Customer File Maintenance (CFM)

The CFM is where customers are entered into the entrée system and maintained. Because of the many different requirements that are typically required by food service distributors, entrée offers a very rich set of options when setting up customers.

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1
- Introduction to the Customer File Maintenance
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- Customer File Basic Fields
- Adding, Deleting, Copying Customer
- Adding a Customer Image
- Bill To Account & One Ship Info
- Hot Message
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- Notes
- Account Information
- Credit Cards / ACH Accounts
- Credit Hold
- Tax Information
- Service Charges
- Additional Information and Quick Links
2
- Introduction to the Special Pricing Tab
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- Configuring the Special Pricing Grid
- Add/Delete and Find Items
- Edit Pricing
- Break Prices
- Miscellaneous
- Standard Order
- Bid Prices
- Calc 30-Day Usage Button
- Show Future Special Price
- Customer Special Price Report
- Enable Divisional Billing
- Sell Authorized Items Only
- Customer Price Customer #
3
- Routes Tab Intro
- The Grids of the Routes Tab, Adding and Editing a Route Info
- Deleting a Route Info : Route, Stop, Delivery Time
- Miscellaneous Fields in the Routes Tab
4
- The Call List Grids: Adding and Editing a Call Time
- Deleting a Call Time
- Enable Call Days Override
5
- What is a Group Price
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- The Group Pricing Grids: Adding and Editing a Group Price
- Deleting a Group Price
6
- Address 3, 4, 5
- Invoice Options
- Commissions
- Other Miscellaneous Fields
- Checkboxes: Invoicing Options
- Checkboxes: Reporting Options
- Checkboxes: Export and Import Options
7
- The Sales History Tab
8
- Helpful Reference 1: V4 Knowledgebase
- Helpful Reference 2: Modifications Catalog
- Helpful Reference 3: Pricing Hierarchy in entrée

Senior Instructor

Hajer Quilang

Hajer has been with NECS since 2012. She has worn several hats at NECS: Technical Support, Software Implementation, In-house and On-site Trainings plus Software Testing. Now, you'll find her working on FDU.

Hajer currently lives in Philadelphia. In her spare time she likes to watch movies, dabble in poetry, hike, try weird food and sing off-key! Drop her a note for comments, feedback, and suggestions!

Senior Instructor

Cyndy Edwards

Cyndy has been with NECS since 2000 and has traveled the country working with food distributors of all kinds.

She started in Technical Support and was promoted to Technical Support Supervisor. Now, she brings all of her knowledge to FDU.

Cyndy currently lives in Connecticut. She loves to kayak, paddleboard and enjoys ice cream! Feel free to contact her with any suggestions or feedback you might have!