General Preferences

The settings on this tab govern general system functions. For cruise line companies, certain settings noted below will be the default for new locations. These settings can be modified for each location in the Location Details screen. For all other company types, the settings in this screen will apply to all locations. See "Location Details: Workflow Preferences" for more information.

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 General tab.
Configure the desired settings on this tab as noted below, listed from left to right, top to bottom.

Screen Configuration User — Select the application user that will be responsible for defining new default settings in configurable grid screens, such as rearranging the order of the columns, re-sizing the column widths, and/or hiding or showing optional columns. Once this user configures a screen, any application user who accesses that screen will see the new default layout establish by this user. Users belonging to a User Group with the "Screen Configuration - Override Default Screen Layout" control enabled will be able to save their own layout. Users without this permission will be able to reconfigure the screen temporarily but the settings will not be stored. Once a franchisee selects one of its own users as the corporate default user, this will overwrite the franchisor selection. For Cruise companies, this functionality will work only at corporate locations, since these settings do NOT yet replicate. Note: The user group permission is needed to save your own layout regardless of whether a Screen Configuration User has been defined or not!
View Transactions for last ____ post cycles — Closed purchasing and customer order transactions remain visible in the summary screens for the designated number of post cycles. (See note below for Cruise lines.)
Deactivate Products after ___ Post Cycles — Location products that do not have beginning or ending inventory quantities and are not received or issued after this number of post periods will be deactivated. (See note below for Cruise lines.)
Dashboard Calculation and Daily Alerts Time — Select the time for daily automatic recalculation of the Net-Chef Dashboard performance metrics and for related alerts to be sent to application users configured to receive them.
Register Readings Exclude Catering — Check this box if Catering Sales are excluded from a location’s cash register readings in Net-Chef’s Enter Sales Transactions screen.
Register Readings Exclude Charged Tips — Check this box if Charged Tips are excluded from a location’s taxable sales in Net-Chef’s Enter Sales Transactions screen.
Default GL on Net-Chef Sales Tab — Select a General Ledger account to be the default selection on the Sales tab of Net-Chef’s Enter Sales Transactions screen.
Link Sales GL to Products — Check this if products need to be designated as both "cost" and "sales" items. When checked, a "GL For Sales" column will be added to the General Ledger screen, allowing a sales General Ledger account to be linked to any non-sales General Ledger account.
Link GL to — Select 'Category', 'Subcategory', or 'Microcategory' as the product group to connect to General Ledger numbers in the Category screen.
Prompt for Coversheet at Bid Submission — If this is checked, the user will have the option of entering the appropriate information to print coversheets when submitting bid sheets to vendors. One cover sheet would be printed for each vendor to which the bid sheet is being submitted.
One Step Customer/Storage Location Transfer — Check this if internal transfer transactions (within one location) created in Enterprise Manager are to be completed in one step. If this is not checked, each transaction must be reconciled in a separate step. (See note below for Cruise lines.)
Print USDA Nutrition Labels with Ingredients — When checked, ingredient information will be included on USDA Nutrition labels displayed in and printed from Net-Chef.
Use Universal Company Product Numbers — If checked, a field for entering a Universal Product Number, Conversion, and Units will appear in the Company Product Details screen.
Allow access to Component and Recipe-level cost data in A/T Cost Report — Check this box to grant Net-Chef users access to the "Include A/T Costs for non-A/T Cost Production Recipe Items" and "Include A/T Costs for Components of A/T Cost Production Recipe Items" check boxes on the drill-down screens in the Actual Cost, Actual/Theoretical Cost, and Consolidated Actual/Theoretical Cost reports.
Allow Sales Mix file to update existing Register and Date record — When checked, the Sales Mix file can be re-imported and, for fields included in the import file, overwrite the existing data with new data.
Allow Sales Mix file to import if data is exported — When checked, the Sales Mix file can be imported (or re-imported) even after sales data has been exported.
Auto-Daily Prep for sales depletion — When checked, in order to "neutralize" variances in the Actual/Theoretical Cost reports, the system will automatically create a Daily Prep transaction (triggered by Menu Mix depletion) to make enough to fulfill the sales of each depleted prep-eligible recipe where the "On Hand" quantity was < the "Sold" quantity. This setting will be the default for new locations. For details on the process, click HERE.
Invoice Label Size — When printing labels from the Net-Chef Inventory Setup screen, if the ‘System’ Label Type is selected the application will produce one or more sheets of labels in PDF format, in the size selected here. The labels will include the product name, product number and bar code.
Automatically Create Company Product/Recipe/Employee Number — If checked, product numbers for new company products, recipes, and/or employees (respectively) will be generated automatically based on the numbering schemes defined in the Numbering screen.

Default Company Department — The company department selected in this drop-down will automatically be associated with every company product, location, and application user. This will occur for all existing records upon "Save", even if these entities are associated with other departments, and whenever new company product or application user records are created.
Use Single Company Department — This option can be selected if only one company department exists. If this box is checked, this department will become the Default Company Department. Also, it will be associated automatically with each customer record created for catering customers. {Note}: See Department Setup Simplified to learn more about these two Company Department preferences.

P&L Budget %s and Calculated Values Based on — Choose whether the Budget Values in the Net-Chef Profit & Loss reports should be calculated by multiplying the Budget % by the (sales) 'Actual Values' or 'Budget Values'.
Purchase Orders (Page Orientation) — Choose whether purchase order documents printed from Enterprise Manager should print in 'Portrait' (more tall than wide) or 'Landscape' (more wide than tall) orientation.
Net-Chef Recipe Card PDF Page Orientation — Choose whether the Net-Chef Recipe Card should print in 'Portrait' or 'Landscape' orientation.
Export Sales Information by — Choose 'Day' to export sales information on a daily basis; choose 'Post' to export once for each post period.

Note: See "Export Preferences" under the Sales Export Mapping for additional sales configuration settings.

Summarize Bank Deposits — When checked (default), the export will include an aggregated total for the Bank Deposit value. If not checked, the system will export a separate row for each record from each register for the Location/Date.
Summarize Paid Outs — When checked (default), the export will include an aggregated total for the Paid Outs value. If not checked, the system will export a separate row for each record from each register for the Location/Date.

Note: These two preferences will only be visible when "Accounting Software" = 'STANDARD' in the Company setup screen.

Allow Menu Mix File to Create Discount Recipes — If checked, the menu mix import will create Discount recipes if files includes the relevant data. {Note}: When checked, the two fields below are required.

Default Category for Discount Recipes — The selected category will be the default when Discount recipes are created, either manually or via menu mix import.
Default Unit for Discount Recipes — The selected unit will be the default when Discount recipes are created, either manually or via menu mix import. {Note}: Only Package Types enabled for "Recipe" use are available.

Allow Menu Mix File to Create Recipes for Unknown POS Recipes — Check this box to make the location-specific setting available; when checked, the two fields below are required. When enabled at the location level, this will allow Menu Mix files to process successfully and automatically create a new POS recipe when the file contains a PLU# that does not match an existing recipe in the system. {Note}: The location level setting will not be available unless this setting is enabled.
Default Category for Auto-Generated POS Recipes — The selected category will be the default when Auto-Generated POS Recipes are created via menu mix import.
Default Unit for Auto-Generated POS Recipes — The selected unit will be the default when Auto-Generated POS Recipes are created via menu mix import.

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 exit the screen.

Note: For cruise line companies, the settings noted above will be the default for new locations. These settings can be modified for each location in the Location Details screen. For all other company types, the settings in this screen will apply to all locations. See "Location Details: Workflow Preferences" for more information.