EoStar Overview
The purpose of this section is to provide an operational overview of eoStar and to organize the information in a sectional hierarchy. It is oriented to simulate the structure of the eoStar training program.
While this section can be used to help introduce clients to eoStar and its functionality, it should not be taken directly as a standardized SOP, as each companies needs should be specific and individual priorities emphasized.
Contents
- 1 Installation & Setup
- 2 Product Hierarchy & Maintenance
- 3 Product Costing
- 4 Purchase Order Processing
- 5 Inventory Flow
- 6 Product Pricing
- 7 Customer Hierarchy & Maintenance
- 8 Order Entry
- 9 eoMobile (Pre-Sell)
- 10 eoTablet (Pre-Sell)
- 11 Order Processing
- 12 eoMobile (Delivery/Off Truck)
- 13 Daily Route Settlement
- 14 Accounts Receivable (A/R) Processing
- 15 Inventory Control
- 16 eoWarehouse
- 17 General Ledger
- 18 Reporting
- 19 Video Tutorials
- 20 eoStar Plugins
Installation & Setup
Specifications
- Desktop Specifications
- Workstations & Server Specifications
- Phone Specifications
- Tablet Specifications
Installation
Navigation
Upgrades
User Security
Product Hierarchy & Maintenance
Product Hierachy & Maintenance
- Product Menu Overview
- Create and Edit Product Records
- Create New Product Categories
- Create New Product Classes
Brands and Brand Families
Packages
Beverage Types
Manufacturers
Product Sets, Flags and Alt-Packs
Product Billing Codes
Suppliers
Product Costing
Product Costing
Manual Cost Manager
Excise Tax
FIFO (First In, First Out
Freight On Board (FOB) Options
Freight & Tax
Additional Cost Components
Laid In Cost Manager
Purchase Order Processing
Supplier & Shipper Attributes
Purchase Forecasting
New Purchase
Purchase Lifecycle
Receiving Purchases
Reconciling Supplier/Freight Bills
AP Export
Inventory Flow
Product Transfers
Write-Offs
Repacks
Kits
Warehouse Assistant
Order Sourcing
Product Pricing
Price Determination
Customer Special Prices
Price Books
- Create New Price Book Entries
- Price Books Setup
- Price Books: Effective Price Changes
- Add, Edit and Copy Price Sheets
Frontline Pricing
Promotions
Deposits
Product Return Price Determination
Re-Price Orders
Price Rule Review
Customer Hierarchy & Maintenance
Customers
Chains
Sales Chanel
GeoAreas
Customer Flags
Customer Sets
Scheduling
Product Classes
Sequencing
Deleting Customers
Customer More Panel
- Adding Additional Information in the More Panel
- Need follow-up invoices
- Bulk Orders
- Don't Preload Sales History
- UPC Print Options
- Handheld Invoice Override
- Number of Delivery Documents
Payment Terms
Hold Codes
Freight Charges
Can Buy
Shelf Sequencing
- Shelf Sequence Overview
- Shelf Sequence Panel
- Create a Shelf Sequence
- Assign a Shelf Sequence
- Handheld Shelf Sequence
- EoMobileCF Shelf Sequence
- EoTablet Shelf Sequence
- Static Order via Stored Procedure
- Standing Order Ability
Order Entry
Order Entry Overview
- Order Entry Screen
- Presell Orders
- Telsell Orders
- Over-The-Counter Orders
- Off Truck Orders
- EoTablet Order Entry
- Product Return Records
- Product Return Records
- Price Calculation
- Delivery and Freight Charge Manager
- Bulk Orders
- Assign Order Types
- Viewing AR Balance
Posting and Changing Orders
eoMobile (Pre-Sell)
eoMobile Presell Orders
- Handheld Presell Overview
- Create a Presell Order
- Create Special orders/Deliveries on eoMobile device
Pre-populate of Pre-sell and Off-Truck Invoices on mobile platforms
eoMobile Build-to Levels
- Build to Levels on eoMobile device
- View the Build-to column
- Auto calculate the Quantity using Build-to
- Auto calculate the Build-to Levels
eoMobile Retail Prices
eoTablet (Pre-Sell)
eoTablet Order Entry
- eoTablet Order Entry Overview
- Create an order using eoTablet
- Bump up a product to meet promotional price
eoTablet Retail Prices
eoTablet Presell Review
Order Processing
Order Tracker
Dispatching Orders
Transfers
- Transfers Overview
- Generate Transfers
- Transfer Type
- Equipment Transfers
- Delivery Handheld - Truck Transfer
- Warehouse Handheld - Receive Transfers
- Send and Receive Transfers via Purchase Tracker
Brands and Brand Families
eoMobile (Delivery/Off Truck)
Delivery Handheld Start of Day
Delivery Handheld
- Handheld Delivery
- Make a delivery
- Add products to a delivery
- Delete products from a delivery
- Add Empties or Returns
- Void a delivery
- Push an Order
- Print all stops for the day on the delivery
- Reprint final invoices
- About delivery signatures
- Upload orders after delivery
Truck Transfer
Pre-Order
Strip the Truck
Counting a Truck
Reload a Truck
Cut Items from a Truck
Handheld Voiding Payments
Daily Route Settlement
Overview
- Overview of Daily Route Settlement
- Daily Route Settlement Setup and Use
- Daily Route Settlement Issues
- Inventory batches
- Handheld Based Deliveries
Areas to Reconcile
- Daily Route Settlement#Deliveries and Pickups
- Daily Route Settlement#Cash Reconcile
- Reconcile inventory
Corrective Actions
Reports
Accounts Receivable (A/R) Processing
Overview
- A/R Overview
- Configure Database
- Finance Charges
- Payment Terms
- Split Terms
- AR Types
- Hold Codes
- AR Write-Off Reasons
Payment Entry
Applying Credits
Bank Deposits
Reporting
Inventory Control
Inventory Overview
Inventory Count and Reconcile
- Example Walkthrough
- Counts in Reconciliation
- Close and Finalize an Inventory Batch
- Reconcile Inventory Panels
- Corrective Actions
- Inventory on hand with decimals
- Reconcile Inventory - Transfers
Write Off Inventory
Inventory Batches
Inventory Discrepancies
Count Inventory - Warehouse Handheld
Write-Off Inventory - Warehouse Handheld
WMS Functionality
eoWarehouse
Barcodes
Product Writeoff
Sending and Receiving Transfers
Receive Purchases
Inventory Counts
Inventory Tags
Presell/Delivery Warehouse Operation
General Ledger
General Ledger
Set up GL for Purchases
- PO GL Setup
- Accounts
- Item Groups
- Inventory Write-off Groups
- Warehouse Groups
- Sources
- GL Batches
- GL Flow - Purchase
GL Rules
GL Sources
GL Accounts
GL Batches
Reporting
Reports
ION Reports
DX Reports
SQL Reports
Crystal Reports
Video Tutorials
- Daily Route Settlement
- Deliveries and Pickups
- Delivery Dispatch
- Discontinued Products
- Dot Matrix-Editing Invoices
- Dot Matrix-New Invoice Layout
- Dot Matrix-User Defined Text
- DX Advanced Training
- DX Reports
- Entering Truck Information
- eoMobile-Calculators
- eoMobile-Connection
- eoMobile-Creating Backups
- eoMobile-Editing Orders
- eoMobile-Left On Truck (LOT)
- eoMobile-Login/Change Users
- eoMobile-Non Service Reasons
- eoMobile-Off Invoice Payment
- eoMobile-Pre Order Transfers
- eoMobile-Printer
- eoMobile-Printing Payment Receipts
- eoMobile-Restore
- eoMobile-Servicing a Customer
- eoMobile-Start of Day Checkout
- eoMobile-Start, Sync, Info and Exit
- eoMobile-Upgrading
- eoMobile-Voiding Orders
- eoStar Wiki Tutorial Video
- eoTouch Tutorial Videos
- General Ledger Dynamics GP Direct Connect
- General Ledger-Introduction
- General Ledger Quick Books Direct Connect
- General Ledger-Setup
- General Ledger-Use
- Goals Plugin Tutorial Video
- Handheld-Warehouse Count Inventory
- Handheld-Warehouse Receive Purchase
- Handheld-Warehouse Receive Transfers
- Handheld-Warehouse Scan/Learn Barcodes
- Handheld-Warehouse Send Transfers
- Handheld-Warehouse Write Off Inventory
eoStar Plugins
- Ad Alerts Plugin
- Ad Tracking Plugin
- Adding Plugins to the Database
- Advertisements Plugin
- AGI Plugin
- Allocation Plugin
- APAL Plugin
- AutoBump Plugin
- Backorder Plugin
- Bank Deposits Plugin
- BDN Plugin
- Beer/Wine Plugin
- Beverage Tax Plugin
- Boston Beer Plugin
- Build-to Plugin
- Business Review Plugin
- C2C Plugin
- Cadbury Plugin
- California Tax Plugin
- Combine Orders Plugin
- Co-op Plugin
- Coors Plugin
- Cost Components Plugin
- Crown Purchase Import Plugin
- Crystal 32 Plugin
- Cumulative Promotions Plugin
- Customer Visit Plugin
- Customer Web Plugin
- Date Code Plugin
- Delivery Charge Plugin
- Delivery Commissions Plugin
- Demand Foresight Plugin
- Dex Plugin
- Distributor Plugin
- Dot Matrix Plugin
- Dr. Pepper Plugin
- Dynamics GP Plugin
- E3 Plugin
- EDI Plugin
- Employee:Legacy Import Plug-in
- Employee:Roll Back a Plugin
- EoStar Product Costing
- EoStar Scheduler Plugin
- Event Tracking Plugin
- Excise Tax Plugin
- MAS 200 Plugin
- MBO Plugin
- Miller ASN Plugin
- Miller Plugin
- Miller Purchase Import Plugin
- MillerCoors Plugin
- Multi Company Plugin
- Payment Entry Plugin
- Peachtree Plugin
- Plugin - Defined
- POS Plugin
- Private Agent Plugin
- Plugins Panel - Plugins Permissions
- Product Summary Plugin
- Samples Plugin
- Serialized Items Plugin
- Service Plugin
- Shelf Labels Plugin
- Shelf Sequence Plugin
- SRS Plugin
- Supplier Reporting Plugin
- Survey Plugin
- Tap Survey Plugin
- Tax OH Plugin
- Territory Planner Plugin
- Texas Taxes Plugin
- Truck Assignment Plugin
- Truck Inspection Plugin