ELECTRONIC ORDER PAD Features

ELECTRONIC ORDER PAD Features
Features
Flash
February 14, 2012
entrée version 3.6.7
entrée.NET version 3.3.4
entrée.DSR version 1.1.19
entrée.UPC version 2.2.10
Electronic Order Pad (EOP)
entrée.DOT
entrée.FS
entrée ® NECS, Inc. ©Copyright 2012 All Rights Reserved
1
Table of Contents
entrée Version 3.6.7 Features
Metric Conversion Factor Updated
3
Assign Routes “Re-assign Invoice Date” Security Option
3
Invoicing Updates Count and Weight Totals for Assign Routes
4
Designate Inventory Items as “Special Order” Items
4
Search Inventory by Manufacturer’s Item Number
5
FaxMan Printer Driver Installation Removes Duplicate Copies
5
Create / Change Invoice Sale Price Save Updated
5
Create / Change Invoice Prior Sales Dialog Enhancements
6
Updates to entrée Reports
7
entrée.NET Related Features
Customer File “Exclude from .NET Export” Option
8
entrée.DOT Related Features
entrée.DOT Sync UPC Code Feature
9
entrée.FS Related Features
Salesperson Laptop Permissions for Food Show
10
entrée.NET Version 3.3.4 Features
NET “Special Order” Items Support
11
Display Manufacturer Item # in Catalog Page of the Website
11
ELECTRONIC ORDER PAD Features
Generate, View and Email Reports
12
Option to Email Reports
Report Options & Examples - Invoice Summary, Invoice Detail, Item Consumption, Order Guide / Product Listing, Open
Balances, Prospect Listing and Prospect Order Guide
13
14 - 20
Quantity Ordered Field Format Change
21
EOP “Special Order” Items Support
22
entrée.DSR Version 1.1.19 Features
DSR “Special Order” Items Support
23
Access to View Inventory and Customers Updated
23
entrée.DSR Version 1.1.19 & entrée.UPC Version 2.2.10
Metric Conversion Factor Updated
About NECS
23
24
2
entrée Version 3.6.7 Features
Metric Conversion Factor Updated
The conversion factor used when converting between kilograms and pounds has been updated in
entrée and entrée.DSR to use a more accurate conversion factor of "2.20462262".
Dating back to our DOS version we have always used the conversion factor of "2.205". Recently a
distributor noted that this is actually a rounded version. This more precise value will produce more
accurate results for you.
IMPORTANT: For distributors using our entrée.UPC bar code scanning system, make sure that
you update entrée.UPC and entrée at the same time to avoid issues which could result from the
two applications using different metric conversion factors.
Assign Routes “Re-assign Invoice Date” Security Option
Revised the handling of the new "Re-assign Invoice Date" button so that it is removed for users
who do not have the "Allow editing of printed invoices" option enabled on their user account in
Security Management.
3
entrée Version 3.6.7 Features
Invoicing Updates Count and Weight Totals for Assign Routes
The calculation and storage of count and weight totals data in Create / Change Invoice has been
updated to save this data as a permanent part of the invoice specifically for use by the Assign
Routes Utility. This update will reduce the work load in the Assign Routes Utility, which previously
performed these calculations “on the fly”, speeding up the Assign Routes process on busy days.
Impact of System Option #107
The calculation of count and weight totals values will now work with System Option #107 - "Show
estimated Extended Amount for catchweight items in Invoicing".
When System Option #107 is enabled entrée will attempt to use whatever information is available
to generate meaningful estimates for the shipping weight for catchweight / "LB." items. The
Assign Routes Utility will now include those estimated weights so that the totals shown in Assign
Routes are more realistic.
Designate Inventory Items as “Special Order” Items
You can now designate individual inventory items as "Special Order" items using a the check box
on the "Misc 1" tab of Inventory File Maintenance.
Items which are marked "Special Order" will be highlighted in a dark red color when performing
an Inventory search. These items will also receive the dark red highlight in the "Standard Order"
mode of Create / Change Invoice.
4
entrée Version 3.6.7 Features
Search Inventory by Manufacturer’s Item Number
The "Manufacturer's Item Number" field is now indexed so a search of the Inventory File can be
performed using this Mfg Item # column value. In this example the letters “GG” were used for the
search.
FaxMan Printer Driver Installation Removes Duplicate Copies
The update-detection process was finding multiple copies of the "NECS Fax" printer on Vista and
Windows 7 computers. To prevent problems, due to multiple software copies, the installation of
the FaxMan printer driver on Vista and Windows 7 systems has been updated so the existing
driver is removed completely and then reinstalled with each entrée update.
For those who currently have multiple copies of the "NECS Fax" printer, this process will remove
all the duplicate copies of the software and leave you with just one "NECS Fax" printer.
Create / Change Invoice Sale Price Save Updated
Previously if you hit the "Esc" key to cancel an initial edit operation on an item the pending Sale
Price would be lost and the item would revert back to the default item price.
The process has been modified so when a Sale Price is applied to a newly-added invoice line
item the Sale Price is immediately attached to the line item. This allows the Sale Price to be
saved even if the editing operation on the line item is cancelled.
5
entrée Version 3.6.7 Features
Create / Change Invoice Prior Sales Dialog Enhancements
The process of adding items from the three "Prior Sales" dialogs, "MTD", "YTD", and "Last
Invoice", has been enhanced to simplify it.
1. The Item Number search is now always a "Begins with" type of search eliminating the need to
select the box when you wanted to use this search.
2. When choosing items to be added to the invoice the "Enter" key will can also be used to switch
on the check mark in addition to the mouse or space bar. Once you "check off" the item you
wish to add you will be prompted to enter the quantity.
3. The "F5" key has been tied into the edit grid and will open the regular Inventory Search dialog.
The "F6" key gets you the Search History Information dialog a simplified local search (image
below). The “Locate by” drop down menu allows you to search for items by Item#, Class, Brand
name or Description.
4. The process of adding Prior Sales items to the invoice has been changed so it will not prompt
you to confirm the Quantity or the Unit Price for the selected items.
Other prompts and notifications for Base Cost when an item is out of stock or a notification that
an item qualifies for a promotion, will still be presented as each item is being added. If none of
these prompts need to be presented then the process of adding the selected items will simply
run to completion after which you can go back and adjust quantities or pricing.
6
entrée Version 3.6.7 Features
Updates to entrée Reports
Implemented support for "Special Order Item" designation by
adding this field as a column option as well as an option for
grouping and sorting on all reports that display item detail
information (right).
These same reports have been updated to provide an "Exclude
Special Order items" option to allow these items to be omitted
when desired (below).
Updated the "Invoice Source" options list in the Filter settings for
some reports to add entrée.EOP (Electronic Order Pad),
and Food Tech (below).
Inventory On Hand
Added the ability to print the FIFO remaining quantity
and receipt date for the three most recent purchases.
Customer Special Price / Standard Order
Added the "Only print special order items" to the
Report Options list.
7
entrée.NET Related Features
Customer File “Exclude from .NET Export” Option
The "Exclude from .NET export" option has been added to the options check list in the
"Miscellaneous 1" tab of Customer File Maintenance.
When you check this option on a customer account the customer's data will not be exported to the
entrée.NET server and will not appear in the customer file in entrée.NET or Electronic Order
Pad (our mobile app for the iPad).
8
entrée.DOT Related Features
entrée.DOT Sync UPC Code Feature
A new feature has been added to the System Preferences utility the "entree.DOT" tab in entrée
that allows you to control how the "UPC Code" value is updated on inventory items that have
been linked to items in the Dot Foods catalog.
By default the entrée.DOT add-on module will automatically synchronize each linked item with
the 12-digit UPC Code from the Dot Foods catalog. You can alternately choose to synchronize to
the 14-digit GTIN number or to have no synchronization performed at all.
The "Update IFM" button had been added to assist with updating all your inventory items with the
new UPC Code setting change. Update IFM will immediately synchronize *ALL* linked items
based on the current UPC Code selection.
9
entrée.FS Related Features
Salesperson Laptop Permissions for Food Show
The Food Show Orders feature has been added to the Salesperson/Broker File Maintenance
Laptop tab permission settings list to support the entrée.FS, the Food Show add-on module,
(entrée Modification #941, entrée.DSR Modification #23).
The entrée.FS Food Show permissions are outlined in red below.
10
entrée.NET Version 3.3.4 Features
NET Special Order Items Support
Implemented support for "Special Order" items to compliment the new entrée feature. Special
Order items will be displayed in all screen grids using an dark red background color.
When Special Order items
are selected a message will
be displayed (right).
(Requires entrée 3.6.7+)
Display Manufacturer Item # in Catalog Page of the Website
Implemented support for displaying the "Manufacturer Item #" for items in the public website
Catalog page.
Enable this feature in the Setting tab Options Website section. Set "Display Manufacturer Item
Number in item Catalog." to "Yes". It will include the manufacturer item number, if defined for an
item, below the item description when browsing the Catalog page.
(Requires entrée 3.6.7+)
11
ELECTRONIC ORDER PAD Features
Generate, View and Email Reports
Implemented the ability for salespeople to generate, view and email reports.
The System Administrator must first enable this feature by setting the "Allow salespeople to
email reports" system option to "Yes" in the "Settings" tab “Options” button Electronic Order
Pad section of the options panel. Some reports are controlled by System Option settings and
may not be available.
The "Reports" option in the main menu
allows you to access the following
reports:
Invoice Summary
Invoice Detail
Consumption
Order Guide / Product Listing
Open Balances
Prospect Order Guide
Prospect Listing
*See pages 13 - 20 for more information
about report options and report examples.
12
ELECTRONIC ORDER PAD Features
Option to Email Reports
The "Email Report" feature button in the upper left corner allows salespeople
to retrieve a PDF or Excel copy of reports and send a copy to any number of recipients.
Note: Due to the limitations of Apple iOS web applications it is
not possible to directly download files to the tablet device.
Select the desired report Format from the pop up
menu. (right)
Type any additional email addresses in the
Recipients area using the pop up key pad. (below)
13
ELECTRONIC ORDER PAD Features
EOP Report Examples
Invoice Summary - View purchasing information summarized by invoice.
The Generate button in the
bottom right runs your report
with the options you have
selected.
Once the report is generated use
the Email Report button in the
upper left to corner of the screen
(image below) to open the Email
Reports dialog discussed on
page 13 of this document.
14
ELECTRONIC ORDER PAD Features
EOP Report Examples
Invoice Detail - View detailed purchasing information by item.
Use the drop down arrows or
the magnifying glass icons to
reveal your options for that
report filter.
15
ELECTRONIC ORDER PAD Features
EOP Report Examples
Item Consumption - View detailed purchasing information by item with
additional consolidated filed options.
16
ELECTRONIC ORDER PAD Features
EOP Report Examples
Order Guide / Product Listing - Print out a product list for a customer.
17
ELECTRONIC ORDER PAD Features
EOP Report Examples
Open Balances - View open invoices for customers.
18
ELECTRONIC ORDER PAD Features
EOP Report Examples
Prospect Listing - Print a list of your Prospects.
19
ELECTRONIC ORDER PAD Features
EOP Report Examples
Prospect Order Guide - Print an order guide for a Prospect.
20
ELECTRONIC ORDER PAD Features
Quantity Ordered Format Change
Expanded to the "Qty Ord" field to allow for entering quantities up to "999"
or "999.99".
Note: You must have the
option to allow decimals in
order quantities enabled in
the entrée.NET Settings tab
Order Entry section to use
decimals.
The Standard Order screen
image shows the Qty column
amount using decimals
(outlined in red below).
21
ELECTRONIC ORDER PAD Features
EOP Special Order Items Support
Implemented support for "Special Order" items to compliment the new entrée
feature. Special Order items will be displayed in all screen grids using an dark red background
color (top).
Once the item is selected
the special order item
message will be displayed
(outlined in red).
22
entrée.DSR Version 1.1.19 Features
DSR Special Order Items Support
Implemented support for "Special Order" items to compliment the new entrée feature.
This feature includes a check box on the "Miscellaneous" page of the Inventory File Viewer to
indicate which items carry the Special Order designation.
Changes to the report system to allow item information on various reports to be filtered based on
the Special Order designation.
An "Exclude special order items" option is available on the "Exclude Data" page which allows the
Special Order items to be dropped.
(Requires entrée 3.6.7+)
Access to View Inventory and Customers Updated
Connected the View Inventory and View Customers options to the access-control system in
entrée.DSR.
Previously the controls to access these view features were located in the entrée Salesperson /
Broker Maintenance Laptop tab permissions list.
entrée.DSR Version 1.1.19 & entrée.UPC Version 2.2.10
Metric Conversion Factor Updated
The conversion factor used when converting between kilograms and pounds has been updated in
entrée.DSR to use a more accurate conversion factor of "2.20462262".
Dating back to our DOS version we have always used the conversion factor of "2.205". Recently a
distributor noted that this is actually a rounded version. This more precise value will produce more
accurate results for you.
IMPORTANT: Make sure that you are running the "3.6.7" version of entrée (or later) so that your
copy of entrée will be using the same conversion factor when manipulating kilogram weight
values.
23
NECS began in 1987 with its sole mission to produce top quality software for foodservice distributors. At that time,
company president, Chris Anatra had determined that the software market was severely lacking in specialized
software to address the needs of wholesale food distributors, especially those dealing with meat, seafood, produce,
cheese as well as full line distributors.
The only products available at that time were needlessly complex, difficult to use, required expensive computer
hardware costing into the six figures, and still did not meet all the needs of the foodservice distributor.
During this time period, the computer industry was beginning its move from large mainframe and minicomputer
systems, to the more economical personal computer such, as the IBM PC. Chris Anatra, president of NECS, and the
original developer of the NECS software, saw the opportunity to design a system based on the Microsoft and
networking technologies available at that time. By adapting to this new technology early, it turned out to be a brilliant
move that set NECS to become the leader in food distribution software. NECS was able to provide a comprehensive,
easy-to-use software package, at an economical price.
Adapting to new technology early, and constantly providing new features for our user base, continues to be our
company mission.
Over the years, the system has evolved into entrée®, a comprehensive Windows* application with more than three
million lines of programming source code.
To date, almost 1,500 wholesale food distributors have decided that the NECS entrée system is the best product to
meet their demanding needs. Our large network of satisfied customers makes this decision even easier.
Foodservice distributors which run their operations on NECS computer software are more profitable and operate
more efficiently on reduced staffs. This leaves NECS with an enthusiastic user base, who readily recommends NECS
software to other wholesale food distributors.
NECS customers range in size from smaller distributors with sales revenues of a few million per year, up to
distributors with sales approaching $200 million per year. The average size NECS customer has sales of $25 million
per year, and requires about 20 workstations.
entrée and NECS Food Distributing System are trademarks of NECS, Inc. in the United States and/or other countries. NECS, Inc.
may have patents, patent applications, trademarks, or copyrights covering subject matter in this document. Except as expressly
provided in any written license agreement from NECS, the furnishing of this document does not give you any license to these
patents, trademarks, or copyrights.
*Microsoft, Windows, Windows NT, Windows 2000, Windows ME, Windows XP, Windows 7, Windows Vista and Internet Explorer are either registered trademarks or
trademarks of the Microsoft Corporation in the United States and/or other countries.
*Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
*iPad is a registered trademark of Apple Inc.
*Dot Foods is a registered trademark of Dot Foods, Inc.
*ANDROID is a registered trademark of Google Inc.
*Constant Contact is a registered trademark of CONSTANT CONTACT,INC. Corporation.
*Wavelink is a registered trademark of Wavelink Corporation.
NECS, Inc.
168 Boston Post Road Suites 6 & 7
Madison, CT 06443
Phone: 203.245.3999
Fax: 203.245.4513
www.necs.com
entrée ® NECS, Inc. ©Copyright 2012 All Rights Reserved
24
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