© 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Location Transfer Quick Start Guide Document Details Document #: 160_QS1000_220803 Release Version: 10.00.00.00 Version Release Date: July 2022 Overview Location Transfers allows you to move inventory from one location to another. This enables locations to share product to avoid shortages and last-minute trips to the grocery store. Read this guide to get started. 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-CreateLocationTransfer OR by scanning the QR code to the left. Watch the tutorials on MainCourse: https://links.crunchtime.com/NCI103a-7tiu https://links.crunchtime.com/NCI103c-ipf2 Other Related Documentation • NCQS – Create a Storage Transfer: https://links.crunchtime.com/NCQS-CreateStorageTransfer • NCQS – Complete a Location Transfer: https://links.crunchtime.com/NCQS-CompleteLocationTransfer Related User Group Permissions % Screen Name Control Name Description 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 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Location Transfer Start a Transfer 1. From the Inventory menu, select Create Location Transfer. 2. In the pop-up, pick either: - Sender Initiated – if your location is sending product to another location. OR - Receiver Initiated – if your location is requesting product from another location. 3. Use the To Location or From Location drop-down menu to select the location that will receive or send the product. The available drop-down depends on which option was selected in Step 2. The remaining steps are the same for both Sender and Receiver Initiated Transfers: 4. If necessary, update the Transfer Date and Reference Number. 5. Select Continue. (Continued) Net-Chef > Inventory: Create Location Transfer

3 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Location Transfer (Continued) Select Products to Transfer 6. Select Retrieve to see the list of available products. 7. Update the Issue or Request Quantity and Issue Unit fields with how much product should be transferred. Repeat this step for all desired products. Note: The Issue Unit will default to the product’s inventory unit. The drop-down menu will also include any defined alternate count units and recipe units. 8. Choose the Add Selected Products button. All products with an Issue/Request Quantity other than zero will be added to the transfer. Tip: When requesting product, the Available at Sending Location column will show you how much of each item the other location has on -hand. You can still request more product than the sending location currently has available! (Continued) Net-Chef > Inventory: Create Location Transfer

4 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Location Transfer (Continued) Submit Transfer 9. On the new screen, write a Transfer Memo to record why the product was transferred (optional) Tip: If you forgot to add a product, select Retrieve to go back to the previous screen. 10. Once finished, select Submit. Setup Alert: If a Location or any of the Products that need to be transferred are not visible in Net-Chef, please reach out to your corporate team. If you’re part of the corporate team, keep reading for more information! Net-Chef > Inventory: Create Location Transfer: Add Selected Products

5 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Transfer Setup Missing a Location? Locations will be available as a transfer destination (either to or from) if one of the following is true: - The destination location is listed on the Transfer Locations tab in Enterprise Manager. - The “Allow Location Transfer to/from All Locations” box is checked. Missing a Product? Products will only be available to transfer when all of the following are true: - The product is setup as a location product at the receiving location. - The location product has a primary storage location other than "Unassigned" - The location product record has the "Loc. Transfer" box checked in Enterprise Manager. - The sending location product must have product an On-Hand quantity in inventory and the Issue Quantity cannot be more than the On-Hand quantity. (This restriction will not apply to "Non-Stock" products if the "Allow Transfer of Non-Stock Items with Insufficient Available Quantity" Inventory preference has been enabled in Enterprise Manager.) - If the "Use Single Company Department" preference is not enabled in Enterprise Manager: - The company product must be linked to a company department. - The company department must be linked to a location department for the current location (where the user is logged in). - The location department must be linked to the application user creating the transaction. Enterprise Manager > Corporate: Locations > Location Details > Transfer Locations tab