Location Inventory Schedules – Overview

The Location Inventory Schedule setup screens give authorized corporate Enterprise Manager users the ability to create scheduled physical inventory events that Net-Chef users will then have to complete at their locations. These events are created based on various criteria specified by the user. {Franchise Note}: Franchisees will be allowed to define their own Location Inventory Schedules, using their own locations. Franchisors will only see and create their own schedules, with their own locations.

The user can determine what type of inventory to schedule, the locations for which the events should be scheduled, and the dates on which they should occur; see details as follows:

Products: The user will be able to select an Inventory Type (Category, Subcategory, Microcategory, Template, User Defined Category, or All - depending on setup), which will include the list of associated company products.
Locations: The user will be able to select which locations will be included in the Scheduled Inventory, with the ability to filter by Hierarchy, Market, Concept, or User Defined Category - depending on setup - and then manually modify the list of selected locations individually.
Dates: The user, by selecting a day of the week and a date range, will be able to define when the inventory events will be scheduled. Users can then manually exclude individual dates from the overall selected range.

When the user saves these parameters, a "parent" scheduled inventory event is created in Enterprise Manager, while the individual location inventory events represented by the selected parameters are created in Net-Chef.

Once the "Save" is complete, if any individual location inventory events could not be created (generally due to Post Period issues), the user can view a report detailing the specific combinations that could not be created. These can be added at a later time, once the relevant setup data has been modified (i.e. additional Post Periods are defined).