The settings on this tab govern customer order functionality. For cruise line companies, most of the settings on this tab will be the default for new locations. These settings can be modified for each location on the Workflow Preferences tab in the Location Details screen. For all other company types, the settings in this screen will apply to all locations.
- Under the Corporate menu, click Preferences.
- 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).
- Click on the Customer tab.
- Configure the desired settings on this tab as noted below, listed from left to right, top to bottom.
- Allow Invoicing When Quantity On Hand is Insufficient — If checked, customer orders can be invoiced regardless of the current on hand quantity; if this is not checked, an order cannot be invoiced when system counts show that there is not enough of a product on hand.
- Approval is Necessary (only applicable for Cruise lines) — If checked, the Approval stage for shipboard customer orders is required. Click HERE to see additional setup criteria.
- Picklist is Necessary — If checked, the Picklist stage of the customer order process is required. Customer orders at locations using lot tracking must be "picklisted" regardless of the setting here.
- Invoice is Necessary — If checked, the Invoice stage of the customer order process is required. {Note}
- Physical Reconcile is Necessary — If checked, commissary orders need to be reconciled in Net-Chef at the receiving location upon delivery.
- Allow Quantity Changes at Physical Reconcile — If checked, users are allowed to change quantities at the Physical Reconcile stage of commissary orders.
- Automatically Final Reconcile Commissary Orders without discrepancies at Physical Reconcile — If not checked, Net-Chef users will be required to Final Reconcile these orders manually.
- Final Reconcile is Necessary — If checked, the supply location is required to perform the Final Reconcile stage of the customer order, but ONLY IF there is a discrepancy between the Invoice Quantity and the Physical Quantity for a product.
- Allow Quantity Changes at Final Reconcile — If checked, users are allowed to change quantities at the Final Reconcile stage of commissary orders and warehouse orders.
- Picklist Starts New Page for Each Storage — If checked, the system will start a new page for each storage when printing a picklist. For warehouse locations with 'Use Non-Default Storage Locations' enabled, the application will interpret "Storage" as "Storage Group".
- Automatically Print Labels When Invoicing — If checked, EM Client will automatically print labels for all items on an invoice.
- Customer Order Daypart/Commissary Order Production Run is Necessary — This preference is obsolete; it does not apply to Net-Chef. In the Customer Order screens, the Daypart option is always available but never required, and Production Runs are obsolete so Commissary Orders are unaffected.
- Apply Sales Tax to Commissary Orders and Location Transfers only if Location Ownership Entities are different — Select this option to apply taxes to an outgoing commissary order or location transfer only if the source and destination locations for the transaction have different ownership entities.
- Determine taxable items and Tax Code (Customer, Commissary, Warehouse Orders and Location Transfers) based on:
- Customer State/Province Taxable Products list and Customer Tax Code — Select this option to refer to the destination customer record to determine the tax code to use for products that are taxable products in the state/province for the customer.
- Company Product Tax Code — Select this option to apply the company product tax code to company products with a tax code, without reference to "customer" records.
- If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
- Click the Disk (Save) icon to save your changes.
- When finished, click the X (Close) icon to return to the summary screen.