The first task for the System Administrator is to update the Settings tab in entrée.NET for your company. Sign in to your entrée.NET system and click on the Settings menu tab to proceed with customizing your system.

 

The Settings tab is comprised of four sections, which run along the left side of the screen. The Settings tab includes General, Options, Grids and Emails sections.  Various options in the Settings tab are not available in the Website Only option of entrée.NET and will be highlighted for your convenience. Each of these sections will be described next.

 

Email Notifications

 

You will need to enter email addresses in 2 boxes. The first box is used to receive entrée.NET order and systems notifications and in the second box specify your “From” email addresses. You may provide multiple email addresses for both entries by separating them with a semicolon.

 

1.Type your email addresses in the Order and System Notification box.

 

2.Type your email addresses in the “From” address box.

 

3.Use only a semicolon between each email address.

 

4.Click the Save Settings button above before continuing your updates.

 

 

Company Logo

 

Your company logo will be displayed on all the pages in your entrée.NET system and in your website sign in page or your order entry login page.

 

Acceptable image file formats are JPEG, GIF and PNG. Any size file will be accepted as  it will automatically be scaled down to fit.

 

 

1.Click the Browse button and locate your logo image file on your computer.

 

2.Click on the logo file name in the File Upload window then click Open.

3.The file will appear in the image box then click the Upload Logo button.

 

4.Your logo will now appear in the company logo section and in the top left corner of your entrée.NET page.

 

 

Theme

 

Change your color theme for entrée.NET whenever you like. Just select a color from the Theme drop down list. Choose from the colors shown below starting from the top row left side; aqua, blue, cream, gray, lavender, lime, mint, peach, pink, purple and red.

 

1.Click the down arrow to make a selection from homepage style drop down menu.

2.Click Save Settings button above.

 

 

Homepage  

 

If you purchased the website with all entrée.NET features, you will need to make a selection to control what your customers see when they visit your entrée.NET system.

 

1.Click the down arrow to make a selection from homepage style drop down menu.

 

2.Click on Show my website.

 

3.Do not select Show the order entry login page. Order entry login is not available in the website only option.

 

Below are examples of the full website home page with the Customer login area on the right.

 

 

Timezone  

 

Options  

 

The next step requires you to set the system options for entrée.NET. These are similar to the system options in the main entrée system.

 

The Configuration section options are not available in the website only option. Some General and Prospects options will not be available in the website only option. The Order Entry and Salespeople options are not available in the website only option.

 

To set your system options:

 

1.Click on the Options icon in the menu on the left.

 

 

Options Sections and Descriptions:

 

•Configuration – Skip this section. Allows you to let customers control their own entrée.NET page  layout.  

 

•General  

 

▪Enforce credit hold - Skip When this option is enabled entree.NET will enforce the credit hold setting from entree and will prevent new orders from being placed.

 

▪Display item images - Turning this option off will prevent the display of item images.

 

▪Display class images - Turning this option off will prevent the display of class images.

 

▪Display inventory “on Hand” numbers - Skip Turning this option on will allow for the display of item "On Hand" values. This will add a "Qty Avail." field to option to the grids.

 

▪Display item “Brand” - Turning this option off will prevent the item "Brand" information from being displayed.

 

▪Display item “Weblink” - Skip Turning this option off will prevent the item "WebLink" information from being displayed.

 

▪Display A/R information - Skip Turning this option off will hide all A/R panels and reports.

 

▪Display .DOC scanned invoices - Skip When this option is enabled any available entree.DOC scanned invoices will be available for viewing.

 

▪Display item “Tags” - Skip When this option is enabled item tags defined in entrée will be listed in the "View" drop down on the "Catalog" page.

 

•Order Entry – Skip this section. This section controls order entry rules and displays.

 

•Prospects – Skip this section. This section controls the display and rules for the Prospects feature.

 

•Salespeople - Skip this section. This section controls the display and rules for Salespeople.

 

Grids  

 

entrée.NET allows you to customize the display of column information in the Standard Order, Search and Quick Entry Grids. You will not be able to customize the Standard Order, Search and Quick Entry Grids since they are not used in the website only option.

 

Emails  

 

Using email to communicate with your entrée.NET customers could not be easier. We provide you with all the email templates you need to get you started. Just add a few pieces of information and the template is customized and ready to serve your business needs.

 

Email Templates