Company Product Details: Purchasing

The Purchasing tab includes the following information about the product.

 

1. Under the Products menu, click Company Products.
2. To edit a product record, click on the Product Name hyperlink.

• 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 Purchasing tab.
4. Configure the desired settings on this tab as noted below.

 

• Conversion to Inventory Unit – The number of inventory units in 1 Preferred Vendor Pack Type. If defined here, this will appear with both units of measure (e.g. '10 LB CS') as the "Pref. Unit" on the bid sheet.
• Preferred Vendor Pack Type – This indicates the pack type in which the company wants to receive the product from vendors. If defined here, this unit will be used as the default Vendor Unit in Bid Master; otherwise, the Inventory Unit is used.  (Only Package Types designated for "Purchasing" use will be available.)
• Master Order Type – Links the product to an "order sheet" for ordering by Master Order.
• Bid Sheet – This drop-down lets a user attach a new product or recipe to an existing bid sheet. This selection cannot be changed once a bid has been saved for the item on the selected bid sheet. If a bid sheet is assigned using this field, bids for the item can be entered on the Vendor Bids tab in this screen.

Note: This drop-down can only be edited by users authorized to add products/recipes to bid sheets.

• Tax Code – If tax should be calculated for this product on customer orders, select the appropriate code from the drop-down. If selected, this will also be the default tax code for this product on the Vendor Bids tab of the bid sheet.
• Bonded (only visible for Cruise lines) – Check this to flag taxable products for the Net-Chef Customs Report.
• Lot Tracking – Check this if the product needs to use lot tracking throughout the inventory cycle.
• Temperature – Check the "Validate Temperature" box if this field is required during vendor order reconcile in Net-Chef, then select a "Temperature Operation" (>, >=, <=, <) and enter the "Temperature" tolerance (what the temperature SHOULD be).
• Remarks – Entries here will populate the "Remarks" field on the bid sheet submitted to the vendor.
• Preferred Brands – Entries here will populate the "Product Brand" field on the Vendor Bids tab of the bid sheet and the "Approved Brands" field on the bid sheet submitted to the vendor.

 

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

 

 

 

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