Added to simplify the connections with the downstream entrée.DSR, entrée.NET and Electronic Order Pad products. This tab is used to configure the features and data that will be available to the salesperson if you are using the entrée.NET web-based catalog and ordering system and the Electronic Order Pad (EOP) tablet based add-on module.

 

 

NET/EOP Section

In the NET/EOP section there are two Salesperson linking options:

 

•Include data for ALL salespeople

•Include data for listed salespeople

 

These features have been enhanced to allow you to link and include customer data from an unlimited number of additional salespeople.

 

 

Any linking previously performed for the Include data for ALL salespeople and Include data from salesperson options prior to 3.6.17 will automatically be transferred to the new NET / EOP section.

 

•Include data for ALL salespeople

▪To activate the option it must be checked. This option is not checked by default.

▪When this option is checked the salesperson will receive data for all customer accounts, regardless of who they are assigned to.

▪When checked this option will override the "Salesperson can view and place orders for all customers" option set to “No" in entrée.NET Settings > Options > Salespeople section.

▪When checked this option will deactivate any "Include data for listed salespeople" assignments.

 

•Include data for listed salespeople Option

▪This feature has been enhanced to allow you to link and include data from an unlimited number of salespeople using the Salesperson Search dialog.

▪This feature will make it easy for you to setup and provide coverage of customer accounts so no customer is ever forgotten when a salesperson is out of the office.

▪Use the Salesperson Search dialog shown here to add salespeople to the Salesperson Linking list.

 

To add salespeople to the list follow these steps:

1.First un-check the "Include data for ALL salespeople" option above it.

2. Click the Add button to open the Salesperson Search dialog.

3. A list of the salespeople in the system will be displayed.

4. One at a time find and select the desired salesperson and click OK to add them to the Linking list.

5.   Once you are done adding salespeople click Apply then OK to save your changes in entrée.

 

To remove a salespeople from the list

1.Click to select the desired salesperson.

2.Click the Delete button.

3.Then click Apply then OK to save your changes in entrée.