Templates

The Templates screen allows a corporate user to create product templates which can be used at any location to filter the list of available products when creating a customer order template in Enterprise Manager (Desktop Client), or a vendor order or commissary order in Net-Chef. Templates can also be used to filter the Location Products summary screen and to schedule inventory counts in Net-Chef.

Franchise Note: Franchisees will be allowed to define their own templates. Franchisors can share templates with franchisees, which they can use but will have to copy to make any changes. For the franchisees, shared templates will appear with an underscore in front of the name.

Under the Products menu, click Templates. The summary screen displays the list of all "Active" templates. When logged in to a location, the list will only include templates linked to the selected location. {Concepts Note}: If a template is linked to one or more Concepts, it will only be available here if the current application user (at corporate) or location (non-corporate) is linked to one or more of the same Concepts. If a template is not linked to any Concepts, it will be visible to all users/locations. See "Concepts" for more information.
Click the Add button to open the detail screen for a new template or click on the Template Name hyperlink to open an existing one.
Enter/Edit the Template Name.
Enter the Lead Time (Days) required to order the products on this template. This will be a factor in determining the Expected Delivery Date for the order.
Select a Transaction Sort option, to choose whether to sort the product list on the order screen by 'Name', 'Number', or 'Sequence'.
Click the Create button.
The Active box is checked by default when creating a new template. If it should not be active, click to uncheck the box.
By default, this template is available for use by All Locations. If it should not be, click to uncheck the box and see Step 11 below for more details.
By default, this template is available for use by All Customers. If it should not be, click to uncheck the box and see Step 12 below for more details.
The Products tab is used to link the desired products to the template. {Concepts Note}: If a product is linked to one or more Concepts, it will only be available here if the current application user (at corporate) or location (non-corporate) is linked to one or more of the same Concepts. If a product is not linked to any Concepts, it will be visible to all users/locations. See "Concepts" for more information.

Click the Plus (Add) icon to open the product selection window.
Check the box in the far right column to select each product to add, or to add all products click the box in the header to select them all or click Add All.
Click the Add button to add the selected products.
When finished, click the (X) (Close) icon to close the window.
If necessary, enter or edit the Sequence number. In the order screen, template products may be sorted by the sequence number, if so indicated in Step 5. Decimal values can be entered to re-order the sequence.
If necessary, click the Resequence button (Circular Arrow) to re-sort the product list.
Enter a default Order Qty(optional). This quantity will pre-populate the order screen, which is useful if the same amount of the product is usually ordered.
If necessary, click the [X] (Delete) icon for a product to remove it from the template.

The Locations tab is used to link the template to specific locations, instead of all. Click HERE for detailed steps.
The Customers tab is used to link the template to specific customers, instead of all. Click HERE for detailed steps.
To print the information on this screen, click the Printer (Export) icon, select the desired options and click the Export button. The pop-up will close and the information will be exported to the selected format. This file can then be opened and printed. For details on the Export options, click HERE!.

To return to the list of templates, click on the Templates portion of the path in the title bar, just below the screen header.
To exit the screen, click the Home (Dashboard) icon.