System Requirements | Install | Updates | Pricing | Hot Keys | Closing | Search Screens

Accounts Receivable | Inventory | Re-indexing | Printers | Purging | Passwords | General | Reports | Error Messages

The NECS entrée software is compatible with 2000/XP/Vista. For client/server features, a server running Windows NT 4, Windows 2000, Windows 2003 Server or Windows XP Professional is required. Note: We recommend all workstations be on the same operating system as opposed to a mixed enviroment. Currently we highly recommend that Windows XP be used on the workstations. Back to Top

FILE SERVER: Intel Xeon 2.4 ghz or higher, 2gb ram, 80 GB hard drive or larger, 3 1/2 inch disk drive, CDROM required, monitor(not required), and backup drive(CD-RW, DAT, ZIP recommended) or entrée.BAK (NECS backup software). Expandable RAID controller desirable. SCSI or Serial ATA hard drives recommended. Windows 2003 Server software. WORKSTATION: Pentium IV 1.7 ghz or higher, 1gb ram, VGA 17" monitor, and 60GB minimum hard drive recommended. Windows 2000/XP PRO/Vista operating system.Back to Top

Typically for a 5-license application it takes about an hour. We have a very knowledgeable technical support team ready to help you install if needed. Note: When getting ready to install your new software it's always helpful to call and make an appointment with NECS technical support.Back to Top

From the server, and after the update process you simply go to the workstation double click on the entrée application and it will automatically detect the update.Back to Top

Select the "System/Preferences/Data files" menu option and ensure that the 'path to update files' setting matches the successfully updated workstations.Back to Top

Yes, entree users will go to System/Preferences, then click on the Personal Settings tab. There you can choose which methods you want including updates on costs, prices, special prices and minimum sell prices.Back to Top

There are many different pricing methods in entree. The following is a list of the different pricing methods and the order in which they take precedence:

1. BID PRICING... Bid pricing takes precedence over ALL other types of pricing in entree. Bid pricing is a type of special pricing that is used to maintain a contract price for a user defined date range.

2. GROUP CODE PRICING... Group code pricing will adjust the level price of an item, based on the items group code. If the ship to customer has group pricing defined for the item's group code it will be used.

3a. SALE PRICING... If a customer does not qualify for Bid or Group pricing, entree will look for a sale price. If a sale price is found, entree then scans for a special price. If a special price is found the customer will receive whichever price is lower. If no special price is found the customer will receive the sale price.

3b. SPECIAL PRICING... Special Pricing can be based on a percentage or dollar amount over cost, for each item the customer purchases. Entree will search for a valid special price if no Bid or Group pricing exists for the item.

4. FUTURE PRICING... If the ship to customer does not qualify for Bid, Group, or Special Pricing, entree will search the future price file for the new price of the item. If a future price is found, that is the price that will be used.

5. PRICE MATRIX... The price matrix is a complex grid based pricing system. The percentage over cost is determined by the intersection of the items matrix code and the ship to customer's matrix code.

6. BROKEN CASE UPCHARGE... The broken case upcharge applies to PC. items only. First, entree will determine the selling price of the linked CASE item and divide it by the total number of units in the CASE to determine the per piece price. Entree then adds the items Broken Case Up charge value to the per piece price to the determine the selling price.

7. LEVEL PRICING... Level pricing is the most commonly used form of pricing in entree. Back to Top

Yes, when in the search screen, click on the 'monkey wrench' icon. A setup screen will appear where you can choose which columns you want and in which order you want them.Back to Top

Yes, after entering in your customer number for the invoice, press the ALT-Insert button and that will bring you directly to adding a new item on your invoice.Back to Top

1. F4-While invoicing to edit cost
2. F4-In Create P.O to see items sales history.
3. F3-In Create P.O to see Purchase History
4. F7-In Invoicing to see additional information
5. F5-In Create P.O for Vendor Items
6. F5-When first entering any screen to bring up the search screen.
7. F6-In Invoicing to do a item search on the invoice
8. F10-Whil in any window to bring up the main menu(toggle)
9. When on the main screen of entrée you will see underlined letters for each menu, to activate you will first hit ALT and then the underlined letter. You will also see these underlined letters in Create Invoice, Change Invoice, and Create P.O and you can activate them by holding the ALT and the underlined letter.Back to Top

Go to enter Cash Receipts, enter the customer number, then enter the dollar amount of the open credit. Now check the box that says 'Apply as credit/discount'and choose which invoice you want to apply it to.Back to Top

Simply go to File, Customer and bring up the customer with the open credit and on the customer tab, to the right, you will see the Open Credits field. Put your cursor in that field and simply put in 0.00, click the apply button and it will get rid of the open credit.Back to Top

This option will lock down all invoices and cash receipt transactions dated on or before the date you specify. It ensures these transactions cannot be edited or cancelled, which would affect the accuracy of the reports.Back to Top

When setting up the case item, define a pieces per case quantity as well as the piece item number. When you're through setting up the case item and hit apply, the system will ask 'Do you want to set up PC. item now?'say Yes to set up the PC. item automatically.Back to Top

Once every 2 weeks. Keep in mind that when you close the month the system automatically reindexes all files.Back to Top

If you did not purchase our Accounts Payables or General Ledger Modules with entrée then you would not need to worry about closing the year. Entrée by itself does not require you to close the year. If you do not AP or Gl - on the close period screen, click the "Period and Year" option.Back to Top

Because entrée is date sensitive, you can wait until a future time to close the period. For example, if your month ends on a Wednesday, you can wait until Friday, or Saturday to run the month end closing. Just enter the proper ending date when closing and entrée will accurately close.Back to Top

We recommend that you print out the following reports for the month that you are closing: Invoice Register, Cash Receipts, Accounts Receivables, Deposit Slip, Inventory Receipts/Returns, Tax Report, and the Commission Report (if applicable).Back to Top

This must be done on each workstation. Entree users will go to System/Preferences, then the Printer tab. You will see the Invoice, Loading Sheet, and Reports with a white box next to each one. You will double click on the white box (as long as the printer is installed in Windows locally to this workstation) you will have a drop down arrow that contains your printer selection. You will choose which printer you would like to print to, hit the tab key and then hit the 'Configure Printer Button'. Back to Top

We recommend you always keep at least one full year on your system at all times.Back to Top

You need to go to System / Security Manager and click Add and you can then add users. (see the user manual for more detailed steps).Back to Top

For entree users go to System/Preferences, select the Personal settings tab. On the bottom right there's an area for you to define an image file of your liking or you can browse the network. When defined click on OK and your image will appear on the opening screen of entree.Back to Top

Go into System/Preferences and on the General Tab change the Accounting system to 'entree'.Back to Top

Change your password option by going to Password Main for this password and unchecking the 'hide cost on all re2 reports'. Update the settings, log out of entrée and log back in.Back to Top

You need to configure your printer by going to System / Preferences / Printers. Highlight the Reports printer and click the down arrow to choose the correct printer. Once you choose the correct printer, click on the button that says "configure report printer". On the next screen you need to click on either "laser printer" or "dot matrix". You then need to define a font for each of the selections here.

For a laser printer you can choose a standard font such as Courier or Courier New. For a Dot Matrix printer you should look for the font Draft 10cpi (for the standard selection), Draft 12cpi (for the Narrow selection) and Draft 12cpi (for the compressed section). If you have other fonts such as Courier 10cpi etc you may also choose those. Back to Top

If you receive an error -61, this means there is someone in the entrée system when there shouldn't be. You may get this error while trying to run a reindex of the files, or a closing of the period. You will need to have the entrée user exit out of entrée and try the process again. If you continue to get this error message, that means the server is still holding open some files on the network. At this point, reboot your server and that will clear all open files.Back to Top

This error points directly to your network. Either you have lost your network connection to the server or the workstation has a bad network card or cable. Back to Top

You need to get everyone out of entrée and run the Update System Files from the entrée update utility on the server. Back to Top

This means that someone is still in. You need to make sure everyone is out of entrée while closing a period. Back to Top

If you have a Windows 2000 or 2003 server, you can do the following at the server to manually release the open file. On the server get into the Control Panel. Then Admin Tools. Then go into Computer Management, Shared Folders, Open files. Here you should see any open files and by right clicking the file in question, you can manually disconnect. Back to Top

Speak to technical support to register a file on your workstation.Back to Top

Speak to technical support Back to Top

Reindex files when everyone is out of the system.Back to Top

Speak to technical support.Back to Top

Go to the server when everyone is out of the system and run the Update System Files through the entree Update Utility.Back to Top

Reindex files when everyone is out of the system.Back to Top

Run "Update System Files" from the server when everyone is out of the program.Back to Top