© 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Storage Transfer Quick Start Guide Document Details Document #: 160_QS1000_220802 Release Version: 10.00.00.00 Version Release Date: July 2022 Overview Storage Transfers allow you to move product between storage areas within the same location. When product is placed in the wrong storage location, or product is physically rearranged in the store, you can create a storage transfer to reflect that change in Net-Chef. 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-CreateStorageTransfer OR by scanning the QR code to the left. Watch the tutorials on MainCourse: http://links.crunchtime.com/NCI103b-fu3b Related User Group Permissions % Screen Name Control Name Description 90 NC-Other Store Tasks Storage Transfer Enables the Create Location Transfer option on the Inventory menu, the (+) icon on the Recent Transfers screen, and the and Storage Transfer option in the Create Location Transfer pop-up. [123] [634]

2 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Storage Transfer Start a Storage Transfer 1. From the Inventory menu, select Create Location Transfer. 2. Choose Storage Transfer. 3. If necessary, update the Transfer Date and Reference Number. 4. Select Continue. (Continued) Net-Chef > Inventory: Create Location Transfer

3 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Storage Transfer (Continued) Select Products to Transfer 5. Select Retrieve to populate the list of products available to transfer. Tip: Enter a Product Number or Name in the Search bar, choose an option from the Filter by Template drop-down, and/or select the Funnel (Filter) icon to further refine the product list. 6. Use the Issue Quantity and Issue Unit fields to indicate how much product you would like to transfer. 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. The values displayed in the Unit Price and Available columns will be calculated based on the unit selected. 7. Choose the Add Selected Products button. All products with an Issue Quantity other than zero will be added to the transfer. (Continued) Net-Chef > Inventory: Create Location Transfer: Storage Transfer

4 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Storage Transfer (Continued) Review Products 8. On the new screen, write a Transfer Memo to record why the product was transferred (optional). 9. Select Continue. Tip: If you forgot to include a product, select Retrieve to go back to the previous scree n containing the list of available products. Once finished select Add Selected Products to continue. (Continued) Net-Chef > Inventory: Storage Transfer: Add Selected Products

5 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Storage Transfer (Continued) Select Receiving Storage 10. Choose the new storage area from the Receiving Storage Location drop-down menu. A unique storage location is selected for each product. 11. When finished, select Reconcile. Note: Storage Transfers are automatically created when a product’s Primary Storage Location is updated, or when a Secondary Storage with product on hand is deactivated. The Booking Journal will show a transfer removing product from the old storage and placing it into the new or existing primary storage. The memo field will indicate what action created the transfer. Net-Chef > Inventory: Storage Transfer: Add Selected Products: Continue