Create a Commissary Order

A Commissary Order is usually created at the ordering location, such as a restaurant. When the delivery is received, the orders can be reconciled and the products are then added to the ordering location’s inventory.  Click HERE to see the steps to create a Customer Order (at a supply location).

Note: This screen is not available for Cruise Lines.

To create a Commissary Order:

1. From the Purchasing menu, click Create Commissary Order.
2. Choose the Supply Location.
3. Edit the Delivery Date and Reference Number if necessary.
4. Depending on system settings, it may be necessary to enter the number of Consumption Days for this order.
5. Click Continue to proceed to the order detail screen.
6. The order screen will open. This screen displays all location products eligible for ordering from the selected supply location. Click HERE for information about the reference data displayed in this screen.
7. The product list is grouped by Category. If necessary, click the -><- (Show/Hide Order Info) icon to display the transaction header and change the Group By setting to 'Subcategory', 'Microcategory' or no grouping.
8. If necessary, click the Funnel (Filters) icon to access the screen filters. Click HERE for details.
9. To download and print a PDF of the Order Guide, click the Printer (Export) icon. The guide will include the product list as displayed on screen.
10. Enter the Order Quantity for each desired product. To “auto-populate” this field, authorized users may click one of the ordering shortcut buttons in the column headers. To read more about these shortcuts, click HERE.  {Note}: The “auto-populate” buttons will automatically round the Order Quantity to a whole number of Issue Units. If the Purchasing preference to “Always Round Up” is enabled, the quantities will be rounded to the next highest whole unit, otherwise they will be logically rounded.

• Click the Use Last Order icon to order the same quantities used the last time these products were ordered.
• Click the Use 4-Week Average icon to order the average order quantity for each product based on reconciled orders over the past 28 days.
• Click the Use Recommended Order icon to use the recommended order quantity for each product, calculated based on the location’s Update Recommended Order Setup settings. {Note}: The Recommended Order quantity will never be negative. If the calculation results in a negative quantity, a red zero 0 will be displayed. Click HERE for more details.
• Individual product quantities can be edited after selecting any of these options. You can quickly clear all entered order quantities by selecting the Order Actions (Gear) icon, and then choosing Zero Order Quantities.

11. If necessary and allowed, you can edit the Issue Unit.  This will default to the product's issue unit; the drop-down will also include the product's inventory unit and any alternate count units defined for the supply location. The values displayed in the other columns will be calculated based on the unit selected. The company product's alt units will be used if there are no location-specific entries. {Note}: Net-Chef will remember your selection the next time you create an order.
12. When ready, click Review Order.
13. Make any changes as may be needed. If more products need to be ordered, click Retrieve and repeat steps 7-12 as needed.  If not, proceed to the next step.
14. When ready, click Save and Close to save the order without submitting, OR click Save and Submit to save and send the order to the supply location. After saving or submitting the order, a confirmation message will appear.
15. In the confirmation screen, click Exit.

 

 

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