EoStar Overview

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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.

Installation & Setup

Specifications

• Desktop Specifications
• Workstations & Server Specifications
• Phone Specifications
• Tablet Specifications

Installation

• Desktop Installation
• Handheld Installation
• Tablet Installation
• Webservice Installation

Navigation

• eostar Navigation Menu
  • eoStar Navigation Tutorial (video)
• Connect to Database

Upgrades

• Upgrade eoStar
• Upgrading the Workstations
• Upgrade Handheld Device

User Security

• Add and Edit Employee Records
• Employee Permissions

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

• Create New Product Brands
• Add, Assign and Apply Brand Families

Packages

• Editing Package Types
• Create and Edit Package Records
• Per Package Delivery and Freight Charges

Beverage Types

• Add and Edit Beverage Types

Manufacturers

• Manufacturer Records

Product Sets, Flags and Alt-Packs

• Create and Attach Product Sets
• Create, Edit and Apply Product Flags
• Create and Remove Alt-Packs

Product Billing Codes

• Add, Edit and Charge Billing Codes
  • Product Billing Codes Tutorial Video

Suppliers

• Add and Edit Suppliers

Product Costing

Product Costing

• Product Costing

Manual Cost Manager

• Product Manual Cost Manager

Excise Tax

• Create and Apply Excise Tax

FIFO (First In, First Out

• Description of FIFO Panel
  • FIFO Plugin
• FIFO Purchase-Cost Adjustments

Freight On Board (FOB) Options

• Edit FOB Options in Supplier Window
• Laid-In-Cost Manager

Freight & Tax

• Description of Product More Panel
• Enter and Edit Tax & Freight

Additional Cost Components

• Cost Component Setup

Laid In Cost Manager

• Laid in Costs
• Enter and Edit Costs

Purchase Order Processing

Supplier & Shipper Attributes

• Create and Add Supplier to Product or Part
• Create and Apply Payment Types
• Shipper

Purchase Forecasting

• Forecasting

New Purchase

• Entering New Purchases

Purchase Lifecycle

• Explanation and Instruction using Purchase Tracker

Receiving Purchases

• Product Records Date Code Panel
  • Date Code Plugin
  • Backorder Plugin

Reconciling Supplier/Freight Bills

• Delivery and Freight Charge Manager
• Per Package Delivery and Freight Charges

AP Export

• Exporting AP to Accounting Software

Inventory Flow

Product Transfers

• Create and Transfer Invoices
• Daily Order and Transfer Process
• Working with the Transfer Tracker

Write-Offs

• Create New Write-off Reasons

Repacks

• Entering Repacks

Kits

• Building Kits
• Entering Kits

Warehouse Assistant

• • Warehouse Assistant Plugin
• Using the Warehouse Assistant
  • Warehouse Assistant Tutorial Video

Order Sourcing

• Over-the-Counter Orders
  • Hot Shots Overview

Product Pricing

Price Determination

• Calculating Prices

Customer Special Prices

• Adding Entries to Customer Special Prices Panel

Price Books

• Create New Price Book Entries
• Price Books Setup
• Price Books: Effective Price Changes
• Add, Edit and Copy Price Sheets

Frontline Pricing

• Edit Prices with Front Line Price Manager

Promotions

• Promotions
  • Cumulative Promotions Plugin
• Rebates

Deposits

• Adding and Editing Deposits

Product Return Price Determination

• Price Calculation on Returns and Pickups

Re-Price Orders

• Fixing or Repricing Orders

Price Rule Review

• Adding Price Rules
• Run a Price Rule Review

Customer Hierarchy & Maintenance

Customers

• Customer Window Overview
• Create New Customer Records

Chains

• Create and Attach Chain Records

Sales Chanel

• Omit Sales Chanel from ION
• Excise Tax Tracking

GeoAreas

• Creating new Geographic Areas

Customer Flags

• Configure Database Customer Flags Panel
• Create, Define and Apply Customer Flags

Customer Sets

• Create New Customer Sets
• Assign Off-Schedule Customer Sets

Scheduling

• Working in the Customer Records Scheduling Panel

Product Classes

• Using Product Classes

Sequencing

• Sequencing via Employee>Delivery Stop Sequences

Deleting Customers

• Deleting or "Inactivating" a Customer Record

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

• Payment Terms Overview
• Create and Make Payment Types
• Explanation of Customer Terms

Hold Codes

• Create and Apply Hold Codes
• Manage Hold Codes

Freight Charges

• Delivery and Freight Charge Manager
• Per Package Delivery and Freight Charges

Can Buy

• Can Buy Extract
• Brand Family Assignment
• Authorized Items List
• Private Labels

Shelf Sequencing

• Shelf Sequence Overview
• Shelf Sequence Panel
  • Shelf Sequence Plugin
• 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
  • Presell Orders Video Tutorial
• 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
  • Order Types Plugin
• Viewing AR Balance

Posting and Changing Orders

• Posting Orders Tutorial

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

• What items/products go on the invoice
• Item sequence

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

• Retail Prices on eoMobile Device
• Show and edit retail prices on eoMobile device
• Hide retail prices
  • Download Pre-sell Walkthrough Documentation Here
  • Download Salespeople Walkthrough Documentation here

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

• Overview of Retail Prices on eoTablet
• Retail Prices on eoTablet

eoTablet Presell Review

• Review Pre-sell orders on eoTablet
• Add, Assign and Apply Brand Families

Order Processing

Order Tracker

• Move, Edit and Check Order Status
• Commit Orders-To-Loads
  • Orders-To-Loads Tutorial
  • Orders-To-Loads Plugin

Dispatching Orders

• Delivery Dispatch
  • Delivery Dispatch Tutorial
• Route / Employee Dispatch
• WMS Pick Dispatcher

Transfers

• Transfers Overview
• Generate Transfers
• Transfer Type
• Equipment Transfers
• Delivery Handheld - Truck Transfer
• Warehouse Handheld - Receive Transfers
  • EoMobile Video Tutorial - Pre-Order Transfers
• Send and Receive Transfers via Purchase Tracker

Brands and Brand Families

• Create New Product Brands
• Add, Assign and Apply Brand Families

eoMobile (Delivery/Off Truck)

Delivery Handheld Start of Day

• Start of Day Checkout
• Corrective Actions

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

• Truck Transfer
• Create New Product Classes

Pre-Order

• Pre-Order

Strip the Truck

• Stripping the truck

Counting a Truck

• Count a truck

Reload a Truck

• Reload a truck

Cut Items from a Truck

• Cut Items from truck

Handheld Voiding Payments

• Void Payments

Daily Route Settlement

Overview

• Overview of Daily Route Settlement
• Daily Route Settlement Setup and Use
  • Cash Discrepancies Tutorial Video
  • Entering Truck Information Tutorial Video
  • Deliveries and Pickups Tutorial Video
  • Additional Payments Tutorial Video
  • Refunds and Expenses Tutorial Video
  • Review and Post Tutorial Video
• Daily Route Settlement Issues
• Inventory batches
• Handheld Based Deliveries

Areas to Reconcile

• Daily Route Settlement#Deliveries and Pickups
  • Truck Reconcile Tutorial Video
• Daily Route Settlement#Cash Reconcile
  • Cash Reconcile Tutorial Video
• Reconcile inventory

Corrective Actions

• Daily Route Settlement Issues
• Payment Processing
• Inventory Corrective Actions

Reports

• Cash Reconciliation Summary- Sample Report
• A/R Writeoff Report

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

• Payment Entry
  • Payment Entry Plugin
• Adjustments

Applying Credits

• Apply Open Credits

Bank Deposits

• Bank Deposits
  • Bank Deposits Tutorial

Reporting

• Customer Receivables Panel

Inventory Control

Inventory Overview

• Inventory Flow
• Inventory Control
• Inventory Batches
• Inventory Levels
• Product Transfers

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

• How to Add Products to Inventory Write-off

Inventory Batches

• Recompute Inventory Batch Figures

Inventory Discrepancies

• Transactions
• Counts

Count Inventory - Warehouse Handheld

• Handheld
• Counting Inventory with Handheld
• Inventory Tags
• Calculator
• Corrective Actions
  • Handheld Count Tutorial Video

Write-Off Inventory - Warehouse Handheld

• How to Write off inventory
  • Handheld Write-Off Tutorial Video

WMS Functionality

• eoWarehouse

eoWarehouse

Barcodes

• Barcodes & UPCs Overview
• Handheld-Scan and Learn Barcodes
  • Handheld-Scan and Learn Barcodes Video

Product Writeoff

• Handheld-Writeoff Inventory

Sending and Receiving Transfers

• Handheld-Send Transfers
• Handheld-Receive Transfers

Receive Purchases

• Handheld Receive Purchases

Inventory Counts

• Handheld Inventory Count

Inventory Tags

• Inventory Tags

Presell/Delivery Warehouse Operation

• Pre-sell/Delivery Warehouse Operation Procedure
• During the Day
• End of the Night
• Last Step

General Ledger

General Ledger

• Set up General Ledger
• GL Groups
• GL Groups
• GL Sources
• GL Ledger and Payables Export Formats
  • About eoStar General Ledger Tutorial Video
  • GL Setup Tutorial Videos
  • Ledger Batching and Exporting Tutorial Video
  • GL Quickbooks Direct Connect Tutorial Videos
  • GL Dynamics GP Direct Connect Tutorial Video

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 Rules

GL Sources

• GL Sources

GL Accounts

• GL Accounts

GL Batches

• GL Batches

Reporting

Reports

• Reports Overview
• Reports Panel

ION Reports

• ION Reports Overview
• ION Reports List
• Style Conditions Editor
• DX Formats Tab

DX Reports

• DX Reports
• Create a new DX Report Record
• Design a DX Report
  • DevExpress Documentation
• Additional Information

SQL Reports

• SQL Reports

Crystal Reports

• Crystal Reports
• Crystal Reports Issues

Video Tutorials

A

• Additional Payments
• Adding Records
• Auto-Bump
• Auto Cost

B

• Bank Deposits
• Boston Beer Plugin

C

• Cash Discrepancies
• Cash Reconcile
• Crown Purchase Import Plugin

D

• 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

E

• 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

G

• 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

H

• 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

I

• Inventory Web Training

M

• Mobile Device Manager-Assign Versions
• Mobile Device Manager- Assign Invoice Logos

N

• Navigation in eoStar

O

• Order Tracker-Available Queues
• Orders To Loads-Commit orders/Generate Transfers

P

• Product Billing Codes
• Payment Central Tutorial Video

R

• Refunds and Expenses
• Review and Post

S

• Sample Tracker
• SRS Export
• Legacy Surveys

T

• TABC Step Three
• Truck Reconciliation

W

• Warehouse Assistant

eoStar Plugins

A

• Ad Alerts Plugin
• Ad Tracking Plugin
• Adding Plugins to the Database
• Advertisements Plugin
• AGI Plugin
• Allocation Plugin
• APAL Plugin
• AutoBump Plugin

B

• Backorder Plugin
• Bank Deposits Plugin
• BDN Plugin
• Beer/Wine Plugin
• Beverage Tax Plugin
• Boston Beer Plugin
• Build-to Plugin
• Business Review Plugin

C

• 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

D

• 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

E

• 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

F

• FIFO Plugin
• Fintech Plugin
• FleetLoader Plugin
• Florida Tax Plugin
• Forecast Plugin

G

• Goals Plugin

H

• Handheld - Wine By The Glass
• Handheld Documents Plugin

I

• IControl Plugin
• Illinois Tax Plugin
• ILS Plugin
• ION Plugin
• ION Report - Wine By the Glass

L

• Load Optimizer Plugin

M

• MAS 200 Plugin
• MBO Plugin
• Miller ASN Plugin
• Miller Plugin
• Miller Purchase Import Plugin
• MillerCoors Plugin
• Multi Company Plugin

N

• NACHA Plugin
• Navision Plugin
• New York Tax Plugin

O

• Objectives Plugin
• Order Types Plugin
• Orders-To-Loads Plugin

P

• Payment Entry Plugin
• Peachtree Plugin
• Plugin - Defined
• POS Plugin
• Private Agent Plugin
• Plugins Panel - Plugins Permissions
• Product Summary Plugin

Q

• Quickbooks Plugin

R

• Red Bull Plugin
• RoadNet Plugin
• Roadshow Plugin
• Route Accounting Plugin
• Route Analyzer Plugin

S

• Samples Plugin
• Serialized Items Plugin
• Service Plugin
• Shelf Labels Plugin
• Shelf Sequence Plugin
• SRS Plugin
• Supplier Reporting Plugin
• Survey Plugin

T

• Tap Survey Plugin
• Tax OH Plugin
• Territory Planner Plugin
• Texas Taxes Plugin
• Truck Assignment Plugin
• Truck Inspection Plugin

U

• ULM Plugin
• Ux Plugin

V

• Vending Plugin
• Vertique Plugin
• Vinlux Plugin
• Virginia Tax Plugin

W

• Warehouse Assistant Plugin
• Web Snaps Plugin
• Wine By The Glass Menus
• Wine By The Glass Plugin