© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 1 Auto-Submit Vendor Order Quick Start Guide Document Details Document #: 160_QSDS_240919 Release Version: 10.00.00.00 Version Release Date: July 2022 Overview Vendor Delivery Schedules are used to remind managers when they need to place Vendor Orders, as well as guide Auto-Order dates and times. This guide will show you how to configure these schedules. Related Documentation • NCQS – Configure Vendor Delivery Schedules: https://links.crunchtime.com/NCQS-VendorDeliverySchedules Related User Group Permissions % Screen Name Control Name Description ID #s 05 Vendors Details Enables Vendors on the Purchasing menu and the Vendor Name link that opens vendor details. [199][60] 04 Vendor Details Add/Delete/Save Allows users to make and save changes to vendor details. [100][30] 85 NC-Administrative Options Vendor Information Enables this option on the Purchasing menu. [144][369] 96 NC-Daily Store Tasks Vendor Order Enables Create Vendor Order on the Purchasing menu. [123][243] 97 NC-Other Store Tasks View/Edit Recent Vendor Orders Enables Recent Vendor Orders on the Purchasing menu. [135][251] Download the latest version of this document here: https://links.crunchtime.com/NCQS-AutoSubmitVendorOrder … or scan the QR code to the left.

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 2 QUICKSTART GUIDE Net-Chef Auto-Submit Vendor Order Required Setup – Enterprise Manager Each vendor that will auto-submit orders must have one of the following enabled: • The Auto-Order flag in the Vendor header record will enable this for all locations. • The Auto-Order flag on the Location Details tab will enable this for specific locations. (Continued) Note: Repeat this for each vendor who will use Auto-Submit. B Enterprise Manager > Purchasing: Vendors > Vendor Details A A Enterprise Manager > Purchasing: Vendors > Vendor Details > Location Details B

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 3 Net-Chef Auto-Submit Vendor Order (Continued) Vendor Delivery Schedule Setup Each vendor using Auto-Submit must have a delivery schedule. • Auto-Submit will only occur on days checked as an Order Day. • Order By Time determines when the application will attempt to submit the order. (Continued) Warning: Transmission can occur up to 15 minutes after the designated Order By Time, so be sure the Order By Time for each Order Day is set accordingly. B A Tip: To define a different delivery schedule for a particular week, say to allow for a holiday, see the following guide for details how: https://links.crunchtime.com/NCQS-VendorDeliverySchedules C Net-Chef > Purchasing: Vendor Information > {Edit} A B C

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 4 Net-Chef Auto-Submit Vendor Order (Continued) Auto-Submit Process 1. Create a Vendor Order using any of the usual options: • Create Vendor Order menu option • Vendor Order – Need to Order Dashboard task 2. Save (do not submit) the order. 3. The order must be in the Ready for Submit status. 4. At (or soon after) the Order By Time, the application will transmit the order using the configured transmission method. Reminder: Transmission can occur up to 15 minutes after the Order By Time, so be sure that the Order By Time is set accordingly. 3 2 Net-Chef > Purchasing: Create Vendor Order 2 Net-Chef > Purchasing: Recent Vendor Orders 3