Company Details: Company

The Company tab contains basic information about the company and its headquarters. Some of the settings on this tab are global while others are inherited by locations but can be changed in the Location Details screen for a specific location if necessary.  {Franchise Note}: Only franchisors will be allowed to copy location data.

 

1. Under the Corporate menu, click Company.
2. All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).
3. Click on the Company tab, if necessary.
4. Configure the desired settings on this tab as noted below. The required fields are noted on screen with an asterisk.

Main fields

• Code and Name
• Time Zone — This setting allows a corporate user to designate the time zone that the company is in. The application will use this setting to adjust the system date/time from the server to reflect the local date/time. The setting selected here will be the default for new locations. For the Company, this setting also applies to the Effective Date for vendor bids and contracts. The "CT" options correspond to the previous GMT Offset settings; the "UTC" options will automatically adjust for Daylight Saving Time.

Contacts fields

• Address 1 and Address 2
• Country — This setting will be the default for new locations.
• City, and State/Province
• Zip or Postal Code
• Phone and Fax numbers
• E-Mail address — This is used as the "From" address for bid sheets sent via e-mail.  If the corresponding field in the Location Details screen is blank, this address will also be used for vendor orders and labor schedules sent via e-mail.

Date/Number Format fields

• Date Format — Options include: 'dd/MM/yyyy', 'MM/dd/yyyy', 'dd-MM-yyyy', 'MM-dd-yyyy', or 'yyyy-MM-dd'. This setting will be the default for new locations.
• Number Format — Options include: '0,000.00' or '0.000,00'. This setting will be the default for new locations.

Market fields

• Market — This links the corporate location to market pricing established in Vendor Bids, which determines which vendors the location can order from and the vendor prices for each product. (This is only necessary here if corporate will purchase products).
• Purchase Type (Cruise only) — This determines what kind of purchase orders a location may create using EM Client: 'Master Order', 'Direct Order' (vendor order) , or a 'Combination' of the two.  This setting will be the default for new locations.
• Lot Tracking — Check this box if the corporate location needs to track products by lot throughout the inventory cycle. Lot tracking cannot be turned off once the box is checked and the record is saved.
• Smart Picklist — Check this box if customer order, commissary order, and warehouse order picklists at the corporate location should pick a single product from more than one storage when necessary to fulfill the order quantity. This setting cannot be turned off if lot tracking is in use at this location.  See "Smart Picklist" for more details.

Accounting fields

• Method — This determines how inventory will be valued.  See Inventory Valuation for more details.
• Software — This determines which exports will be available based on the selected file format; defaults to 'STANDARD' but can be changed if necessary.

Trading Conditions

• Ownership Entity — This is used to create groupings for certain exports and reports.
• Base Currency — The currency that Corporate uses for Enterprise Manager reports. This setting will be the default for new locations. See Currency Exchange to read more about setting up currencies and conversions.
• Base Language — Cannot be edited; currently only "ENGLISH" is supported.

Daily Prep Review fields

• Daily Prep Review — If checked, the Daily Prep screen will include a Review button that will allow users to verify the recipes and quantities for prep before finalizing, and to filter the screen for recipes with a prep quantity in excess of the Production Quantity Alert %. This setting will be the default for new locations.
• Production Quantity Alert % — This controls the percentage that a user can prep in excess of (greater or less than) the Recommended Production for Prep quantity before a warning is provided. In the Net-Chef Daily Prep screen, the recipe rows will be highlighted yellow and users will be able to filter the screen to display only recipes with prep quantities outside of this range. This setting will be the default for new locations.
• Buffet Quantity Alert % — This controls the percentage that can be consumed in excess of (greater or less than) the Historical Consumption quantity before a warning is provided. In the Net-Chef Buffet Consumption screen, recipes will be highlighted yellow to let the user know if consumption is too high or too low compared to what is historically consumed. This setting will be the default for new locations.

Xchange fields

• Xchange Code (only visible to Crunchtime Xchange clients) — When populated, all Xchange-related screens in EM Client will be available to authorized users.

 

5. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
6. Click the Disk (Save) icon to save your changes.
7. When finished, click the X (Close) icon to exit the screen.

 

 

 

 

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