Update Templates

Net-Chef allows the creation of templates that can be used as customized filters when creating a master order, vendor order or commissary order. Frequently-ordered products or products that are usually ordered together can be added to templates along with default order quantities, thus increasing the efficiency of the ordering process. Templates can also be used to filter the Location Transfer and Inventory screens and to schedule inventory counts.

Templates created at corporate in Enterprise Manager will display "Corporate" in the Type column. All other templates displayed were created at the current location and will display "Local" in the Type column. Location-specific templates are not accessible at any other location.

{Concepts Note}:  If a template is linked to one or more Concepts, it will only be visible in this screen if the current location 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 locations.

1. From the Administration menu, click Update Templates.

2. 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.
3. Enter/Edit the Template Name.
4. 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.
5. Select a Transaction Sort option, to choose whether to sort the product list on the order screen by 'Name', 'Number', or 'Sequence'.
6. Click the Create button.
7. The Active box is checked by default when creating a new template. If it should not be active, click to uncheck the box.
8. By default, this template is available for use by All Customers. If it should not be, click to uncheck the box and see Step 10 below for more details.
9. The Products tab is used to link the desired products to the template.

Note: If a product is linked to one or more Concepts, iit will only be available here if it is linked to one or more of the same Concepts as the template and the current application user (at corporate) or location (non-corporate).  If a product is not linked to any Concepts, iit will be available for all templates and users/locations.

1. Click the Plus (Add) icon to open the product selection window.
2. To filter the list of available products, click the Funnel (Filters) icon to access the filters.

• Department, Product #, Product Name, Unit, Category, Subcategory, Microcategory
• Active – 'All', 'Active' (default), 'Inactive'
• Show Non-Location Product Recipes – Allows recipes that are not location products to be added to the template, primarily so they will appear on the Prep Report when it is filtered by Template.

3. 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.
4. Click the Add button to add the selected products.
5. When finished, click the X (Close) iconto close the window.
6. 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.
7. If necessary, click the Resequence button (Circular Arrow) to re-sort the product list.
8. 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.
9. If necessary, click the [X] (Delete) icon for a product to remove it from the template.

10. The Customers tab is used to link the template to specific customers, instead of all.  Click HERE for detailed steps.
11. To print the information on this screen, click the Printer (Export) icon.
12. To return to the list of templates, click on the Templates portion of the path in the title bar, just below the screen header.
13. To exit the screen, click the Home (Dashboard) icon.

 

 

 

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