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Configure Database

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This chart shows the old Setup menu option and the new Configure Database panel that information is now located in
File>Database Administration>Configure
The configuration page is used to set up the database. This new page takes the setup information from both the Setup: eoStar and Setup:Company screens, as well as the setup menu. Only users with permission may edit these panels.

Based on the information, it is divided into separate panels. The panels available are based on the plugins installed.

To configure the database, go to File>Database Administration>Configure. Either type in, use the drop down arrows, or radio buttons to make changes to the panels.

Any changes made to the configure panels will instantly edit eoStar. For instance, when any changes are made within the Configuration panels, such as the addition of a new queue on a tracker screen, and then posted, then when the user enters that tracker screen the new queue will instantly appear.

The following is a presentation that illustrates the screen changes from the old version of eoStar to the new 2009 version locations on the Configure screen. This presentation does not have any audio or explanations, and only gives a visual idea of the new locations: Configuration Screen changes.ppt

  • NOTE: As of January, 2015, eoStar supports the ability for a customer to have 1 GP database while connecting to multiple eoStar databases by setting a prefix for the ticket.

Company Info Panel

The address panel contains the address, phone numbers, and tax information for the company. The DUNS + 4 number will be used in EDI export and import files. The company logo is also added in this panel by clicking the hyperlink Set Company Logo at the bottom of the screen.

  • Name
  • Address
  • Phone Numbers
  • Web Address
  • Company e-mail
  • Duns + 4 Number
  • Tax ID

The company logo is used in various places throughout the application, including ION Reports.

In earlier versions of eoStar, the printed report header did not scale with the logo, so almost all logos that were not tiny result in the logo and header text cut off at the top. This issue was fixed for versions released in May 2010.

4-4-5 Panel

4-4-5 Panel
  • Fit first and last periods to 1/1 and 12/31 - Forces a 4-4-5 year to start and end on the standard calendar year start/end dates

Pricing Panel

Pricing Settings

  • Use 4 Decimal Point Pricing - Check this box to allow prices to have up to 4 decimal places.
  • Support Deposits - Check this box to enable deposits.
  • Base Prices and Promotions on Quantity Ordered Rather than Quantity Shipped - Check this box to calculate price and promotion values based on the quantity ordered (before cuts), not the quantity shipped (after cuts).
  • Always use quantity shipped for free goods promos - Check this box to determine free products based on the quantity shipped (after cuts), not the quantity ordered (before cuts).
  • Promo rebates supersede supplier rebates - Check this box to use promotion rebates instead of supplier rebates when both are available for a product.
  • Use supplier commitments - Check this box to enable the Sup Comm field in the product grid of the sections panel for promotion records.
  • Never use historical prices for returns without extended dialogue - Check this box to always use the current price for returns.
  • Preserve quoted discounts after partitioning - Check this box to maintain discounts when splitting an order into multiple invoices based on payment terms.
  • Lock Down Promotions and Discounts on New Pre-Sell and Tel-Sell Orders - Check this box to use the expected ship date as the promo date unless a specific promo date is defined in the order details.
  • Update Fractional alt-packs if user changes current or upcoming default front line pricing - Check this box to automatically update alt-packs prices when the primary pack price is adjusted.


Wholesaler Costs

See Wholesaler Costs for more information.

Accounting Interface Panel

Accounting Interface Panel
Export ticket prefix

This panel is used to setup the attached Accounting system to eoStar. This information is used in the AP>Export and GL Batches. Use the drop down arrows to select the accounting system and any additional information.

General Setup:

  • eoStar now support the ability for a customer to have 1 GP database while connecting to multiple eoStar database by setting a prefix for the ticket.

Accounts Payable Export Setup:

  • Enable Export of Payables to AP Software - Check this checkbox to allow exporting of payable information to any attached accounting system.
  • GL Account for Accrued Payables - This is the account that is tied into the payables.
  • Payables Export Format - The drop down arrow here is used to select which accounting system the Generate Payables Export screen will export data to.
  • GL Account for Rounding Error - Added in June 2010, this checkbox and field. This account will get any error that arises from 4>2 decimal rounding when exporting AP to MAS200 or Quickbooks.

General Ledger Export Setup:

  • Ledger Export Format - This is the Accounting Package and version information. Use the drop down arrow to select this data.
    • PeachtreeV10
    • MasV41
    • Mas30
    • Mas31
    • QuickbooksV10
  • Use Unique Ledger Export File Name - Each export will have a unique and individual file name.
  • Keep Writeoffs in detail when exporting - The writeoffs will maintain their data in the attached accounting system.
  • Allow Voided payments and bounced checks to be included in bank deposits - In the Bank Deposits screen, this checkbox will show all reversals and voids for payments and Adjusted bounced checks.
  • Generate multiple files for multi-company MAS exports - Generates separate files for each company (only if user selects ledger export of MAS90)
  • Separate Cash and Check components for Bank Deposits - In the Bank Deposits, the cash and the check sections will be divided so that all cash transactions are grouped and all checks are grouped.
  • Generate Multiple Files for Multi-company MAS exports - (Added May 2010. This is only available when the MAS 200 Plugin and the Multi Company Plugin is installed.) When checked, multiple file streams from GL and AP can be generated. The GL subsystem will create one or more files based on the number of companies.
  • Always use original transaction date on General Ledger Adjustment transactions - (Removed Feb 2010.) When unchecked, the system will ask for an adjustment date upon creation of the GL adjustment batch. This date is used as the transaction date for everything requiring adjustments (except COGS). If checked, the system will not prompt for a date, and will use the original transaction dates. If there is a close-out, then the minimum date will be the next day after the closeout.

GL Adjustments Date

  • Always use Original Transaction Date on Non-COGS GL Adjustments - (Added Feb 2010) This date is used as the transaction date for everything requiring adjustments (except COGS). If checked, the system will not prompt for a date, and will use the original transaction dates.
  • Always use Original Transaction Date on COGS GL Adjustments - (Added Feb 2010) This date is used as the transaction date for everything requiring adjustments. If checked, the system will not prompt for a date, and will use the original transaction dates.

Bank Deposit payment/charge handling:

  • Debits use the warehouse of the employee who entered the original payment.
  • Debits use the warehouse of the employee who created the bank deposit.
  • Debits use the warehouse of the customer associated with the debit.


  • Replace Payment Entry Date with Bank Deposit Date - Added in May 2010, when checked will update payments with the bank deposit date upon entry into a bank deposit.

Multi-Company Options

  • Generate Multiple Files for MAS exports - This option is only available if the Multi Company Plugin is installed.
  • When 'Use unique ledger export file names' and 'Generate multiple files for multi-company MAS exports' are both checked, the GL suffix is appended from the Companies GL panel

Action Items Panel

  • Access action items popup from inside sales order entry - Check this box to enable the ability to enter an action item while creating a tel-sell order.
  • Auto-complete when printing - Check this box to automatically flag an action item as complete when it is printed from the Actionable tab of the Action Item Request Center.
  • Report to use for printing - Select the DX layout to use when printing an action item from the Action Item Request Center.

Customer Flags Panel

Customer flags are user created markers that track customers. Flags can be used in reports and are mostly ways of distinguishing information. Note: Only the Database Administrator can create Customer flags. For more information, see Flags.

It is possible to have up to 40 customer flags.

Equipment Transfers Panel

This options located on this panel deal with the queues related to the Equipment Tracker. It is impossible to uncheck a stage that contains pending tickets.

  • Waiting to Be Printed - Correlates to the "Waiting to Be Printed" queue.
  • Waiting to be Sent - Correlates to the "Waiting to be Sent" queue. This queue cannot be unchecked.
  • Waiting to be Received - Correlates to the "Waiting to be Received" queue.
  • Transfer Format - Here it is possible to pick the format the transfer will print out as. Use the drop down arrow to select the report type. The reports are designed in the Report Design screen.

Equipment Transfers Report Format This dropdown menu option selects a default printing format option

Handheld Panel

Handheld Panel
The handheld panel is used to determine how eoStar and the mobile devices interact.

Handheld Settings:

  • Invoice Format - Using the drop down arrow, it is possible to select the invoice format for all the handheld printouts. This format determines how the invoices are printed. To view images of these printouts, see Invoice Format Samples. This format may be overridden on an individual customer basis through the Customer More Panel. Possible invoice formats:
    • Default format
    • Line Item Discounts
    • Single Line | UPC (1 Line | UPC)
    • Two Line | UPC & surcharges (2 Line | UPC | Surcharges)
    • Single Line | No UPC (1 Line | NO UPC)
    • Single Line | No UPC | Retail Price (1 Line | NO UPC | Retail)
    • 1 Line | Net | No UPC | No Item Number
    • Two Line | Line item discounts & UPC (2 Line | Net | UPC | Pack)
    • 2 Line | Net | UPC | Retail
    • 2 Line | Net | UPC |Pack Count
  • COD Order Handling (Added January 2010.)
    • Warn if Payment Not Entered - When the delivery is completed, if no payment was recorded, a warning popup will appear.
    • Require Payment - All COD orders require FULL payments before being able to proceed with a delivery. (This can be bypassed by entering an appropriate COD Override Code.)
  • Review Invoices: show invoice total instead of "DO NOT PAY" - (Added September 2010.) Checking this box will print a invoice total on handheld invoice printouts.
  • Print Tax Breakdown on Invoices - Check this box to print additional state taxes on handheld invoice printouts.
  • Print AR Balances on Invoices - This will show the balance that the customer has on the handheld invoice printout. For more information, see AR Balance.
  • Print Stock Locations on Strip Truck Tickets - After a strip is performed, the stock locations of the items removed from the truck will be printed on the ticket.
  • Require Driver Signature - (Added 11/9/09.) This setting will require two signatures to be captured for deliveries and off-truck orders. If checked, the driver will need to sign first, and then the customer may sign. For more information, see Delivery Handheld - Delivery.
  • Use Selling Days for Delivery Scheduling - This checkbox allows warehouse no-sell days to apply to delivery days as well. The no-delivery dates are not recognized when submitting an order as a special delivery or selecting a date from the calendar making delivery date overrides an option.
  • Retail UPC Selects smallest alt-pack for wine items - The system will assume the smallest alt-pack will be used for items marked as wine.
  • Driver daily stop lists: Only list stops with deliveries - Checking this will show only the stops that have deliveries for the selected day.
  • Transmit goals when mobile devices full-sync - This setting will ensure that information from the Goals Plugin is sent to the mobile devices during a full sync.
  • Require Start of Day Truck Inspections for Drivers - Added with the Truck Inspection Plugin, this will require all drivers to undergo a truck inspection.
  • Use Combined Build/Count/Order Entry Form - It changes the interface on the handhelds to include build-to levels and counts on the order entry form.
  • YTD/MTD shows case Equivalencies, not $ - The charts on the handhelds will show the number of cases rather than the dollar amount sold.
  • Require Datecodes When Counting Warehouse - When the handheld is in warehouse mode and counts are being performed, if this checkbox is checked, then all items counted require date codes to be added before the counts can be saved. For more information on date codes, see Date Code Plugin.
  • Post Warehouse Count tags (dbo.InventoryTags) - This will post all Inventory Tags.
  • Allow Pre-Sellers to Schedule Pickups - (Added 8/20/09. Requires new handheld, backend, and webservice versions later than that date to work.) If checked, the pre-sellers may enter negative values during pre-sell orders on the handheld or tablet. If unchecked, the pre-sellers will be unable to enter return amounts for products and will see an error message.
  • Require Delivery Void Code - Checking this box will enable the Records>Handheld>Delivery Void Codes menu.
    • If this bit is enabled, and the users “void orders” permission bit is set, if they attempt to void an order they received the request for the code.
    • If this bit is enabled, and the users “void orders” permission bit is NOT set, if they attempt to void an order they receive an error that they don’t have permission.
    • If this bit is NOT enabled, and the users “void orders” permission bit is set, if they attempt to void an order they receive the prompt asking them why and allow them to void.
    • If this bit is NOT enabled, and the users “void order” permission bit is NOT set, if they attempt to void an order they receive an error that they don’t have permissions.
  • Deliveries are uploaded automatically - all delivery handhelds will always attempt to upload after delivery to eliminate driver's need to return to the main screen to upload (added Jan 2012)
  • Download ### days of Sales History - The handheld will automatically be updated with the number of days of past sales history of customers during a full sync.
  • Warn User if Liquor License Expires Within ### Days - (Added January 2010.) This setting will inform the handheld users the date that the liquor license will expire for customers if it falls within the selected number of days.

Mobile Device Invoice/Receipt header:

  • The edit box at the bottom of the panel is used to create a header for handheld invoices, receipts, and truck inspections. To create the header, type and space the message on the background. Each invoice is 80 characters wide.

Inventory Sharing Panel

CrossDockConfigure1.png

Added with the Cross Dock Plugin, this panel is used to define the cross-dock mode and assign cross-dock transfer types.

Inventory Sharing Mode

  • Cross Dock - Select this mode to only consider inventory in the source warehouse and automatically create transfers to the destination warehouse.
  • Shared Inventory - Select this mode to combine the inventory levels of the source and destination warehouses.

Configuration Settings

The transfer types below are required when using Cross Dock.

  • Cross dock fulfillment transfer type - Select the Transfer Type assigned to cross-dock transfers for fulfilling orders.
  • Cross dock returns transfer type - Select the Transfer Type assigned to cross-dock transfers for returning product.
    • Disable cross dock return transfers - Check this box to return cross-docked products to the truck's warehouse, not the source warehouse.

Non-Returnable Items Panel

Non-Returnable items are any items which may not be returned from the customers to the warehouse. Non-returnable items do not have the Can Issue and Can Sell checkboxes marked on the Product Records. Additionally, non-returnable items may be based on a product set defined by the user. Typically the items in the product set are items that are required not to be returned.

A password may be added in order to override the restrictions and accept non-returnable items. Only mobile users may accept non-returnable items, if they enter the correct password. The override code for particular sets of products is not required on the mobile device if the user is not doing pre-sell returns.

In July 2009, changes were made to prevent pre-sellers from scheduling pickups. As such, there are now two areas with product sets and passwords based on employee roles - off-truck/deliveries or pre-sell. This means that off-truck/deliveries handhelds and pre-sell handhelds may be assigned different product sets and passwords.

For more information, see Overview: Returnable and Non-Returnable Items.

Off-Truck/Deliveries:

  • Product Set - This is the product set that off-truck and delivery drivers will be unable to pickup.
  • Password - Any password may be added here.

Pre-Sell:

  • Product Set - This is the product set that pre-sellers will be unable to schedule for pickup in pre-sell orders.
  • Password - Any password may be added here.

Orders Panel

Orders Panel
This panel contains any settings used for orders within the system.

Order Process Stages

These check boxes correlate to the queues located in the Order Tracker. By checking these boxes, process stages are added.

  • If all stages are unchecked, then orders are finalized upon posting.
  • It is impossible to uncheck a stage that contains pending tickets.



  • Email Settings - Click this button to enter a default email message for invoices.


NOTE: For the following formats, only layouts using the Invoices and/or Picklists source are available.
  • Picklist Format - Select the layout used for picklists.
  • Delivery Invoice Format - Select the layout used for delivery invoices.
  • Follow-Up Invoice Format - Select the layout used for follow-up invoices.
  • Bill-of-Lading Format - Select the layout used for bills-of-lading.


Application Settings

  • Use Signature Pad for Over-the-Counter Orders - Check this box to enable a signature pad to be used when entering OTC orders.
    • NOTE: This option must be set on each workstation that uses a signature pad.
  • Prompt for Payments in Order Tracker - Check this box to all payment(s) to be added to an order when it is moved past the Need Delivery Confirmation stage of the Order Tracker.
  • Reassign pushed off orders to primary driver - Check this box to automatically assign a pushed-off order to the customer's primary delivery driver.
  • Auto-set next delivery on pre-sells - Check this box to automatically set pre-sell orders to be delivered on the next scheduled date.
  • Allow overpayment of delivered orders - Check this box to allow customer's to pay more than the balance of an order at the time of delivery.
  • Use extended return reason dialog - Check this box to enable a historical price to be selected when recording a return on a mobile device.
    • Automatically choose lowest price - Check this box to automatically choose the lowest historical price within the time-frame when recording a return on a mobile device.
    • Days of return history to show ## days - Enter the number of days to pull historical prices from for returns.
  • Disable "Email Invoice" button for orders - Check this box to remove the "Email Invoice" button from the Order Tracker.
  • Prompt for cuts & printing when posting inside sales orders - Check this box to prompt the user to confirm cuts and print documents upon posting an inside sales (tel-sell) order.
  • Automatically cut overcommitted mobile or inside sales orders - Check this box to automatically cut over-committed product(s) from mobile and inside sales (tel-sell) orders when they are posted/uploaded.
    • Products excluded from auto-cut - Select a set of products that will not be automatically cut when over-committed on a mobile or inside sales order.
  • Backend presell & inside sales automatically partitions on truck restrictions - Check this box to prevent products from being added to an order if the truck does not carry the corresponding product class.
  • Support retail date codes [eoTablet] - Check this box to add the ION Report - Retail Date Codes and allow Date Code tracking to be recorded on eoTablet and eoTouch.
    • Warning threshold ## days - Enter the number of days before a product goes out-of-date for a warning to be issued.
  • Support distributor settlements - Check this box to enable the distributor feature.
    • Charge back in ## days - Enter the number of days to wait before charging back to the distributor.
  • Use weekday delivery sequencing - Check this box to only allow deliveries during the work week.
  • Bulk orders need pick lists - Check this box to send bulk orders to the Needs Picklists stage of the Order Tracker.
  • Non-bulk orders need pick lists - Check this box to send orders not marked as bulk to the Needs Picklists stage of the Order Tracker.
  • HH picklists grouped by package - Check this box to group pick-lists by package on mobile devices.
  • HH scansheets grouped by package - Check this box to group scan-sheets by package on mobile devices.
  • Order tracker filter uses truck warehouse - Check this box to allow the Order Tracker to be filtered by the truck's warehouse.
  • Allow use of restock return reason - Check this box to enable the Return for Restock return reason.
  • Auto-commit inside sales orders - Check this box to automatically commit inventory for inside sales (tel-sell) orders when they are posted.
  • Do not palletize kegs - Check this box to prevent palletizing of products assigned a package marked as a keg.

Payment Terms Settings

  • Auto Switch Terms to Respect Credit Limits - Check this box to automatically convert charge orders to COD if the order combined with the customer’s existing outstanding balance exceed the customer’s credit limit.
    • Default COD Terms - Select the COD payment term that will be used for customers over their credit limit.
  • Auto switch terms to COD when customer is past due - Check this box to automatically convert orders to COD if the customer is past due.
    • Default COD Terms - Select the COD payment term that will be used for past-due customers.
    • Past due days - Enter the number of days past-due before the terms are automatically switched.
    • Minimum past due amount - Enter the minimum past-due balance for the terms to be automatically switched.
  • Enable POA (pay on account) support for past due customers - Check this box to allow past-due customers to submit generic payment(s) toward their account balance instead of paying each invoice individually.
  • Include billing codes in terms partitioning - Check this box to have billing codes respect terms partitioning.

Product Flags Panel

Product flags are user created markers that track products. Flags can be used in reports. For more information, see Flags.

It is possible to have up to 40 product flags.

Purchases Panel

This section deals with the queues located on the Purchase Tracker. It is impossible to uncheck a stage that contains pending tickets.

  • Waiting to Print Purchase - Correlates to the Waiting to be Printed queue.
  • Waiting to Be Received - Correlates to the Waiting to Be Received queue. This queue should not be disabled (do not uncheck this checkbox).
  • Waiting for Supplier Bill - Correlates to the Waiting for Supplier Bill queue.
  • Waiting For Freight Bill - Correlates to the Waiting for Freight Bill queue.
  • Purchase Format - Here it is possible to pick the format the purchase information will print out as. Use the drop down arrow to select the report type. The reports are designed in the Report Design screen.
  • Freight Adjustments - This adjusts the Product Billing Codes.
  • Discount Adjustments - This adjusts the Product Billing Codes.
  • Support Back Ordered Purchases -If this is checked, then there is no change. If unchecked, the purchase is sent through the “waiting to be received” on the purchase tracker, and there is no ability to generate a backorder for a partial receipt. For more information, see Overview: Backorder Purchases.

Receivables Panel

The AR Aging periods affects the Customer Receivables Panel.

AR Aging Periods

  • Number of Periods - This is a number from three to five, that correlates to the Accounts Receivable.
  • Period # days - This is the number of days to the period end. For 3 periods with 30 day aging you would enter 30,60,90.

Batch Payment Processing

Customer Receivables Panel

  • Hide receivables that are from bill-to customers - When viewing the Customer Receivables Panel, any customers who are assigned to the selected customer through the Bill To field on the Customer Records Terms panel will be excluded from appearing.

Default Company for payments

NOTE: Before setting this value - check with your local liquor control commissions regarding multiple lines of business using a single bank account!

OTC refunds AR writeoff reason

Receivables statement report format

Email Settings
  • Email statement override format - Specify an alternate layout to be used when emailing an AR Statement.
  • Subject - Default subject line to be used when emailing an AR Statement.
  • Message - Default message text to be used when emailing an AR Statement.

Split-Case Charges Panel

Split-Case charges are any additional charges made for dividing the primary or alternate packs. For additional information, see Overview: Split-Case Charges.

  • Automatically Calculate Split-Case Charges - Check this checkbox to set the automatic split case charge.
    • Split Case Charge - this is the charge for splitting the case.
    • Split-Case charge cut-off - This field sets the cut off amount for alt-packs. If an alt-pack has more than the amount listed, then the split case charge will not be applied.

Use the radio button to select if the charge is per alt-pack or primary pack.

Support Panel

Support Panel
This panel is used to store any Rutherford support information including the e-mail location where support and error reports are sent. Additionally, it controls how the reports are sent (either by the workstations email application or through the SMTP server).

The support information is downloaded to every workstation that signs into the database. This is so that even if the database's connection is down, then an e-mail may still be sent.

Error Reporting:

  • Support e-mail - This is the e-mail address that will receive any error reports generated in eoStar. Multiple addresses may be added with the use of a semicolon (;) between each address.

How to Send the Reports:

  • Using the Workstation's Default E-mail Client Program - The error reports will be sent using the workstations email client program. (For example: Microsoft Outlook)
  • Using a Dedicated SMTP Server - A specific SMTP server will send the error reports.
    • SMTP Server - This is the actual server location that sends the error reports.
  • From E-mail Address Values
    • Try to use the e-mail address from the logged-in employee first
    • Always Set the 'From' address to the one below
  • 'From' E-mail Address - This address is the e-mail address that will send the error messages.

Product Transfers Panel

This panel deals with the queues related to the Transfer Tracker. It is impossible to uncheck a stage that contains pending tickets.


Product Transfer Process Stages

  • Waiting to Be Printed - Check this box to enable the Waiting to Be Printed queue of the transfer tracker.
  • Waiting to be Sent - Check this box to enable the Waiting to be Sent queue of the transfer tracker.
    • This queue is required and cannot be disabled.
  • Waiting to be Received - Check this box to enable the Waiting to be Received queue of the transfer tracker.
    • This queue is required and cannot be disabled.


Additional Configuration

  • Cut overcommitted preorders when sent - Check this box to automatically cut any overcommitted product on Pre-order transfers when it is uploaded.
  • Product transfer report format - Select the report format for product transfers.
    • Only layouts using the Item Transfers source are available.


AP Bill Settings

  • New W2W transfers need AP billing - Check this box to automatically flag new warehouse-to-warehouse transfers for AP billing.
    • Transfers flagged for AP billing will automatically show up in the W2W Bill Entry interface.

Beer-Wine Panel

The Beer Wine Plugin Setup is used to insert the Beer and Wine License Number of the company. This option is only available with the Beer/Wine Plugin.

  • Beer License # - The company's beer license number (provided by the state) should be listed here.
  • Wine License # - The company's wine license number (provided by the state) should be listed here.

Coors Panel

Added with the Coors Plugin, the Coors distributor number and supplier record can be set up on this panel. This information is used when exporting SLD files and POINT files to MillerCoors.

  • Coors Distributor Number - Enter the Coors-specific number that will be used for Coors reporting.
    • This can be overridden by a warehouse-specific number entered on the Coors panel of the Warehouse Record.
  • Coors Supplier Record - Select the Supplier record associated with the Coors Brewing Company.

Cost Components Panel

Cost Componets Panel

Only available with the Cost Components Plugin, this panel is used to setup the cost components.

Purchase Cost Components:

  • Cost Component Support is Required - This checkbox requires all cost components to be maintained and tracked within the system. Checking this will display the bottom grid.
  • Automatically Estimate Using Previous Purchase Cost Components - (Only available with the Cost Components Plugin.) This checkbox allows eoStar to automatically fill in the unit price for a cost component based on the one entered the last time the cost component was used.
  • Auto-Cost based on last ## Purchases - The auto-cost estimates the approximate price of items purchased from a supplier. This will select the number of prior purchases to examine (1-10) to determine this approximate cost. For more information, see Auto-Cost.

The bottom grid is used to add the component name, the billing code, and how it is prorated into the bill. Additionally, the use checkbox determines if the component is added to the invoices.

EDI Panel

The EDI panel contains the basic EDI setup information. For additional setup information, see EDI Setup.

  • Trading Partner ID - This is the companies Trading Partner ID number. The trading partner ID will be used in all EDI transactions.
  • UCC Company Prefix - The UCC company prefix is used when printing container information on pallet tags.
  • EDI contact – Populate the field with the name of the employee responsible for EDI transfers. This person will be contacted if there are errors with the EDI operations. The employee will need a valid email address in their Employee record.
  • Customer X12 Mappings can be found in - This section defines the location of any customized or edited X12 mappings. The folder may be changed by clicking .... To open the folder and view the mapping files, click Open.
  • ASN Pallet Label Report - Select the DX Layout to be used for ASN Pallet Labels.
  • 810/894 export folder - Select the folder to which 810 Invoices to be Paid and 894 Pre-Deliver Notice documents should be exported. The folder may be changed by clicking .... To open the folder and view the exported files, click Open.
  • Coke CBS mailbox number - Enter the Coke CBS mailbox number here. (Only available with the Coke Plugin)
  • Use customer number prefix for import/export - Check this box to use the customer number prefix for import and export. (Only available with the Coke Plugin)
  • Default bank for 820s - Select a default bank for 820 Payment Remittance documents. (Only available with the Coke Plugin)

Excel Panel

  • Export Excel Files in XLSX Format Whenever Possible - The Excel panel will export Excel files in XLSX.

This affects almost all Excel exports in the app, except the "raw Excel export" found in ION Reports.

Microsoft Dynamics Panel

Microsoft Dynamics Panel

This panel is used to setup the connection between eoStar and Microsoft Dynamics Great Plains accounting software. This panel is only editable if the Accounting Interface Panel is set to use Dynamics GP.


Microsoft Dynamics Direct Connection Configuration

  • Ledger Journal # - Set the next ledger journal number to be used.
    • Will automatically increment after each export.
  • Payables Journal # - Set the next payables journal number to be used.
    • Will automatically increment after each export.
    • NOTE: The Ledger and Payables journal numbers are unique numeric identifiers used by eoStar during the transmission of information to Dynamics GP. These number are placed in special description fields so that auditing of transaction streams between eoStar and Dynamics GP can be easily traced.
  • Ledger Source Doc - Enter the Ledger Source transactions from eoStar will be assigned when imported into Dynamics GP.
    • If the specified Ledger Source does not exist in GP, the ledger import will automatically use the default source doc (GJ).
  • Export negative bank deposits to GP (as bank transactions) - Check this box to include negative bank deposits when exporting transactions to Dynamics GP.
  • Dynamics GP Direct Connection
    • Do not use direct connect - Select this option if direct connect will not be used to send information from eoStar to Dynamics GP.
      • When this option is selected, the credentials section below does not need to be filled in.
    • Use eConnect for a direct connection to Microsoft Dynamics - Select this option if eConnect will be used to send information from eoStar to Dynamics GP.
    • Use a web service for a direct connection to Microsoft Dynamics - Select this option if a web service will be used to send information from eoStar to Dynamics GP.
      • Selecting this option will expose additional credentials in the section below.


Microsoft Dynamics Credentials

  • Server - Enter the server path for Dynamics GP.
  • Database - Enter the Dynamics GP database name.
  • Username - Enter the Dynamics GP login username.
  • Password - Enter the Dynamics GP login password.


  • Test Connection - Click to verify the credentials entered can connect to Dynamics GP.
    • A pop-up will be displayed with the results of the test.
  • Update GP for Manufacturing - Click to apply the custom eoStar changes for manufacturing exports to Dynamics GP's stored procedures.
    • Only available with the both the Dynamics GP Plugin and the Dynamics GP Integration Plugin.
    • May need to be run after updating Dynamics GP as custom work can be overwritten during updates.
    • Only available to administrator users.
  • Update GP for Payables - Click to apply the custom eoStar changes for payables exports to Dynamics GP's stored procedures.
    • May need to be run after updating Dynamics GP as custom work can be overwritten during updates.
    • Only available to administrator users.
  • Disable automatic vendor sync - Check this box to prevent vendor information from being automatically synced to Dynamics GP.
    • See Sync GP Vendors for instructions to manually sync the vendor information.


Web Service Credentials

  • Server - Enter the server path for the web service.
  • Database - Enter the web service database name.
  • Username - Enter the web service login username.
  • Password - Enter the web service login password.
  • Tenant - Enter the tenant name for the web service.
  • GP Company - Enter the GP Company name for the web service.


  • Test Web Service - Click to verify the credentials entered can connect to the web service.
    • A pop-up will be displayed with the results of the test.


Bank Deposit Credentials

  • Server - Enter the server path for exporting bank deposits.
  • Subscriber ID - Enter the subscriber ID for exporting bank deposits.
  • Database Token - Enter the database token for exporting back deposits.
  • Username - Enter the login username for exporting back deposits.
  • Password - Enter the login password for exporting back deposits.


  • Test Bank Credentials - Click to verify the credentials entered can connect to the bank deposit server.
    • A pop-up will be displayed with the results of the test.

Fintech Panel

In the Fintech Interface Setup, it is possible to change the FTP site URL. Include the login name and password. Additionally, this setup will affect the Fintech Interface.

This functionality was previously located at File>Database Administration>Setup>Fintech Interface.

Connection Settings

  • FTP Site Url - This is the exact URL used by the FTP site.
  • Login name - This is the login name.
  • Password - This is the Login's password.

Export Format Settings

  • Fintech Legacy Format
  • X12 Format

iControl Panel

iControl Panel

This panel is used to enter the settings for connecting to the iControl FTP site.

Connection Settings

  1. FTP Site URL - This is the URL used by the FTP site: ftp.icontrolusa.com
    • eoStar supports both FTP and sFTP connections to the iControl FTP site.
  2. Configure logins by warehouse - Check this box to setup different credentials for each warehouse.
    • Not available with the multi-company plugin.
    • Checking the box causes the IControlWarehouseColumn to be displayed in the grid.
      • The number in this column corresponds to the warehouse's record number.
    • Multiple warehouses may have the same credentials.
  3. If the multi-company plugin is installed, separate credentials may be entered for each company.
    • The Company column will be displayed in the grid.
      • The number in this column corresponds to the company's record number.
    ConfigurationIControlPanelMultiCompany.png
    • Multiple companies may have the same credentials.
  4. Login - This is the login name for the FTP site.
  5. Password - This is the password for the FTP site.
  6. Export Format - Select the format for sending information to iControl.
    • iControl Legacy - iControl's fixed-width format, which eoStar has traditionally used to send invoices to iControl.
    • X12 - iControl's standardized X12 variant, which contains some information unavailable in the fixed-width files.
    • It is recommended that one format or the other be used consistently.

Miller Panel

This screen is added with the Miller Plugin. This screen is used to add the distributor number and Miller supplier record to eoStar.

Previously this information was located at File>Database Administration>Setup>Miller>Distributor Information.

  • Miller Supplier Record - This is used to select the specific supplier record for the Miller Brewing Company for your location.
  • Miller Distributor # - This is the assigned distributor number for your company. It will be added to all Miller reporting if there is no warehouse specific override.
  • AS2 ID # - (Added January 2010.) This field is the Distributors assigned AS2 ID # that is used for EDI files. The AS2 ID field is a generic EDI trading ID that allows MillerCoors distributor numbers to change without impacting retailer EDI. That means that when the MillerCoors distributor number changes, the EDI header record will not, thus preventing possible issues.

Orders to Loads Panel

Orders-to-Loads Panel
This functionality is added with the addition of the Orders-To-Loads Plugin.
  • Print From Orders-To-Loads - This will allow eoStar to print pick tickets and transfers from the Commit Orders screen.
  • Default to Bulk Routes - This function no longer operates since the splitting of the Orders-To-Loads screens.
  • Requires Commit Orders Step - Check this box to require orders to be sent through the Commit Orders screen.
    • Orders must also be sent through the Commit Orders step in order to be exported to ULM.
    • Uncommitted orders will not be included in the Generate Cross-Dock Transfers screen.
  • Do Not Allow Uncommitted Orders To Be Moved - Check this box to prevent uncommitted orders from being moved through the Order Tracker.
  • Also Commit Return Invoices and Invoices with No Inventory - This will cause OTL Commit to examine and process return invoices and invoices with only billing codes. These 'orders' will be marked and pushed through the tracker like other orders when the OTL session is posted.
  • Do Not Allow Printing of Invoices Before Load Has Been Generated - If this is checked, then the invoices cannot be printed for the orders until after a transfer has been created for the orders. In October 2009, changes were made to allow printing of orders that are not eligible for Orders-to-loads even if the checkbox was checked.
  • Move Orders Printed During Load Generation To Waiting for Delivery Confirmation - When checked, this box will take printed orders during the Generate Transfers step and automatically move them into the "Waiting for Delivery Confirmation" of the Order Tracker.
    • Only Move Orders After Printing
  • Automatically void orders if all line items are cut via OTL - This will automatically void orders that are completely cut by the commit orders screen and have no shipped items remaining on them after being committed.
  • Print Bulk Quantities on Summary Transfer Tickets - This checkbox controls if items on bulk orders show up when a user prints summary transfers.
  • Use Original Price and Discount for Substituted Items - This checkbox controls whether warehouse substituted items have their prices calculated like any other item (the old functionality), or whether they inherit the price and discounts of whatever they were substituted for.
  • Radio Buttons:
    • Always Post Transfers as "Waiting to be Printed" - This will put all transfers created through Orders to loads in the Waiting to be Printed queue of the Transfer Tracker.
    • Move Transfers when Printed via OTL - This will move the Transfer into the next queue of the Transfer Tracker.
    • Finalize all OTL Transfers Immediately - The Transfers will be automatically finalized and removed from the Transfer Tracker.
  • Post Transfers with current date instructs Orders to loads to make finalized transfers from OTL post with the entered date for all of the dates instead of the order's delivery date for the sent and received dates. This switch will stamp the transfer with the date you actually run OTL > Generate transfers. ION should then accurately reflect inventory in the warehouse and on trucks.
  • Delivery Adjustment Reason - This drop down arrow is used to set the Delivery Adjustment Reasons that will be associated with any line item that is cut during orders-to-loads. During the orders- to-load process, if an item is cut, eoStar will populate the line item with this orders-to-load adjustment reason. If the Delivery Adjustment Reason has the checkbox Base Pricing and Promotions on the Quantity Ordered checked, then the cut orders will continue to be priced based on the quantity ordered rather than the quantity shipped. (This assumes that there was not enough product in the warehouse to fulfill the order, therefore, any product still delivered should maintain the promotional price.) Note: If an order is cut prior to being processed via orders-to-load there won’t be a delivery reason associated with the order line, and any re-price would be based on the qty shipped column. For additional information, see Overview: Order Pricing when Cuts are Performed.

Removed Features:

  • Do Not Update Transfer Status - eoStar will not change the status of the transfer ticket from waiting to be printed to waiting to be sent in the Transfer Tracker.

POS Panel

This panel is added with the POS Plugin.

  • POS Order Type - This is the Order Type that will be used for all POS removals.
    • NOTE: This Order Type should be different than the one used for POS requests.
  • Purchases created by POS only employees will be finalized upon posting - Check this box to automatically finalize purchases made by employees with the POS -> Only allowed to handle POS items setting enabled.

Route Accounting Panel

This functionality is added with the addition of the Route Accounting Plugin.

  • Assume COD Payment by Check - (Cash on Delivery) For routes that are not delivered by a handheld device, eoStar will automatically assign a payment to all unpaid orders upon starting a reconciliation. For more information see Daily Route Settlement.
  • Allow Checks/Vouchers Write-Offs - This check box affects restriction of write offs during the cash reconcile stage of the Daily Route Settlement. If unchecked then employees will be unable to write-off check, voucher, or coupon discrepancies. If checked, then all employees able to use the Daily Route settlement may be able to write-off check and voucher payments.
  • Driver Charge - If a driver is is short, this field will add the billing code used during the shortage functionality in the Daily Route Settlement.
  • Driver Invoice Type - This is used to select the Order Type for all driver's who are reconciled.
  • Discrepancy Order Type -
  • Cash Discrepancy Billing Code -
  • Split inventory charges between driver and helper - Any discrepancies in the Daily Route Settlement will be split between the Driver and the First Helper.

SRS Plugin Panel

| This information has been removed from eoStar.
In April 2010, this information was removed from Configure Database screen and placed into File>Interface>SRS Setup.

This screen is added with the SRS Plugin and is used to setup the communications between SRS and eoStar. For more information on setting up the SRS Plugin, see Setup: SRS Plugin.

  • SRS ID
  • SRS ISV Identifier
  • Perform Automatic SRS Export During Buisness-day Closeout - When creating a Buisness Day Closeout on the Business Day Controls screen, the SRS plugin will automatically create an export just like the SRS Export screen does. However, this function will be automatic, instead of manually created.
  • Include Legacy Orders in SRS Sales Export - This checkbox allows Legacy Orders to be exported in SRS sales exports.

Use the tabs to setup the SRS plugin.

  • Suppliers Tab - Check the checkboxes correlating with the SRS Supplier
  • Warehouses Tab - Add the SRS distributor number for the warehouse
  • Items Tab - Use the drop down arrow to select the product in eoStar.
  • Customers Tab - Use the drop down arrow to select the supplier to assign to the customer records.

Cadbury Panel

With the addition of the Cadbury Plugin, it becomes imperative that proper setup of Cadbury products are within the system for correct reporting. As such, this panel is used to setup products with the Cadbury product code and brand code. Use the radio buttons to select the type of product codes used in the reporting.

  • Product Codes to Use In Reporting - There are two options:
    • Use My Product Codes (uses the product reckey)
    • Use Custom Product Codes (uses the number entered in the Cadbury product code column)
  • Reporting Company Name
  • Cadbury Item Mappings
    • Cadbury Product Code
    • Cadbury Brand Code

Illinois Tax Panel

This panel is used during the Illinois Tax export. This information is the companies information and is transferred with the tax information during the export. Type in the needed information into the fields to transmit correct taxing information.

Clicking on the hyperlink Click for Tax Info On the Web will bring up the Illinois Department of Revenue's website.

Illinois Tax Connection Setup

  • Business Name
  • Business Address
  • Transmitter ID
  • Login Name - Typically the same as the Transmitter ID. (Will cause transmission issues if not filled in.)
  • Password
  • Electronic Signature Code (IL-8633-B)
  • IBT Number
  • Account Number.

Export Options

  • Summarize RL-115 writeoff details - This checkbox, when checked, will sum up all the entries in the RL-115 writeoff schedule into some summary entries and automatically clean up negatives.

ILS Panel

ILS Panel
This panel is added with the ILS Plugin and is used to connect eoStar with the ILS system.

ILS Credentials

  • Server - This is the server the the ILS is connected to or located on.
  • Database - This is the database information.
  • Security - This is the security information required to access the database on the server.

Other Options

  • Use Distributed Transactions (Requires special server/network support) -
  • Create Loads Automatically for Orders Confirmed via ILS -
  • Warehouses Supporting ILS Exports - Check the checkbox next to the warehouses that will export data to ILS.

ULM Panel

This is only available with the ULM Plugin. This screen deals with the information required to export information from eoStar to ULM through the ULM Export screen. Type in the division and route type for each warehouse.

APAL Panel

This menu option is only available with the APAL Plugin. Here it is possible to set the location of the division and route type for the APAL Export. Type in the division and route type for each warehouse.

Cumulative Promotions Panel

This menu option is added with the Cumulative Promotions Plugin.

  • Print an Invoice - This checkbox requires printed invoices. By checking this checkbox, the Cumulative Promotion Orders will be placed in the "waiting for a follow up invoice" queue of the Order Tracker. (Note: This queue should be turned on in the Orders panel of the configuration screen.)
  • Order-type for the discount-only invoices - this drop down arrow will assign a specific Order Type to all invoices for promotions marked as Cumulative.

Demand Foresight Panel

In order to import files from the Demand Foresight software, the interface needs to be set up. To set up the interface, make sure to have the server and database information as well as the security username. The Demand Foresight Plugin is used to import files from the Demand Foresight software into the Forecast Entry. These files will not properly download unless the Interface is completed.

Load Optimizer Panel

The Load Optimizer Export Setup is added with the Load Optimizer Plugin. This set up is required in order to properly export Load Optimizer information.

QuickBooks Panel

The QuickBooks panel contains the information needed to create a direct link to QuickBooks. This connection is used during AP>Export and GL>Generate Ledger Exports.


  • Use a Direct connection to QuickBooks - Check this box to enable the direct connection.
  • Choose QBW Company File - Navigate to and select the QuickBooks QBW file. This will populate the QBW File field with the full path.
  • Test Connection to Company File - Click to verify if eoStar can connect to QuickBooks using the QBW file path.
  • Use the following Suffix - Check this box to enable eoStar to append a suffix to transaction IDs sent to QuckBooks.
    • This can be useful if your transaction IDs will overlap previous IDs already in QuickBooks.
    • Enter the desired suffix (max of 2 letters) in the field.

MillerCoors Panel

This panel is added with the MillerCoors Plugin and is used to communicates forecast and purchase information between eoStar and MillerCoors using Miller's new DRIVE interface.

  • Select the MillerCoors Supplier Record.
  • Set the DRIVE Export Version.
    • Version 1 - This version is being phased out.
    • Version 2 - Select this version for use with DRIVE 2.0.

NACHA Panel

This screen is used to edit the connection for NACHA and is added with the NACHA Plugin.

Previously, to edit the NACHA Connection, the user went to File>Database Administration>Setup>NACHA Connection and typed in the changes in the fields.

NACHA Processing:

  • Use Special Bank of Ameria Export Format - (Added March 2010) This format may be incompatible with other banks. If checked it uses the export formatting for Bank of America. If unchecked, the export more closely adheres to the NACHA specification.
  • Use Special Wells Fargo Export Format - (Added January 2012) This format may be incompatible with other banks. If checked it uses the export formatting for Wells Fargo when sending invoices for electronic payments. The file requires a header line identifying the distributor account the transactions will be processed for. If unchecked, the export more closely adheres to the NAHCA specification.
  • The NACHA encryption and transmission is performed manually - (Added August 2009) If the checkbox is selected, then the “encrypt and transmit” step performed by the Nacha plugin is no longer performed and eoStar will not perform the transmission step to the attached bank. Orders will be marked as paid in eoStar when the un-encrypted NACHA file is generated. The appropriate buttons are automatically disabled/enabled in the NACHA processing screens. This is for users that do NOT use Bank-of-America for their Nacha processing and the checkbox defaults as unchecked.

NACHA Settings:

  • FTP site URL: This is your processing facility's web address (FTP)
  • Login name / Password: This is the login credentials given to you by your processor
  • PGP Encrypting Key: This is the PGP key name used by your processing facility
  • PGP Signing Key: This is the PGP signing key for you to sign the encrypted transmission.
  • Target Remote System Filename: This is the file name of the target drop at the facility's web site.

Company-Specific Settings (only available with the Multi Company Plugin):

If there are multiple companies set up through this panel, when export payments, eoStar will now break up the payments by company and use the correct login and password to send them.

  • Company
  • Login
  • Password

AGI Panel

This panel is added with the AGI Plugin and is used to add in AGI Credentials.

AGI Credentials

  • Server - This is the server the the AGI is connected to or located on.
  • Database - This is the database information.
  • Security - This is the security information required to access the database on the server.

Other Options

  • Use Distributed Transactions (Requires special server/network support) -

Boston Beer Panel

Tennessee Tax Panel

Tennessee Tax Panel
Only the Tax Exempt Rate is in CE. All other fields are on a per gallon basis.
  • Tax exempt Rate - This is in CE. Only 4 decimal places may be added here.
  • Tax Percentage - This amount is in "Money".
  • State Percentage -
  • Local Percentage -
  • Vendor Comp Percentage -

Customer Web Panel

Customer Web Panel
Added with the Customer Web Plugin, this panel is used to set up the connectivity between the Customer Web Application and eoStar.
  • SMTP Account - Select the SMTP Account that Customer Web 2 is associated with.
    • Note: SMTP Accounts are pulled from Records > SMTP Accounts.
  • Email test to - This is where test emails are sent to check the settings above.
  • Order Type - This is the specified Order Type that all web orders will be tagged with.
    • Note: Order Types are pulled from Records > Order Types. It is recommended to set up an Order Type for Web Orders.
  • Let customers sign themselves up for an account - Having this checked will allow customers to create a web login account without intervention by office personnel. All the customer would need is a delivered invoice and its total, along with the desired email and password to use for communications.
  • Let customers request off schedule deliveries - Having this checked will allow customers to schedule deliveries for days that are not on their delivery schedule.
  • Deadline for next day deliveries - This is a cut-off time for submission of orders via the web. The program enforces the cutoff time for orders being delivered the very next day. The cart is still there, but the application will inform the customer that the order cannot be processed because of the cutoff time. The customer can then change the delivery date if desired, but is also directed to contact their representatives if the products are required.
  • Allow posting of overcommitted order lines - Having this checked will turn on automatic cuts for items that are overcommitted in the warehouse.
  • Web DX report format - This is the invoice format that is used for web orders.
    • Note: Web DX report format pulls from Records > Report > Records.
  • Front page catalog - This shows a spinner of highlighted products on the main screen customers log into on the Customer Web 2 site.
    • Note: The Front Page Catalog pulls from Web > Web Catalogs. It can be useful to create a smaller product set that you want to highlight for this purpose.
  • Sales employee for new web orders - This is the employee who is in charge of web orders.
    • Note: This pulls from Records > Employee > Records. It may be useful to set up an Employee Record tied to web ordering. This is not required, but some distributors and bottlers find it beneficial.
  • Cart Submitted - This is the e-mail address of the person responsible for receiving notification of orders placed online. Multiple e-mails may be notified if separated by a comma (",").
  • Also email the appropriate salesperson - When this is checked and an order is submitted via the web, the assigned salesperson for the product class being ordered is ALSO emailed in addition to the customer and the process notification email addresses. If multiple product classes are ordered, and multiple salespeople are assigned to those product classes, all of the appropriate salespeople will be emailed for the order.
  • Test Process Settings - Click to send a test email to addresses entered in the Cart Submitted field.

Supplier Web Panel

Supplier Web Panel

This panel controls the type of data suppliers can see on the Supplier Web Reporting. This is user defined and chosen data.

  • Customer Fields - The customer related breakdowns to show
  • Item Fields - The item related breakdown to show
  • Distribution figures - columns visible to distribution reports
  • Depletion figures - columns visible to depletion reports
  • Sales figures - columns visible to sales reports
  • Additional order figures - other columns in sales reports
  • Web Supplier Service email connectivity:
    • Server = mail server address
    • Email from = the email address that the recipient will see confirming an order
    • Account = login name for the email server
    • Password = password for the email server
    • (SMTP Verification) Email test to: Where to send a test email to check the above settings (probably within the company)

Basically, if it is checked, then that field or figure is “potentially” shown on a respective report. If it is unchecked, the field is NEVER shown.

For example, if ChainManager is unchecked in the customer fields, any supplier will not be able to see the ChainManager on my accounts. So if the user does not want the suppliers to see certain data, then leave the checkbox unchecked. If that data is okay for the suppliers to see, then check it.

SWS Import Panel

Added with the E3 Plugin, this panel configures eoStar for easy import of purchases.

Connection Settings

  • FTP Site URL
  • Login Name
  • Password

Import Settings

  • Supplier

Vending Panel

Vending Panel

Vending product set

  • Product Set - Set the vending product set here. Only items in the selected product set will be available for vending.

Equipment rentals

Vend fill discrepancy writeoff reasons

Employee commissions

  • Employee commissions for vending are based on qty filled - Check this box to base employee vending commissions on quantity filled instead of quantity sold.

Cash collections

  • Display time of service in bank deposits - Check this box to use the service date as the basis when creating bank deposits instead of the cash collected date.

Vending commissions

  • Set up vend commission check layout - Click this button to enter the vending check layout screen. (Only active if Export vend commission checks to AP upon posting is disabled.)
    • Vending check field positions - This section lists the fields available to include on the check. Enter the row and column numbers where the field should print.
      Vending check layout screen
      • Check size - Specify the maximum rows and columns allowed here.
      • Stub location - Enter the row the check stub begins and the number of lines it uses. A second check stub may be specified and will use the same number of lines.
    • Vending check stub field positions - This section lists the fields available to include on the check stub.
      • Enter the starting column number (Start position) and character count (Length) for each field to be included on the check stub. Total length may not exceed the number of columns specified for the Check size.
      • Right-aligned - Check this box to right-justify the field within it's designated columns.
    • Preview layout - Click this button to display the fields currently defined. The layout will display in the area below the Vending check stub field positions section.
    • Prev/Next check - Use these buttons to cycle through checks in the preview area.
    • Test print - Click this button to print a test of the current layout.
    • Post layout - Click this button to save the current layout.
  • Minimum commission check amount - Set the minimum commission amount required to receive a check. Commissions for less than this amount will not generate a check.
  • Commission unit deposit - Enter a per-unit deposit for vending items. This amount will not be considered when calculating vending commissions.
  • Commission checks source from company - Select the company to source vend commission checks from. (Requires the Multi Company Plugin.)
  • Export vend commission checks to AP upon posting - Check this box to export vend commissions to your AP platform instead of printing the checks directly from eoStar. This setting is currently only supported with the Dynamics GP platform.
  • Information to show on vend commission check stubs - Set which rate types to include on vend commission checks. Each rate type may have the rate, basis, or both included on the check.

Truck Inspection

Truck Inspection Panel
  • Require start-of-day truck inspections for drivers
  • Require drivers to record truck and trailer number

Vertique Panel

Configure Vertique Panel
  • Export Only Dispatched Orders (RoadNet, RoadShow, etc.) - Only orders marked as Dispatched will be exported to Vertique.
  • Offline Mode (Don't ask Vertique Database for Existing Records.) - This allows the user to export an order file for testing without having a VPS db installed.
  • Export Folder - This is the folder Vertique data will be exported to.
  • Export Format - This is the format in which data is exported from eoStar to Vertique.
    • VPS 1.4
    • VPS 2.0
  • Product Set to Exclude - This is the "Blacklist" of products that will be excluded from all exports and imports to Vertique. These products will not be managed by the Vertique system. The products will be in a Product Set.
  • The Vertique import process will not update quantities for the items that are defined in the product set.
  • Generate New Stop Numbers: numbers the stops for a driver and ensures multiple deliveries for one stop to get the same stop number
  • Group Order Lines: Rolls up quantities of a particular alt pack family if multiple lines on an order have the same alt pack family

Vinlux Panel

Vinlux Panel
This panel is added with the Vinlux Plugin. Once the plugin is installed you must setup the information in the Vinlux configuration screen:
  • The connection setting is given by Vinlux
  • Only orders from the selected warehouse will be available for exports
  • The pack mapping will need to be done prior to export, otherwise the file will be rejected by Vinlux.

Connection Settings

  • GTP Site URL
  • Login Name
  • Password
  • Customer #

Vinlux Warehouse Settings

  • Warehouse
  • Employee for Chain Deliveries
  • Employee for Parcel Carrier
  • Employee for Common Courier
  • Employee for Will Call

Pack Name Mappings

WMS Panel

WMS Panel

This panel is used to define the report layouts used at various points of the picking and QC process, as well as configure global pick settings.

Pallet Processing Reports

The first four settings in this section can be overridden for each warehouse at Records > Warehouses > Records > Pallet Reports panel.

  • Scan Tag - Select the layout for scan tags.
    • Scan tags are used primarily when layer picking to identify the pallet for the normal picker to retrieve it and complete the non-layer picks.
  • Pallet Summary - Select the layout for pallet summaries.
    • Pallet summaries are used to identify pallets in non-layer picking environments.
  • WMS Ops Pallet - Select the layout for WMS operations pallet labels.
    • WMS pallet labels are used to identify pallets when they are received into the warehouse.
  • Kiosk Picklist - Select the layout for picklists printed at a pick kiosk.
    • Kiosk picklists will be used in place of the picklist layout selected on the Orders panel when printing from a pick kiosk.
    • The kiosk picklist layout must contain a scanning barcode to properly function in the pick kiosk workflow.
    • This layout will only be used if the Use pick kiosk picklists box is checked.
  • Carton Label - Select the layout for carton labels.
    • Carton labels are used to identify cartons when carton picking bottles is enabled.
  • Use pick kiosk picklists - Check this box to enable the Kiosk Picklist layout when printing from a pick kiosk.
    • Checking this box also activates the two boxes below, Split kiosk picklists by zone and Split kiosk picklists for bottle.
  • Split kiosk picklists by zone - Check this box to separate orders into one picklist per warehouse zone when printing from a pick kiosk.
    • This allows an order to be picked by two separate people based on the product-zone assignment and the assigned zone for the picking employee in WMS Employee Setup.
  • Split kiosk picklists for bottle - Check this box to print bottles on a separate picklist when printing from a pick kiosk.
    • The settings for splitting by zone and bottle will work together to
  • Scale Sucess - Select the layout to print when a pallet successfully passes the QC weight check.
  • Scale Failure - Select the layout to print when a pallet fails the QC weight check.
  • Scale bad read - Select the layout to print when the scale errors during a QC weight check.
  • Limit printed pallet lines to assigned employee - Check this box to only print the pallet lines the currently assigned employee will pick.
    • This setting ensures that when a pallet is to be picked by multiple employees, such as products in different zones, each employee will only see the lines they are to pick.


Print Sample Label

This section allows a sample to be printed for any of the layouts assigned in the section above.

Select the Report to print a sample of from the drop-down menu and click Print.


Force to Pallet Bottom

This section is used to designate products that should be placed at the bottom of a pallet when there is a sufficient quantity being ordered.

  • Eligible Products - Select the set of products to move to the bottom of the pallet.
  • Quantity Threshold - Enter the minimum quantity a product in the designated set must be at before it will be moved to the bottom of the pallet.


Other Settings

  • Default pick adj. reason - Select the default pick adjustment reason.
  • QC Weight Threshold - Enter the number of pounds a pallet can be off and still pass QC.
  • Prioritize layer finishing picks over normal picks - Check this box to move pallets with completed layer picks to the top of the queue.
  • Prioritize employee assigned pallets - Check this box to move pallets assigned to an employee to the top of the queue.
  • Allow pallets whose items have no known locations to be dispatched for picking anyway - Check this box to allow dispatch of pallets with product(s) that do not have a pick location.
  • Automatically add a pallet hold if within the specified shelf life alert threshold - Check this box to automatically hold pallet(s) containing a product within the shelf-life alert window.

Dex Panel

Added with the Dex Plugin.

  • DEX Comm ID
  • Signature Key

Coke Panel

Coke Panel

This panel is available with the Coke Plugin. It is used to setup electronic communication with Coke for reporting and EDI purposes.

Coke reporting settings

  • Ownership ID - Provided by Coke.
  • Send pricing - Check to include pricing data with Coke Matrix Reports.
  • Send service metrics - Check to include service metrics with Coke Matrix Reports.
  • ISSCOM code - Provided by Coke.
  • Matrix ORG company ID - Provided by Coke.

CBS analyst contact information

  • Name - Name of CBS contact (optional).
  • Address - Address of CBS contact (optional).
  • Phone - Phone number of CBS contact (optional).

Coke FTP settings

  • Use SFTP - Check to use an sFTP connection instead of FTP (recommended).
  • Using the corresponding tab, settings 11-14 are set separately for Coke Matrix, Coke APO, Coke OTC, and Coke RED reports.
  • URL - Address of server to connect to. Provided by Coke.
  • Port - Server Port to connect with. Provided by Coke.
  • Login - Username to connect with. Provided by Coke.
  • Password - Password to connect with. Provided by Coke.
  • Test FTP Settings - Click to validate the settings entered above.
  • Delivery Folder - Available in the "RED" tab. This is the location the RED surveys will be sent to. Defaults to: /incoming/coke-surveys/2015Responses.

Coke APO Settings


  • Upgrade to Coke Matrix 3.0 - Only upgrade after scheduling with CBS!

Palletization Panel

Palletization Panel

The Palletization panel is the location to configure database-wide settings for Palletization. The settings here will impact how the Palletization Plugin operates for the selected database. Added with the Palletization plugin.

  • Functional Area - Operations
  • Roles Impacted - Warehouse, Operations, and Order Processing Managers

BlackBox Configuration Section

  • Connect to BlackBox on server - Configure the connection to another server hosting BlackBox. This option will enable the mapping fields to the BlackBox server.
  • Use embedded BlackBox - Will use the logged-in user's workstation for processing. Only use this option if BlackBox is installed on the local workstation

Settings Section

  • Pallet picklist format - Assign a DX format to be used as the default Pallet Picklist format.
  • Bulk order threshold - Orders containing quantities LARGER than the value in this field will automatically be flagged as bulk.
  • CPL (Cases Per Layer) alert threshold (1...9) - This threshold determines highlighting of ordered quantities on the palletize and load form.
  • Allow bump to meet CPL - If bumping is allowed, users can bump highlighted quantities to meet CPL requirements when this box is checked.
  • SKU limit per pallet - Set a limit on the amount of unique SKU's (Stock Keeping Units) that can exist on an individual pallet.
  • Max orders per non-bulk pallet - Set the maximum amount of non-bulk orders allowed to be combined on an individual pallet.
  • Default pallet sizes - Assign a default pallet size for bulk orders, non-bulk orders, stock pallets, and hand stack pallets. If a customer does not have bulk or non-bulk pallet sizes assigned on the Customer Pallet Rules panel, these defaults will be used when orders are palletized.

Palletization and Loading Rules Section

  • Do not allow palletization of uncommitted orders - When checked, orders will not be palletized if they have not gone through Orders-to-Loads Commit Orders.
  • Integral layers only - When integral layers only is checked, eoStar will only build pallets in even layers. For example, if you have 10 cases of a product and there are 8 cases per layer, eoStar will build 2 pallet lines: one pallet line for 8 cases and another for 2. This is typically enabled in warehouses that have a designated layer picker.
  • Tandem load bulk order trailers - When checked, bulk routes with 2 trailers assigned will be set as a "Tandem Load" by default.
  • Do not layer pick aggregate pallets - When checked, aggregate pallets (non-bulk) will not be layer-picked.
  • Allow a mix of pick groups when palletizing pick-by-load containers - When checked, multiple pick groups can be placed in the same container when palletizing pick-by-load containers.
  • Auto-fits side-by-side containers within a single trailer location - When checked, side-by-side containers are automatically fit in a designated trailer location.
  • Auto-stack on top of stock pallets - When checked, eoStar will automatically palletize product on top of stock pallets if the product will fit within the pallet dimensions.
  • Build separate layer pallets when processing bulk orders - When checked, eoStar will try to put all layers on one pallet rather than mixing them across multiple pallets.
  • Allow combining bulk orders for the same customer - When checked, bulk orders can be combined onto one pallet when they are for the same customer.
  • Auto-combine - When checked, bulk orders will automatically be combined when they are for the same customer.
  • Note: In order for this flag to be enabled, the previous one must be checked.
  • Pre-process layers - When checked, eostar will create layer pallets before it sends them to black box; this typically results in layers being on one pallet as well.
  • Allow combining bulk orders for different customers - When checked, bulk orders can be combined onto one pallet for different customers.
  • Automatically advance orders in order tracker after printing pick tickets - When checked, orders will automatically move through order tracker after pick tickets are printed.
  • Strict enforcement of Bulk/Aggregate bay rules - When checked, bulk/aggregate bay rules cannot be overridden.
  • Load keg only pallets at end of rear load trailers - When checked, Keg pallets will be listed to be loaded last (closest to the doors of a rear-load trailer).
  • Bulk customer multiple pallet balancing rules - If set, and a pallet in a set has less than the designated quantity of cases on it, then all items will be moved from that pallet to the least full pallet of the set.
  • Qty threshold (max 10) - The maximum number of cases that can be on a pallet and still be impacted by this rule.
  • PCT threshold (max 50) - The maximum percent-full a pallet can be in order for the items to be moved to another pallet.
  • Aggregate pallet % threshold - If an item for a truck reaches the threshold % of a full pallet set below, then that item will be palletized and picked as non-bulk.
  • % of full pallet - Assign the percentage threshold.
  • Trailer type/Include - Establish which trailer types will/will not be impacted by the Aggregate pallet % threshold.

Backorders Panel

  • User pricing/discounts from original order: gives ability to retain original UnitPrice and UnitDisc information on a backorder
  • Commit backorders upon posting: gives ability to commit backorders immediately upon release

Reporting Panel

  • Select Pick ticket report DX layout used by the Inventory > Pick Lists screen.
  • Restrict visibility of customers for presellers and sales managers
    • Note: this will result in an empty customer records list for users who are not scheduled to service any customers.