Customer Records

Customer Records contains all the attributes associated with each customer. For the sake of simplicity, customers are defined as those who purchase product from the distributor or bottler.

The information entered here will be used by other areas of eoStar when performing various tasks such as order entry, payment entry, or supplier reporting.


Feature Information

  • Functional Areas: Administration
  • Roles Impacted: Admin Users
  • Platform: eoStar Backend
  • Plugin: eoStar Core

Permissions

Access Records Panel

This permission controls if a user can access, modify, add, or erase Customer records. For more information see: Access Records.

Records > Employee > Records > Access Records Panel

  • Customers

How to Set Up a Customer Record

  1. Go to Records > Customer > Records.
  2. Click New.
  3. Select the record number or enter a new one. Click Proceed.
  4. Enter the Name of the customer.
  5. The Ship Address, Geo Area, and Mail Address will be pulled from the Location panel.
  6. Select the Warehouse.
    • This is the source warehouse for the customer.
  7. Select the Tax Area.
    • This is the tax area where the customer is located, which designates the tax rate assigned to a geographic region.
  8. Select the Chain (optional).
    • This is the group of stores (such as Target or Wal-Mart) that the customer is associated with.
  9. Select the Sls Channel.
    • This is a way of grouping customers for a specific type of sale, such as bars, golf courses, drug stores, wholesalers, etc.
  10. Check Treat as Prospect if the customer is a prospective customer.
  11. Click Save.

Customer Records Video


Panels

More Panel

This panel is an extension of the main panel, in that it contains additional setup information for a large percentage of customers.

View the More Panel

Account Information

  • Taxable – Check this box to charge the customer sales tax. For more information, see Taxes.
  • When Acquired – This is the date that the customer became a customer for the company or the date that the customer was entered into eoStar. It will automatically populate with the date the customer was entered into eoStar, but it can be manually changed to a date if necessary.
  • Non-Retail – Check this check box if the customer is a non-retail customer.
  • Bulk Orders – Check this check box if every order created by this customer is a Bulk Order.
  • Stock Shelves – Check this box to inform the drivers that this customer requires them to stock the shelves.
  • Follow-up Invoices – Check this box if the customer requires a follow-up invoice to be printed. This correlates to the Need Follow-Up Invoices queue in the Order Tracker.
  • Allow Combination of Orders – Check this box to allow orders for this customer to be combined on the Orders > Combine Orders screen. (Added by the Combine Orders plugin)
  • Allows Substitutions On Invoices – Check this box if the customer may receive other products for specific items.
    • Product substitutions are set up on the Records > Warehouse > Records > Substitutions Panel.
    • For more information, see Substitutions.
  • Requires Backorder – Check this box to automatically trigger backorders when cutting quantities in Orders-to-Loads. (Added by the Backorder plugin)
  • Pays Syrup Tax – Check this box to apply the Arkansas syrup tax to the customer. (Added by the Syrup Tax plugin)
  • Service Tickets Default to Billable – Check this box to automatically set service calls as billable. (Added by the Service plugin)
  • No Tel-Sell Invoice Pre-Load from Sales History – Check this box to allow the user to control the Preload Invoices functionality for Tel-Sell order entry.

Instructions & Truck Offload

  • Delivery – Enter notes that can be seen by delivery drivers here.
  • Order Entry – Enter notes for salespeople here. Any notes written here will appear on the Order Entry Screen and pop-up when beginning an order on a mobile device.
  • BACK, DRV, PASS – Select the radio button that corresponds to the location on the truck that should be loaded with this customer’s product: the back, the driver’s side, or the passenger’s side. This makes orders easier to find and reduces unloading times.

Mobile Device Settings

  • # of Days of Handheld Sales History Downloaded – Type in the number of days of this customer’s sales history sent to handheld devices. This information can be used by salespeople for graphs, sales data, and invoices.
  • No HH Invoice Pre-Load from Sales History – Check this box if the sales history should not be pre-loaded on to the handheld invoices. For more information, see this page.
  • Print UPC Rather Than Item # on Invoices – Check this box to print UPC codes instead of the product numbers on the invoices from handheld devices.
  • Print Bar Codes on Invoice Footer – Check this box to print bar codes at the bottom of the invoice printouts.
  • Print Pallet Info on Bulk Order Invoices – Check this box to print the pallet information on bulk order invoices. The Bulk Order checkbox must be checked above or on the order itself.
  • Invoice Format Override – Select the format in which the invoices are printed for the customer.
    • This will override the formats selected at File > Database Administration > Configure > Handheld panel and Records > Companies > Records > HH Settings panel (Added with the Multi-Company plugin) for invoices for this customer.
  • Documents to Print via Order Tracker – Enter the number of delivery documents this customer requires. These documents are printed on the Order Tracker screen.

Location Panel

This panel includes all of the important geographical information for the customer, including the address information that is filled in on the main panel, as well as ID numbers and tax numbers.

View the Location Panel

Address

  • Ship To – Enter the shipping name for the customer. The Ship To address is the location where deliveries are dropped off.
  • Street – Enter the shipping street address.
  • City + State – Enter the shipping city in the first box and the shipping state in the second box.
  • Zip Code – Enter the shipping zip code.
  • Mail To = Ship To – Check this box if the mail to address is the same as the ship to address.
    • If it is not, fill in the Mail To information with the correct mailing information for the customer.
    • The Mail To address is where billing information is sent for the customer.
  • Geo Area – Select the geographical area for the customer. This populates on the main panel.
  • County – Select the county for the customer.
  • Latitude / Longitude – The latitude and longitude will fill in automatically after entering the Ship To address and clicking Post.

Web Addresses

  • Additional URLs – Enter up to two customer-related websites that will be listed in the customer information section of the Customer Center CRM app.

ID Numbers

  • Store # – Enter the store number, which typically corresponds to the number identified by the chain as the store’s number. This number appears on some handheld invoice formats.
  • DUNS + 4 – Enter the DUNS + 4 number in this field.
  • Vendor ID – Enter the vendor ID, which is used in ION Reports and Dot Matrix reports.
  • Outlet GLN – Enter the outlet’s Global Location Number, a thirteen digit number used worldwide for identifying legal entities, physical locations, and trading partners. Typically, GLN’s are required for any form of e-commerce.
  • Customer GLN – Enter the customer’s GLN, which is similar to the outlet’s GLN, except it is specific to this customer.

Tax Numbers

  • Tax Exempt # – Enter the customer’s Tax exempt number in this field. For more information, see Taxes.
  • Employer ID # – Enter the the customer’s federal employer identification number in this field.
  • Is 1099 – Check this box to identify the customer as needing a 1099.

Certificate of Authority 

  • Cert. of Auth. # – Enter the Certificate of Authority number in this field. (Added by the New York Tax plugin)
  • Expiration Date – Select the expiration date from the calendar. (Added by the New York Tax plugin)

Terms Panel

This panel allows for the assignment of payment terms, miscellaneous billing settings, and additional charges.

If May update customer terms without customer record update permission is enabled on the Records > Employee > Records > Plugins panel, the user may update this panel while having view-only permission for customer records.

View the Terms Panel


Payment Terms

  • NACHA Bank Info – Click this link to open the NACHA Customer’s Bank Account Information window, which allows you to edit the customer’s bank information. (Added by the NACHA plugin)
    • This link will only appear when the customer has NACHA as either a default or special payment term.

  • Bank’s Transit Routing / ABA Number – Enter the customer’s routing number.
  • Customer’s Bank Account Number – Enter the customer’s bank account number.

  • Default and Product Set Based Payment Terms Box (White Box) – This box is a read only field that lists the selected payment terms.
  • Edit Payment Terms – Click this link to edit the default payment terms as well as the payment terms based on product sets. For information on how to edit payment terms, see the toggle below.
  • Based on Terms – Check this box if all sales of product sets with different payment terms need to be automatically partitioned to separate orders.
  • For Returns – Check this box if all returns need to be automatically partitioned to a separate order. Additionally, it activates the Ignore Billing Codes & Empties setting below.
    • Ignore Billing Codes & Empties – If this box is checked, billing codes and empties will not be partitioned to a separate order; however, products still will if they have specific payment terms assigned.
  • Do Not Allow Terms to Be Overridden by Drivers – Check this box to disable all drivers’ ability to override payment terms on orders they are delivering.
  • Auto Switch Terms to COD if Overdue – Check this box to automatically turn all invoice payment terms to Cash on Delivery if the customer is past-due.
  • Alcohol Compliance Override – This link only appears when the customer is listed as out of compliance at Records > Customer > States > Alcohol Compliance Panel.

Miscellaneous

  • Additional Fees Increase Price on Invoices – If additional fees are configured at Records > Product > Additional Fees and this box is checked, additional fees will increase item prices on invoices.
  • Credit Limit – Enter the balance amount the customer can carry on their account before being considered over their limit.
  • Charge Only Supplier Deposits – Check this box to only charge supplier deposits to the customer on orders.
    • A supplier deposit is identified by the supplier deposit checkbox being checked under Records > Product > Records on the main panel.
      • If this box is checked, the value in the Deposit field will be charged to the customer on orders.
      • If there is a value in the override field, that is the value that will be charged to the customer on orders.
  • Off Invoice Disc % – Enter the off invoice discount, which provides a discount on balance due if an off-invoice payment is submitted.
  • Do Not Charge Carrier Deposit – If this box is checked, the values found in the Carrier Deposit fields on the Records > Product > Containers > More Panel will not be charged to the customer on orders.
  • Dunnage & Item Deposit Drop-down – Select the appropriate option for the customer.
    • Charge Item and Dunnage Deposits – Charge this customer for deposits on item and dunnage sales.
    • Charge Item but Not Dunnage Deposits – Only charge deposits to this customer on item sales, not dunnage.
    • No Item or Dunange Deposits Charged – Do not charge this customer for deposits on the sale of any items or dunnage.
  • Use Secondary Deposits – If this box is checked, the values in the Secondary Deposits column on the Records > Product > Containers > More Panel will be charged to the customer on orders.

Charges

  • Setup Delivery and Freight Charges – Click this link to navigate to the Delivery and Freight Charge Manager interface at Records > Customer > Delivery and Freight Charge Manager. The following are read-only fields displaying what is configured in Delivery and Freight Charge Manager:
    • Per Invoice Freight Charge – Indicates the amount being charged to the customer on each invoice for freight.
    • Per Invoice Delivery Charge – Indicates the amount being charged to the customer on each invoice for delivery.
    • Per Package Freight Charge – Indicates if there is a per package freight charge.
    • Per Package Delivery Charge – Indicates if there is a per package delivery charge.
  • Finance Charges – Select the appropriate option for the customer.
    • Default – Utilize the finance charge configuration set up under File > Database Administration > Configure > Finance charges panel. For more information on this, see Finance Charges.
    • None – Do not charge finance charges.
    • If unpaid after __ days – Charge finance charges if the balance remains unpaid after the assigned number of days past the due date.
Edit Payment Terms
  1. Click Edit Payment Terms to edit the default payment terms as well as the product set based payment terms.

  1. Select the Default Terms for the customer, which will be used on all items and for all orders, unless the items are assigned to a product set that is associated with alternate payment terms.

  1. Select the payment Terms associated with an individual product set.
  2. Select the Product Set associated with the individual payment terms.
  3. Click Clear to erase the selected payment terms and product set on the corresponding line.
  4. Click Show More to expand the rows of payment terms and product sets to allow for more terms to be added.
  5. Enter a note in the Add Terms Change Note field to indicate why changes were made to the payment terms.
  6. Click Post when you are finished.

Action Items Panel

This panel allows users to view action items and schedule, edit, and delete action item schedules for the customer. It is added with the Action Items Plugin.

May see action items from the customer record panel must be checked on the Records > Employee > Records > Plugins panel for a user to see this panel.

View the Action Items Panel

Schedules

  • Warehouse – This column lists the source warehouse for the customer.
  • Type – This column lists the action item type.
  • Next Action Date – This column lists the next date the scheduled action item needs to be performed.
  • Frequency (M) – This column lists how often the action item is scheduled to be performed (every X months).
  • Entered By – This column lists who entered the action item schedule into eoStar.
  • Entered Date – This column lists when the action item schedule was entered into eoStar.
  • New – This button is used to create new action item schedules. For information on how to add a new action item schedule, see the toggle below.
  • Edit – This button is used to edit action item schedules. For information on how to edit action item schedules, see the toggle below.
  • Delete – This button is used to delete action item schedules. For information on how to delete action item schedules, see the toggle below.
  • Optional Thru Date – This drop-down is used in conjunction with the Create Next Action Items for Selected Schedules button to add an optional thru date to create the next scheduled action item from an action item schedule. For information on how to create an action item from an action item schedule, see the toggle below.
  • Create Next Action Items for Selected Schedules – This button is used in conjunction with the Option Thru Date drop-down to create the next scheduled action item from an action item schedule. For information on how to create an action item from an action item schedule, see the toggle below.

Action Items

  • – This column lists the action item number.
    • Click the link to view the details for the action item in a new window.
  • Type – This column lists the action item type.
  • Requested By – This column lists who entered the action item into eoStar.
  • Assigned To – This column lists who the action item is assigned to.
  • Actionable From – This column lists the first date which the action item can be worked on.
  • Actionable Thru – This column lists the last date which the action item can be worked on.
  • Completed – This column lists the date which the action item was completed on.
Note

The action items that appear in this list cannot be deleted. They will show even if the action item schedule is deleted above or if the action item is voided in the Action Item Request Center.

Add an Action Item Schedule
  1. Click New to create a new action item schedule.

Note

The customer will automatically be selected as the one whose record you are currently on. You cannot change the customer.

  1. Select the action item Type.
  2. Select the Next Action Item Thru Date that the first action item created by the schedule must be completed by.
  3. Select the Frequency (Every X Month) to determine how often the schedule will create a new action item.
  4. Select how many Weeks in Advance of the required completion date the action item should appear in mobile devices.
  5. Fill in the Action Item Description for the action item schedule.
  6. Click Save when you are finished.
Edit an Action Item Schedule
  1. Click Edit to edit the action item schedule.

  1. All of the fields on this screen are identical to those on the Add an Action Item Schedule screen. Simply edit the fields as necessary.

  1. Click Save when you are finished.
Create an Action Item from an Action Item Schedule
  1. Click on the action item schedule that you would like to create the action item from.

  1. Select the Optional Thru Date for the action item from the drop-down list. It must be on or after the Next Action Date listed for the scheduled action item.
  2. Click Create Next Action Items for Selected Schedules.
    • If an action item was successfully created, you will receive a pop up that says 1 New Action Item is Successfully Created.
    • If an action item was not successfully created, you will receive a pop up that says No New Action Items to Create.
      • Try changing the Optional Thru Date to a later date when you receive this message, as it is often an indicator that your Optional Thru Date falls before the Next Action Date.
Delete an Action Item Schedule
  1. Click on the action item schedule that you would like to delete.

  1. Click Delete.
  2. When asked Are You Sure You Want to Delete This Schedule?, click Yes.

Allocations Panel

This panel displays any products that have been allocated to the customer, and the amount of those products that have been allocated. It is added with the Allocations Plugin.

May View Customer Allocations Panel must be checked on the Records > Employee > Records > Plugins panel for a user to see this panel.

View the Allocations Panel

The allocations are grouped by the source warehouse. The product name, amount allocated, amount available, and the date range of the allocation are included in the table.

  • Allocations with 0 remaining balance will be highlighted in red.
  • Allocations that have expired will be highlighted in gray.
  • Click the Product link to navigate to that product’s record.


AR Statements Panel

This panel controls the customer’s AR statement transmission format and cycle frequency settings.

If May update AR Statements without customer record update permission is checked on the Records > Employee > Records > Plugins panel, the user may update the AR statements panel while having view-only permission for customer records.

View the AR Statements Panel

  • AR Statement Transmission – This setting indicates how the statement will be provided to the customer.
    • None – No statement will be generated.
    • Email – A PDF of the statement will be generated and emailed.
    • Print – The statement will be printed.
    • Both – The statement will be printed and a PDF of the statement will be generated and emailed.
  • AR Statement Cycle – This setting indicates how frequently a statement should be generated. It is used when scheduling AR statements and to quickly identify the associated customers in the AR Statements screen.
    • None – No set schedule.
    • Weekly – A statement should be generated each week.
    • Biweekly – A statement should be generated every other week.
    • Monthly – A statement should be generated once per month.

These settings will be respected even when a Bill-To customer is set in the Customer Records Assignments panel. For example:

  • The parent in the Bill-To relationship is set to email.
  • Some of the child accounts are set to email.
  • The other child accounts are set to none.

When generating statements:

  • The Bill-To will receive an email containing the AR information for all child accounts.
  • The child accounts set to email will receive emailed statements.
  • The child accounts set to none will not receive statements.

Assignments Panel

This panel contains the customer’s group assignments.

View the Assignments Panel

Assignments

  • Price Like – If you have another customer whose pricing you would like the selected customer to mimic, select that customer. This function will override any current pricing assigned to this customer as well as any promotions.
  • Hold Code – Hold codes are a way of preventing selected customers from placing orders. For more information, see Hold Codes.
  • GL Group – Select the GL Group, which will place the customer into a group which will be used for general ledger information.
  • Outlet Code – Enter the Outlet Group Code that will be used in some EDI exports.
  • Bill To Account – If there is a different customer’s account which you wish the selected customer’s orders to be charged to, select that customer.
    • This will be reflected on the Payment Processing screen where any charges will be billed to that customer.
    • However, the invoices are still reflected on this customer’s receivables panel.
    • The Bill To capability allows for chain billing, where it is possible to apply a single payment to several stores in the same chain.
  • AR Type – Select the AR Type for the customer. This is used for accounts receivable information.
  • Bank – Select the Bank Record associated with the customer.
  • EDI Partner – Select the EDI Trading Partner associated with the customer. For more information, see EDI Trading Partners.
  • Standing PO – Enter a PO number to be automatically included on all orders for this customer.
  • Required By – Check this box if a PO number must be entered by a seller or driver. Then select either Seller or Driver.
  • Alcohol Compliance Override – This link only appears when the customer is listed as out of compliance at Records > Customer > States > Alcohol Compliance Panel.

Hold Codes

This section only appears for those with the Multi Company Plugin, when the Use Receivables Groups box is checked on the File > Database Administration > Configure > Multi Company Panel: Receivables tab. These hold codes operate the same was as other hold codes, only they correspond to Receivables Groups 1 and 2.

Note

When the receivables hold codes are in use, the regular hold code in the Assignments area is removed. Instead, you use the ones in this area.

  • {Receivables Group 1} Hold Code – This hold code applies to Receivables Group 1. The name that appears before “Hold Code” will correspond to the information entered in the box on the File > Database Administration > Configure > Multi Company Panel: Receivables tab.
  • {Receivables Group 2} Hold Code – This hold code applies to Receivables Group 2. The name that appears before “Hold Code” will correspond to the information entered in the box on the File > Database Administration > Configure > Multi Company Panel: Receivables tab.

Authorized Panel

This panel allows you to assign authorized item lists to customers. For more information on authorized item lists, see this page. Each customer can have up to ten authorized item lists assigned to them.

View the Authorized Panel

The table lists each product’s number, name, and authorized item list.

  • Click the product number link to navigate to that product’s record.
  • Click the authorized item list link to navigate to that list’s record.
  • Check/un-check the View box to show/hide a list’s products in the table.

Filters

  • Enter the Name of the product to filter the list by.
  • Select the Category to filter the list by.
  • Select the Package to filter the list by.
  • Select the Brand to filter the list by.
  • Click Clear to erase any filters that have been selected.
Add an Authorized Item List
  1. Select the Authorized Item List that you want to assign to the customer.

  1. Select the authorized item list.

  1. Click Select.
  2. Click Post.
Remove an Authorized Item List
  1. Highlight the text in the Authorized Item List you want to remove and delete it by pressing Delete or Backspace on your keyboard.

  1. Click Post.

Beverage Panel

This panel is used to add important information regarding the sale of alcoholic beverages to the customer, including liquor license information. Additionally, this panel contains route assignments, additional flags, territory and brand family assignments, and permits for the customer.

If May update liquor license without customer record update permission is checked on the Records > Employee > Records > Plugins panel, the user may update the liquor license while having view-only permission for Customer records.

View the Beverage Panel

Route Assignments

  • Delivery Route – Select the delivery route to classify the customer into a specific route for deliveries.
  • Sales Route – Select the sales route to classify the customer into a specific route for sales.

Additional Flags

  • Wholesaler – Check this box if the customer is a wholesaler. Wholesalers may have different charges in regards to deposits and taxes.
  • Off Premise – Check this box if alcohol sold at this location will be consumed off premise, meaning consumers will take the alcohol home with them.
    • If this box is not checked, the customer is considered On-Premise.
  • Military – Check this box if the customer is a military account. Sometimes the taxes are different for military accounts.
  • Needs Scansheet – Check this box if the customer requires a scanable sheet with the Barcodes of the products.
  • Allow Displays on Location – Check this box if point-of-sale displays can be set up at this customer’s location. This can be useful information for salespeople and merchandisers.
  • May Buy Strong Beer – Check this box if the customer can purchase strong beer.
    • This flag corresponds to the Brand Beverage Type: Beer: Is Strong Beer box on the Records > Product > Brands > Beverage panel. If that box is checked and this box is not checked, the customer will not be able to buy any product under the corresponding brand.
  • Account Has Draft Beer – Check this box if the customer serves draft beer.
  • May Buy Wine – Check this box if the customer may buy wine.
    • This flag corresponds to the Brand Beverage Type: Wine drop-down on the Records > Product > Brands > Beverage panel. If that drop-down is selected and this box is not checked, the customer will not be able to buy any product under the corresponding brand.

Liquor License Info

  • Customer Buys Alcohol – Check this box if the customer purchases alcohol. It enables the fields below, which allow the sale of alcohol to the customer when valid dates are entered.
  • License Number – Enter the license number that is provided by the state for this customer location.
  • Expiration Date – Enter the date the license will no longer be able to be used.
  • Licensed To – Enter the name of the person the liquor license was issued to.
  • Grace Period – Check this box to extend the license expiration by the number of days entered in File > Database Administration > Configure > Beer-Wine panel.

Brand Families

  • Territory – Select the territory that the customer belongs to. Territories work in conjunction with brand families to determine which products a customer can and cannot buy.
  • Brand Families – If not using a territory, which is recommended, select the Brand Families the customer can buy.

Permits for This Customer

  • Permit – This column lists the permits that have been applied to the customer. Customer Permits determine what products the selected customer may purchase.
  • License # – This column lists the license number that is provided by the state for this permit type.
  • Good Thru – This column lists the expiration date for the permit.
  • Status – This column lists the standing of the permit at the present time. The status can change between four states:
    • Active – This means that the permit is current and up-to-date. All assigned products in the permit’s product set can be purchased by the customer.
    • Expired – This means that the good thru date has passed. All deliveries and the placing of orders is prevented for the customer.
    • Suspended – This means that the permit has been suspended, or use of it has stopped for a limited time. When a permit is suspended, all deliveries and the placing of orders are prevented.
    • Delinquent – This means that the permit is missing or proof of permit is not shown. When a permit is delinquent, all deliveries and the placing of orders are prevented.
  • Add Permit – Click this link to add a permit to the customer record. For information on how to add a permit, see the toggle below.
  • Edit Permit – Click this link to edit a permit on the customer record. For information on how to edit a permit, see the toggle below.
  • Delete Selected Permit – Click this link to delete a permit from the customer record. For information on how to delete a permit, see the toggle below.
Add a Permit
  1. Click Add Permit to add a permit to the customer record.

  1. Select the Permit Type.

  1. Enter the License #.
  2. Select the Good Thru date from the calendar.
  3. Select the Status from the drop-down.
  4. Click Add Permit.
  5. Click Post.
Edit a Permit
  1. Click on the permit you want to edit.

  1. Click Edit Permit.
  2. All of the fields on this screen are identical to those on the Add a Permit screen. Simply edit the fields as necessary.

  1. Click Apply Edits when you are finished.
  2. Click Post.
Delete a Permit
  1. Click on the permit you want to delete.

  1. Click Delete Select Permit.
  2. Click Post.

Bill and Hold Panel

This panel shows open bill and hold orders for the customer. It is added with the Bill and Hold Plugin.

View the Bill and Hold Panel

All products on open bill and hold orders for the customer are listed in the table. Both the quantity ordered and the quantity remaining to be delivered are included.


Blacklist Panel

This panel allows the user to blacklist items for this customer and shows the items that have been blacklisted for the customer.

View the Blacklist Panel

Blacklisted Items

  • Things to Know – Click this link to find out more about blacklisting. It will open the image below.

  • Item # – This column list the item number for the blacklisted item.
  • Pack – This column lists the package for the blacklisted item.
  • Item Description – This column lists the product that is blacklisted.
  • Retail UPC – This column lists the retail UPC for the blacklisted item.
  • Delete Selected Items – Click this button to delete a blacklisted item from the customer record. For information on how to delete a blacklisted item, see the toggle below.
  • Limit to Can Sell Items – Check this box to limit the search below to items marked as Can Sell under Records > Product > Record.
  • Items to Add – Use the product filters to select the items you wish to include on the blacklist.
  • Add – Click this button to add items to the blacklist. For information on how to add blacklisted items, see the toggle below.
  • Add Items via Product Selector – Select this radio button to add items via the Product Selector (pictured above).
  • Add One Item at a Time – Select this radio button to add items one at a time via Select Item to Add (pictured below).

Select Item to Add

  • Product – Select a single product to blacklist in this field.
Add a Blacklisted Item

Add Items via Product Selector

  1. Use the product filter to select the items to include on the blacklist.

  1. Click Add.
  2. Click Post.

Add One Item at a Time

  1. Select the Product to add to the blacklist.

  1. Click Add.
  2. Click Post.
Delete a Blacklisted Item
  1. Select the product(s) in the list that you would like to remove from the blacklist.

  1. Click Delete Selected Items.
  2. Click Post.

C2C Sales Panel

This panel allows the user to review and record new customer to customer sales. It is added with the C2C Plugin.

Customer > C2C Sales must be checked on the Records > Employee > Records > Plugins panel for a user to see this panel.

Add a C2C Sales Entry
  1. Click Add or Edit C2C Sales Entries to add a customer to customer sale.

  1. Select the Sell Date from the calendar.

  1. Select the To Customer, which is the customer the sale is being made to.
  2. Select the Product being sold.
  3. Enter the Qty Sold.
  4. Click Record.
  5. Repeat Steps 4 to 6 for all additional products being sold to this customer.
  6. Click Done when you are finished entering the sale.
Edit a C2C Sales Entry
  1. Click Add or Edit C2C Sales Entries to add a customer to customer sale.

  1. To edit an existing sale, use the same customer, date, and item as the existing sale you want to edit.
    • Enter a new quantity to change the quantity on the sale.
    • Enter a quantity of zero to delete the item from the sale.
      • You cannot change the date or items of an existing sale. To change dates or items, you will need to remove the existing items by deleting them using the process outlined above and then creating new sales.
  2. Click Done when you are finished.

Can Buy Panel

This panel shows a list of the items the customer can and cannot buy.

View the Can Buy Panel

Can Buy

  • Can Buy – Select this radio button to view the items that can be purchased by this customer.
  • Item # – This column lists the item number for the item.
  • Pack – This column lists the package for the item.
  • Item – This column lists the item name.
  • Brand – This column lists the brand that the item belongs to.
  • Brand Family – This column lists the brand family that the item belongs to.
  • Private Label – If the item is part of a private label, this column lists the private label that the item belongs to.
  • Payment Terms – This column lists the payment terms that are associated with the item.
  • Alcohol – If the item is flagged as alcoholic, this checkbox will be checked.
  • Strong Beer – If the item is flagged as strong beer, this checkbox will be checked.
  • What Determines If an Item Can Be Sold? – Click this link to pull up the chart below.

Cannot Buy

  • Cannot Buy – Select this radio button to view the items that cannot be purchased by this customer.
  • Status – All items that the customer cannot buy are automatically sorted by the reason they cannot be bought. In the example above, items cannot be purchased because of blacklists, territory / brand family restrictions, and lack of allocations.

Close Date Panel

This panel allows the user to determine whether the customer can receive close dated product. (Added with the Close Date Plugin)

Close Date Panel

Close Date Information

  • Check May Receive Close Date Product to allow the customer to receive product that is close to expiration.
    • By default, this setting will follow the default on the Close Date panel of the customer’s assigned warehouse.
    • Once the close date setting for a specific customer has been updated, that customer will no longer follow the warehouse default setting, even if the warehouse default changes after the customer setting was updated.

 

OTL Automatic Close Date Settings

  • Select the Percent of Product that may be Close Dated on an order after it goes through Orders-to-Loads:
    • Use Warehouse Default % – Use the percentage entered on the Close Date panel of the customer’s assigned warehouse.
    • Use Customer Specific % – Enter a specific percentage for just this customer.
  • Use the product filter to select the close-dated products the customer can receive.

Commissions Panel

This panel is used to set up manager commissions, override employee commissions on a permanent basis, and suppress Employee Commissions. All of the fields on this screen are optional.

View the Commissions Panel

Managers & Commissions

In order for the Manager Commissions feature to work, a manager must be selected under Managers & Commissions and the box must be checked under Manager Inclusions. If both are done, the manager in question will also receive sales commissions for the customer account. Managers must also have their own Employee Group set up and assigned.

  • Sales Commission % – This field does not do anything. All commissions must be set in Records > Employee > Commissions > Rates.
  • Area Manager – Select the area manager who will receive a commission. The corresponding box must be checked under the Manager Inclusions section for the manager to receive a commission.
  • Account Manager – Select the account manager who will receive a commission. The corresponding box must be checked under the Manager Inclusions section for the manager to receive a commission.
    • % Commission – This field does not do anything. All commissions must be set in Records > Employee > Commissions > Rates.
  • District Manager – Select the district manager who will receive a commission. The corresponding box must be checked under the Manager Inclusions section for the manager to receive a commission.
    • % Commission – This field does not do anything. All commissions must be set in Records > Employee > Commissions > Rates.

Employee Commission Overrides

Employee Commission Overrides will always assign the commission to the person selected in the specified field for the selected customer, rather than to the person who signed in at the selected customer’s location. To perform a one-time commission override, see Commissions Overrides.

  • Presales – If you want one pre-seller to always receive the commission, assign that employee here.
  • Driver – If you want one driver to always receive the commission, assign that employee here.
  • Vending – If you want one vending driver to always receive the commission, assign that employee here.

Commission Suppression

When the Commission Suppression boxes are checked, employee commissions will not be calculated for the selected role on orders for this customer. It will also ignore Employee Commission Overrides (both the type set above and one-time commission overrides).

  • Commission is Suppressed for Pre-Sellers – Check this box if employee commissions for pre-sellers should not be calculated for this customer.
  • Commission is Suppressed for Drivers – Check this box if employee commissions for drivers should not be calculated for this customer.
  • Commission is Suppressed for Vending – Check this box if employee commissions for vending drivers should not be calculated for this customer.

Manager Inclusions

  • Sales Commissions: Include Area Manager – Check this box to include the area manager in sales commissions. The corresponding field under the Manager & Commissions section must be filled in for the manager to receive a commission.
  • Sales Commissions: Include Account Manager – Check this box to include the account manager in sales commissions. The corresponding field under the Manager & Commissions section must be filled in for the manager to receive a commission.
  • Sales Commissions: Include District Manager – Check this box to include the district manager in sales commissions. The corresponding field under the Manager & Commissions section must be filled in for the manager to receive a commission.

Contacts Panel

This panel contains any contact information, phone numbers, email addresses, and decision data for the selected customer. The panel may have as many contacts as required and can be rearranged to designate the primary contact.

If May add customer contacts without customer record update permission is checked on the Records > Employee > Records > Plugins panel, the user may add new contacts to this panel while having view-only permission for customer records.

Add a Contact
  1. Click Add Contact to add a contact.
  2. Enter the Name of the contact.
  3. Enter the Title of the contact at the customer’s location.
  4. Enter the contact’s preferred salutation.
  5. Enter the contact’s primary Phone number.
  6. Select the type of primary phone number: OfficeHome, Cell, Fax, or Other.
  7. Enter the contact’s secondary Phone number (optional).
  8. Select the type of secondary phone number: OfficeHome, Cell, Fax, or Other.
  9. Enter the contact’s email address.
  10. Select the type of email address: OfficeHome, or Other.
  11. Check the appropriate flags:
    • Owner – Check this flag if the contact is the owner of the business.
    • Buyer – Check this flag if the contact makes buying / purchasing decisions for the customer.
    • Can Order – Check this flag if the contact can place orders for the customer. This will make the contact visible in Inside Sales and on the Handhelds.
    • Can Decide – Check this flag if the contact can make decisions for the customer.
    • Payables – Check this flag if the contact handles accounts payables for the customer.
    • Service – Check this flag if the contact handles service calls (typically in the case of customers with equipment) for the customer.
    • Auto Email – Check this flag to have eoStar automatically send an email to that particular contact as an order confirmation.
      • A valid email address must be filled in for auto emailing to work.
      • For Pick and Ship Orders, this box must be checked for the customers to receive a Bill of Lading.
  12. Select the Preferred Contact method for the contact: Office Phone, Home Phone, Cell Phone, Fax, Email, or Text Message.
  13. Enter a Note about the contact (optional).
    • This can be used to include additional details about the contact.
  14. Enter a CRM Note (optional).
    • This note will be displayed in the customer contacts section of the Customer Center CRM application.
  15. Repeat this process for any additional contacts at the customer’s location.
  16. Click Post to save updates.
Rearrange Contacts
  1. Click Select to choose the contact to rearrange.
    • The first contact listed on the Contacts Panel is the primary contact, and will be the default contact for Inside Sales and mobile devices.
  1. Click Move Selected Contact Up to move the selected contact to a higher position in the list of contacts.
  2. Click Move Selected Contact Down to move the selected contact down to a lower position in the list of contacts.
  3. Click Post to save updates.
Delete a Contact
  1. Click Delete to delete the contact.
  2. Click Post to save updates.

Co-Op Panel

This panel is used to assign customers to one or more co-ops. It is added with the Co-Op Plugin.

View the Co-Op Panel

Co-Op Membership for Customer

  • Co-Op Number – This column lists the co-op number.
  • Co-Op Name – This column lists the name of the co-op.
  • Is Member – Check this box to assign the customer to the co-op.

Counts Panel

This panel shows the counts from the most recent count session at the customer.

View the Counts Panel

  • Description – This column lists the location where the product is found.
  • Item # – This column lists the item number for the product.
  • Item – This column lists the product name.
  • Pack – This column lists the package for the product.
  • Qty Counted – This column lists the quantity counted.
  • Qty Needed – This column lists the quantity needed to return the location to par.
  • Date – This column lists the date of the count session.
  • Time – This column lists the time of the count session.

DEX Panel

This panel is used to identify the DEX settings for the customer. It is added with the DEX Plugin.

View the DEX Panel

  • DEX Comm ID – Enter the 10 digit code supplied to the retailer by GSX in this field.
  • Location Number – Enter the customer’s location number in this field.

Dr. Pepper Panel

This panel is used to identify the Dr. Pepper settings for the customer. It is added with the DEX Plugin.

View the Dr. Pepper Panel

  • Bill Deliveries to National – Check this box to indicate that the bill should be charged to the national distributor. If unchecked, the bill will be charged directly to the customer.
  • National Pricing Program – Check this box to send a customer’s sales via the Dr. Pepper export.
  • National Account Number – Enter the customer’s Dr. Pepper national account number.

Equipment Panel

This panel is used to view the customer’s current equipment and their equipment placement history.

View the Equipment Panel

Current Equipment

Any equipment that has been transferred to the customer will show in this screen. All of the fields below are entered automatically by eoStar when the equipment is transferred to the customer, and none of them can be edited.

  • Equipment # – This column lists the equipment number found on the equipment record.
    • Click the link to navigate to the equipment’s record.
  • Serial # – This column lists the serial number found on the piece of equipment.
    • Click the link to navigate to the equipment’s record.
  • Equip Type – This column lists the equipment type.
  • Equip Model – This column lists the equipment model.
  • Moved From – This column lists where the equipment was previously located.
  • Place – This column lists where the equipment is currently placed.
  • Vending – If the equipment is a vending machine, a Yes will appear in this column. If not, a No will appear in this column.
  • Update Place – Click this button to update the selected machine’s current placement. If the machine needs to be moved to a new location, use Inventory > Equipment Transfer.
    • Enter the new placement information in the Update Place box and click Post to update the placement.

Equipment Placement History

  • Transfer – This column lists the date and time when the equipment was transferred.
  • Equipment # – This column lists the equipment number found on the equipment record.
    • Click the link to navigate to the equipment’s record.
  • Serial # – This column lists the serial number found on the piece of equipment.
    • Click the link to navigate to the equipment’s record.
  • Equip Type – This column lists the equipment type.
  • Equip Model – This column lists the equipment model.
  • Moved From | To – This column lists where the equipment was transferred from or to.
  • Place – This column lists where the equipment is currently placed.
  • Show Erased Equipment – Check this box to include erased equipment in the list equipment placement history.
Note

Equipment highlighted in green means it is on a pending transfer.


Equipment Rentals Panel

This panel is used to enter rental prices on equipment rentals for the customer.

View the Equipment Rentals Panel

  • Placement – This column lists where the equipment is currently placed.
  • Model –  This column lists the equipment model.
  • Type – This column lists the equipment type.
  • Equipment – This column lists the serial number found on the equipment record.
  • Monthly – Enter the monthly fee charged for renting this equipment, if the rent is charged on a monthly basis. If the Monthly column is filled in, the Billable Months option will show as pictured in the image above.
  • Billable Months – Check the boxes for the months in which the monthly fee should be billed to the customer.
  • Yearly – Enter the yearly fee charged for renting this equipment, if the rent is charged on a yearly basis. If the Yearly column is filled in, the Month to Charge Yearly Rent option will show as pictured in the image below.
  • Month to Charge Yearly Rent – Select the button for the month in which the yearly fee should be billed to the customer. Only one month may be selected.


Flags Panel

This panel is used to set customer flags on customer records. In order for this panel to be active, at least one flag must be defined at File > Database Administration > Configure > Customer Flags panel. The options for each customer flag are defined at Records > Customer > Flags. There can be up to 40 customer flags, which are shown in ION Reports and the Sales Analyzer.

Flags are used to create user defined attributes for customer records and appear anywhere in the software where customer filters appear. Some examples of customer flags include:

  • Seasonal Customers: Warm Weather / Cold Weather Customers
  • Customer Rating: Growth Potential / Profit Potential / VIP
  • Craft Beer Specialty: Is Craft Beer Specialty / Not Craft Beer Specialty
  • Wine Specialty: Is Wine Specialty / Not Wine Specialty
View the Flags Panel

User Defined Custom Flags

  • Select the User Defined Custom Flag that you want to apply to the customer. Any flag that appears in green can be applied to the customer.

Forecast Panel

This panel attempts to forecast the predicted order amounts the customer will make within the selected time frame. It is added with the Forecast Plugin.

View the Forecast Panel

  • Days in Forecast – Use the slider bar to select the time frame for the forecast (from 0 to 180 days).
  • – This column lists the product number.
  • Product – This column lists the name of the product.
  • Pack – This column lists the package for the product.
  • Forecast Units – This column lists how many units eoStar is forecasting this customer will purchase during the selected time period.
  • Revenue – This column lists the projected revenue from this customer during the selected time period.
  • Last Del. – This column lists the last time that this product was delivered to the the customer.

Illinois Tax Panel

This panel is used to identify Illinois tax settings for the customer. It is added with the Illinois Tax Plugin.

Taxes > Illinois > Setup Customers (and customer IDOR Panel) must be checked on the Records > Employee > Records > Plugins panel for a user to see this panel.

View the Illinois Tax Panel

Illinois Tax Customer Information

  • IBT Number – Enter the Illinois Business Tax (IBT) number in this field.
  • Tax Class – Select the tax class for the customer.

Map Panel

This panel uses Google Maps to pinpoint the exact location of the customer on a map.

View the Map Panel

  • + / – – Click the plus or minus sign to zoom in or out on the map. This map is set to view the location of Rutherford and Associates as an example to illustrate how the panel works.

Miller Panel

This panel used to be used to identify Miller settings for the customer. The panel is added with the Miller Plugin. It has now been replaced by the SRS panel.

The panel is now only visible with the support bit.

View the Miller Panel

Off Premise

  • This Customer is a Miller Retail Outlet – Check this box if the customer will receive Coors products produced at a Miller plant. For more information, see this page.

Sales Type

  • Off Premise – Select this button if alcohol sold at this location will be consumed away from the customer’s location.

Outlet Information

  • Class-of-Trade – Select the class-of-trade for the customer. The class-of-trade options cannot be edited or added to.
  • Industry Volume – Select the industry volume for the customer. The industry volume options cannot be edited or added to.
  • Package Type – Select the package type for the customer. The package types cannot be edited or added to.
  • Miller Channel – Select the Miller Channel for the customer.

Chain Information

  • Status – Select the status for the customer.
    • If Chain Account is Selected, a Store Code is required.
  • Store Code – Enter the store code for the customer.
  • Chain Owner – Enter the Chain Owner (if a Chain Account) for the customer.

Patron Information

  • Age – This is not applicable to off premise customers.
  • Lifestyle – This is not applicable to off premise customers.
  • Ethnicity – Select the ethnicity of the patrons at the customer. The ethnicity options cannot be edited or added to.

On Premise

  • This Customer is a Miller Retail Outlet – Check this box if the customer will receive Coors products produced at a Miller plant. For more information on this, see this page.

Sales Type

  • On Premise – Select this button if if alcohol sold at this location will be consumed at the customer’s location.

Outlet Information

  • Class-of-Trade – Select the class-of-trade for the customer. The class-of-trade options cannot be edited or added to.
  • Industry Volume – Select the industry volume for the customer. The industry volume options cannot be edited or added to.
  • Package Type – Select the package type for the customer. The package types cannot be edited or added to.
  • Miller Channel – Select the Miller Channel for the customer.

Chain Information

  • Status – Select the status for the customer.
    • If Chain Account is Selected, a Store Code is required.
  • Store Code – Enter the store code for the customer.
  • Chain Owner – Enter the Chain Owner (if a Chain Account) for the customer.

Patron Information

  • Age – Select the age of the patrons at the customer. The age options cannot be edited or added to.
  • Lifestyle – Select the lifestyle of the patrons at the customer. The lifestyle options cannot be edited or added to.
  • Ethnicity – Select the ethnicity of the patrons at the customer. The ethnicity options cannot be edited or added to.

Non-Service Panel

This panel is used to track all the Non-Service visits for the customer. Here, any visits to the customer that did not yield a sale can be recorded. It is added with the Customer Visit Plugin.

View the Non-Service Panel

Non Service Visits

  • Visited – This column lists the date and time of the non-service visit.
  • Non-Service Reason – This column lists the non-service reason.
  • Employee – This column lists the employee who recorded the non-service visit.
  • Description – This column lists any text that the employee entered as a description for the non-service visit.

Notes

This panel allows users to make notes about the customer. Notes are stored in the order they are entered and cannot be edited or deleted.

If May update customer notes without customer record update permission is checked on the Records > Employee > Records > Plugins panel, the user may update this panel while having view-only permission for customer records.

View the Notes Panel

  • Note – Enter the text of the note in this text field.
  • Add – Click Add to save the note.
  • Show Only Active Notes – Select this button to show only active / current notes.
  • Show All Notes – Select this button to show all notes for the customer.
  • Active – All active notes will have this box checked.
  • Entered By – This column lists the name of the person who entered the note.
  • When Entered – This column lists the date and time that the note was entered.
  • Note Text – This field lists the text of the note.

Objectives Panel

This panel displays a list of all objectives for the customer. It is added with the Objectives Plugin.

View the Objectives Panel

Objectives for [Customer Name]

  • Show Descriptions & Comments – Check this box to include the descriptions and comments with each objective.
  • Type – This column lists the objective type.
  • Entered By – This column lists the employee who created the objective.
  • Assigned To – This column lists the employee the objective is assigned to.
  • Supplier – This column lists the supplier associated with the objective.
  • Start – This column lists the start date for the objective (if there is one).
  • Due By – This column lists the due date for the objective.
  • Done – This column lists the date the objective was competed on.
    • The space next to this column will have a grey ? if the objective has not been completed, a green S if it has been completed successfully, and a red if it was not successfully completed.
  • Description – This field contains the description of what needs to be accomplished by the employee to complete the objective.
  • Comments – This field contains any comments that were entered by the employee who was assigned the objective.

Pallet Rules Panel

This panel contains customer-specific settings for palletization. It is added with the Palletization Plugin.

View the Pallet Rules Panel

Layer Rules

  • Do Not Optimize Pallets with Layer Rounding – Check this box to ignore Layer Rounding on orders for this customer.

Default Pallet Sizes

  • Default Pallet Size for Bulk Orders – Select the default pallet size to be used with bulk orders for this customer.
  • Default Pallet Size for Non-Bulk Orders – Select the default pallet size to be used with non-bulk orders for this customer.
Note

These selections will override the selections in the File > Database Administration > Configure > Palletization panel.

  • Force This Pallet Size for ALL Pallets (Even Stock Pallets) – Check this box to prevent these selections from being overridden during palletization.

Price Books Panel

This panel allows you to assign price books to customers. Each customer can have up to ten price books assigned to them.

View the Price Books Panel

Price Books

  • Price Book – This column lists the price book that the product belongs to.
  • Starting – This column lists the start date for the price book.
  • Thru – This column lists the end date for the price book (if there is one).
  • Basis – This column lists the price basis for the product.
  • Pack – This column lists the package for the product.
  • Description – This column lists the name of the product.
  • Item # – This column lists the item number for the product.
  • Base Price – This column lists the base price for the product.
  • Level 1 through Level 10 – These columns list the various pricing levels for the product. There can be up to ten levels filled in, but only as many levels as are present in the price book will be listed in here.

Filters

  • View – Check this box to view the columns for the corresponding price book in the section above. Uncheck the box to hide this information.
  • Price Book Assignments – This field is used to add and remove price books. For information on how to add or remove price books, see the toggles below.
  • Level – If you would like the customer to always get a certain level of pricing, enter that level in this box. This will determine the pricing that they receive for products in the price book.
  • Auto – If you would like the customer to get pricing based upon minimum quantities purchased (which requires the price book to be set up using per item or per sheet minimums), check this box.
  • Name – Enter the name of the product that you would like to filter the price book by in this field.
  • Category – Select the category that you would like to filter the price book by.
  • Package – Select the package that you would like to filter the price book by.
  • Clear – Click Clear to erase any filters that you have selected.
Add a Price Book
  1. Select the Price Book that you want to assign to the customer.

  1. Select the price book.

  1. Click Select.
  2. Click Post.
Remove a Price Book
  1. Highlight the text in the Price Book you want to remove and delete it by pressing Delete or Backspace on your keyboard.

  1. Click Post.

Product Sales Panel

This panel shows a list of the products sold to the customer, including the most recent date of purchase, month-to-date and year-to-date totals, and the current price paid for each product.

View the Product Sales Panel

Product Sales to Customer

  • Item # – This column lists the item number for the product.
  • Item Name – This column lists the name of the product.
  • Most Recent – This column lists the date on which the product was most recently sold to the customer.
  • MTD – This column lists the month-to-date sales totals for the product for the customer.
  • YTD – This column lists the year-to-date sales totals for the product for the customer.
  • Prior YTD – This column lists the prior year-to-date sales totals for the product for the customer.
  • Current Price – This column lists the price the customer is currently being charged for the product.
  • – / + – Click this button to expand the field and view the information below.
    • Order # – This column lists the order numbers for product that was ordered.
      • Click the link to view the order details.
    • Date – This column lists the dates for the orders listed in the first column.
    • QTY – This column lists the quantity of product that was ordered.
    • Price – This column lists the price that was charged on the orders. If there was any discount given, it will be listed in this column.

Promotions Panel

This panel shows product promotions the customer is currently eligible for.

View the Promotions Panel

Promotions to View

The number after the colon is the number of promotion sections of that type this customer is eligible for.

  • Select Amt Off to view the Amount Off promotions for this customer.
  • Select Percent Off to view the Percent Off promotions for this customer.
  • Select Promo Price to view the Promo Price promotions for this customer.

Amount Off

  • Enter Text to Search… – Enter text in the search box to search for a specific product or promotion.
  • Find – Click Find after entering text in the search bar.
  • Clear – Click Clear to erase any text that has been entered in the search bar.
  • Item – By default, promotions are grouped by product.
  • Promotion – Promotion sections are then grouped by promotion.
  • Item # – This column lists the item number for the product.
  • Pack – This column lists the package for the product.
  • Promo Section – This column lists the promo section that the product appears in. Click the link to navigate to the promotion.
  • Start – This column lists the start date for the promotion.
  • End – This column lists the end date for the promotion.
  • Min Qty – This column lists the minimum quantity that must be purchased to qualify for the promotion (if relevant).
  • Buy X – This column lists the amount of product that must be purchased to get an amount free (if relevant) in the Get Y column.
  • Get Y – This column lists the amount of product that will be received free (if relevant) when the amount in the Get X column is purchased.
  • Mix – If a check mark appears in this column, mix and match purchasing is allowed to reach minimum required quantities for this promotion. If no check mark appears, then the customer must purchase sufficient quantities of an individual product to get the promotion.
  • Rebate – This column lists any applicable rebates that have been set up on the promotions record.
  • Amt Off  – This column appears because this is an Amount Off promotion. This is the amount of money the customer will save with the promotion.

Percent Off

  • % Off  – This column appears because this is a % Off promotion. This is the percentage off that the customer will receive with this promotion.

Promo Price

  • Promo Price  – This column appears because this is a Promo Price promotion. This is the price that the customer will receive with this promotion.

Receivables Panel

This panel displays any AR (accounts receivable) information, including any open and closed credits, payments, escrow, and the current account balance for the customer.

View the Receivables Panel

  • Date – This column lists the date on which the AR transaction took place.
  • Description – This column lists a description of the AR transaction (such as order or EFT payment).
  • Order # – This column lists the order number for the AR transaction.
    • Click the link to view the order details.
  • PO # – This column lists the purchase order number for the AR transaction, if there is one.
  • Charged – This column lists the amount of money that was charged to the customer.
  • Balance – This column lists the balance that the customer owes.
  • Age – This column lists the age of the AR transaction in days.
  • Days Past Due – This column lists how many days past due the customer is for this transaction.
  • Aging – This column lists the aging period that the transaction falls into.
  • Terms – This column lists the payment term that was used for the transaction.
    • Click the link to navigate to the payment terms record.
  • Term Group – This column lists the payment terms group that is applied to the payment term (if applicable).
  • Warehouse – This column lists the warehouse that the order was delivered out of.
  • Note – This column lists any notes associated with the AR transactions.
  • Open Credits & Unpaid Invoices Only – This option is selected by default. When selected, only open credits and unpaid invoices will be shown in the table above.
    • Rollback Date – If the Open Credits & Unpaid Invoices Only option is selected, you can select a rollback date for the balance column and then click Refresh. This will show any order that would have had a balance as of the selected date.
  • All Account Activity – Click this button to view all account activity in the table above (pictured in the image below), whether they have been paid or not.
    • Cutoff Date – If the All Account Activity option is selected, you can select a cutoff date for the date column and then click Refresh. This will show any order that would have AR transaction date as of the selected date.

  • Remaining Escrow – Any remaining escrow balance that the customer has will be shown in this space.
  • Unapplied Credits – Any additional payments that the customer has made that have not been applied to orders will be shown in this space.
  • Status – The customer’s credit limit will show in this space.
  • Print / Email Invoices – Click this button to open the Print and Email Invoices interface. For more information on Printing and Emailing Invoices, see the toggle below.
  • Show Apply Lines – Click this link to make the apply lines section appear at the bottom of the screen (pictured in the image below). This section shows detailed information about the AR transaction that is selected in the panel above.

  • Hide Apply Lines – Click this link to make the apply lines section disappear from the bottom of the screen.
  • Apply Date – This column lists the date on which the AR transaction was applied.
  • Description – This column lists a description of the specific event that occurred when the transaction was applied.
  • Amount – This column lists the amount that was applied.
  • Cust # – This column lists the customer number.
  • Customer – This column lists the customer’s name.
  • Ticket Date – This column lists the invoice date.
  • Note – This column lists any notes that were entered when the AR transaction was applied.
Print / Email Invoices
  1. Click Print / Email Invoices. The Print and Email Invoices window will open.

  1. Select the appropriate filter(s) by checking the boxes and then selecting the corresponding drop-downs.

  • Date Range – Select a range of dates for the invoices you would like to select.
  • Age – Select whether you would like to view invoices that are less than, greater than, less than or equal to, greater than or equal to, or equal to a number of days in age.
    • For example:
      • You could select invoices that are less than 30 to view invoices that are less than 30 days old (but not 30 days old).
      • You could select invoices that are greater than 30 to view invoices that are more than 30 days old (but not 30 days old).
      • You could select invoices that are less than or equal to 30 to view invoices that are exactly 30 days old or less than 30 days old.
      • You could select invoices that are greater than or equal to 30 days to view invoices that are exactly 30 days old or more than 30 days old.
      • You could select equal to 30 days to view invoices that are exactly 30 days old.
  • Days Past Due – Select whether you would like to view invoices that are less than, greater than, less than or equal to, greater than or equal to, or equal to a number of days past due.
    • For example:
      • You could select invoices that are less than 30 to view invoices that are less than 30 days old (but not 30 days old).
      • You could select invoices that are greater than 30 to view invoices that are more than 30 days old (but not 30 days old).
      • You could select invoices that are less than or equal to 30 to view invoices that are exactly 30 days old or less than 30 days old.
      • You could select invoices that are greater than or equal to 30 days to view invoices that are exactly 30 days old or more than 30 days old.
      • You could select equal to 30 days to view invoices that are exactly 30 days old.
  1. Select whether you would like to view Open Credits & Unpaid Invoices, Past Due Invoices, or All Account Activity from the drop-down menu.
  2. Select the invoices you would like to print.
    • Use CTRL + Click to select multiple invoices.
    • Use SHIFT + Click to select a range of invoices.
    • Use CTRL + A to select all invoices.
  3. Click Print Invoices to print the invoices.
  4. Click Email Invoices to email the invoices.

Red Bull Panel

This panel is used to classify customers as Red Bull customers and to assign a number of other Red Bull attributes and qualifications to customers. It is added with the Red Bull Plugin.

Note

Many of the fields on this panel are used for Red Bull Reporting. Reporting via Promotional Codes is Red Bull’s preferred method. For more information about Reporting via Promotional Codes, see this article.

View the Red Bull Panel

Red Bull Customer Classification

  • Red Bull Customer – Check this box if the customer is a Red Bull customer.
  • Red Bull EDI Direct Flag – Check this box if the customer is an EDI customer.
  • Chain Headquarters – Check this box if the customer is the headquarters of a chain. This is used for reporting purposes.
  • Account Classification – Select the account classification. The account classifications cannot be edited or added to.
  • Channel – Select the Red Bull channel.
  • Buying Group – Select the Red Bull buying group.
  • Tier – Select the Red Bull tier.

Red Bull Customer Qualifications 

  • Account Type – Select the account type. The account types cannot be edited or added to.
Note

All of the options below, as well as the Account Classification option, will be grayed out if Non Program is selected for the Account Type.

  • Account Year – Select the account year. The account years cannot be edited or added to.
  • VIP Class Type – Select the VIP class type. The VIP class types cannot be edited or added to.
  • Number of Shelves – Enter the number of shelves designated to Red Bull at the customer’s location.
  • Check the participant flags that apply to the customer:
    • 8.4 oz. participant12 oz. participant16 oz. participant, and/or 20 oz. participant – The customer sells the selected size Red Bull.
    • SKU assortment – Multiple Red Bull products are available for sale.
    • FDC Cooler (Forced Draft Cooler) – This can only be checked if the Premium Cooler option is checked and the customer is a Platinum or any Diamond account type.
    • Premium Cooler – Cooler type based on Red Bull specifications.
    • Standard Cooler – Cooler type based on Red Bull specifications.
    • Visibility – Red Bull meets visibility requirements as outlined by Red Bull.
    • Perfect Serve – An on-premise location meets the Perfect Serve requirements as outlined by Red Bull.
    • Consumption Activation – This is a Red Bull specification.
    • Exclusivity – The customer only sells Red Bull and no other energy drink brands.

Retail Panel

This panel enables the following functions:

  • Create new Lists and Locations.
  • Add or remove items from existing Lists and Locations.
  • Set par levels and sequences for Lists and Locations.
  • View a history of counts submitted for the selected customer.
  • Import List / Location data from Intactix.
View the Lists and Locations Tab

Retail Information for This Customer

  • Import List / Location from Intactix – Click this link to import a file from JDA Intactix Space Planning into this panel to build the data that appears in the table.

Lists and Locations Tab

  • Location – This column lists the location where the product is found.
  • Section – This column lists the section where the product is found.
  • Product – This column lists the product number for the product.
  • Product – This column lists the name of the product.
  • Par – This column lists the par amount that has been set for the product.
  • Seq – This column lists the sequence for the item.
    • The sequence refers to the order in which items will appear within a List or Location.
    • Typically the sequence within a Location will reflect the shelf setup at the customer’s location.
  • Delete Selected Items – Click this button to delete an item from the list. For information on how to delete items, see the toggle below.
  • Delete Location – Click this button to delete a location. For information on how to delete locations, see the toggle below.
  • + Add New List / Location – Click this button to add a new List or Location. For information on how to add a List or Location, see the toggle below.
  • Down Arrow / Up Arrow – Click one of these buttons to change the sequence of items in the list. For information on how to change the sequence of items, see the toggle below.
  • Only Add Sellable Alt-Packs – Check this box to only add sellable alt-packs to the Location.
  • Items to Add – Use the product filter to select the items you wish to include.
    • For information on how to add items to lists, see the toggle below.
  • Location – Select the Location from the drop-down list.
  • Set Par – Check this box to enable the setting of pars. Enter the par amount in the box.
  • Add Items via Product Selector – Select this radio button to add items via the Product Selector (pictured above).
  • Add Item(s) – Click this button to add items to the Lists and Locations list.
  • Add One Item at a Time – Select this radio button to add items via Select Item to Add (pictured below).

Select Item to Add

  • Product – Select the product you wish to add.
  • Pack – Select the pack you wish to add for the product.

Counts Tab

  • From / Thru – Select the from and through dates from the drop-down menus for the counts that you would like to view.
  • Load – Click Load to view the selected dates’ counts.
  • Date – This column shows the date the count took place on.
  • Info – This column shows the time period and duration (in minutes) of the count session.
  • Entry Time – This is the time that the count was entered.
  • Item Nbr – This column lists the item number for the product.
  • Item Name – This column lists the product’s name.
  • Counted – This column lists the quantity of the product that was counted.
  • Needed – This column lists the quantity needed to return the location to par.
  • Employee – This column lists the employee who performed the count.
Add a List
  1. Click + Add New List / Location.

  1. Select List.

  1. Select the List Type.
  2. Select which Products to include.
  3. Select the Categorize By method.
  4. Check Add Purchased Items to automatically add any items the customer has purchased to the list.
    • If this box is not checked, nothing will be added to the list, but the list will be created.
    • You will then have the option of adding items to the list using the Add Items via Product Selector / Add Items One at a Time options. For information on how to add items to lists, see the toggle below.
  5. Click Save
Add a Location
  1. Click + Add New List / Location.

  1. Select Location.

  1. Select the Location Type.
  2. Select the Placement.
  3. Select which Products to include.
  4. Select the Categorize By method.
  5. Check Add Purchased Items to automatically add any items the customer has purchased to the location.
    • If this box is not checked, nothing will be added to the location, but the location will be created.
    • You will then have the option of adding items to the location using the Add Items via Product Selector / Add Items One at a Time options. For information on how to add items to locations, see the toggle below.
  6. Click Save
Add Items to Lists / Locations

Add Items via Product Selector

  1. Select Add Items via Product Selector.

  1. Check Only Add Sellable Alt-Packs to only add sellable alt-packs to the List / Location and not the primary pack.
  2. Use the product filter to select the items you wish to include.
  3. Select the Location. Any Location or List that you previously added will be available as an option.
  4. Check Set Par to enable the setting of pars.
  5. Enter the par amount for the products you are adding in this box.
    • If all of the products will not have the same part amount, do not enter an amount in this box.
    • Instead, wait to enter the par amount in the Par column above.
  6. Click Add Items.
  7. If the par amount was different for each item, enter it in the Par column.
  8. Click Post when you are finished.

Add one Item at a Time

  1. Select Add One Item at a Time.

  1. Select the Product you wish to add.
  2. Select the Pack you wish to add for the product.
  3. Select the Location. Any Location or List that you previously added will be available as an option.
  4. Check Set Par to enable the setting of pars.
  5. Enter the par amount for the product you are adding in this box.
  6. Click Add Items.
  7. Click Post when you are finished.
Change the Sequence of Items
  1. Select the item to change the sequence for.

  1. Click the Down Arrow or Up Arrow to move the item until its sequence number is correct.
  2. Click Post when you are finished.
Delete an Item
  1. Select the item that you would like to delete.
    • Use CTRL + Click to select multiple invoices.
    • Use SHIFT + Click to select a range of invoices.
    • Use CTRL + A to select all invoices.

  1. Click Delete Selected Items to delete the item(s).
  2. Click Post when you are finished.
Delete a Location
  1. Select an item in the list that is part of the location you would like to delete.

  1. Click Delete Location to delete the location.
  2. Click Post when you are finished.

Retail Planograms Panel

This panel displays all retail planograms assigned to the customer. Retail planograms are used to set up changes to store layouts in advance, then deploy them to eoTouch Presell and automatically update walkaround locations with the new list and sequence of locations and products.

Access to this panel is controlled at Records > Employees Records > Access Records panel:

  • Retail Planograms
Retail Planograms Panel

  • Click the link in the Name field to navigate to the corresponding retail planogram record.
  • Click the link in the Activated By field to navigate to the corresponding employee record.
  • Check Show Erased to include erased planograms in the table.
  • Click Create New to create a new retail planogram record that is assigned to the current customer.

Retail Prices Panel

This panel allows you to apply a retail price list to a customer. Retail prices are the prices of inventory as shown on the tags in the store. These prices may be set up in the eoStar backend or edited on mobile devices.

View the Retail Prices Panel

Customer’s Retail Prices

  • Item # – This column lists the item number for the product.
  • Pack – This column lists the package for the product.
  • Item Name – This column lists the name of the product.
  • Retail Price – This column lists the retail price of the product.
  • Override – This column lists any prices that were entered as overrides on a mobile device. They cannot be edited here.
  • Retail Price List – Select a retail price list to apply to the customer. For information on how to add a retail price list, see the toggle below.
  • Show Things to Know – Click this link to view more information about retail price lists.
  • Allow Mobile Device Users to Maintain Retail Prices for This Customer – Check this box to allow the prices generated and maintained via the mobile devices to be used rather than the retail prices show here.
    • The mobile device user will be able to view the retail prices on this list.
    • Additionally, when this box is checked and the mobile user has permission, the mobile user will be able to create additions and overrides to the customer assigned list.
    • When this box is unchecked, mobile users will only be able to use the prices from the Retail Price List.
    • This box is checked by default.
Apply a Retail Price List
  1. Select the Retail Price List.

  1. Select the list you wish to apply to the customer.

  1. Click Select.
  2. Click Post to save the changes to the panel.
Remove a Retail Price List
  1. Highlight the text in the Retail Price List you want to remove and delete it by pressing Delete or Backspace on your keyboard.

  1. Click Post to save the changes to the panel.

Route Analyzer Panel

This panel shows which employee has serviced the customer, with the date, time, and minutes spent servicing the customer. The date with the most recent events is automatically shown. It is added with the Route Analyzer Plugin.

View the Route Analyzer Panel

  • Date – By default, events are grouped by date.
  • Employee – This column lists the employee who performed the event.
  • Event – This column lists the event that took place (Pre-Sell Order, Delivery Stop, Etc.).
  • Started – This column lists the time that the event was started.
  • Minutes – This column lists how long the employee took to complete the event.
  • Show Event From / Thru – To show dates beyond the most recent event, select the from and thru dates from the drop down arrows. This will show additional events (as pictured below).

  • Show Details – Check this box to show the details of what the employee did during the event. Additional information will populate below each event (as pictured below).


Sales Panel

This panel creates either trend or sales reports of a given time frame using the Sales Analyzer. For additional information, see the Sales Analyzer.

View the Sales Panel

The sales panel utilizes the sales analyzer functionality, except it is limited to sales for the customer.


Schedule Panel

This panel allows users to manage the customer’s service schedules.

Schedule Panel

On this panel, users can:

  • Assign pre-sellers, inside sellers, merchandisers, and drivers to the customer.
  • Pre-sellers, Inside Sellers, and Off-Truck salespeople can be set as the main salesperson for the customer.
  • Delivery Drivers, Vend Drivers. and Off-Truck Salespeople can be set as the main driver for the customer.
  • Control which product classes secondary salespeople and drivers can handle.
    • There are many scenarios where it can be beneficial to have more than one employee perform the same service for a customer, for example:
      • The customer is being serviced on multiple days of the week.
      • The customer needs to have different cycle lengths or weeks of cycles (even if the same employee is doing all of the servicing).
        • This cannot be set up under one listing, but it can easily be set up by creating multiple schedules.
      • The customer needs specialty sellers sent to them.
        • For example, a wine pre-seller, a craft beer pre-seller, and 5 general pre-sellers.
  • Enter the business hours and delivery windows for the customer.
  • Make customers inactive when they do not need to be serviced.
    • Such as when they are closed for the season.

If Edit Customer Schedules is checked on the Records > Employee > Records > Permissions panel, the user may update this panel while having view-only permissions for customer records.

Enter Customer Information

  • Enter the customer’s Business Hours. (optional)
  • Enter the Inside Sales Time.
    • This is the time of day the Inside Sales salesperson should contact the customer.
  • Enter the From and To times for up to two Delivery Windows. (optional)
  • Enter the customer’s Open and Close times. (optional)
    • This can be different than the Business Hours.
  • Click Delivery Windows Override to enter different delivery windows for each weekday. (optional)
    • Enter the From and To times for up to two delivery windows on each day.
      • Any blank windows will use the default set on the main schedule panel.
    • Click Accept to apply the overrides.
  • Check Inactive to remove the customer from showing up in mobile devices.
    • This can be helpful with seasonal businesses that temporarily close for a period of time.
    • When the customer becomes active, simply uncheck the box to have them appear on mobile devices again.
  • The calendar displays the days the employee selected below is scheduled to service the customer.
    • The scheduled days are highlighted in blue.
    • The selected employee’s name is listed above the calendar.
    • Use the arrows to view other months and/or years.
    • Click Go to Today to reset the calendar to the current month and year.
      • The current date is indicated by the red box.
  • Enter Directions to Get to Customer Site. (optional)

 

  • All Employees who currently service this customer are listed in the table.

    • Click the employee name to navigate to their employee record.
    • The Time on Site (minutes) field is the average time the salesperson or driver spends at the customer location. (Added with the VZC (Fleet) plugin)
Add/Edit an Employee to the Schedule
  1. Select the Employee Type from the drop-down:
    • Alternate Delivery Driver
    • Delivery Driver
    • Off-Truck Salesperson
    • Pre-Seller
    • Inside Seller
    • Merchandiser (Added by the Merchandiser plugin)
    • Vending Driver (Added by the Vending plugin)
  2. Click Add Employee.
    • Click Edit Employee to modify an employee’s schedule that was already set up.
  3. Select the Employee to schedule.
  4. Check the day(s) of the week that the employee will service the customer.
    • When a day is checked, the selected employee’s other scheduled customers for that weekday will be listed in the table.
    • The current customer will be added to the bottom of the list.
      • Click it and drag to move it to a different spot in the list.
  5. Select the Cycle Length, from 1 to 12 weeks.
    • The cycle length is how often the customer is serviced.
    • For example, a customer with a cycle length of 1 is serviced every week, a cycle of 2 is serviced every two weeks, of 3 is serviced every three weeks, etc.
  6. Select Week of Cycle the customer will be serviced.
    • The number of weeks to choose from will be determined by the cycle length.
    • Once you select a service day, a cycle length, and a week of cycle, you will see blue boxes on the calendar which indicate when the employee will be servicing the customer.
      • The current date is indicated by a red box.
      • This can be particularly helpful when trying to set the correct service weeks for customers who have a cycle length of 2 or more weeks.
  7. If this is the first salesperson or driver scheduled for this customer, they will be assigned as the Main Salesperson or Main Driver.
    • The Main Salesperson and Main Driver can handle all product classes for the customer.
    • Alternate Delivery Drivers and Merchandisers cannot be the Main Salesperson or Main Driver.
  8. If the Main Salesperson or Main Driver is already set, check the Product Classes Sold by Employee for this customer.
    • Click Set as Main Salesperson or Set as Main Driver to replace the current one with the selected employee.
    • Merchandisers and Vending Drivers do not have this option as they don’t operate based on product classes.
  9. Enter a Service Note. (optional)
    • Service notes for an Inside Seller are displayed in the call list when placing Inside Sales Orders.
  10. Click Save to schedule the employee.
  11. Click Post to save the schedule.
Delete a Schedule
  1. Select the schedule to delete.
    • Make sure not to click on the Employee name as that will imediately navigate to their employee record.
  2. Click Drop Employee.
  3. Click Yes to confirm deletion.
  4. Click Post to save the change.

Service Calls Panel

This panel allows users to set default priority and contract types for service calls and view the service call history for the customer. It is added with the Service Plugin.

View the Service Calls Panel

Service Call Defaults

  • Service Priority – Select a default service priority for this customer (if desired).
  • Contract Type – Select a default contract type for this customer (if desired).

Service Call History: [#] Items

  • Show Status Description – Click this link to show detailed information for each of the tickets in the service call history table.
  • Entry Time – This column shows the date and time that the ticket was entered.
  • Ticket # – This column shows the ticket number for the service ticket.
  • Customer – This column shows the customer’s name and address.
  • Complaint – This column shows the reason for the service call, which corresponds to a complaint code.
  • Equipment – This column shows the equipment that was having the problem, if the equipment was listed.
  • Service Tech – This column shows the service tech who was assigned the ticket.
  • Status – This column shows the status of the service ticket.

Log for Selected Ticket 

  • Entry Time –  This column shows the date and time that the status change on the ticket was entered.
  • Description – This column shows a description of the status change.

Shelf Seq Panel

This panel is used to assign a shelf sequence to a customer. It is added with the Shelf Sequence Plugin.

Shelf sequences are used to determine the sequence of products on handheld pre-sell and off-truck invoices. If a shelf sequence is assigned to a customer, products not contained in the sequence are added to the bottom of any affected invoice.

View the Shelf Sequence Panel

Products Included in [Section Name]

  • Item # – This column lists the item number for the product.
  • Description – This column lists the name of the product.
  • Package – This column lists the package for the product.

Available Sections

  • Section Name – This column lists the section name for the selected shelf sequence.
  • # of Items – This column lists the number of items in the section for the selected shelf sequence.
  • Shelf Sequence – Select the shelf sequence to add to the customer. For information on how to add a shelf sequence to the customer, see the toggle below.
Add a Shelf Sequence
  1. Select the Shelf Sequence that you want to assign to the customer.

  1. Select the shelf sequence.

  1. Click Select.
  2. Click Post.
Remove a Shelf Sequence
  1. Highlight the text in the Shelf Sequence area you want to remove and delete it by pressing Delete or Backspace on your keyboard.

  1. Click Post.

Spcl Prices Panel

This panel is used to assign any customer-specific prices for products, which are the first prices added to items during order creation. This pricing is often referred to as contract pricing, because it will supersede all other pricing, even if the other pricing is better.

View the Spcl Prices Panel

Special Prices

  • Item # – This column lists the item number for the product.
  • Basis – This column lists the price basis.
  • Pack – This column lists the package for the product.
  • Description – This column lists the name of the product.
  • Price – This column lists the price of the product.
  • Start On – This column lists the date that the special pricing starts on for the item.
  • Run Thru – This column lists the date that the special pricing runs through for the item (for Temporary Pricing).
  • Review On – This column lists the date that the special pricing should be reviewed for the item (for Contract Pricing).

Select Mode – Add New Entries

  • Add New Entries – Select this button to add new products to the special prices list.
  • Add Now – Click this button to add items selected under Set Filters and Price to the special prices list. For information on how to add items to the special prices list, see the toggle below.

Set Filters and Price

  • Product – Select the product that you would like to add to the special prices list.
  • Category – Select the category that you would like to add to the special prices list.
  • Package – Select the package that you would like to add to the special prices list.
  • Price – Enter the price that you would like the item(s) to have. If you are adding multiple items that will not all have the same price, you can enter the price in the price column above instead.

Set Special Dates

  • Start On – Enter the date that the special pricing starts in this box.
  • Permanent – Select this button if the special pricing will be permanent, meaning it will have no end date.
  • Run Thru – This option will only be available with Temporary Pricing. Enter an end date for the special pricing in this box.
  • Temporary – Select this button if the special pricing will have an end date.
  • Review – This option will only be available with Contract Pricing. Enter a review date for the special pricing in this box.
  • Contract – Select this button if the special pricing is based upon a contract with the customer.

Select Mode – Edit Current Entries

  • Edit Current Entries – Select this button to edit the current entries in the special prices list. For information on how to edit items in the special prices list, see the toggle below.

Set Filters and Price

  • Name – Type the name of the product in this field to filter the special prices list.
  • Category – If there are multiple categories in the special prices lists, select one to filter the list.
  • Package – If there are multiple packages in the special prices lists, select one to filter the list.
  • Price – Enter the price that you would like the item(s) to have. If you are editing multiple items that will not all have the same price, you can enter the price in the price column above instead.
  • Set – Click Set after entering the price in the Price field to the left to change the price in the column above.

Set Special Dates

  • Start On – If changing the start on date, enter the date that the special pricing starts in this box.
  • Permanent – Select this button if the special pricing will be permanent, meaning it will have no end date.
  • Run Thru – This option will only be available with Temporary Pricing. If changing the run thru date, enter an end date for the special pricing in this box.
  • Temporary – Select this button if the special pricing will have an end date.
  • Review – This option will only be available with Contract Pricing. If changing the review date, enter a review date for the special pricing in this box.
  • Contract – Select this button if the special pricing is based upon a contract with the customer.
  • Set – Click Set after entering a new date or changing the pricing type above.
Add Items to a Special Pricing List

Add a Product

  1. Select the Product that you want to assign to the customer.

  1. Select the product.

  1. Click Select.
  2. Select the Pack for the product.

  1. Enter the Price of the product.
  2. Select the type of Special Pricing:
    • Permanent – The special price will remain in effect indefinitely.
    • Temporary – The special price will be in effect for a specific period of time.
    • Contract – The special price is negotiated with the customer and is reviewed periodically.
  3. Enter the Start On date.
  4. If the Special Pricing is Temporary, enter the Run Thru date.
  5. If the Special Pricing is Contract, enter the Review date.
  6. Click Add Product Now.
  7. Click Post when you are finished adding products.

Add a Category or Package

  1. Select the Category or Package that you want to assign to the customer.

  1. Select the category or package.

  1. Click Select.
  2. Enter the Price of the category or package if all of the items will be the same price. If they will not be, wait to enter the price until they are added to the fields above.

  1. Select the type of Special Pricing:
    • Permanent – The special price will remain in effect indefinitely.
    • Temporary – The special price will be in effect for a specific period of time.
    • Contract – The special price is negotiated with the customer and is reviewed periodically.
  2. Enter the Start On date.
  3. If the Special Pricing is Temporary, enter the Run Thru date.
  4. If the Special Pricing is Contract, enter the Review date.
  5. Click Add Package Now.
  6. If you did not enter a price above, click on the cell where you want to enter the special price and enter the new price.

  1. Click Post when you are finished adding items.
Edit a Special Pricing List
  1. Select Edit Current Entries.

  1. Use the Name field to filter the special prices list.
  2. You can also filter by Category or by Package.
  3. If you are changing the Price of the category or package and all of the items will be the same price, enter it in this box. If they will not be, wait to enter the price until they are added to the fields above.
  4. If you entered the price above, click Set.
  5. If you are changing the Special Pricing, select the type of Special Pricing:
    • Permanent – The special price will remain in effect indefinitely.
    • Temporary – The special price will be in effect for a specific period of time.
    • Contract – The special price is negotiated with the customer and is reviewed periodically.
  6. Enter the Start On date.
  7. If the Special Pricing is Temporary, enter the Run Thru date.
  8. If the Special Pricing is Contract, enter the Review date.
  9. Click Set.
  10. If you did not enter a price above and you are changing the Special Pricing, click on the cell where you want to enter the special price and enter the new price.

  1. Click Post when you are finished editing items.
Delete an Item from a Special Price List
  1. Select Edit Current Entries.

  1. Use the Name field to find the item.
  2. Set the Special Pricing to Temporary.
  3. Enter a Start On date of yesterday.
  4. Enter a Run Thru date of yesterday.
  5. Click Set.
  6. Click Post when you are finished editing items.

SRS Panel

This panel is used to identify SRS settings for the customer. It is added with the SRS Plugin.

View the SRS Panel


Export Settings Tab

  • SRS Customer – Check this box if the customer is an SRS customer.
  • Export Sales as Transfers – Check this box if the customer is excluded from SRS Outlet files independently of their wholesaler status (the customer will be listed in the Sales file as customer 999).

Associated SRS Salespeople 

  • Automatically Guess Salespeople from Schedule – Check this box if the primary and secondary salespeople should be filled in based upon the information on the Schedule panel.
  • Primary – If not using the option above, select the primary salesperson for the customer.
  • Secondary – Select the secondary salesperson if the customer has one.

Associated SRS Suppliers 

If the customer has territories assigned on the Beverage Panel and the SRS Territory has been enabled under Records > Customer > Territory > SRS Suppliers, this section will be overridden by that territory and grayed out.

  • Active – Check the active suppliers for the customer.
  • Supplier ID – This column lists the SRS supplier ID.
  • Supplier Name – This column lists the name of the supplier.

SRS Outlet Information Tab

  • Premise Type – Select the premise type. The premise types cannot be edited or added to.
  • Chain Description – Select the chain description. The chain description will correlate to the chains listed in your database.
  • Chain Code – The chain code will automatically populate once the chain description is selected.

Outlet Information 

  • Trade Channel –  Select the trade channel for the customer. The trade channels cannot be edited or added to.
  • Allowed Packages – Select the allowed packages for the customer. The allowed packages cannot be edited or added to.
  • Industry Volume – Select the industry volume for the customer. The industry volume options cannot be edited or added to.
  • License Type – Select the license type for the customer. The license types cannot be edited or added to.
  • Fine Wine Program – Check this box if the customer is part of a fine wine program.

Demographics 

  • Primary Ethnicity – Select the primary ethnicity of the patrons at the customer. The ethnicity types cannot be edited or added to.
  • Primary Lifestyle – Select the primary lifestyle of the patrons at the customer. The lifestyle types cannot be edited or added to.
  • Primary Occupation – Select the primary occupation of the patrons at the customer. The primary occupations cannot be edited or added to.
  • Primary Age – Select the primary age of the patrons at the customer. The primary ages cannot be edited or added to.

Standing Order Panel

This panel is used to create and edit standing orders. A standing order is a list of products and quantities that will prepopulate on either pre-sell / inside sales, off-truck, or delivery invoices for the selected customer.

View the Standing Order Panel

Standing Order

  • PS / IS – Check this box if the product should be on pre-sell / inside sales invoices.
  • OT – Check this box if the product should be on off-truck invoices.
  • Delivery – Check this box if the product should be on delivery invoices.
  • QTY – This column lists the quantity of the product that appears on the standing order for the customer.
    • Quantities can also be edited in this column.
    • For information on how to edit the standing order, see the toggle below.
  • Pack – This column lists the package for the product that appears on the standing order for the customer.
  • Description – This column lists the name of the product that appears on the standing order for the customer.
    • Click the link to navigate to the product record.
  • Things to Know About Standing Orders – Click this link to find out more about Standing Orders.

  • Standing Order Gross Weight – This area shows the gross weight for the products included on the standing order.
  • Item – This field is used to add products to the standing order. For information on how to add products to the standing order, see the toggle below.
  • Qty – This field is used to add quantities to the standing order. The quantity may be positive, negative, or zero.
  • Add – Click this button to add an item to the standing order.
Add Items to a Standing Order
  1. Select the Item that you want to add to a standing order.

  1. Select the item.

  1. Click Select.

  1. Enter the Qty for the item. The quantity may be positive, negative, or zero.
  2. Click Add to add the item to the standing order.
  3. Check the PS / ISOT, and / or DEL box(es) as appropriate so that the item appears on the correct invoice(s).

  1. Click Post when you are finished adding items to the standing order.
Edit a Standing Order
  1. Select the item on the standing order.

  1. Edit the section of the item you want to edit.
    • Check or uncheck the PS / ISOT, and / or DEL box(es) as appropriate so that the item appears on the correct invoice(s).
    • Click in the Qty box to edit the quantity of the item on the standing order.
  2. Click Post when you are finished editing the order.
Remove an Item from a Standing Order
  1. Select the item on the standing order.

  1. Press Delete on your keyboard.
  2. Click Post.

Statement Panel

This panel is used to review individual customer statements. The layout is setup in DX Reports using the Receivables data source and is assigned at File > Database Administration > Configure > Receivables panel. If the Multi Company Plugin is installed, a per-company override may be set on the Company record.

View the Statement Panel

  • Cutoff Date – Outstanding balances entered on or before this date will be included in the statement.
  • Print Preview – Select this button to view a print preview.
    • If no Receivables Statement Report Format is assigned on the Database Configure – Receivables panel, the email preview will be empty.
  • Email Preview – Select this button to view an email preview.
    • If no Email Statement Override Format is assigned on the Database Configure – Receivables panel, the email preview will be empty.

Surveys Panel

This panel shows all uploaded survey questions and answers for the customer. It is added with the Survey Plugin.

View the Surveys Panel

  • Survey – By default, the table is grouped by survey name.
  • Taken – Each survey is grouped by the date taken.
  • Question – This column lists the question that was asked on the survey.
  • Response – This column lists the response that was given to the question.
  • Item – This column lists a product when the question being asked on the survey a product to be selected.
  • Asked By – This is the employee who administered the survey to the customer.
  • When Asked – This is the date and time that the survey was completed.
  • SQL Field – This column identifies the field in the SQL table that the survey responses are in (for Rutherford support reference).
  • Instance – This column identifies the place this survey falls in the total number of surveys conducted all time by this distributor / bottler.
  • OCC # – This column identifies the number of occurrences that a question is being asked.
    • Survey questions can be asked multiple times on a given survey. If the number is one, the question is being asked once.
    • If it is more than one, then it is the second, third, fourth, etc. time that the question is being asked on the same survey.

Vend Commission Panel

This panel is used to set up vending commissions for the customer. It is added with the Vending Plugin.

View the Vend Commission Panel

  • Customer Gets Vending Commission – Check this box to enable vending commissions and display the setup options.
    • By default, the box will be filled with a square to designate that the flag has not been validated yet.
    • An empty box means the customer has been validated to not receive vending commissions.
    • A checked box means the customer has been validated to receive vending commissions.
  • Copy from Another Customer – Click this button to use the same settings as a previously setup customer.
    • This button is only available when Customer Gets Vending Commission is disabled.
    • Once you enable the customer, this button is hidden.

Vend Commission Setup Tab

  • Commission Period – Select the commission period, which is required.
  • Vend Commissions Payable To – Select the vend commissions payable to customer. This is used in the event a customer’s commissions should be payed to a “bill-to” customer.
  • Vend Check Name – Enter the vend check name.
  • Equipment Deduction enter an equipment deduction.
    • The vending commission basis amount will be reduced by the amount entered here.
    • Only applies to percent revenue and cash collected rules.
  • Do not print check (Calculate only) – Check this box to only calculate vending commissions and not print / export them.
  • Calculate commissions after tax – Check this box to calculate vending commissions after the sales amount has been reduced by the vending tax amount.

Vend Commission Stub Setup Tab

Set the rate types to include on vend commission checks.

  • Each rate type may have the rate, basis, or both included on the check.
  • The rate types are:
    • Cents per unit – The commission is a flat amount of cents for each unit filled/sold.
    • Dollars per unit – The commission is a flat amount of dollars for each case filled/sold.
    • Percent of revenue – The commission is a percent of the revenue generated by the machine.
    • Percent of cash collected – The commission is a percent of the total cash collected from the machine.

Vend Commission Rules Tab

  • New Effective Date – Click the link to set the new effective date. For information on how to set up Vend Commission Rules, see the toggle below.
    • This is the date the associated rules will start being used to calculate vending commissions for this customer.
    • A future effective date may be set so new rules can be created in advance and automatically take effect on the new date.
    • Rules set up under the prior effective date will be copied to a new effective date, but may be modified independently of the prior date’s rules.
    • Previous effective date’s rules may be viewed:
      • Use the drop-down menu to select any previously entered effective date.
      • Use the links to view the effective date immediately prior to/following the currently displayed date.

Vend Commission Rule Test Tab

  • From Date / Thru Date – Select the beginning date and end date for the rule test. All vending commission rules in effect from this start date through this end date will be displayed.
  • Test Rules – Click this button to run see the results of the test displayed in the grid below.
Set Up Vend Commission Rules
  1. Click New Effective Date ->.

  1. Select a Date for the Vend Commission Rule.

  1. Click OK.
  2. Click Add to create a new vending commission rule.

  1. Select the Based On… rule.
    • Quantity filled – Vending commissions will be calculated based on how much product has been added to the machine when it is serviced.
    • Quantity sold – Vending commissions will be calculated based on how much product has been sold from the machine.

  1. Select the Rule Type.
    • Cents per unit – The commission is a flat amount of cents for each unit filled/sold.
    • Dollars per unit – The commission is a flat amount of dollars for each case filled/sold.
    • Percent of revenue – The commission is a percent of the revenue generated by the machine.
    • Percent of cash collected – The commission is a percent of the total cash collected from the machine.
  2. Set any Rule Rate Tiers.
    • Tiers are used to allow a sliding commission scale based on how much product is filled/sold.
    • The Rate Min is the minimum amount required to be filled/sold for that tier’s rate to take effect.
    • Each tier’s rate is only used for fills/sales beyond the Rate Min.
    • Use best rate for all sales – Check this box for all fills/sales use the best rate qualified for. Example:
      • Tier 1 – Rate = 10% and Rate Min = 0
      • Tier 2 – Rate = 20% and Rate Min = 15
      • If 20 units are filled/sold, 15 units will have a commission of 10% and 5 units will have a commission of 20%.
      • If Use best rate for all sales is checked, all 20 units will have a commission of 20%.
  3. Check the box next to the machine(s) this rule applies to. All machine(s) currently located at the customer will be displayed.
  4. Use the search box to quickly find specific products. Both the product number and description may be searched.
  5. Check the box next to the products(s) this rule applies to.
  6. Use the links to check / uncheck multiple selected products at once.
    • Use CTRL + Click to select multiple lines.
    • Use SHIFT + Click to select a range of lines.
    • Use CTRL + A to select all lines.
  7. Show only selected – Check this box to display only the products this rule is currently applied to.
  8. Click Save Rule when finished.
  9. Click Post when you are finished setting up Vend Commission Rules.
Edit a Vend Commission Rule
  1. Select the Effective Date from the drop-down for the rule you want to edit.

  1. Select the rule in the description box.
  2. Click Edit.
  3. Make any necessary changes to the commission rules in the window that opens.

  1. Click Save Rule when finished.
  2. Click Post when you are finished editing Vend Commission Rules.
Delete a Vend Commission Rule
  1. Select the Effective Date from the drop-down for the rule you want to delete.

  1. Select the rule in the description box.
  2. Click Delete.
  3. Click Okay.
  4. Click Post when you are finished deleting Vend Commission Rules.
End All Vend Commission Rules for a Date
  1. Select the Effective Date from the drop-down for the rules for which you want to end commissions.

  1. Click End Commissions to delete all rules for the currently selected effective date and stop calculating commissions for this customer. After ending vending commissions, entering a new effective date and defining commission rules will re-start vending commissions.
  2. Click Okay.
  3. Click Post when you are finished Ending Vend Commission Rules.

Vend Tickets Panel

This panel shows all vending tickets for the customer. It is added with the Vending Plugin.

View the Vend Tickets Panel

  • Ticket # – This column lists the ticket number.
    • Click the link to view the ticket details.
  • Serviced – This column lists the date and time the vending machine was serviced.
  • Driver – This column lists the driver who serviced the vending machine.
  • Model – This column lists the model of the machine that was serviced.
    • Click the link to navigate to the model’s record.
  • $ Sales – This column lists the amount of money in sales that were made from the vending machine.
  • Machine – This column lists the vending machine’s serial number.

Vertique Panel

This panel is used to define Vertique settings for the customer. It is added with the Vertique Plugin.

View the Vertique Panel

Vertique Export Settings

  • Delivery Container Type Override – Enter the delivery container type override code that applies to the customer, if necessary.

Web Panel

The customer’s logo may be added on this panel for reporting purposes and their website may be linked as well.

View the Web Panel

  • Record Description for Online Reference – This field is not editable.

Logo | Image 

  • Clear – Click this link to remove any image that you have added.
  • Paste – Click this link to paste an image into the space to the left.
  • Browse – Click this link to find an image on your computer.
  • URL – Enter the customer’s web address in this field to have it load in the space below.
  • Open URL in Browser… – Click this link to open the website in your default web browser.

WMS Panel

This panel is used to identify WMS settings for the customer. It is added with the WMS Plugin.

View the WMS Panel

WMS Retail Pricing Support

  • Pickers Apply Retail Price Stickers to Picked Items – Check this box if voice pickers are told the retail prices of items they pick and apply retail price stickers to the items for the customers. It should only be used if picking by order for customers.

Reports Panel

This panel shows any reports related to Customer records. For more information, see the Reports Panel article.

Updated on May 14, 2019

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