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 Company Info panel is used to set the default company address, phone, and logo that will be used on operational documents.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page [EODOCS URL here].

4-4-5 Panel

This panel is used to control how the 4-4-5 periods match up with the each year’s actual start and end dates.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Pricing Panel

The pricing panel controls global setup information for pricing and promotions. It is located at File > Database Administration > Configure > Pricing Panel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Accounting Interface Panel

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.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Action Items Panel

The Action Items panel contains the settings for printing action items and how they interact with inside sales.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Customer Flags Panel

This panel is used to add custom attributes (flags) for customers to eoStar. Up to 40 unique customer flags can be defined in eoStar.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Equipment Transfers Panel

This panel is used to define the equipment tracker queues and the report format for equipment transfer tickets.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Handheld Panel

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

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Inventory Sharing Panel

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

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Non-Returnable Items Panel

This panel is used to prevent returns of products that can be sold or issued. It is located at File > Database Administration > Configure > Non-Returnable Items panel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Orders Panel

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

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Product Flags Panel

This panel is used to add custom attributes (flags) for products to eoStar. It is located at File > Database Administration > Configure > Product Flags panel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Purchases Panel

The purchases panel is used to set the queues available in the Purchase Tracker and define how purchases function in certain situations.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Receivables Panel

The receivables panel controls global setup information for Accounts Receivable. It is located at File > Database Administration > Configure > Receivables Panel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Support Panel

This panel is used to define where error reports are sent and controls how those reports are emailed. This information is downloaded when a workstation connects to eoStar so that even if the error breaks the connection to the database, the workstation still knows where and how to send the report.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Product Transfers Panel

This panel is used to control how product transfers flow through eoStar.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Beer-Wine Panel

This panel contains the distributor’s beer and wine license numbers, and is also used to manage liquor license enforcement for customers.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Coors Panel

This panel is used to specify the Coors distributor number and supplier record used by this database.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Cost Components Panel

The Cost Components panel controls user defined charges that suppliers or shippers charge for purchases. It is found under File > Database Administration > Configure > Cost Components Panel.

NOTICE

This section has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

EDI Panel

The EDI panel controls all of the global setup information for EDI. Only the Database Administrator may access this screen. It is found under File > Database Administration > Configure > EDI Panel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Excel Panel

This panel is used to set how eoStar handles exporting reports to Excel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

iControl Panel

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

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Miller Panel

This panel is used to specify the Miller distributor number and supplier record used by this database.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Orders to Loads Panel

This panel is used to set how the orders-to-loads process will function. (Added with the Orders-to-Loads plugin)

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

POS Panel

This panel is added with the POS plugin and is used to assign the order type used for POS removals and control how purchases are handled for employees who only handle POS items.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Route Accounting Panel

This panel is used to control Daily Route Settlement (DRS) settings. It is located at File > Database Administration > Configure > Route Accounting panel. (Added with the Route Accounting plugin)

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Cadbury Panel

This panel is used to set up how products will be reported to Cadbury.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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

This panel is used to enter the connection information for ILS and define what eoStar sends to ILS.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

ULM Panel

This panel is used to enter the Division and Route Type ULM uses for each warehouse.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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

The cumulative promos panel controls the order type that is used for cumulative promotion credit orders and how those invoices are handled in eoStar. It is located at File > Database Administration > Configure > Cumulative Promos Panel.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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

This panel is used to enter the Division and Route Type Load Optimizer uses for each warehouse.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

QuickBooks Panel

This panel is used to set up a direct link from eoStar to Quickbooks.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

MillerCoors Panel

The MillerCoors panel controls all of the global setup information for MillerCoors. Only an eoStar Administrator can access this screen.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

NACHA Panel

This screen is used to edit the connection to NACHA.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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

This panel is used to specify the supplier record for Boston Beer.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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 is website that may be used by customers to create web orders that, when approved, are added automatically into eoStar. This is particularly convenient for customers who do not require regular calls or on-site visits, as they can place orders when they need them and no one from the distributor needs to contact them to take the order.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Supplier Web Panel

This panel controls which fields are available for each report on Supplier Web. The SMTP server used by Supplier Web is also specified here.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

SWS Import Panel

This panel is used to enter the FTP credentials for Southern Wine and Spirits (SWS).


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Vending Panel

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Truck Inspection

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Vertique Panel

This panel is used to set up how eoStar interacts with Vertique for palletization and picking

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Vinlux Panel

This panel is used to enter the Vinlux FTP credentials, set the Vinlux warehouse and employees, and map packs in eoStar to the correct Vinlux abbreviations.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

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.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Dex Panel

This panel is used to set up the database to DEX with retailers. It is located at File > Database Administration > Configure > DEX panel. (Added with the DEX plugin)


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Coke Panel

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Palletization Panel

This panel is used to control how eoStar and BlackBox handles palletization. It is located at File > Database Administration > Configure > Palletization Panel.


NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Backorders Panel

This panel is used to control how pricing and committing product for backorders is handled in eoStar.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.

Reporting Panel

This panel is used to set the DX layouts used for pick tickets, limit the customers the sales team can see, and provides the start date for the first ISO week of each year.

NOTICE

This page has been updated and moved to eoDocs, our new documentation platform. You can access the updated page here.