Update Recommended Order Setup
- From the Administration menu, click Update Recommended Order Setup.
- Make changes to any of the fields as necessary.
The Recommended Order settings are divided into the following sections, listed from top to bottom, left to right:
- Consumption Driven By — Indicates whether 'Guests', 'Days', or 'Sales' are used to calculate consumption.
- Reorder Point — Determines when the application will utilize the Recommended Order formula.
- Catering Orders deplete by
- Menu Mix — When selected, catering orders will be created as a Customer Order but depleted via POS. These orders cannot be picklisted, invoiced, or reconciled; they will be closed automatically when the linked Daily Prep transaction is finalized.
- Customer Orders — When selected, catering orders will be created and depleted as a Customer Order.
- Consumption Measured By — Indicates whether consumption for purchasing should be calculated based on Crunchtime 'Usage' data or POS 'Sales' data.
- Historical Driven By — Indicates whether the historical data used in calculating consumption should come from 'Selected Periods', from 'Current/Historical' data saved in the system, or from the 'Menu Planner'.
- Production Driven By — Indicates whether calculations in the Net-Chef Daily Prep module should come from 'Current/Historical' data saved in the system or from the 'Menu Planner'.
- Consumption for Production Measured By — Indicates whether consumption for prep should be calculated based on Crunchtime 'Usage' data or POS 'Sales' data.
- Projected Consumption includes Min Par — Determines whether Min Par is included in the Daily Prep "Recommended Production for Prep" calculation.
- If checked, Recommended Production for Prep = [ Projected Consumption + Min Par - Available ].
- If not checked, Recommended Production for Prep = [ Projected Consumption - Available ].
- Include Min Par when Proj. Cons > 0 — When checked, if Projected Consumption = 0 (i.e. is NOT > 0), the application will not calculate a Recommended Order/Recommended Production for Prep quantity based on Min Par alone. (This box can be checked only if "Projected Consumption includes Min Par" is checked.)
- Set Sugg. Prod. less than Min Par to Min Par — When checked, if Recommended Production for Prep > 0 but < Min Par, this value will be set to Min Par; otherwise, the calculated value will be displayed.
- Formula — Indicates how Need and Have quantities will be defined in order to calculate the Recommended Order for each product in purchasing transactions.
- Sales Forecasting Based On — The Net-Chef Sales Forecasting module will use this preference to determine whether to calculate forecast data based on 'Menu Mix (Recipe Sales)' or 'Sales Mix (Register Sales)'. Recommended Order will use this forecast data when "Consumption" is part of the formula and "Consumption Driven By" is set to 'Guests' or 'Sales'. (See "Sales Forecasts - Related Setup" for more details.)
- Default based on — This setting will determine which reference values will be used as the default source for Forecasted Sales, Guests, and Checks. Options include: 'AI Forecast', 'Budgeted Sales', 'Last Year Actuals', 'Year-over-Year Trend', 'Average for Prior (Offset) 4 Weeks', 'Actuals for Prior (Offset) Week', 'Projected' (default), 'Last Week’s Forecasted'.
- Incremental Sales — Indicates whether incremental sales forecasts can be entered on an 'Hourly' basis or per '15 Minutes'.
- Offset for previous week's actuals: ___ weeks — The Net-Chef Sales Forecasting module will use this preference to determine how many weeks to go back when retrieving recent sales data to display for user reference.
- Display check count data — If checked, Check Count data will be displayed in the Sales Forecasting screens. If not checked, these rows will not be displayed.
- Dashboard task ___ days before week begin date — The value entered will determine the number of days before the week begins that "Sales Forecasting - Not Complete" task will appear in the Daily Tasks section of the Net-Chef Dashboard.
- Projected Consumption
- Import Projected Consumption — If checked, the Consumption portion of the Recommended Order formula (if enabled) and in the Recommended Production for Prep formula will be based on imported values and will not be calculated using parameters defined in this screen.
- Includes Catering Orders — If checked, the Consumption portion of the Recommended Order formula (if enabled) and in the Recommended Production for Prep formula will be based on historical consumption PLUS open catering orders. The Customer Order module in Net-Chef will allow users to flag customer orders specifically as catering orders and link these orders to revenue centers.
- To reset the screen so that the setup matches the Corporate recommended order preferences, click Restore Corporate Preferences.
- When ready, click the Disk (Save) icon.
- When finished, click the X (Close) icon to exit the screen.
Note: When a Daily Prep transaction only includes linked Catering Orders, it will ignore the following parameters when calculating Projected Consumption: "Projected Consumption includes Min Par", "Include Min Par when Proj Cons > 0", and "Set Rec. Prod. less than Min Par to Min Par".