How to Create an entrée.NET Account  

When a customer requests access to our entrée.NET system you will need to create an account and assign a username and initial password. (Your System Administrator controls the settings that give you permission to create customer accounts.)

 

Once customers have this information they can login and submit orders and run reports at their convenience. Or you can place their orders for them if a customer does not want an account. Follow these simple steps to create your customer accounts:

 

1.Click on the Customer tab.

 

2.Use the Search tool to find the customer requesting an entrée.NET account.

3.Click the Load Customer icon to view the customer’s account information.

 

4.Click in the Customer Account section.

5.Click the Create Account button.

 

6.The Account Creation Wizard displays the Customer Account Setup dialog box.

 

7.Enter a Username and Password for your customer in the Account section.

 

8.In the Email Address section enter the email addresses where your customer  

wants to receive their account setup information and order confirmation emails.

 

•Send welcome email with login instructions - Leave this option unchecked if you do not want an email sent to the customer.

* For Salespeople to use this feature the System Administrator must have the Settings tab, Salespeople Option #14, Allow Salespeople to setup entrée.NET accounts for customers, checked. If it is not enabled for salespeople you will not see this feature.

9.Click the second Create Account button.