latest Release Highlights
  • Latest Release Updates & Features
  • Latest Cost/Price Updates
  • Latest Tax Updates
• entrée V4 New Features
  • Automatic Order Import Consolidation
  • Inventory Trim Cost Feature
  • V4 Promotions Overview
• Using the Update Utility
  • Schedule Regular Backups
  • Using the Task Scheduler
• Client Monitor & Task Execution Application
• Using the Ribbon Menus
  • Using Quick Access Toolbars
  • Creating Custom Toolbars
• Using the Auto-Complete Feature
• Using Dashboard Features
  • Dashboard Features
  • Inventory Dashboards
  • Brand Dashboard
  • Class Dashboard
  • Customer Dashboard
  • Vendor Dashboard
  • Salesperson Dashboard
  • Summary Dashboards
• V4 SQL Search Features
  • Performing a Search
  • Search Configuration Overview
    • Grid Columns Tab
    • Column Grouping Tab
    • Information Panel Tab
    • Miscellaneous Settings Tab
  • Inventory Search Screen
    • DOT Foods Inventory
  • Customer Search Screen
  • Salesperson Search Screen
  • Vendor Search Screen
  • Manufacturer Search Screen
  • Comment Search Screen
  • Invoice Search Screen
  • Warehouse Location Search screen
  • Purchase Order Search Screen
• Inventory Ribbon Menu
  • Inventory File Maintenance
    • Accessing the Inventory File Maintenance window
    • Inventory File Maintenance Controls
      • Using the Inventory Tab Controls
      • The Record Control
      • The Inventory File buttons
    • Item Information Area
      • Item Number
      • Description
        • Assigning Images to Items
          • Using Images
          • Import Image from File
          • Search the Web
          • Use an Existing Image
          • Removing an Image
      • Class
      • Brand
      • UPC Code
      • UNSPSC
      • Unit of Measure
      • Pack Size
      • Warehouse Location
      • Temperature Zone
      • Miscellaneous Codes
      • Master Category
      • Cubic Feet
      • Gallons
      • Track By Lot
      • Stock Item
      • Inactive
      • Allow Oversell
      • Taxable
      • Saleable Only
      • EBT Item
      • Edit Tax Codes
        • Adding a Tax Code
        • Editing a Tax Code
        • Deleting a Tax Code
    • Setting Up Inventory Items
      • How the Inventory File is Sorted
      • Assigning Inventory Numbers
      • Modifying an Existing Item
      • Weighted Items
        • Setting up Catchweight Items
        • Setting up Constant Weight Items
        • Setting up Per-Pound Only Items
      • Breaking Cases
        • Setting Up a Case Item
        • Setting Up a Piece Item
        • Setting up a Half Case Item
        • Setting up a Quarter Case Item
        • Setting up a Per Pound Item (Pulled from a Case)
    • Inventory Tab
      • On Hand Quantity
      • On Hand Weight
      • True Qty
      • Allocated
      • On Order
      • Re-Order Quantity
      • Order Point
      • Physical Adjustments Button
      • FIFO Receiving Button
      • Movements Button
      • Pieces per Case
      • Case Item Number
      • Piece Item Number
      • Make From Items
        • Item Number
        • Yield %
        • Available to Make
      • Track By Weight
      • Price by Weight
      • Constant Weight
      • Average Weight
      • Minimum Weight
      • Maximum Weight
      • Gross Weight
      • Item Created
      • Cost Changed
      • Price Changed
      • By
      • 30 Day Order Breakdown
      • Cycle Counting Options
      • Case Breaking / On Hand Value
    • Cost/Price Tab
      • Real Unit Cost
      • Freight Rate
      • Landed Cost
      • Cost Mark-Up
      • Base Unit Cost
      • Minimum Selling Price
      • Market Cost
      • Processing Trim Cost
      • Broken Case Upcharge
      • Group Code
      • Matrix Code
      • Retail Price
      • GL Cost of Sales Account
      • GL Sales Account
      • Cost/Price & Level Price Grids
        • Auto Recalculation
        • Unit Price
        • % Over Cost
        • Profit Margin
    • Vendor Tab
      • Auto P.O. Parameters
        • Order Weeks
        • Minimum Weeks
      • Special Re-Order Definitions
      • Vendor Information
        • Adding Vendors
        • Editing Vendor Information
        • Removing Vendors
        • Vendor Grid Columns
      • Setting the Primary Vendor
      • Pallet Info
      • Rebates & Billbacks
        • Rebate/Billback Amount
        • Starting & Ending Dates
        • Rebate/Billback Basis
        • Sales Customer Misc. Code
        • Sales Customer Industry Code
        • Accrual Dollars
      • Manufacturer Assignment
      • Mouse Shortcuts
    • Purchasing Tab
    • Warehouse Tab
    • Lots Tab
      • Lot Hold Feature
      • Lot Number
      • Received Date
      • Vendor No.
      • Reference
      • PO Number
      • Location
      • Lot Cost
      • On Hand Qty
      • On Hand Weight
      • Allocated Qty
      • Expiration Info
      • Cool Info
      • Harvest Date
      • DHEC Permit
      • DHEC Bed
      • DHEC Shellfish
      • Avg. Weight
      • Prod Number
      • Consign
      • ETD
      • ETA
      • Hold Customer
      • Hold Date
      • Hold Price
      • Storage Date
      • Anniv. Amt.
      • Curr. Price
      • First Price
      • Steamer
    • Promotions Tab
      • Buy X get Y Free promotions
      • Dollar and % Based Promotions
        • The Promotions Grid
        • Enter/edit a dollar based promotion
        • Deleting a dollar based promotion
      • Price Level for Promotion #1
      • Enable Promotions for ALL Items of this CLASS
      • Enable Volume Discounts for this CLASS
      • Reporting on Promotions
    • Kits Tab
      • Ingredient Grid
      • Defining a Kit item
      • Adding Ingredients to Kits
      • Editing Ingredient Quantity
      • Removing Ingredients from Kits
      • Updating Ingredient Costs
      • Processing the Kit Item
      • Mouse Shortcuts
    • Special Pricing Tab
      • Using the Special Price Grid
        • Adding a Customer or Item to the special price grid
        • Cust #
        • Company
        • Item #
        • Item Description
        • Special Price
        • Bid Price 1 & Bid Price 2
        • Start & Ending Dates
        • Deleting an entry from the special price grid
      • Using Edit Special Pricing Parameters
        • Defining special pricing
        • Defining bid pricing
      • Using Edit Miscellaneous Parameters
        • Custom Item Description
        • Current Retail Price
        • Future Retail Price
        • Special Cost
        • Taxable
        • Shrinkage %
        • Minimum Order
        • Market Premium
        • Std. Order Sequence #
        • Division
        • Custom GL Code
      • Using the Edit Standard Order dialog
        • Standard Order Item
        • Standard Order Qty.
        • Daily Order Quantities
    • Sale Pricing Tab
      • Use Sale Pricing
      • Sale Price
      • Special Real Cost
      • Special Base Cost
      • Start & End Dates
      • Include Level Grid
      • Industry Sale Pricing
    • Future Pricing Tab
      • Use Future Pricing
      • Current Information
      • Future Real Cost
      • Future Landed Cost
      • Future Market Cost
      • Future Base Cost
      • Future Minimum Sell
      • Effective Date
      • Future Retail Price
      • Future Price Level Grid
      • Broken Items
        • Edit Broken Case Item
        • Delete Broken Case Entry
      • Creating Price Lists Using Future Prices
    • Break Pricing Tab
    • Status Tab
    • Misc 1 Tab
      • Description 2-4
      • Category
      • Deposit
      • Cost Plus
      • DEX UPC/EAN Item #
      • Piece => Case Break Point
      • Retail Units
      • Broker
      • Storage Cost
      • Shrinkage %
      • Secondary Location
      • Corrosive Hazard Comment
      • Tare Weight Multiplier
      • Special Order Item
      • Minimum and Maximum Breakdown
      • Item Notes
      • Label Config
      • Substitute Items
    • Misc 2 Tab
    • Food Show Promotions Tab
    • .NET Tab
    • .DOT Tab
    • Slots Tab
    • Keyboard Shortcuts
  • Brand Maintenance
    • Manage Brand Names
    • Assign Brand Images
    • Brand Promotions
  • Class Maintenance
    • Access
    • Adding a Class
    • Editing a Class
    • Deleting a Class
    • Assigning an image to a Class
      • Import / Export Images
      • Remove an image
  • Manufacturer File Maintenance
    • Accessing the Manufacturer File
    • Manufacturer File Controls
      • Using the record control
      • Using the buttons
      • Manufacturer Search
    • Manufacturer Information Grid
      • Manufacturer ID
      • Company
      • Phone
      • Fax Number
      • Address
      • Contact
      • Email
      • Website
    • Adding Manufacturers
      • How the Manufacturer file is sorted
      • Assigning Manufacturer IDs
    • Modifying an existing Manufacturer
    • Keyboard Shortcuts
  • Slotting
    • Slot Location Builder Tool
    • Use Auto Create Locations
    • Warehouse Section Grid
    • Warehouse Location Labels
  • Inventory Transactions
    • Receive by Item
      • Accessing Receive by Item
      • Overview of Receive by Item
      • Item Information Area
        • Show Purchase History
      • Receipt Information Area
        • Vendor Number
        • Date Received
        • Quantity Received
        • Weight Received
        • Real Cost
        • Cost Factor
        • Reference
        • Drop Ship
        • Exchange Rate
        • Average Weight
        • Foreign Cost
      • Lot Information Area
        • Lot Number
        • Location
        • Days Increment
        • Amount Increment
        • Viewing the Lot Detail
          • Hold Customer
          • Hold Price
          • Hold Date
          • Consignment
          • Steamer
          • Prod. No.
          • First Price
          • ETD
          • ETA
          • Expiration Date
        • DHEC Information
          • Harvest Date
          • Permit
          • Bed
          • Shellfish
          • Printing DHEC Labels
      • Items Received - This Session
      • Showing All Receipts
      • Editing Cool Information
      • Item Cost/Price Update dialog
        • Item Selection Grid
        • Calculation Method
        • Cost Tab
          • Cost Change Application
          • Adjusted Costs
        • Price Tab
          • Price Level Adjustment
          • Level Pricing Grid
          • Special Price Adjustment
          • Edit Special Prices dialog
        • Updating the Minimum Sell Price
    • Receive by Purchase Order Utility
      • Accessing Receive by P.O.
      • Overview Receive by P.O.
      • Purchase Order Information Area
        • Purchase Order No.
        • Vendor Detail
        • Receipt Date
        • P.O. Date
        • Reference
        • Required Date
        • Apply Cost Changes
          • Cost only - AVERAGE method
          • Cost only - NEW method
          • Cost and Price - AVERAGE method
          • COST and PRICE - NEW method
          • Manually update Cost and Price
          • No Cost or Price updates
        • Default Quantities
          • Receive in Full
          • Receive by Exception
      • Line Item Grid
      • Item Information Area
      • Adding items to the P.O.
      • Delete items from the P.O.
      • Updating Freight Information
      • Updating Miscellaneous Information
      • Entering Lot Information
        • Lot Number
        • Location
        • Reference
        • Anniversary Days
        • Anniversary Amount
        • Expiration Date
        • DHEC Harvest Date
        • DHEC Permit Number
        • DHEC Bed ID
        • DHEC Shellfish ID
        • Printing DHEC Labels
      • Automatic Cost/Price Update Options dialog
      • Item Cost/Price Update dialog
        • Item Selection Grid
        • Calculation Method
        • Cost Tab
          • Cost Change Application
          • Adjusted Costs
        • Price Tab
          • Price Level Adjustment
          • Level Pricing Grid
          • Special Price Adjustment
          • Edit Special Prices dialog
        • Updating the Minimum Sell Price
      • Closing the P.O.
      • Supplemental P.O.'s
      • Posting to AP
        • Posting to entrée.AP
      • Posting to Linked Accounting Add-On Module
      • Printing the P.O. Receiving Report
    • Receive by Date
      • Accessing the Receive by Date utility
      • Overview of the Receive by Date process
      • Item Grid
      • Item Information Area
      • Entering Lot Information
        • Lot Number
        • Location
        • Reference
        • Anniversary Days
        • Anniversary Amount
        • Expiration Date
        • DHEC Information
        • DHEC Permit Number
        • DHEC Bed ID
        • DHEC Shellfish ID
      • Printing Bar Code Labels
    • Inventory Returns
      • Accessing the Inventory Returns utility
      • Overview of the Inventory Returns utility
      • Item Information Grid
      • Vendor Information Grid
      • Return Information Grid
      • Reporting on Inventory Returns
    • Inventory Transfers Utility
      • Access Inventory Transfers
      • Overview Inventory Transfers
      • Inventory Transfer Grid
        • Item Number
        • Description
        • UOM
        • Real Cost
        • On Hand Qty
        • On Hand Wgt
        • Lot Information
        • Transfer Qty
        • Transfer Wgt
        • Receive Qty
        • Receive Wgt
        • Transfer Date
      • Reporting on Inventory Transfers
    • Inventory Tools
    • Lot Warehouse Locations
      • Accessing Lot Warehouse Locations
      • Lot Location Item Grid
      • Lot Warehouse Locations Controls
      • Adding a Lot Location
        • Location
        • Location Reference
      • Modifying an Existing Lot Location
    • Expiring Lots Utility
    • Physical Adjustments Utility
      • Accessing Physical Adjustments
      • Overview Physical Adjustments
      • Item Grid
        • Item
        • UOM
        • Description
        • Lot Number
        • Curr Qty
        • Curr Wgt
        • Phys Qty
        • Phys Wgt
      • Edit Physical Adjustment Item dialog
      • Information Area
      • Pending Adjustments Report
      • Show Allocations
      • Calculate Allocations
      • Processing the Adjustments
      • Purging Pending Adjustments
      • Close to Saving Pending Adjustments
    • Physical Adjustments by Class
      • Accessing Physical Adjustments by Class
      • Overview Physical Adjustments by Class
        • Item Class
        • Reference
        • Adjustment Date
        • Zero Item Button
        • Item Grid
        • Information Area
      • Reporting on Class Physical Adjustments
    • Cycle Counting
  • Inventory Reports
    • Labels Overview
  • Inventory Utilities
    • Cost/Price Utilities
      • Cost/Price Update Utility
        • Accessing the Cost/Price Update utility
        • Cost/Price Update Utility
          • Prices to Update
          • Item Selection
            • Item Number
            • UPC Number
            • Item Class
          • Performing a "wildcard" search
            • Current Pricing by Item/UPC
            • Current Pricing by Class
            • Future Pricing by Item/UPC
            • Future Pricing by Class
        • Item Cost/Price Updates
          • Item Selection Grid
          • Cost Area
            • Cost Change Application
            • Adjusted Costs
          • Level Price Grid Area
            • Price Level Adjustment
            • Level Pricing Information Page
            • Special Price Adjustment
            • Edit Special Prices
          • Updating Minimum Sell Price
        • Class Cost/Price Updates
          • Class Information
          • Cost Adjustment
          • Price Adjustment
        • Future Item Cost/Price Updates
          • Future Cost Information
          • Level Pricing Grid
        • Future Class Cost/Price Updates
          • Class Information
          • Price Adjustment
          • Cost Adjustment
      • Daily Lot Increase Utility
      • Future Price Global List
        • Accessing the Future Price Global List utility
        • Add/Modify a future price entry
        • Using the Item Grid
          • Item Grid Columns
          • Searching by Item Number
          • Searching by Description
          • Searching using the Keyboard
      • Modify Cost Markup Utility
        • Accessing
        • Update Process Overview
        • Previewing Changes
      • Modify Level Pricing Utility
        • Accessing Modify Level Pricing Utility
        • Overview of the Modify Level Pricing utility
        • Update Options
        • Restrictions by Class or UOM 
        • Default Setup
        • Change by dollar amount
          • Change by ($)
          • Increase from Current Price
          • Increase from Cost
        • Change by percentage
          • Change Markup Percentage to
          • Increase Markup Percentage by
          • Increase Price by
        • Previewing Changes
      • Recalculate Level Prices Utility
      • Price List Setup Utility
        • Accessing Price List Setup
        • Overview Price List Setup
        • Item Grid
          • Adding an item
          • Editing an item
          • Deleting an item
          • Using Separators
        • Printing the Price List
      • Price Matrix Utility
        • Accessing Price Matrix utility
        • Overview Price Matrix utility
          • Adding a matrix code
          • Editing an existing matrix code
          • Deleting a matrix code
      • Quick Price Change
        • Accessing Quick Price Change Utility
        • Current Cost Price Data area
        • New Cost/Price Data area
        • Cost/Price & Level Price Grids
        • Performing a Quick Price Change
        • Quick Price Change - Update Options
          • Update Special Prices by Customer Miscellaneous Code
          • Manually Editing Special Prices
      • Update Future Pricing
        • Accessing the Update Future Pricing utility
        • Running the update process
        • Ending Date for Future Price Update
        • Future Price Update Option List
          • Update non-printed invoices
          • Update Inventory file
          • Update Break Prices
          • Update Customer Special Price file
          • Update Customer Break Prices
          • Update Kit costs and prices
          • Update prices ONLY (costs stay the same)
          • Move "Bid Price 1" into "Special Price"
          • Do NOT update level prices
    • Inventory Recalculate
      • Recalculate Inventory On Hand
        • Accessing the Recalculate Inventory On Hand utility
        • Overview of the Recalculate Inventory On Hand utility
      • Recalculate Inventory On Order Utility
        • Accessing Recalculate Inventory On Order
        • Overview Recalculate Inventory On Order
    • Inventory Reassign
      • Re-Assign Item Number Utility
        • Accessing Re-Assign Item Number
        • Overview Re-Assign Item Number
    • Inventory Purge Data
      • Purge Inventory Sale Prices Utility
        • Accessing Inventory Sale Price Purge Utility
        • Overview Inventory Sale Price Purge
      • Reset Inventory to Zero Utility
      • Purge Secondary Inventory Utility
    • Check Case/PC. Setups
• Customer Ribbon Menu
  • Customer File Maintenance
    • Accessing Customer File Maintenance
    • Customer File Maintenance controls
      • Tab Controls
      • Record Control
      • Buttons
    • Adding Customers
      • How the customer file is sorted
      • Assigning customer numbers
    • Modifying a Customer
    • Customer Information Area
      • Cust. Number
      • Price Level
      • Company
      • Address Information
      • Territory
      • Miscellaneous Code
      • Industry
      • Inactive Customer
      • Potential Customer
      • Salesperson
      • Contact Information
      • Phone / Fax No.
      • Email / Website
      • Class / Type
      • 12 Month Breakdown Grid
      • 12 Month Breakdown Chart
    • Customer Tab
      • Bill To Account
      • One Ship Info
      • Hot Messages
      • Notes
      • Account Information
        • Payment Terms
        • Due Days
        • Month Days
        • Credit Limit
        • Open Credits
        • Print Statement
        • Finance Charge
        • Payment Discount
        • Sales Discount
        • Print Open Receivables on Invoice
        • Accounts Receivables
      • Credit Cards
      • Credit Hold
        • Manual Credit Hold
        • Auto Credit Hold
        • Credit Hold Reporting
      • Tax Information
        • Sales Tax %
        • City Tax %
        • County Tax %
        • Resale Tax ID
        • Non-Food State Tax %
        • Non-Food City Tax %
        • Liquor Permit
        • Expires
      • Service Charges
      • Last Invoice / Last Payment
      • ACP Days
      • Balance
      • Created On
    • Special Pricing Tab
      • Divisional Billing
      • Sell Authorized Items Only
      • Enable Break Pricing
      • Special Price Customer Number
    • Routes Tab
      • Day
      • Route
      • Stop
      • Delivery Time
      • FOB Point
      • Ship Via
      • Delivery Manifest Comment
    • Call List Tab
      • Customer Call List Grid
    • Group Pricing Tab
      • Group Price Grid
      • Add a Group Price
      • Edit a Group Price
      • Delete a Group Price
    • Miscellaneous Tab
      • Address 3-5
      • Invoice Options Sub-Tab
        • Freight Rate/Lb $
        • Shortages
        • Warn Order Entry if Gross Profit $ are below
      • Commission
        • Broker Code
      • Fun Bucks
      • DEX Setup
      • Type Code
      • Matrix Code
      • GL Link Code
      • Retail Markup %
      • Price List Setup Code
      • Default Warehouse
      • DOT Foods Overrides
      • Miscellaneous Tab Options Lists
        • Track Backorders
        • Four Decimal Invoice
        • Promotion
        • Print Bill of Lading
        • Export Scanned Invoices to .NET
        • Exclude From Auto PO Past Sales
        • Drop Ship
        • Attach Invoice Flyer
        • Print Weight Detail Sheet with Invoice
        • Fax Price List
        • Non Profit Customer
        • Trip Points
        • Authorized for Batch Email
        • Export Options
        • Import Options
    • Maps Tab
    • Keyboard Shortcuts
  • Contact Manager
    • New Features
      • Contact Explorer
      • Toolbars & Buttons
      • Contact Elements
    • Accessing the Contact Manager
    • Using the Contact Explorer
      • Add New Contacts
      • Importing Contacts from Outlook
    • Using the Contact Elements
      • Contact Name Element
      • Postal Address Element
      • Phone Numbers Element
      • Email Addresses Element
      • Websites Element
      • Notes Element
  • Comment Maintenance
    • Accessing the Comment Maintenance window
    • Comment Maintenance Controls
      • Comment Type
      • Using the Record Control
      • Using the Buttons
    • Adding a Comment
      • Assigning Comment IDs
      • System Comment
      • Customer Comments
    • Modifying an Existing Comment
    • Setting up an Item Comment
    • Using Comments on Statements
    • Keyboard Shortcuts
  • Sales Transactions 
    • System Options for Invoicing
      • Data Entry Options
      • Cost/Price Options
      • Weight Entry Options
      • Lot Options
      • General Printing Options
      • Invoice Printing Options
      • Loading Sheet Printing Options
      • Quotations
      • Miscellaneous Options
    • Invoicing Overview
      • The Invoice Header Area
        • Using the Invoice Header Panel
          • Customer Number
          • Invoice Number
            • Create Invoice
            • Change Invoice
          • Invoice Date
          • Order Date
          • Route & Stop
        • Using the Invoice Toolbar
          • Ordertaker Call List
            • Accessing the ordertaker call list
            • Populating the customer grid
            • Removing a customer from the grid
            • Keyboard Shortcuts
            • Mouse Shortcuts
          • Invoice Mode
          • Billing Detail
          • Acct. Inquiry
          • Packer Info
          • Contacts
          • Comment
          • DOC Images
          • E-mail Invoice
        • Using the Customer Detail Panel
          • Bill To information
          • Ship To information
          • Print Invoice
          • PO Number
          • Apply to Invoice
      • Using the Invoice Detail Area
        • Using the Invoice Detail Toolbar
          • Add
          • Delete
          • Edit Mode
            • Invoice Edit Mode
            • Standard Order Edit Mode
            • Backorder Edit Mode
            • Credits Edit Mode
          • Lot Info
          • Weight
          • COOL
          • Prior Sales
            • MTD & YTD Sales
            • Last Invoice
          • Sale Items
          • Substitute Items
          • Find Item
          • GP Info
        • Invoice Line Item Grid
          • Item #
          • UOM
          • Brand Name
          • Item Description
          • Order Qty
          • Ship Qty
          • Ship Wgt
          • Unit Price
            • Determining the Unit Price
            • Determining a Special Price
          • Extended Amt
          • Ret. Code
          • Ret. Qty
          • Ret. Wgt
          • Weight
          • Shipped
          • Duplicate Items / Inactive Items
          • Editing an item in the grid
          • Deleting an item from the grid
          • Searching for an item on the invoice
          • Changing the Base Cost of a line item
          • Viewing Invoice Gross Profit
          • Customizing the Item Grid
          • Viewing an image of an item
          • Viewing an item's notes
      • Invoice Panel Tabs
        • Invoice Status Panel
          • Configuring the Invoice Status Panel
          • Brand Name
          • Item Base, Market & Real Costs
          • Item Profit
          • Last sale date
          • Last sale price
          • Last sale quantity
          • Line number
          • Min Price
          • Non-stock item?
          • On-Hand Quantity
          • On-Hand Weight
          • On Order 
          • Pack size
          • Pieces Per Case
          • Price levels 1-4
          • Sequence number
          • Unit Profit
          • Warehouse Location
        • Taxes and Fees Panel
        • Invoice Image
        • Customer Location Map
        • Scan Data Panel
        • Item History Panel
        • Fall Off Panel
      • Using the Invoice Footer Area
        • Total Profit
        • Invoice Total & Promo Total
        • Over Credit Limit
        • Tax Total
        • Total Cases
        • Total Weight & Total Cubes
      • Completing the Invoice Process
        • Converting Piece Items to Cases
        • Entering Empties information
        • Locking Prices
        • Updating Special Prices
        • Printing Options
          • Scan Barcodes to Print
          • Batch Email Invoices
      • Editing the Billing Detail
        • Contact information area
        • Company name for invoice
        • Drop ship the invoice
        • Fuel Surcharge
        • Small Order Fee
        • Payment Terms
        • Price Level
        • Discount Percentage
        • Salesperson Code
        • Our Order Number
        • Order Taker
        • Ship Via
        • Division
        • FOB Point
        • GL Accounts
      • Assigning Lots
        • Item Information Area
        • Available Lots Grid
        • Assigned Lots Grid
        • Lot Information Areas
        • Selecting a Lot
        • Assigning Lots for Broken Case Items
        • Assigning Lots for Credit Items
        • Keyboard Shortcuts
      • Entering Catchweights
        • Using the Enter Weights dialog
        • Viewing all of the catchweight items on an invoice
        • Entering Kilograms
        • Minimum and Maximum weights
      • Non-Inventory Items
        • Item Number
        • Unit of Measure
        • Description
        • Brand Name
        • Pack Size
        • Base Cost
      • Keyboard Shortcuts
    • Create Credit Memo
      • Accessing Create Credit Memo
      • Credit Memo Header
      • Credit Memo Item Grid
      • Apply to Invoice feature
      • Creating Return Authorizations
    • Change Invoice/Credit Memo
      • Accessing the Change Invoice window
      • Change Invoice Header
      • Revision History, Letters & Numbers
      • Marking Problem Items
    • Cancel Invoice/Credit Memo
      • Accessing the Cancel Invoice/Credit Memo window
      • Invoice No.
      • Invoice Date
      • Customer
      • Document Type
      • Invoice Total
      • Amount Paid
      • Balance Due
      • Return Item to Inventory
    • Credit Hold, Max Days & High Credit Invoicing
    • Credit Hold Queue Overview
      • Processing Credit Hold Orders
      • Credit Hold Queue Management Details
      • Setting Up Credit Managers
      • Assigning Customers to Credit Managers
    • Auto-Generate Orders
      • Accessing the auto generate invoices utility
      • Delivery Date
      • Customer Number
      • Route Number
      • Comment Code
      • Standard Order Items Only
      • Printing the Route Ticket Report
      • Generating Invoices
      • Keyboard Shortcuts
    • Enter Packer Productivity Information
      • Accessing the Packer Productivity window
      • Pull Date
      • Packer ID
      • Minutes to Pull
      • Quantity NOT Pulled
      • Checker ID
      • Mistakes Caught
      • Mistakes Missed
      • Packer Mistakes
      • Changed By
      • Comments
      • Sample Packer Productivity Report
    • Item Shortage Adjustments Utility
      • Accessing Item Shortage Adjustments
      • Item Information Area
      • Selection Controls
      • Adjusting Shipped Quantity
      • Keyboard Shortcuts
    • Assign Routes Utility
      • Accessing the Assign Routes Utility
      • Document Grid Columns
      • Using the Document Grid
      • Populating the Document Grid
      • Editing and Refreshing Data
      • View Invoices & Return Authorizations
      • Re-Assign Invoice Date
      • Editing & Adding Routes
      • Using Backhauls
        • Return Authorizations
        • Purchase Orders
      • Using the Mapping Feature
      • Route Summary Truck
      • Options Column Comments
        • Viewing/Editing Invoice Comments
        • Viewing/Editing Driver Comments
        • Edit Packer Productivity
      • Keyboard Shortcuts
    • Enter Weights
      • Accessing the Enter Weights utility
      • Invoice selection window
      • Invoice Item Detail dialog
      • Entering the catchweights
      • Entering Kilograms
      • Min and Max Weights
    • Route Documents
    • Printing Invoice Documents
      • Document Selection Defaults
        • Using the Print by Field
          • All
          • Number
          • Dates
          • Route
          • Scan
        • Using the Sort by Field
      • Printer Area
        • Name
        • Properties
        • Using Dynamic Layout
        • Print Cash Sheet for Every Invoice
        • Status
        • Type
        • Where
        • Comment
        • Print to File
      • Limitations Area
        • Print "Unprinted" only
        • Credit Memos Only
        • Include Credit Memos
        • By Route
        • Customer Number
        • Order Source
      • Copies
      • Printing Invoices / Credit Memos
      • Printing Loading Sheets
      • Printing Bills of Lading
      • Printing Return Authorizations
      • Printing Sales Order Confirmations
      • Printing Sales Order Releases
      • Troubleshooting Printers
      • Keyboard Shortcuts
      • Document Samples
        • Credit Memo
        • Return Authorization
        • Sales Order Confirmation
        • Sales Order Loading Sheet
        • Sales Order Release
    • Invoicing How Do I...
      • Add a new customer from Create Invoice
      • Add a non-inventory item
      • Adjust the sales discount for an invoice
      • Attach an order number to an invoice
      • Change the company name on the invoice
      • Change the default GL Accounts assigned to the invoice
      • Change the default price level for an invoice
      • Change the salesperson assigned to the invoice
      • Drop Ship an Invoice
      • Remove standard order items
        • Customer File Maintenance
        • Inventory File Maintenance
        • Invoicing
      • Add standard order items
        • Customer File Maintenance
        • Inventory File Maintenance
        • Create/Change Invoice - Manual
          • Manual
          • Semi-Automatic
          • Automatic
      • Remove a customer from my call list
      • Update FOB information for an invoice
      • Update Ship Via information for an invoice
      • View my daily calls
    • Sales Orders
      • Sales Order
      • Convert Sales Order to Invoice
    • Quotations
  • A/R Transactions
    • Enter Cash Receipts
      • Accessing Enter Cash Receipts
      • Overview Enter Cash Receipts
      • Customer Information area
      • Receipt Information Area
        • Receipt Amount CC
        • Payment Type
          • Apply as Credit/Discount
          • Non-AR Receipt
          • Applying Credit Memos
        • Check Number
        • Write-off
        • Bad Debt
        • Apply Date
        • Batch Number
        • Batch Total
        • Salesperson
        • Invoice Number
      • Invoice Grid
      • Find Invoice
      • Amount Applied
      • Remaining to Apply
      • Edit Customer Notes
      • Overpayments Options
        • Create Credit Memo
        • Apply as Open Credit
        • Abandon Overpayment
        • Go Back
      • Cash Receipts Reporting
    • Cash Receipts by Invoice
      • Accessing the Cash Receipts by Invoice utility
      • Overview of the Cash Receipts by Invoice utility
    • entrée V4 Credit Card Processing
    • Credit Card Setup & Accounts
      • Obtaining a Merchant Account
      • entrée Credit Card Security Settings
      • entrée System Options & CC Configuration
    • Managing Customer Credit Cards
      • Adding / Editing Credit Cards
      • Removing Credit Cards
      • Credit Card Testing
    • Accepting Credit Card Payments
      • Invoicing & Credit Cards
      • Cash Receipts & Credit Cards
    • Credit Card Refunds
    • Credit Card Transaction History
    • Credit Card Reports
    • Cancel Cash Receipts
      • Accessing the Cancel Cash Receipts utility
      • Overview of the Cancel Cash Receipts utility
      • Customer Information area
      • Invoice Grid
      • Receipt Information area
        • Check Number
        • Check Amount
        • Cancellation Reason
      • Reporting for Cancelled Cash Receipts
    • Cash Refund
      • Accessing the Cash Refund utility
      • Overview of the Cash Refund utility
      • Customer Information area
      • Account Status
      • Refund Information area
        • Refund Amount
        • Payment Type
          • Apply as Credit/Discount
          • Non-AR Refund
        • Check #
        • Apply Date
        • Salesperson
        • Batch No.
        • Batch Total
      • Invoice Grid
      • Amount Applied
      • Remaining to Apply
      • Customer Notes
      • Cash Refund Reporting
    • Broker Cash Receipts
    • Using Broker Cash Receipts
      • Receipt Information
      • The Item Grid
      • Processing the Payment
    • Printing A/R Documents
      • Printing Statements
        • Accessing Print Statements
        • Overview of Printing Statements
        • Printer Area
          • Name
          • Properties
          • Additional Options
          • Status
          • Type
          • Where
          • Comment
          • Print to File
          • Preview
        • Copies area
        • Customer Selection area
          • All
          • Number
          • Invoice Date
          • Delivery Date
          • Show for Salesperson Code
          • Show for Industry Code
          • Customer Miscellaneous Code
        • Account Aging area
        • Miscellaneous Options area
          • Sort Order
          • Show current month's payments
          • Show customers with zero balance
          • List "P. BAL" entries first
          • Exclude Credits
          • Print Page Heading
          • Print Cash Collection Sheet
      • Printing Letters of Dunning
        • Accessing Print Letters of Dunning
        • Overview of Printing Letters of Dunning
        • Printer area
          • Name
          • Properties & Add'l Options
          • Status
          • Type
          • Where
          • Comment
          • Print to File
          • Preview
        • Copies area
        • Customer Selection area
          • All
          • Number
          • Invoice Date
          • Delivery Date
          • Show for Salesperson Code
          • Show for Industry Code
          • Customer Miscellaneous Code
        • Letter of Dunning Options
          • Print Salutation
          • Edit Text of Letter
        • Miscellaneous Options area
          • Sort Order
          • Show current month's payments
          • Show customers with zero balance
          • List "P. BAL" entries first
          • Exclude Credits
          • Show Customers with Invoices Past Terms
          • Include Inactive Customers
      • Printing Deposit Slips
      • A/R Document Samples
        • Type P Statement
        • Type Y Statement
        • Letter of Dunning
    • Customer Account Inquiry Utility
      • Overview Customer Account Inquiry
      • Customer Information
        • Account Information
      • Invoice Grid Features
        • Invoice Date
        • Days Old
        • Inv No
        • Order Source
        • Order Number
        • PO Number
        • Stat
        • Invoice Amount
        • Payment Received
        • Cred/Disc Applied
        • Net Due
        • Balance Forward
        • Last Payment
        • Last Ck Number
        • Email
        • Ship To
        • Ship Company
      • Receipts and Payments Tab
      • Breakdown Tab
      • View Invoice Tab
      • Aging Report Button
      • MTD & YTD Sales Buttons
        • Locating an Item
        • Advanced Search
        • Keyboard Shortcuts
      • E-mail Invoice Button
      • Edit Customer Notes Button
    • Customer Item Inquiry Utility
      • Accessing Customer Item Inquiry
      • Overview Customer Item Inquiry
      • Customer Information area
      • Account Status area
      • Item Grid
      • Item Information Area
      • Viewing Lot Information
      • MTD/YTD Sales
      • Viewing Purchase History
      • Performing a Price Lookup
    • Customer Previous Balance Entry Utility
      • Accessing Previous Balance Entry
      • Company Information Section
      • Invoice Grid
        • Invoice Number
        • Invoice Amount
        • Invoice Date
        • PO Number/Description
        • Balance
      • Overview Previous Balance Entry
      • Edit an existing entry
      • Delete an existing entry
      • Reporting on Previous Balance Entries
  • Customer Reports
    • Accounts Receivable Report
      • Generating the Accounts Receivable report
      • Date Values
      • Available Filters
      • Available Styles
      • Miscellaneous Options
        • Aging Periods
        • Page Break by Salesperson
        • Page Break by Customer
        • Open Invoices Only
        • Exclude Negative Balances
        • Group By
        • List By
        • Sort By
        • Print for
        • Show YTD Sales & Margin %
        • Show PO Number
        • Show Payment History
        • Recalculate Cust YTD Info
      • Exclude Options
    • Customer Order Forms Report
      • Accessing the Order Forms Report
      • Date Values
      • Miscellaneous Options
        • Predefined Style
        • File Selection
      • Report Options
        • Group Report By
        • Number of Ordering Columns to Print
        • Print All Available Lines of Item Description
        • Print a Column Displaying the Line No.
        • Print a Column Displaying the SRP
        • Print a Column Displaying the Brand Name 
        • Print a Column Displaying the Item Pack Size
        • Generate Using the Entire Inventory File
        • Omit Items Not Purchased in the Past 3 Weeks
        • Generate Report Using Future Pricing
      • Exclude Options
      • Filters Tab
    • Picking Labels
  • Customer Utilities
    • Customer Cost/Price Utilities
      • Copy Special Prices
        • Accessing Copy Special Prices
        • Overview Copy Special Prices
        • Copy Mode
        • Copy Options
      • Modify Special Prices
        • Accessing Modify Special Prices
        • Overview Modify Special Prices
      • Modify Level Pricing Utility
        • Accessing Modify Level Pricing Utility
        • Overview of the Modify Level Pricing utility
        • Update Options
        • Restrictions by Class or UOM 
        • Default Setup
        • Change by dollar amount
          • Change by ($)
          • Increase from Current Price
          • Increase from Cost
        • Change by percentage
          • Change Markup Percentage to
          • Increase Markup Percentage by
          • Increase Price by
        • Previewing Changes
      • Recalculate Level Prices Utility
      • Move Bid Price to Special Price
      • Recalculate Customer Special Prices Utility
        • Access & Buttons
        • Overview Recalculate Customer Special Prices
    • Customer Recalculate Utilities
      • Clear AR Balances Under $1.00
        • Accessing the Clear AR Balances Under $1.00 utility
        • Overview of the Clear AR Balances Under $1.00 utility
      • Compute Finance Charges
        • Accessing the Compute Finance Charges utility
        • Overview of the Compute Finance Charges utility
      • Recalculate Customer Balances
        • Accessing the Recalculate Customer Balances utility
        • Overview of the Recalculate Customer Balances utility
      • Recalculate Month-to-date Totals
      • Recalculate Year-to-date Totals
        • Accessing the Recalculate Year-to-date Totals utility
        • Overview of the Recalculate Year-to-date Totals utility
    • Customer Reassign Utilities
      • Re-Assign Customer Number Utility
        • Accessing Re-Assign Customer Number
        • Overview Re-Assign Customer Number
      • Re-Assign Credit Memo Utility
        • Accessing Re-Assign Credit Memo
        • Overview Re-Assign Credit Memo
    • Customer Purge Data Utilities
      • Purge Backorders Utility
        • Accessing Purge Backorders utility
        • Overview Purge Backorders utility
      • Purge Customer Item History Utility
        • Accessing Purge Customer Item History
        • Overview Purge Customer Item History
• Vendor Ribbon Menu
  • Vendor File Maintenance
    • Access the Vendor File
    • Vendor File Controls
      • Using the tab controls
      • Using the record control
      • Buttons
      • Contacts
      • Dashboards
    • Adding Vendors
      • How the vendor file is sorted
      • Assigning Vendor Numbers
    • Modifying Vendor Records
    • Vendor Information Area
      • Vendor Number
      • Buyer
      • Type
      • Company
      • Address / City / State / Zip Code
      • Country
      • Account #
      • Customer #
      • Misc Code
      • Inactive
      • Comment
      • Ship Via / FOB
      • Email / Website
      • Fax
      • Toll Free
      • Phone
      • Title
      • Contact
    • Vendor 12 Month Breakdown
    • Vendor Image
    • Vendor Tab
      • Last Invoice
      • Last Payment
      • Open P.O.s
      • MTD Purchases
      • Open Debits
      • Balance
      • Remittance Tab
      • Broker Address Tab
      • Hot Message Tab
      • Notes Tab
      • Special Instructions Tab
      • AP Notes Tab
      • Accounting Tab
        • Payment Terms
        • Priority
        • Net Due Days
        • Disc Days
        • Credit Limit
        • Payment Disc %
        • Sales Tax %
      • Payments Tab
      • PO Options Tab
      • GL / Account Tab
        • Tax ID
        • Def Exp Acct
        • Def Ctrl Acct
        • 1099 Info
      • Monetary Exchange Tab
      • Misc. Tab
    • Purchasing Tab
    • Order Guide Tab
      • Create PO
    • Items Tab
    • Maps Tab
    • Keyboard Shortcuts
  • Monetary Exchange Rates
    • Accessing the Monetary Exchange Rate Utility
    • Using the Monetary Exchange Rate Utility
  • Purchasing Transactions
    • Create Purchase Order Utility
      • Accessing Create Purchase Order
      • Overview Create Purchase Order
      • PO Header area
        • Vendor No.
        • Purchase Order No.
        • Required Date
        • P.O. Date
        • Vendor Information
        • Ship To Information
        • E-mail P.O.
        • Vendor Notes
        • Freight Info
        • Miscellaneous PO Info
      • PO Detail area
        • Edit Mode
          • Detail
          • Batch Entry
        • Edit Method
        • Line Item Grid
        • Line Item Detail dialog
        • Adding items
        • Deleting items
        • Item Pallet Info
        • Show Purchase History
        • Show Sales History
      • PO Information area
        • Vend #
        • Last Purch
        • Last Cost
        • On Hand
        • On Order
        • Total Units
        • Total Weight
        • Total Cubes
        • P.O. Total
      • P.O. Comments
      • Cool Information
      • Saving the Purchase Order
    • Change Purchase Order
      • Accessing the Change Purchase Order utility
      • Change Purchase Order Overview
    • Close Purchase Order
      • Accessing the Close Purchase Order utility
      • Overview of the Close Purchase Order utility
      • Purchase Order No.
      • Required Date
      • P.O. Date
      • Vendor Information
      • Ship To Information
      • Supplemental Purchase Orders
      • Reviewing the line items
      • Viewing the open purchase orders
    • Cancel Purchase Order
      • Accessing the Cancel Purchase Order utility
      • Overview of the Cancel Purchase Order utility
      • Purchase Order No.
      • Required Date
      • P.O. Date
      • Vendor Information
      • Ship To Information
      • Reviewing the line items
    • Auto Generate Purchase Orders
      • Accessing the Auto Generate PO utility
      • Before you begin...
      • Generating from selected invoices
      • Generating from past sales
        • Overview of past sales ordering
        • Run for
        • Number of weeks to review
        • Calculate using
        • Quantity rounding
        • Include current weeks sales
        • Recalculate weekly sales total
        • Order "Piece" items separately
        • Include "Piece" item inventory in calculations
    • Print Purchase Order
      • Accessing the Print Purchase Order utility
      • Overview of the Print Purchase Order utility
      • Purchase Order Selection Area
        • All
        • by Number
        • by Date Range
      • Printer Selection Area
        • Name
        • Properties
        • Status
        • Type
        • Where
        • Comment
        • Print to File
      • Copies area
      • Print Restrictions Area
    • Purchase Order Checkoff Utility
      • Accessing Purchase Order Checkoff utility
      • Overview Purchase Order Checkoff utility
    • Supplemental Purchase Order Utility
      • Accessing Supplemental P.O. Utility
      • Overview Create/Change Supplemental P.O. Utility
      • P.O. Information
        • Vendor
        • P.O. Amount
        • Cost Distribution Method
          • By Unit
          • By Weight
          • By Value
      • Item Information
      • Line Item Grid
      • Recalculate the Distribution
      • Re-read Master P.O.
      • P.O. Comments
      • Printing the Supplemental P.O.
    • Create Vendor Credit Memo
  • A/P Transactions
  • Vendor Reports
    • Receiving Reports
    • A/P Reports
  • Vendor Utilities
    • Recalculate Vendor Balances
      • Accessing the Recalculate Vendor Balances utility
      • Overview of the Recalculate Vendor Balances utility
    • Recalculate Vendor AP History
      • Accessing the Recalculate Vendor AP History
      • Overview of the Recalculate Vendor AP History
    • Re-Assign Vendor Number
      • Accessing the Re-Assign Vendor Number utility
      • Overview of the Re-Assign Vendor Number utility
• Salesperson Ribbon Menu
  • Salesperson/Broker File Maintenance
    • Accessing Salesperson/Broker File Maintenance
    • Salesperson/Broker Controls
      • Dashboards & Buttons
    • Salesperson/Broker Information Area
      • Salesperson Number
      • Name
      • Address
      • City
      • State
      • ZIP
      • Manager
      • Credit Manager
      • User Account
      • Type
      • Phone
      • FAX
      • Pager
      • Mobile
      • Email
      • Effective Date
      • Termination Date
      • Route Lot Number
      • Tax ID Number
      • Email Alerts
    • Adding a Salesperson or Broker
      • How the Salesperson/Broker file is Sorted
    • Modifying an Existing Salesperson/Broker
    • Commissions Tab
      • Commission Setup
        • Commission Calculation Basis
        • Quotas
        • Commission Adjustments
      • Commission Grid
      • Defining Breakpoints for Invoice or Gross Profit
      • Alternate Commission Table Configurations
    • Mobile Tab
      • Mobile DSR Section
    • Customers Tab
    • Account Information Tab
    • Sales History Tab
    • Keyboard Shortcuts
  • Item Commission Exceptions
    • Accessing the Item Commission Exception window
    • Item Commission Exception controls
    • Adding a commission exception
    • Modifying an existing commission exception
    • Commission Choices
      • Withhold Commission
      • Dollar Amount Commissions
      • Percentage Based Commissions
    • Keyboard Shortcuts
  • Salesperson Reports
  • Salesperson Utilities
    • Copy Item Commission Exceptions
      • Accessing the Copy Item Commission Exceptions utility
      • Overview of the Copy Item Commission Exceptions utility
    • Re-Assign Salesperson ID Utility
      • Accessing Re-Assign Salesperson ID
      • Salesperson Information
      • Re-Assign Options
      • Overview Re-Assign Salesperson ID
• Dashboards & Ribbon Menus
  • Legacy Daily Summary Utility
    • Daily Summary Overview
  • Dashboards & Submenu Features
• System Ribbon Menu
  • System Preferences
    • Accessing System Preferences
    • Overview of System Preferences
    • General Tab
      • Company Information
      • Company Information Tabs
      • Accounting System
      • Bounced Check Fees
      • Fuel Surcharges
      • Auto Logoff Delay
      • Catch Weight Percentage
    • Documents Tab
      • General - Document Numbers
      • General - Document Images
      • Forms - Invoice Type Selection
      • Forms - Statement Type Selection
      • Dynamic Layout
    • System Options Tab
      • System Options
        • 1. Automatic PO Generation during Invoicing
        • 2. Automatic Breaking of Cases
        • 3. Track Production Number per Lot
        • 4. Translate "Pounds" to "Cases" in Invoicing
        • 5. Enter Military TCN# on invoices
        • 6. Assign Order Number in Enter Weights
        • 7. Print SYS comment on Load Sheet
        • 8. Omit description lines 2-4 on Invoice and Loading Sheet
        • 9. Split Multiple Lots in Invoicing
        • 10. System to Assign Lot Numbers
        • 11. Loading Sheet / Invoice Print
        • 14. Confirm Cost when there is no stock
        • 15. Allow Decimals in Invoicing
        • 16. Enter Invoice Numbers
        • 18. Default Quantity Shipped to Quantity Ordered in Invoicing
        • 19. Enter Packer Productivity Information
        • 20. Show 4 lines of Description on POs
        • 21. Convert "pieces" to "cases" in Invoicing
        • 22. Calculate commission amount "per item"
        • 23. Smart Cash Receipts
        • 24. Enter "empties" in Invoicing
        • 25. Show asterisk for taxable items
        • 26. Omit Catch Weights on Invoice
        • 27. Break GL Postings by Invoice
        • 28. Allow entry of DHEC shellfish information on lots
        • 29. Round to highest .01 in Invoicing
        • 30. Round to highest .05 in Invoicing
        • 31. Print Headings on Load Sheets
        • 32. Print Headings on Invoices
        • 33. Show "Add to Special Price" prompt in Invoicing
        • 34. Auto-save Special Price in Invoicing
        • 35. Print bar code on Loading Sheet
        • 39. Edit Description in Invoicing
        • 40. Sort Loading Sheet by Warehouse Location
        • 41. Double Space Invoices
        • 42. Substitute PO Number for Customer Number
        • 43. Omit description lines 2-4 on Invoice
        • 44. Sort Cash Receipts by date
        • 45. Use Anniversary Date with lots
        • 46. Allow invoices with no weight information to be printed
        • 50. Use Future Pricing in Invoicing
        • 51. Show Base Cost in Invoicing
        • 52. Prompt for Total Weight in Invoicing
        • 53. Show Brand Name, Pack Size, and Warehouse Location on Loading Sheet
        • 54. Sort Loading Sheet by Temperature Zone
        • 55. Double Space Load Sheets
        • 56. Calculate Payment Discount amount on Invoices
        • 57. Enter "Quantity" only in Standard Order
        • 58. YANI password for Change Invoice
        • 59. Convert "Kilos" to "Pounds"
        • 60. Use last vendor cost on POs
        • 61. Print Bar Code on POs
        • 62. Print Cut List with Loading Sheet
        • 63. YANI password for Loading Sheet printing
        • 64. Show frozen items on a separate Loading Sheet
        • 65. Separate ADDITIONS on Loading Sheet
        • 66. Print "DUPLICATE" on Loading Sheet and Invoice
        • 67. Sort and sub-total invoice by Temperature Zone
        • 68. Allow non-AR entries in Cash Receipts
        • 69. Automatically calculate Base Cost for "Made From" items
        • 70. Save Quotation pricing to Special Price
        • 71. Allow "Abandon Over payments"
        • 72. Allow immediate receipt of order in Create PO
        • 73. Separate ADDITIONS on Invoice
        • 74. Show DHEC shellfish information on Invoice
        • 75. Enter Credit items in Invoicing
        • 76. Used Weight Shipped for Make From items
        • 77. Double Space Quotations
        • 78. Print Produce Terms on Invoice
        • 79. Show "Print bar code labels" in Receive by P.O.
        • 80. Prevent oversell of items
        • 81. Show "piece" items in green on Search Screen
        • 82. Enable Brokerage features
        • 83. Print Company Name on Invoice
        • 84. Allow printing of any invoice from Enter Weights
        • 85. Print Return Codes on Credit Memos
        • 86. Disable promotions below Selling Price
        • 87. List Substitutions on Invoice
        • 100. List items on Invoice and Loading Sheet in the order they were entered
        • 101. Enter Purchase Order Numbers
        • 102. Omit Warehouse Location on Purchase Order
        • 103. Allow lots to be oversold
        • 104. Separate "Case" and "Piece" lot inventory in Assign Lots
        • 105. Block print invoice detail
        • 106. Auto lot assignment while adding invoice items
        • 107. Show estimated Extended Amount for catch weight items in Invoicing
        • 108. Allow an override of the system calculated AP cutoff date during GL Close
        • 109. Allow posting date of AP Payable to in a Closed GL period
        • 110. Allow decimals in Purchasing
        • 111. Sort and sub-total invoice by Class
        • 112. Allow cash receipts to be posted to AP as deposits
        • 113. Show only "In Use" price levels on the Price List Report
        • 114. Allow Unit Price of individual invoice items to be "locked"
        • 115. Use Special Reorder definitions system wide.
        • 116. Allow "per unit" items to be purchased w/ "per pound" price
        • 117. Recalculate Special Price when a Future Price is available
        • 118. Suppress printing of item bar codes on Loading Sheets
        • 119. Suppress printing of item bar codes on Purchase Orders
        • 120. Change Invoice is "view only" for customers on Credit Hold
        • 121. Disable 'Unit Price is below Base Cost' warning in Invoicing
        • 123. Print Invoice requires Catchweight count match Qty Shipped
        • 124. Use Primary Vendor as default when returning lot based items
        • 125. Prompt to scan check in cash receipts entry.
        • 126. Prevent OVERSELL of items on Sales Orders
        • 127. Prevent loading of inactive items in Batch Entry Mode of Create/Change PO
        • 128. Prevent oversell is allowed to reallocate product
        • 129. Hide Inactive Items on Search Screens
        • 130. Hide Inactive Customers on Search Screens
        • 131. Enable COOL (Country Of Origin Labeling) support
        • 132. Force Reports to be run from the Output Options Page
        • 133. Allow DSR order conversion to update Customer Special Prices
        • 134. Automatically use customer's Sales Discount % in Create Credit Memo
        • 135. Change Invoice attempts to load items in the same order as the Loading Sheet
        • 136. Kit ingredient UOM in Receiving matches UOM in Inventory File Maintenance
        • 137. Prompt to scan invoice in when entering payables
        • 138. Invoicing saves all description lines to Special Price File
        • 139. Check customer High Credit Limit during invoice editing
        • 140. Save Sales Order pricing to Special Price
        • 141. Double-space Purchase Orders
        • 142. Bid Pricing is allowed to override Minimum Sell Price
        • 143. Convert Sales Orders with original Invoice Date
        • 144. Enable Credit Card Processing Support
        • 145. Show HOT! Message in Cash Receipts
        • 146. Group Loading Sheet by 'Category'
        • 147. Sort and sub-total Invoice by 'Category'
        • 148. Allow invoices with missing lot information to be printed
        • 149. Use Comment fonts on Loading Sheet
        • 150. Use Comment fonts on Invoice
        • 151. Receiving prompts to update cost on unprinted invoices
        • 152. Print sales summary by class on invoices
        • 153. Omit printing COOL information on Loading Sheets
        • 154. Omit printing COOL information on Purchase Orders
        • 155. Use 'reverse' values for Monetary Exchange rates
        • 156. Allow invoices with zero-price items to be printed
        • 157. Do not record 'Last Sale' information for Credit items
        • 158. Use special invoice design when generating PDF (e.g., for e-mailing)
        • 159. Edit Description in Sales Orders
        • 160. Changing 'Invoice Date' changes a printed invoice to 'in process'
        • 161. Default Quantity Shipped to Quantity Ordered when changing an item
        • 162. Omit description lines 2 - 4 on Loading Sheet
        • 163. Calculate Minimum selling Price from Landed Cost
        • 164. Auto advance line after edit in Change Invoice
        • 165. Automatically apply payment discount in Cash Receipts
        • 166. Do not prompt for catchweight information in Item Shortage Adjustment
        • 167. Print total saving from promotions on invoices
        • 168. Do not charge tax on the small order fee
        • 169. Accept orders for Credit Hold customers and queue for approval
        • 170. Disable promotions for customers receiving special or bid pricing
        • 171. Calculate Gross Profit in Invoicing & Inventory Maint. using Landed Cost
        • 172. Allow a Promotion to be applied to a Break Price
        • 173. Generate reports using a local temp file
        • 174. Use pricing from Dot Foods catalog when creating Purchase Orders
        • 175. Edit new line items individually when adding from Prior Sales dialogs
        • 176. Recalculate Unit Price when applying an item substitution
        • 177. Special Pricing is allowed to override Minimum Sell Price
        • 178. Prevent oversell of case item when breaking cases
        • 179. Allow Promotions to be Applied to Credit Items
        • 180. Invoicing deducts billback
          amount when calculating Gross Profit.
        • 181. Fuel Surcharge fees are taxable.
        • 182. Kit Item Base Cost includes Cost Markup from Ingredients
        • 183. Import item
          cubes when importing slot locations from BFC Dakota 
        • 184. Validate Unit
          Price on backorder fills using current item
          costs
        • 185. Allow posting
          of partially-received Purchase Orders to
          Accounts Payable
        • 186. Print Bill of Lading using Plain Paper.
        • 187. Hide the Print Invoice check box in Create/Change Invoice
        • 188. Always refresh Sales Order searches
        • 189. Show only past 13 months of History in Prior Sales YTD
        • 190. Consolidate stops in Assign Routes by street address
        • 191. Consolidate stops in Assign Routes by map coordinates
        • 192. Refresh required to load invoices in Route Document Review
        • 193. Synchronize item's required date with PO required date
        • 194. Use Report-Style configurations for Gross Profit calculations
        • 195. Allow Promotions to be edited in Create/Change Invoice.
        • 196. Editable Promotions in Create/Change Invoice Default to Zero.
        • 197. Allow payables to be created for inactive vendors
        • 198. Mark new Credit Memos as Return Authorizations by Default
        • 199. Disable Google Maps
        • 200. Disable promotions for customers receiving bid pricing
        • 202. Adjust the bill back amount to 0.00 if the unit price is 0.00
        • 203. Use Expected Date for routing Purchase Orders
        • 205. Set default to YES for customer date duplication prompt
        • 206. Exclude non-stock items from BFC Item Export
        • 207. Allow modification of existing lot information when receiving POs.
        • 211. Use Slotting feature
        • 212. Combine lot-based items on Bills of Lading
        • 213. Only print invoice flyers once per customer.
        • 214. Allow Invoice Date to be changed with items present on the invoice
        • 215. Allow Kit Items to be received through External Fulfillment
        • 216. Allow drivers to send completed orders automatically to entree from POD
        • 217. Show Truck number on PODv2 delivery page
        • 218. Hide items with zero shipped quantity on PODv2 delivery page.
        • 220. Skip Case/Piece configuration check at application startup
        • 222. Receive by Purchase Order posts cost-only changes to lots
        • 225. Print "DUPLICATE" on Purchase Orders.
        • 226. Omit printing Purchase Order Revision Letter on Purchase Order Printout
        • 228. Default Quantity Shipped to Quantity Ordered when substituting an item.
        • 229. Allow editing of Description Lines 1-4 on Purchase Orders
        • 230. Bypass the Upconvert Process when handling Case and Piece items
        • 231. Allow Case/PC relationships between two CASE items
        • 232. Exclude Credit Memos by default when printing invoices
        • 233. Show Gross Weight in the Vendor Order Guide
        • 234. Allow linking of a Supplemental P.O. to multiple Master P.O.s
        • 235. Use Quantity based Average Unit Price in Dashboards
        • 236. Print Invoice Flyer as separate document
        • 237. Allow entry of a new Lot when creating a Vendor Credit Memo
        • 238. Allow printing of Cutlist from the Credit Hold Queue Management screen
        • 239. Allow Group Price to override Minimum Sell Price
        • 241. Hide the 'Print PO' check box in the Miscellaneous PO form
        • 242. Allow negative receipts in Receive by PO
        • 243.  Hide Inactive Vendors on Search Screens
      • Additional Features
        • Report Delimiter Options
        • Document Selection
        • Configure Edit Interlocks
        • Assign Routes Options
        • Search System Options
        • Item Defaults Config
        • Mapping Configuration
        • SFTP Key Authentication
        • Invoice Information Panel
        • UPC Bar Codes Config
        • Credit Card CC Processing Config
        • Credit Queue Options
        • entrée.NET Options
        • Order Import Consolidation
        • Gross Profit Configuration
        • Whse Transfer Info Panel Config
        • Food Show Order Config
        • Electronic Warehouse Manager Options
      • Call List Days
    • Printers Tab
      • Assigning a Default Printer
      • Configuring a Printer
        • Printer Type
        • Font Setup
        • Configure Tray Selections
    • Database Tab
      • Locating the Server
    • Pricing Setup Tab
      • Number of Price Levels
      • Auto Recalculation in File Maintenance
      • Level Grid
      • Modifying a price level formula
        • Title
        • Formula
        • Rounding Method
        • Rounding Level
        • Cost Basis
        • Markup Percentage
      • Customer Special Price Formula
      • Price Drops
        • Adding/Editing a price drop
        • Deleting a price drop
    • GL Accounts Tab
      • Account Grid
      • Customer Link Codes
        • Customer Link Code
        • Accts Receivable
        • Cash Receipts
        • Sales Discount
        • Adding/Editing a customer link code
        • Deleting a customer link code
    • Scrolling Message Tab
    • Personal Settings Tab
      • Visual Options
      • Default Settings
      • Cost/Price Update Options
    • Company Print / Email Headings Tab
      • Allow Invoice Heading selection while invoicing
      • Company Grid
      • Add/Edit a Company Invoice Heading
      • Delete Company Invoice Heading
    • Email Setup Tab
    • Fax Setup Tab
      • FaxMan Overview
      • System-wide Settings
      • Workstation Settings
    • Comment Fonts Tab
      • Comment Fonts Settings
      • Comment Fonts Notes
    • Holidays Tab
      • Holidays Overview
      • Holiday Categories Explained
      • Non-work day Invoice Creation
    • Return Codes Tab
    • entrée.DOT Tab
  • Security Management System (SMS)
    • What is a Security Account?
    • Security Management Utility
      • Accessing Security Management
      • Advanced Mode
      • Using the SMS Toolbar
      • Creating User Accounts
      • User Account General Information
      • Editing User Accounts
        • User Properties Toolbar
        • User Account Groups Membership
        • User Account Settings
        • Searching User Account Settings
      • Creating Group Accounts
      • Editing Group Accounts
        • Using the group properties toolbar
        • General information for the group account
        • User membership within the group account
        • Settings of the group account
      • Deleting Accounts
    • Security Account Reports
  • Closing
    • End of Day
      • Accessing the End of Day utility
      • Overview of the End of Day utility
    • Close Period Utility
      • Accessing the Close Period utility
      • Overview of the Close Period utility
      • Closing Accounts Receivable
        • Common Questions
        • Safety Checks Prior to Closing a Period
        • Closing Dates
        • Compute Finance Charges
        • Purge Zero Lots
        • Post inventory quantity for MTD Physical Movements
      • Closing Accounts Payable
        • Overview of the AP close period process
        • Close Accounts Payable controls
        • Close AP Data Validation
      • Closing General Ledger
        • Overview of the GL close period process
        • Close General Ledger Controls
        • Close GL Data Validation
    • Releasing to GL for AP\AR
      • Overview Release to GL
      • Release Accounts Receivable
      • Release Accounts Payables
      • Buttons
      • Postings Grid
      • Balance Fields
      • Acquiring AR and AP Postings
      • Release to GL Report
      • Releasing to General Ledger
      • AP Detail
        • AP Detail Controls
        • Batch Grid Accounts
        • AP Posting Detail
        • AP Detail Report
  • System Reports
    • Ré4 Control Panel
      • Ré4 Control Panel Overview
        • Using the Ré4 Toolbar
        • Using the General Tab
        • Using the Filters Tab
        • Using the Layout Tab
          • Available columns
          • Print columns
            • Adding a field to a data row
            • Adding custom columns
            • Removing a data column
          • Field options
          • Report grouping
            • Adding a field to the "Group By" list
            • Removing a field from the "Group By" list
          • Report sorting
            • Adding a field to the "Sort By" list
            • Removing a field from the "Sort By" list
        • Using the Appearance Tab
          • Changing Report Font
        • Using the Output Tab
          • Emailing a report
            • Batch emailing a report
          • Saving a report to a delimited text file
        • Using the Configure Tab
          • Saving a report configuration
          • Recalling a report configuration
          • Deleting a report configuration
          • Exporting a report configuration
          • Importing a report configuration
          • Locking a report configuration
          • Removing a lock from a configuration
          • Setting the default configuration
      • General Ledger Reports
      • Miscellaneous Reports
  • System Utilities
    • entrée Scheduling Utility - TEA
    • Scheduling Statement Printing
    • Purge Temporary Files Utility
      • Accessing the Purge Temporary Files utility
      • Overview of the Purge Temporary Files utility
    • Purge Year-to-Date Files Utility
      • Accessing Purge Year-to-date Files
      • Overview Purge Year-to-date Files
      • YTD File Selection List
      • YTD Purge FAQs
  • Help
    • Using the Help Menu
      • Contents
      • Keyword Search
      • About entrée...
        • View Version Update Notes
        • Viewing Your Modifications
        • Key Data and Optional Features
        • Printing the System Information
        • Server Information
• Add-Ons Ribbon Menu
  • entrée.GL General Ledger
  • entrée FaxMan & Fax History Report
    • Fax Dialing Directory
    • Fax History Purge
  • entrée.DOC
  • entrée.NET
  • entrée.MW
  • entrée.UPC
    • Warehouse Manager Dashboard
  • entrée.DSR
  • entrée.PTV
  • Routing Data Exchange 
    • Appian Direct Route Interface
      • System Updates
      • Customer Updates
      • Invoicing  
      • Data Exchange
    • UPS Roadnet / Roadnet Anywhere Interface
      • System Updates
      • Customer Updates
      • Invoicing  
      • Data Exchange
  • Import/Export
  • entrée.POD
• Legal Notices

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