The settings on this tab govern customer order functionality.
Note: Certain settings on this tab will be the default for new locations, as indicated below.
- 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.