entrée V3 System Guide

Opera Bug

Contents | Index

• Contact NECS
• Software Licensing Agreement
• Accessing Tech Support & the System Guide
• Getting Started with entrée V3
  • entrée V3 System Requirements
  • Installing & Upgrading entrée V3
    • Installing entrée the First Time
      • Creating Installation Directories
      • Creating Shared Resources
      • Mapping Network Drives
      • Installing File Update Utility
      • entrée Single Company Installation Wizard
      • entrée Multi-Company Installation Wizard
    • entrée V2 to V3 Upgrade Process
      • Starting the entrée Upgrade
      • entrée Upgrade Installation Wizard
      • Updating System Files
      • Upgrading the Security System
        • Performing a "Simple" Security Upgrade
        • Performing an "Advanced" Security Upgrade
      • Installing Image Files
    • File Server Version Release Updates
    • Workstation Installation & Updates
      • First time Install & Map Network Drives
      • Starting a Version Release Update
      • The entrée Installation Wizard
  • Running entrée V3
  • Using "Hot Keys"
  • entrée V3 Login
  • entrée V3 Application Window
  • Email System Set Up
• Using the File Menu
  • Inventory File Maintenance
    • Access Inventory File Maintenance
    • Inventory File Maintenance Controls
      • Controls
      • Record Control
      • Inventory File buttons
    • Adding items
      • How the Inventory File is Sorted
      • Assigning Inventory Numbers
    • Modifying an Existing Item
    • Item Information Area
      • Item Number
      • Description
      • Class
      • Brand Name
      • Pack Size
      • Warehouse Location
      • Unit of Measure
    • Inventory Tab
      • On Hand Quantity
      • Allocated Quantity
      • On Hand Weight
      • True On Hand
      • Re-Order Quantity
      • On Order
      • Order Point
      • Cubic Feet
      • Gallons
      • Pieces per Case
      • Case Item Number
      • Piece Item Number
      • Track By Lot
      • Stock Item
      • Inactive
      • Allow Oversell
      • 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
      • Miscellaneous Codes
      • UPC Code
      • Temperature Zone
      • Entered
      • Cost Changed
      • Price Changed
      • By
    • Cost/Price Tab
      • Taxable
      • Edit Tax Codes
        • Adding a Tax Code
        • Editing a Tax Code
        • Deleting a Tax Code
      • Real Unit Cost
      • Freight Rate
      • Landed Cost
      • Market Cost
      • Cost Mark-Up
      • Base Cost
      • Minimum Selling Price
      • Broken Case Upcharge
      • Group Code
      • Matrix Code
      • Retail Price
      • GL Cost of Sales Account
      • G/L Sales Account
      • Price Level Grid
        • Auto Recalculation
        • Unit Price
        • % Over Cost
        • Margin
    • Vendor Tab
      • Auto P.O. Parameters
        • Purchase Multiple
        • APO Weeks
      • Special Re-Order Definitions
      • Vendor Grid
        • 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
    • History Tab
      • Fiscal Year
      • Sales History Grid
      • Current MTD
      • Sales History Graph
    • Lots Tab
      • Lot #
      • On Hand Qty
      • Allocated Qty
      • Weight
      • Rec. Date
      • Exp. Date
      • Location
      • Unit Cost
      • Vendor #
      • P.O. #
      • Reference
      • Consignment
      • Curr. Price
      • First Price
      • Anniv. Amt.
      • Avg. Weight
      • Hold Cust. #
      • Hold Price
      • Hold Date
      • Production #
      • Storage Date
      • ETD
      • ETA
      • Harvest Date
      • DHEC Permit
      • DHEC Bed
      • DHEC Shellfish
      • Steamer/Vessel
    • Promotions Tab
      • Buy X get Y Free promotions
      • Dollar and % Based Promotions
        • The Promotions Grid
        • Add/Edit Promotions
        • Deleting a 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
      • Ingredients Grid
      • Define a Kit Item
      • Add Ingredients to Kit Item
      • Editing Kit Ingredient Quantity
      • Remove Ingredients from Kit Item
      • Update Kit Ingredient Costs
      • Processing the Kit Item
      • Mouse Shortcuts
    • Special Pricing Tab
      • Using the Special Price Grid
        • Add a Customer or Item Special Price
        • Cust #
        • Company
        • Item #
        • Item Description
        • Special Price
        • Bid Price 1 & Bid Price 2
        • Start & Ending Dates
        • Deleting a Special Price
      • Using Edit Special Pricing Parameters
        • Defining Special Pricing
        • Defining Bid Pricing
      • Using Edit Special Price Miscellaneous
        • 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 Edit Standard Order
        • 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
      • Purchase History
      • Allocations
      • On Order
      • Physical Adjustments
      • FIFO Receiving
      • Movements
      • In Transit
    • Misc 1 Tab
      • Description 2-4
      • 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
      • Assigning Images to Items
        • How the Imaging System Works
        • Selecting an image
        • Importing a new image
        • Clearing an image
        • Editing an existing image
        • Searching for Images on the Internet
    • 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)
    • Weighted Items
      • Setting up Catchweight Items
      • Setting up Constant Weight Items
      • Setting up Per-Pound Only Items
    • Keyboard Shortcuts
    • Food Show Promotions Tab
    • .NET Tab
    • Warehouse Tab
  • Customer File Maintenance
    • Access Customer File Maintenance
    • Customer File Controls
      • Using the tab controls
      • Using the record control
      • Using the buttons
    • Adding New Customers
      • How the customer file is sorted
      • Assigning customer numbers
    • Modifying an existing customer
    • Customer Information Area
      • Cust. Number
      • Company
      • Salesperson
      • Price Level
      • Phone
      • Fax
      • Fax Dialing
    • Customer Tab
      • Address Information
      • Industry
      • Territory
      • Inactive
      • Potential Customer
      • Edit Hot Message
      • Entered Date
      • Contacts
      • Accounts Receivable Information
        • Current Balance
        • Account Inquiry
        • Terms
        • Due Days
        • Month Days
        • ACP Days
        • Credit Limit
        • Open Credits
        • Last Sale Date
        • Payment Discount
        • Sales Discount
        • Finance Charge
        • Credit Hold
          • Manual Credit Hold
          • Auto Credit Hold
          • Credit Hold Reporting
        • Service Charges
      • Tax Information
        • Sales Tax %
        • City Tax %
        • County Tax %
        • Resale Tax #
        • Non-Food State Tax %
        • Non-Food City Tax %
    • Bill To / Ship To Tab
      • Bill To Information
      • Ship To Address
    • Routes Tab
      • Delivery Days
      • Call Time
      • Route
      • Stop
      • Delivery Time
      • Number of Worksheets
      • Order Taker
    • Notes Tab
    • Group Pricing Tab
      • Using the group price grid
      • Adding a group price entry
      • Editing a group price entry
      • Deleting a group price entry
      • Mouse Shortcuts
    • History Tab
      • Fiscal Year
      • YTD Information
      • Current MTD
      • Sales History Grid
      • Sales History Graphs & Charts
    • Special Pricing Tab
    • Miscellaneous 1 Tab
      • Address 3-5
      • Primary Email
      • FOB Point
      • Ship Via
      • Invoice Copies
      • Shortages
      • Retail Markup %
      • Warn Order Entry if Gross Profit $ are below
      • Special Price Customer Number
      • Freight/lb. Rate $
      • Price List Setup Code
      • Call List Days
      • Permit Number
      • Expiration Date
      • Delivery Manifest Comment
      • Type Code
      • GL Link Code
      • Miscellaneous Code
      • Matrix Code
      • Miscellaneous Options List
        • Print Open Receivables on Invoice
        • Sell Authorized Items only
        • Track backorders
        • 4-decimal invoice
        • Promotion
        • Print Bill of Lading
        • Non-profit
        • FAX Price List
        • Trip Points
        • Drop Ship
        • Divisional Billing
        • Print Statement
        • Exempt from Fuel Surcharge
        • Authorized for batch email
        • Break Pricing
        • entrée.NET Options
        • Exclude From Auto PO Past Sales
      • Commission
        • Broker #
      • Fun Bucks
      • DEX Setup
    • Miscellaneous 2 Tab
    • Credit Cards Tab
    • Keyboard Shortcuts
  • Vendor File Maintenance
    • Access Vendor File Maintenance
    • Vendor File Controls
      • VFM Tabs
      • Record Control
      • VFM Buttons
    • Adding New Vendors
      • How the Vendor File is Sorted
      • Assigning Vendor Numbers
    • Modify an Existing Vendor
    • Vendor Information Area
      • Vendor Number
      • Company
      • Phone
      • Toll Free Number
      • Fax Number
      • Fax Dial Method
    • Vendor Tab
      • Vendor Address
      • Remittance Address
      • Tax ID
      • Contact
      • Buyer
      • 1099 Type
      • Title
      • Code
      • Country
      • Type
      • Ship Via and FOB
      • Inactive
      • Cust. No
      • Hot Message
      • Accounting Information
        • Def Exp Acct
        • Def Ctrl Acct
        • Priority
        • Payment Disc %
        • Pay Dsc Day
        • Net Due day
        • Sales Tax %
        • Terms
        • Credit Limit
        • PTD Purch
        • Open Debits
        • Current Bal
        • Avail Credit
        • Open P.O.s
    • Broker/Notes Tab
      • Broker Information
      • Notes
    • Miscellaneous Tab
      • Comment
      • Account Number
      • Order Given To
      • Primary Email
      • Contacts
      • Notes
      • Special Instructions
      • Monetary Exchange
      • Last Payment
      • Last Amount
      • Last Receipt
      • Consolidate Auto P.O. Line Items?
      • Break Auto P.O. by Route?
      • Auto P.O. Due Days
      • Standard Lot Location
      • Miscellaneous Code
      • Production Vendor
    • AP / AR History Tabs
      • Period Selection
      • Purchase History Information
      • History Graphs & Charts
      • YTD Information
    • Keyboard Shortcuts
  •  Salesperson File Maintenance (SFM)
    • Access Salesperson File
    • SFM Controls
      • SFM Tabs
      • Record Controls
      • SFM Buttons
    • Add a Salesperson
      • Assign Salesperson Numbers
      • How SFM File is Sorted
    • Modify a Salesperson
    • Salesperson Information Area
      • Salesperson Number
      • Name
    • Salesperson Tab
      • Address
      • City
      • State
      • ZIP
      • Phone
      • FAX
      • Pager
      • Mobile
      • Email
      • Type - Salesperson / Broker
      • Effective Date
      • Termination Date
      • Route Lot Number
      • Tax ID Number
      • Salesperson Links
      • Customer Credit Manager
    • Commission Tab
      • Commission Setup
        • Commission Calculation Basis
        • Quotas
        • Commission Adjustments
      • Commission Grid
      • Defining Invoice Breakpoints
      • Defining Gross Profit Breakpoints
      • Alternate Commission Table configurations
    • DSR Tab
    • NET / EOP Tab
    • Keyboard Shortcuts
  • Comment Maintenance
    • Access Comment Maintenance
    • Comment Maintenance Controls
      • Comment Types
      • Record Control
      • Buttons
    • Adding a Comment
      • Assigning Comment IDs
      • System / LSYS Comments
      • Customer Comments
    • Modifying an Existing Comment
    • Setting up an Item Comment
    • Using Comments on Statements
    • Keyboard Shortcuts
  • Brand File Maintenance
    • Brand Name List Management
    • Brand Name Images
    • Searching for Brand Images
  • Class Maintenance Utility
    • Accessing Class Maintenance
    • Adding a Class
    • Editing a Class
    • Deleting a Class
    • Assigning Class Images
      • How the Imaging System Works
      • Selecting an image
      • Importing a new image
      • Editing an existing image
      • Clearing an image
  • Item Tag Maintenance
  • Contact Manager
    • Access Contact Manager
    • Contacts Toolbars
    • Importing Contacts from Outlook
    • Contact information area
    • Using Contact Explorer
    • Contact Elements Area
    • Contact Element Details
      • Address elements
      • Phone elements
      • Email elements
      • Website elements (URL)
      • Note elements
  • Manufacturer File Maintenance
    • Access Manufacturer File
    • Manufacturer File Controls
      • Using the record control
      • Using the buttons
      • Manufacturer Search
    • Adding Manufacturers
      • How the Manufacturer file is sorted
      • Assigning Manufacturer IDs
    • Modifying an existing Manufacturer
    • Manufacturer Information Area
      • Manufacturer ID
      • Company
      • Phone
      • Fax Number
      • Address
      • Contact
      • Email
      • Website
    • Keyboard Shortcuts
  • Lot Warehouse Locations
    • Access Lot Warehouse Locations
    • Lot Warehouse Locations Controls
    • Lot Location Item Grid
    • Add Lot Location
      • Lot Location
      • Location Reference
    • Modify Existing Lot Location
  • Item Commission Exceptions
    • Access Item Commission Exceptions
    • Controls
    • Add Commission Exceptions
    • Modify Existing Commission Exceptions
    • Commission Choices
      • Withhold Commission?
      • Dollar Amount Commissions
      • Percentage Based Commissions
    • Keyboard Shortcuts
  • Show Login Screen
  • Change Company
• Using My Menu
  • Access My Menu Configuration
  • Add Menu Items
  • Move Menu Items
  • Delete Menu Items
  • Closing My Menu Configuration Window
  • Keyboard Shortcuts
• Using the Invoicing Menu
  • Invoices
    • Invoicing Overview
      • Invoice Header Area
        • Using the Invoice Header
          • Customer Number
          • Invoice Number
            • Creating an Invoice
            • Changing an Invoice
          • Invoice Date
          • Order Date
        • Invoice Header Toolbar
          • Invoice Mode
          • Show/Hide Header
          • Billing Detail
          • Acct. Inquiry
          • Packer Info
          • Comment
          • DOC Images
          • E-mail Invoice
        • Customer Detail Panel
          • Bill To
          • Ship To
          • Print Invoice
          • PO Number
          • Route & Stop Numbers
          • Apply to Invoice
      • Invoice Detail Area
        • Invoice Detail Toolbar
          • Add
          • Delete
          • Edit Mode
            • Invoice Edit Mode
            • Standard Order Edit Mode
            • Backorder Edit Mode
            • Credits Edit Mode
          • Lot Info
          • Weight
          • Prior Sales
          • Sale Items
          • Find Item
          • Substitutes
          • COOL
          • Info
        • Invoice Line Item Grid
          • Item #
          • UOM
          • 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
          • Editing Items in the Grid
          • Deleting Items from the Grid
          • Searching for an item on the invoice
          • Change Item Base Cost
          • Viewing Invoice Gross Profit
          • Customizing the Item Grid
          • View Item Image
          • View Item Notes
          • Mouse Shortcuts
        • Invoice Information Panel
          • Information Panel Position
          • Configuring the Information Panel
          • Brand Name
          • Item Base, Market & Real Cost
          • Item Gross 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 Quantity
          • Pack Size
          • Pieces Per Case
          • Price Levels 1-4
          • Sequence Number
          • Unit Profit
          • Item Warehouse Location
      • Invoice Footer Area
        • Total Profit
        • Invoice Total $
        • Over Credit Limit $
        • Tax Total $
        • Total Cases
        • Total Weight
      • Completing the Invoice
        • Converting Piece Items to Cases
        • Entering Empties Information
        • Locking Prices
        • Updating Special Prices
        • Invoice Printing Options
          • Scan Barcodes to Print
          • Batch Email Invoices
      • Using Ordertaker Call List
        • Access Ordertaker Call List
        • Populate Customer Grid
        • Remove Customer from Grid
        • Keyboard Shortcuts
        • Mouse Shortcuts
      • Edit Billing Detail
        • Contact Information Area
        • Company Name for Invoice
        • Drop Ship an Invoice
        • Fuel Surcharge
        • Apply Small Order Fee
        • Payment Terms
        • Price Level
        • Discount Percentage
        • Salesperson Code
        • Our Order Number
        • Order Taker Code
        • Ship Via
        • Division
        • FOB Point
        • GL Accounts
      • Lot Info - Assign Lots Utility
        • Item Information Area
        • Available Lots Grid
        • Assigned Lots Grid
        • Lot Information Areas
        • Selecting Lots
        • Assigning Lots for Broken Case Items
        • Assigning Lots for Credit Items
        • Keyboard Shortcuts
      • Entering Catchweights
        • Using Enter Weights
        • View All Catchweight Items
        • Entering Kilograms
        • Minimum / Maximum Weights
      • MTD & YTD Sales
        • Locating Items
        • Perform Advanced Search
      • Last Invoice
      • Sale Items
      • Substitute Items
      • Non-Inventory Items
        • Item Number
        • Unit of Measure
        • Description
        • Brand Name
        • Pack Size
        • Base Cost
      • Invoicing Keyboard Shortcuts
    • Change Invoice/Credit Memo
      • Accessing the Change Invoice window
      • Change Invoice Header
      • Revision Letters & Numbers
      • View Invoice Change History
    • Cancel Invoice/Credit Memo Utility
      • Access Cancel Invoice/Credit Memo
      • 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
    • Printing Invoice Documents
      • Document Selection Area
        • Using Print By
          • Print All
          • Number
          • Dates
          • Print by Route
        • Using Sort By
      • Printer Selection Area
        • Name
        • Properties
        • Status
        • Type
        • Where
        • Comment
        • Print to File
      • Limitations Area
        • Print "Unprinted" only
        • Credit Memos Only
        • Include Credit Memos
        • Route
        • Customer Number
      • Copies
      • Printing Invoices & Credit Memos
      • Printing Loading Sheets
      • Printing Bills of Lading
      • Printing Return Authorizations
      • Printing Sales Order Confirmations
      • Printing Sales Order Releases
      • Troubleshooting
      • Print Invoice Keyboard Shortcuts
      • Document Samples
        • Type 2 Invoice
        • Type LZ Invoice
        • Loading Sheet
        • Bill of Lading
        • Credit Memo
        • Return Authorization
        • Sales Order Confirmation
        • Sales Order Loading Sheet
        • Sales Order Release
    • Assign Routes Utility
      • Accessing the Assign Routes Utility
      • Populating the Invoice Grid
      • Using the Invoice Grid
        • Viewing the Invoice
        • Adding a Route
        • Editing and Refreshing Data
        • Re-Assign Invoice Date
      • Invoice Summary
      • Route Summary
      • Viewing/editing Invoice Comments
      • Viewing/editing Driver Comments
      • Keyboard Shortcuts
    • Enter Weights Utility
      • Accessing
      • Invoice Selection
      • Invoice Item Detail
      • Entering Catchweights
      • Entering Kilograms
      • Minimum and Maximum Weights
    • Item Shortage Adjustment Utility
      • Access Item Shortage Adjustments
      • Selection Controls
      • Item Information Area
      • Adjusting Shipped Quantity
      • Keyboard Shortcuts
    • Enter Packer Info
      • Process to Enter Packer Productivity
      • Pull Date
      • Packer ID
      • Minutes to Pull
      • Qty NOT Pulled
      • Checker ID
      • Mistakes Caught
      • Mistakes Missed
      • Packer Mistakes
      • Changed By
      • Comments
      • Packer Productivity Report
    • Auto-Generate Invoices
      • Access Auto Generate Invoices
      • Delivery Date
      • Customer Number
      • Route Number
      • Comment Code
      • Standard order items only
      • Printing the route ticket report
      • Generating invoices
      • Keyboard Shortcuts
    • FAQs - 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
        • Use Create/Change Invoice
          • 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
    • Convert Sales Order to Invoice
  • Create Credit Memo Utility
    • Access Create Credit Memo
    • Credit Memo Header Area
    • Credit Memo Line Item Grid
    • Apply to Invoice feature
  • entrée.DSR
  • entrée.NET
  • Invoicing Related System Options
    • Data Entry Options
    • Cost/Price Options
    • Weight Entry Options
    • Lot Options
    • General Printing Options
    • Invoice Printing Options
    • Loading Sheet Printing Options
    • Quotations
    • Miscellaneous Options
• Daily Summary Utility
  • Running the Daily Summary
• Using the Inventory Menu
  • Receive By Item Utility
    • Access Receive By Item
    • Receive By Item Overview
    • Item Information Area
      • Show Purchase History
    • Receipt Information Area
      • Vendor Number
      • Date Received
      • Quantity Received
      • Weight Received
      • Real Cost
      • Cost Factor
      • Reference
      • Average Weight
      • Drop Ship
      • Exchange Rate
      • Foreign Cost
    • Lot Information Area
      • Lot Number
      • Location
      • Days Increment
      • Amount Increment
      • Lot Details
        • Hold Customer
        • Hold Price
        • Hold Date
        • Consignment
        • Steamer
        • Production Number
        • First Price
        • ETD
        • ETA
        • Expiration Date
      • DHEC Information
        • Harvest Date
        • Permit
        • Bed
        • Shellfish
        • Printing DHEC Labels
    • Items Received - This Session
    • Show ALL Receipts
    • Cool Information
    • Item Cost/Price Update
      • 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
      • Update Minimum Sell Price
  • Receive By Purchase Order Utility
    • Access Receive By P.O.
    • Overview Receive By P.O.
    • Receive By P.O. Header 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
    • Receive By P.O. Line Item Grid
    • Receive By P.O. Item Information Area
    • Add Items to P.O.
    • Delete Items from 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
    • Item Cost/Price Updates
      • 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
      • Updating the Minimum Sell Price
    • Automatic Cost/Price Update Options
    • Printing P.O. Receiving Report
    • Closing P.O.s
    • Supplemental P.O.s
    • Post P.O.s to Accounts Payable
      • Posting to entrée.AP
      • Posting to SBT Compatible AP
  • Receive By Date Utility
    • Access Receive By Date
    • Overview Receive By Date
    • Item Grid
    • Item Information Area
    • Edit 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 Bar Code Labels
  • Inventory Returns
    • Access Inventory Returns
    • Overview Inventory Returns
    • Item Information area
    • Vendor Information area
    • Return Information area
    • Reporting on Inventory Returns
  • Inventory Transfers Utility
    • Access Inventory Transfers
    • Overview Inventory Transfers
    • Inventory Transfer Fields
      • 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
  • Physical Adjustments Utility
    • Access Physical Adjustments
    • Physical Adjustments Process Overview
    • Item Grid
      • Item
      • UOM
      • Description
      • Lot Number
      • Curr Qty
      • Curr Wgt
      • Phys Qty
      • Phys Wgt
    • Edit Physical Adjustment Item
    • Item Information Area
    • Report on Pending Adjustments
    • Show Allocations
    • Calculate Allocations
    • Process Adjustments
    • Purge Pending Adjustments
  • Physical Adjustments by Class
    • Access Physical Adjustments by Class utility
    • Overview Physical Adjustments by Class utility
    • Item Class
    • Reference
    • Adjustment Date
    • Zero Item
    • Item Grid
    • Item Information Area
    • Physical Movements Report
  • Expiring Lots Utility
• Using the Accounting Menu
  • Accounts Receivable
    • Cash Receipts By Customer Utility
      • Access Cash Receipts by Customer
      • Overview Cash Receipts by Customer
      • Customer Information area
      • Receipt Information Area
        • Credit/Discount Amount
        • Payment Type
          • Applying Credit Memos
          • Apply as Credit/Discount
          • Non-AR Receipt
          • Write-off
          • Bad Debt
        • Check Number
        • Apply Date
        • Batch Number
        • Batch Total
        • Salesperson
        • Invoice Number
      • Invoice Grid
      • Amount Applied
      • Remaining to Apply
      • Customer Notes
      • Overpayments
        • Create Credit Memo
        • Apply as Open Credit
        • Abandon Overpayment
        • Go Back
      • Cash Receipts Reports
    • Cash Receipts By Invoice Utility
      • Access Cash Receipts by Invoice
      • Overview Cash Receipts by Invoice
    • entrée V3 Credit Card Overview
      • Obtain an Authorize.NET Merchant Account
      • Configuring entrée V3 for Credit Cards
    • Storing Customer Credit Cards
      • Adding / Editing Credit Cards
      • Removing Credit Cards
      • Testing Credit Cards
    • Accepting Credit Card Payments
      • Invoicing
      • Cash Receipts
    • Refunds
    • Transaction History
    • Reporting
    • Cancel Cash Receipts Utility
      • Access Cancel Cash Receipts
      • Overview Cancel Cash Receipts
      • Customer Information area
      • Invoice Grid
      • Receipt Information area
        • Check Number
        • Check Amount
        • Cancellation Reason
      • Reporting for Canceled Cash Receipts
    • Cash Refund Utility
      • Access Cash Refund
      • Overview Cash Refund
      • 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
      • Item Grid
      • Processing the Payment
    • Printing A/R Documents
      • Printing Statements
        • Accessing Print Statements
        • Overview Print Statements
        • Printer Area Options
          • 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
      • Printing Letters of Dunning
        • Accessing Print Letters of Dunning
        • Overview of Printing Letters of Dunning
        • Printer area
          • Name
          • Properties
          • 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
      • Printing Deposit Slips
      • Document Samples
        • Type P Statement
        • Type Y Statement
        • Letter of Dunning
    • Customer Account Inquiry Utility
      • Access Customer Account Inquiry
      • Overview Customer Account Inquiry
      • Customer Information area
      • Account Information area
      • Invoice Grid
        • Inv Date
        • Days Old
        • Inv No
        • Stat
        • Invoice Amount
        • Payment
        • Cred/Disc
        • Net Due
        • Balance Fwd
        • Last Pmt
        • Last Ck #
      • Aging Report
      • Viewing MTD & YTD Sales
        • Locating an item
        • Performing an Advanced Search
      • Viewing the Sales Breakdown
      • Viewing the Monthly AR Breakdown
      • Viewing Prior Cash Receipts
      • Viewing Payment history
      • Customer Notes
      • Emailing Invoices
    • Customer Item Inquiry Utility
      • Access 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 Item Purchase History
      • Performing a Price Lookup
    • Previous Balance Entry Utility
      • Accessing Previous Balance Entry
      • Overview Previous Balance Entry
      • Company Info Section
      • Invoice Grid
        • Invoice Number
        • Invoice Amount
        • Invoice Date
        • PO Number/Description
        • Editing an existing entry
        • Deleting an existing entry
      • Reporting for Previous Balance Entries
  • Accounts Payable
  • General Ledger
• Reports - Ré3 Reporting System
  • Ré3 Report System
    • Ré3 Toolbar
    • General Page
    • Filters Page
    • Layout Page
      • Available Columns
      • Print Columns
        • Add a Field to a Data Row
        • Add a Custom Column
        • Remove a Data Column
      • Field Options
      • Report Grouping
        • Add a Field to a "Group By" List
        • Remove a Field from a "Group By" List
      • Report Sorting
        • Add a Field to the "Sort By" List
        • Remove a Field from the "Sort By" List
    • Appearance Page
      • Changing Report Font
    • Output Page
      • Emailing Reports
        • Batch Emailing Reports
      • Save Report to Delimited Text File
    • Configure Page
      • Save Report Configuration
      • Recall Report Configuration
      • Delete Report Configuration
      • Export Report Configuration
      • Import Report Configuration
      • Locking Report Configurations
      • Unlock Report Configurations
      • Setting a Default Report Configuration
  • Ré3 Release Updates & Additions
    • Inventory Usage Action Report Overview
    • Inventory Kits Report
    • Product Recall Report
  • Customer Order Forms Report
    • Access Customer Listing Report
    • Filters
    • Dates
    • Miscellaneous Options
      • Predefined Styles
      • File Selection
      • Use Company
      • Cost Method
    • Exclude Options
    • Report Options
      • Group Report By
      • Number of Ordering Columns to Print
      • Print All Lines of Description
      • Print Line No. Column
      • Print SRP Column
      • Print Brand Column
      • Print Pack Size Column
      • Generate Using Entire Inventory File
      • Omit Items Not Purchased in 3 Wks.
      • Generate Using Future Pricing
  • Label Printing
    • Using & Printing Picking Labels
• Using the System Menu
  • Reindex Files Utility
    • Accessing Reindex Files
    • Overview Reindex Files
    • Reindex File Grid
    • Indexing Options
  • Change Working Date Utility
    • Access Change Working Date
    • Overview Change Working Date
  • Security Management System (SMS)
    • What is a Security Account?
    • Security Management Utility
      • Access the Security Management
      • Simple or Advanced Mode
      • Security Manager Toolbar
      • Creating User Accounts
      • Creating Group Accounts
      • Edit User Account
        • User Properties Toolbar
        • General User Account Information
        • Group Membership
        • User Account Settings
          • Settings Options Tree
      • Edit Group Accounts
        • Group Properties Toolbar
        • General Group Account Information
        • Add Users to a Group Account
        • Group Account Settings
      • Deleting Accounts
    • Security Account Reports
  • System Preferences Utility
    • Access System Preferences
    • Overview System Preferences
    • General Tab
      • Company Information
      • Delivery Address
      • Accounting System
      • Bounced Check Fees
      • Fuel Surcharges
      • Auto Logoff Delay
      • Catchweight Percent
    • Documents Tab
      • Document Numbers
      • Company Logo
      • Invoice Type Selection
      • Statement Type Selection
    • 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
        • 12. Overseas Importing
        • 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 Catchweights 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 Loading 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 PO
        • 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/Loading Sheet in the Order 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 Catchweight Items in Invoicing
        • 108. Allow Override of the System Calculated AP Cutoff Date during GL Close
        • 109. Allow Posting Date of an AP Payable to be Within 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 the Unit Price of Individual Invoice Line Items to be "Locked"
        • 115. Use Special Reorder Definitions System Wide.
        • 116. Allow "Per Unit" Items to be Purchased with "Per Pound" Pricing
        • 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 the 'Unit Price is Below Base Cost' Warning in Invoicing
        • 122. Enable Internet Based Updates to the Integrated Help System
        • 123. Print Invoice Requires Catchweight Count to Match Quantity 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 the Loading of Inactive Items in the 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. Sort and Sub-total 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 Sheets
        • 150. Use Comment Fonts on Invoices
        • 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 Sheets
        • 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 Customer Add-On Service Charge or 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 and 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 Reserved
        • 184. Validate Unit Price on backorder fills using current item costs
      • Additional Features
        • Report Delimiter Options - Saving a report to a delimited text file
        • Document Selection
        • Edit Interlocks Config
        • Assign Routes Options
        • Invoice Information Panel Config
        • Credit Card Processing Config
        • UPC Bar Codes Config
        • Credit Queue Options
        • entrée.NET Options
        • Food Show Order Configuration & Options
        • Electronic Warehouse Manager Options
        • Warehouse Transfer Info Panel Configuration
      • Call List Days
    • Printers Tab
      • Assigning a Default Printer
      • Configuring Printers
        • Printer Type
        • Font Setup
        • Configure Tray Selections
    • Data Files Tab
      • Locating Directories
      • Data File Locations
      • Installation/Update Location
      • Web Help Update Settings
    • Pricing Setup Tab
      • Number of Price Levels
      • Auto Recalculation in File Maintenance
      • Price Level Grid
      • Modify 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
      • GL Account Grid
      • Customer Link Codes
        • Customer Link Code
        • Accts Receivable
        • Cash Receipts
        • Sales Discount
        • Adding/Editing Customer Link Codes
        • Deleting Customer Link Codes
    • Tracked Charges Setup Tab
    • Scrolling Message Tab
    • Personal Settings Tab
      • Visual Options
      • Default Settings
      • Cost Price Update
    • Company Invoice Headings Tab
      • Allow Invoice Heading selection while Invoicing
      • Company Grid
      • Add a New Company Invoice Heading
      • Delete a Company Invoice Heading
    • Email Setup Tab
    • Fax Setup Tab
      • FaxMan Overview
      • System-wide Settings
      • Workstation Settings
    • Comment Fonts Tab
      • Comment Fonts Settings
      • Comment Fonts Tips
    • Holidays Tab
      • Holiday Feature Overview
      • Holiday Categories Explained
      • Non-work Day Invoice Creation
    • Return Codes Tab
    • entrée.DOT Tab
  • Closing Utilities
    • End of Day Utility
      • Access End of Day
      • Overview End of Day
    • Release AP\AR to GL Utility
      • Overview Release AP\AR
      • Release Accounts Receivable
      • Release Accounts Payable
      • Button Controls
      • Balance Fields
      • Postings Grid
      • Acquiring AR and AP Postings
      • Pre-Release Reports
      • Releasing to General Ledger
      • AP Detail
        • AP Detail Controls
        • Display AP Batch Detail
        • Get AP Postings
        • AP Detail Report
    • Close Period Utility
      • Access Close Period
      • Overview Close Period
      • Close Acounts Receivable
        • Close Period FAQ's
        • Safety Checks Prior to Closing a Period
        • Closing Dates
        • Compute Finance Charges
        • Purge Zero Lots
        • Post MTD Physical Movements
      • Closing Accounts Payable
        • Close AP Controls
        • Overview AP Close Processes
        • Close AP Steps & Data Validation
      • Closing General Ledger
        • Close GL controls
        • Overview GL Close Processes
        • Close GL Steps & Data Validation
  • Cost/Price Utilities
    • Quick Price Change Utility
      • Access Quick Price Change
      • Quick Price Change Process
      • Current Cost Price Data Area
      • New Cost/Price Data Area
      • Level Pricing Grid
      • Quick Price Change - Update Options
        • Update Special Prices by Customer Miscellaneous Code
        • Manually Editing Special Prices
    • Cost/Price Update Utility
      • Access Cost/Price Update
      • Cost/Price Update Methods
        • Prices to Update
        • Item Selection
          • Item Number
          • UPC Number
          • Item Class
        • Performing "wildcard" search
          • Current Pricing by Item/UPC
          • Current Pricing by Class
          • Future Pricing by Item/UPC
          • Future Pricing by Class
      • Item Cost/Price Update Process
        • Item Selection Grid
        • 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
      • Class Cost/Price Update dialog
        • Class Information
        • Cost Adjustment
        • Price Adjustment
      • Future Item Cost/Price Update dialog
        • Future Cost Information
        • Level Pricing Grid
      • Future Class Cost/Price Update dialog
        • Class Information
        • Price Adjustment
        • Cost Adjustment
    • Update Future Pricing Utility
      • Access Update Future Pricing
      • Future Price Update Process
      • Ending Date for Future Price Update
      • Future Price Update Options
        • 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
    • Future Price Global List Utility
      • Access Future Price Global List
      • Add/Modify Future Price Entry
      • Using the Item Grid
        • Searching by Item Number
        • Searching by Item Description
        • Search Using the Keyboard
        • Item Grid Columns
    • Copy Special Prices Utility
      • Access Copy Special Prices
      • Overview Copy Special Prices
      • Copy Modes Overview
      • Copy Options
    • Modify Special Prices Utility
      • Access Modify Special Prices 
      • Modify Special Prices Overview
    • Modify Level Pricing Utility
      • Access Modify Level Pricing
      • Overview Modify Level Pricing
      • 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
      • Preview Level Price Changes
    • Modify Cost Markup Utility
      • Access & Controls
      • Modify Cost Markup Process
      • Previewing Changes
    • Recalculate Customer Special Prices
      • Access Recalculate Customer Special Prices
      • Recalculate Customer Special Prices Overview
    • Bid Price Move Utility
    • Price Matrix Maintenance
      • Accessing the Price Matrix utility
      • Price Matrix Setup Overview
        • Add a Matrix Code
        • Edit a Matrix Code
        • Delete a Matrix Code
    • Price List Setup Utility
      • Access Price List Setup
      • Price List Setup Overview
      • Item Grid
        • Add Item
        • Edit Item
        • Delete Item
        • Using Separators
      • Printing the Price List Report
    • Monetary Exchange Rate Utility
      • Accessing Monetary Exchange Rate
      • Overview Monetary Exchange Rate Utility
  • Recalculate Utilities
    • Recalculate Customer Balances Utility
      • Access Recalculate Customer Balances
      • Overview Recalculate Customer Balances
    • Recalculate Vendor Balances Utility
      • Overview Recalculate Vendor Balances utility
    • Recalculate Vendor AP History Utility
      • Access Recalculate Vendor AP History
      • Recalculate Vendor AP History Process
    • Recalculate Inventory On Hand
      • Access Recalculate Inventory On Hand
      • Overview Recalculate Inventory On Hand
    • Recalculate Inventory On Order
      • Access Recalculate Inventory On Order
      • Overview Recalculate Inventory On Order
    • Recalculate Month-to-Date Totals
    • Recalculate Year-to-Date Totals Utility
      • Overview Recalculate Year-to-Date Totals
    • Compute Finance Charges Utility
      • Access Compute Finance Charges
      • Overview Compute Finance Charges
    • Clear AR Balances Under $1.00 Utility
      • Access Clear AR Balances Under $1.00
      • Overview Clear AR Balances Under $1.00
  • Re-Assign Utilities
    • Re-Assign Customer Number Utility
      • Access Re-Assign Customer Number
      • Overview Re-Assign Customer Number
    • Re-Assign Inventory Number Utility
      • Access Re-Assign Inventory Number
      • Overview Re-Assign Inventory Number
    • Re-Assign Salesperson ID Utility
      • Access Re-Assign Salesperson ID
      • Re-Assign Options 
      • Salesperson Information
      • Overview Re-Assign Salesperson ID
    • Re-Assign Vendor Number Utility
      • Access Re-Assign Vendor Number
      • Overview Re-Assign Vendor Number
    • Re-Assign Credit Memo Utility
      • Access Re-Assign Credit Memo
      • Overview Re-Assign Credit Memo
  • Purge Data Utilities
    • Purge Backorders Utility
      • Access Purge Backorders
      • Overview Purge Backorders
    • Purge Customer Item History Utility
      • Access Purge Customer Item History
      • Overview Purge Customer Item History
    • Purge Year-to-Date File Utility
      • Access Purge Year-to-Date Files
      • Overview Purge Year-to-Date Files
      • YTD File Selection List
      • Purge YTD FAQs
    • Purge Temporary Files Utility
      • Access Purge Temporary Files
      • Overview Purge Temporary Files
    • Reset Inventory to Zero
    • Purge Inventory Sale Price Utility
      • Access Inventory Sale Price Purge
      • Overview Inventory Sale Price Purge
    • Purge Secondary Inventory File Utility
  • Copy Item Commission Exceptions Utility
    • Access Copy Item Commission Exceptions
    • Overview Copy Item Commission Exceptions
  • Export Data Utility
  • Import Data Utility
  • Fax History Report
    • Fax Dialing Directory
    • Fax History Purge
  • Warehouse Manager Dashboard
• Using the Purchasing Menu
  • Create Purchase Order Utility
    • Access Create Purchase Order
    • Create Purchase Order Process Overview
    • 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
        • Credits
      • Edit Method
      • Line Item Grid
      • Line Item Detail
      • Add Items
      • Delete Items
      • Find 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
      • Brand
    • Edit P.O. Comments
    • Cool Information
    • Save Purchase Order Process
  • Change Purchase Order Utility
    • Access Change Purchase Order
    • Overview Change Purchase Order
  • Close Purchase Order Utility
    • Access Close Purchase Order
    • Overview Close Purchase Order
    • Purchase Order No.
    • Required Date
    • P.O. Date
    • Vendor Information
    • Ship To Information
    • Supplemental Purchase Orders
    • Reviewing Line Items
    • Purchase Order Status Report
  • Cancel Purchase Order Utility
    • Access Cancel Purchase Order
    • Overview Cancel Purchase Order
    • Purchase Order No.
    • Required Date
    • P.O. Date
    • Vendor Information
    • Ship To Information
    • Reviewing Line Items
  • Print Purchase Order Utility
    • Access Print Purchase Order
    • Overview Print Purchase Order
    • Purchase Order Selection Area
      • All
      • By Number
      • By Date Range
    • Printer Area
      • Name
      • Properties
      • Status
      • Type
      • Where
      • Comment
      • Print to File
    • Copies Area
    • PO Document Samples
  • Supplemental Purchase Order Utility
    • Accessing Create/Change Supplemental P.O.
    • Overview Create/Change Supplemental P.O.
    • P.O. Information
      • Vendor
      • P.O. Amount
      • Cost Distribution Methods
        • By Unit
        • By Weight
        • By Value
    • Item Information
    • Line Item Grid
    • Recalculate Distribution
    • Re-read Master P.O.
    • P.O. Comments
    • Print Supplemental P.O.s
  • Purchase Order Checkoff Utility
    • Accessing Purchase Order Checkoff
    • Overview Purchase Order Checkoff
  • Auto Generate Purchase Orders
    • Access Auto Generate POs
    • 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
  • Create Vendor Credit Memo
• Using the Help Menu
  • Contents
  • Keyword Search
  • Internet Update
    • Select Help Files to Update
    • Workstation Updates
  • About entrée...
    • Viewing the Readme file
    • Viewing System Modifications
    • Key Data and Optional Features
    • Printing the System Information
• entrée Search Screens
  • Search Features
  • Configure Grid Properties
    • Column Configuration
    • Color Configuration 1
    • Color Configuration 2
  • Inventory Search
  • Customer Search
  • Vendor Search
  • Salesperson Search
  • Comment Search
  • Invoice Search
  • Purchase Order Search
  • Lot Number & Lot Location Search
• Troubleshooting & Solutions
  • Error -20
  • Error -30
  • Error -61
  • Error -64
  • Error -70
  • Error -200
  • Error -210
  • Error -310
  • Error -920
  • Error -930
  • Large File Support in entrée

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