Schedule Inventory Counts Quick Start Guide Document Details Document #: 161_QS1000_221115 Release Version: 10.00.00.00 Version Release Date: October 2022 Overview This document describes how to schedule mid-period inventories and copy them to other periods. 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-ScheduleInventoryCounts OR by scanning the QR code to the left. View the related tutorial on MainCourse – NCI 108 - Schedule Inventory Counts: Related User Group Permissions % Screen Name Control Name Description 96 NC-Inventory Physical Inventory Controls whether the “Create/Review Inventories” option is available on the menu and the “Count Sheet” link is available for an Inventory event. [178][376] 42 NC-Inventory New Scheduled Inventory Controls whether the "New Scheduled Inventory" button is visible in the Physical Inventory summary screen, whether users may "Cancel" a locally-created inventory event, and whether users can copy inventory events. [178][377]

2 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Schedule Inventory Counts New Scheduled Inventory The Physical Inventory module lets users schedule inventory counts for various days within a post period. For example, if the post period ends on Wednesday but the Prep Kitchen Cooler needs to be counted on Sunday, that inventory can be scheduled, a count sheet printed just for that Storage Location, and the counts entered on Sunday. Note: Inventory counts can only be scheduled for a particular date if that date is within an open (unposted) period. 1. From the Inventory menu, select Create/Review Inventories. 2. Select the appropriate Post Period. 3. Click New Scheduled Inventory. (Continued) Net-Chef > Inventory: Create/Review Inventories

3 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Schedule Inventory Counts (Continued) New Scheduled Inventory (Continued) 4. Select a Date from the drop-down. 5. Inventory Types are displayed as section groups. Inventory counts can be scheduled by “Template”, “User Defined Category”, “Category”, “Subcategory”, “Microcategory”, “Storage Location”, or for “All Products”. Click the expander ( V ) control at the right of a section header to display the options available for that type. 6. Check the box corresponding to the appropriate selection(s) from the list of those available. (The first option in the list will select the entire list.) 7. Repeat steps 5 & 6 for each Inventory Type to be created for the selected date. 8. If desired, repeat Steps 4 - 7 to schedule counts for additional dates within the period. 9. When finished, select Save and Close. Tip: Any variances captured during a scheduled inventory become adjustments, so that the inventory data remains accurate. Net-Chef > Inventory: Create/Review Inventories > New Scheduled Inventory

4 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Copy Inventory Counts Copy Scheduled Inventory Users can copy scheduled inventory events created for one post period to other future post periods. This can include dates prior to that of the inventory event being copied, as long as the new date is in an open period. Inventory events will be copied to the same day of the week within the new post period. 1. From the Inventory menu, select Create/Review Inventories. 2. Select the appropriate Post Period. 3. Click Copy Scheduled Inventory. (Continued) Net-Chef > Inventory: Create/Review Inventories

5 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Copy Inventory Counts (Continued) Copy Scheduled Inventory (Continued) 4. The left portion for the screen lists the scheduled Physical Inventory events, one row for each Date/Type/Detail/Day combination. Check the box corresponding to the event(s) to be copied, or check the box in the header row to select all scheduled events. 5. The right portion of the screen lists all eligible Post Periods to which the events can be copied. Check the box corresponding to the each period to which to copy, or check the box in the header row to select all eligible Post periods. 6. When finished, select Save and Close. Note: When the list of events displayed in the summary screen includes Location Inventory Schedules created by a corporate user in Enterprise Manager, the notation “(Corporate)” will appear on-screen as part of the “Type” label for each of these events. Net-Chef users are able to copy corporately scheduled events. Net-Chef > Inventory: Create/Review Inventories > Copy Scheduled Inventory