© 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Complete a Location Transfer Quick Start Guide Document Details Document #: 160_QS1000_230522 Release Version: 10.00.00.00 Version Release Date: July 2022 System Requirements • CES Version 10.00.00 or higher Be sure to grab the latest version of this document here: https://links.crunchtime.com/NCQS-CompleteLocationTransfer OR by scanning the QR code to the left. Watch the tutorials on MainCourse: http://links.crunchtime.com/NCI103d-yfiw http://links.crunchtime.com/NCI103e-xtvw Other Related Documentation • NCQS – Create a Storage Transfer: https://links.crunchtime.com/NCQS-CreateStorageTransfer • NCQS – Create a Location Transfer: https://links.crunchtime.com/NCQS-CreateLocationTransfer Related User Group Permissions % Screen Name Control Name Description 94 NC-Other Store Tasks View Recent Transfer Enables the Recent Location Transfers option on the Inventory menu. [135] [310] 94 NC-Daily Store Tasks Location Transfer Enables the Create Location Transfer option on the Inventory menu, the corresponding (+) icon on the Recent Location Transfers screen, and the and Sender & Receiver Initiated Transfer options in the Create Location Transfer pop-up. [123] [309]

2 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Review a Transfer Overview Sending locations must review all receiver initiated transfers to con firm how much product they are actually giving to the other location. This process is always required for receiver initiated transfers. Getting Started 1. From the Inventory menu, select Recent Location Transfers. 2. Select Review. Review a Transfer 3. If necessary, update the Issue Quantity and Issue Unit. This confirms how much product is being sent to the other location. If you want to add more products to the transfer, select Retrieve. 4. Once you have verified everything is correct, select Review Transfer. Note: You can only transfer as much product as you have on hand. Use the Total Available column to see how much product you have on hand in all storage locations. (Continued) Net-Chef > Inventory: Recent Location Transfers Net-Chef > Inventory: Recent Location Transfers > Review

3 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Review a Transfer (Continued) Storage Substitution The Storage Substitution option allows you to pull product from another storage location in the instance that product is kept in multiple storages at your location. 1. Click or tap on the product line. 2. Select the Storage Substitution button. 3. Use the pop-up window to choose how much product you would like to pull from another storage. You will only be able to select storages containing this product as determined by the Inventory Setup screen in Net-Chef. 4. Close the window when you are finished. An additional line will appear on the transfer for each new storage location. Net-Chef > Inventory: Recent Location Transfer > Review

4 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Reconcile a Transfer Overview Once your location receives transfer product, the transfer in Net-Chef will need to be reconciled. This will finalize the transaction by re moving product from the sending location ’s inventory and plac ing it into inventory at the receiving location. This process will always be completed by the receiving location. Getting Started 1. From the Inventory menu, select Recent Location Transfers. 2. Select Reconcile from the Actions column. (Continued) Net-Chef > Inventory: Recent Location Transfers

5 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Reconcile a Transfer (Continued) Reconcile a Transfer 3. If necessary, pick a different Storage Location to indicate where the product will be stored. 4. If necessary, update the Reconcile Date. This should be the date the transfer physically arrived at this location. Note: Only the sending location can edit the Issue Quantity and Issue Unit on a transfer . If a correction needs to be made to the transfer, contact the sending location. 5. Once everything correct, select Reconcile to complete the transfer. Warning: Products will appear “In Transit” on the inventory review screen at the sending location for any transfer that is still open (not cancelled or reconciled) at the end of a post period. This ensures the product on the transfer is still valued in inventory while it is moved from one location to another. However, this also means that if a transfer is reconciled or cancelled in the wrong post period it may cause inventory discrepancies. This typically happens when a location transfer is created in one post period but cancelled in the following post period. For this reason, it is important to reconcile or cancel transfers in a timely manner while keeping your location’s post date in mind. Net-Chef > Inventory: Recent Location Transfers > Reconcile