Create a New Customer Order

New Customer Orders can be created in a variety of ways:

A user at a Supply Location (Commissary) can create an order on behalf of a Location "Customer".
A user at a Supply Location or Customer outlet can create an order for an External Customer, such as a supermarket or galley kitchen.
A user at a Supply Location or Customer outlet can create an order for an Internal Customer, such as a bar or gift shop.

When the order is invoiced, products are subtracted from inventory at the supply location/central storage and designated as "In Transit." For Location Customers and Internal Customers, the products will be added to inventory when the order is reconciled.

Click HERE to see the steps to create a Commissary Order at a restaurant location.

To create a Customer Order:

From the Sales menu, click Create Customer Order.
In the pop-up box, select a Customer from the drop-down.
Click New Order. A user also has the option to create a Requisition Order or a Product Return.
Edit the Expected Delivery Date, if necessary, and enter a Reference Number.
For orders to non-location (external or internal) customers:

Select a Daypart from the drop-down. This may be required based on Customer preferences defined in Enterprise Manager.
If applicable, check the Catering Order box and select a Revenue Center. These options will be available if Projected Consumption "Includes Catering Orders" is enabled and "Import Projected Consumption" is not enabled in the Recommended Order Setup screen. Together, they determine whether the products depleted on these orders are factored into the formula.

If necessary, use the Search box to locate a specific product by Product # or Name, or click the Funnel (Filters) icon to access the filters and filter the screen as needed. Click HERE for details.
Enter the Order Quantity for each product.
If allowed and the order is for another location, 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.
Click Add Selected Products.
If more products need to be ordered, steps 5-8 can be repeated. Be sure to click "Add Selected Products" before choosing a new filter retrieval, otherwise the quantities entered will not be saved.
When finished, click Save.
In the confirmation box, click Exit.