© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 1 Configure Vendor Delivery Schedules Quick Start Guide Document Details Document #: 160_QS1100_240906 Release Version: 20.24.01.25 Version Release Date: January 2024 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 – Auto Submit Vendor Order: https://links.crunchtime.com/NCQS-AutoSubmitVendorOrder Related User Group Permissions % Screen Name Control Name Description ID #s 85 NC-Administrative Options Vendor Information Enables Vendor Information on the Purchasing menu. [144][369] 72 NC-Vendor Information Edit Make and save changes to contact information and comments in the Vendor Information screen. [177][51] Download the latest version of this document here: https://links.crunchtime.com/NCQS-VendorDeliverySchedules … or scan the QR code to the left.

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 2 QUICKSTART GUIDE Net-Chef Configure Vendor Delivery Schedules Overview Vendor Order and Delivery Schedules are location-specific schedules configured in Net-Chef that will create Dashboard tasks to remind managers when to place Vendor Orders and indicate when they are overdue. Using the Screen • Overdue tasks are signified by a red clock icon , while Incomplete tasks are signified by an orange clock icon , as shown above. (Continued) A A Net-Chef > Dashboard: Today’s Tasks widget Note: Delivery Schedules are required for the Net-Chef Dashboard to display the Daily Task for Vendor Order - Need to Order.

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 3 Net-Chef Configure Vendor Delivery Schedules (Continued) Required Setup To create a delivery schedule, the vendor must be listed on the Vendor Information page in Net -Chef. Vendors will be listed on this screen if at least one of the following is true: • The vendor has an existing Location Detail record for this location in Enterprise Manager. • The vendor has Vendor Information previously configured in Net-Chef for this location. • The vendor has at least one bid that is currently active, has been active within the past 4 weeks (28 days), or will be active in the next 4 weeks (28 days) for the location's market (or related secondary market). Setup Vendor Information 1. From the Vendor Information screen, select the  (Edit ) icon to open the detail screen for the desired vendor. (Continued) Setup Note: If the vendor has a Location Detail record for the current location in Enterprise Manager, that record must have the “Allow VO” flag enabled for the current location to receive the Vendor Order - Need to Order Daily task. Tip: If none of the above conditions are met the vendor will no longer appear on the Vendor Information screen. If necessary, the “Allow VO” and “Allow PBI” flags can be disabled from the Vendor Details in Enterprise Manager to remove the vendor from the Vendor Information view while one or more of the above conditions are still met. 1 Net-Chef > Purchasing: Vendor Information 1

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 4 Net-Chef Configure Vendor Delivery Schedules (Continued) Setup Vendor Information (continued) − If you want to see the Vendor Details, select the  (Expand) icon. 2. Check the Order Day box for each date an order must be placed for this Vendor. This will create the “Vendor Order - Need to Order” task and determine the date the task must be completed. (Continued) 2 A Net-Chef > Purchasing: Vendor Information > {Edit} 2 A

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 5 Net-Chef Configure Vendor Delivery Schedules (Continued) Setup Vendor Information (continued) 3. Enter the Order By Time for that day in 24-hour time format. This will determine when the task becomes overdue. (If this is not defined, the task will be overdue the next day.) (Continued) Note: If the “Vendor Order Exp. Del. Date respects Order By Time” flag is enabled in the Vendor details in Enterprise Manager, the Order By Time will become a hard deadline. Any orders placed after the Order By Time will be treated as if they were placed on the next day, and the Expected Delivery Date will be set according to the Delivery Information for that day. 3 Net-Chef > Purchasing: Vendor Information > {Edit} 3

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 6 Net-Chef Configure Vendor Delivery Schedules (Continued) Setup Vendor Information (continued) 4. Select a specific Delivery Day from the drop-down menu to specify when the order will arrive. − Choose ‘{Day}’ for a delivery date within the week after the Order Day. − Choose ‘2nd {Day}’ for a delivery date within the week after that. − Choose ‘3rd {Day}’ for a delivery date within the following week after that. (Continued) Tip: A Delivery Day can be set for any day of the week, regardless of whether the Order Day box is checked for that day. Orders created on an unchecked Order Day with a set Delivery Day will have the Expected Delivery Date automatically set to match the Delivery Day. 4 Net-Chef > Purchasing: Vendor Information > {Edit} 4

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 7 Net-Chef Configure Vendor Delivery Schedules (Continued) Setup Vendor Information (Continued) Steps 5 - 7 are optional: 5. Enter the Name, Title, and Phone of the vendor’s contact person. 6. Create a Message that will appear on orders from the current location to this vendor. 7. Provide Private Notes Regarding the Vendor, for reference purposes only. 8. When finished, select the Disk (Save) icon. Tip: When Auto-Order is enabled, the Order and Delivery Information will be used to determine the dates and times orders are automatically placed for this vendor. Net-Chef > Purchasing: Vendor Information > {Edit} 8 5 6 7 5 6 7 8

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 8 Net-Chef Set Delivery Schedule Overrides Overview Schedule Overrides allow managers to define one or more alternate schedules, each for a specific time frame, to account for holidays or other changes to the normal ordering cycle. A dated delivery schedule will override the existing settings within the defined date range, but outside of those dates the default schedule will apply. Add a Delivery Schedule Override 1. From the Vendor Information detail screen, select the + (Add) icon. (Continued) Net-Chef > Purchasing: Vendor Information > {Edit} 1 1

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 9 Net-Chef Configure Delivery Schedule Overrides (Continued) Add a Delivery Schedule Override (continued) 2. Enter the Name of the schedule override. 3. Select the Start Date and End Date. 4. Define the Order Day, Order by (Time), and Delivery Day for each day as needed. 5. If needed, enter a Note. 6. Select Save. (Continued) 2 3 4 5 6 Net-Chef > Purchasing: Vendor Information > {Edit} > Add 2 z 3 z 4 5 6 Outcome: For this week, the first order would be placed on Tuesday, Dec. 26, for delivery on Wednesday, Dec. 27, and the second order on Friday, Dec. 29 for delivery on Tuesday, Jan. 2.

© 2024 Crunchtime - All Rights Reserved | www.crunchtime.com | 10 Net-Chef Configure Delivery Schedule Overrides (Continued) Add a Delivery Schedule Override (continued) − If you need to amend the schedule override, select the  (Edit ) icon. 7. When finished, select the Disk (Save) icon. 7 A Net-Chef > Purchasing: Vendor Information > {Edit} > Add 7 A