When closing a location in Crunchtime, the only action required is to make that location inactive in Enterprise Manager. However, to be proactive, consider the following suggested changes.
- Transfer any inventory that is going to other locations from Net-Chef.
- Conduct and enter the final inventory count.
- Post Inventory (Final).
- Post-Labor.
- Transfer employee profiles (for employees being transferred) in Net-Chef to their new locations, rather than creating new profiles.
- Terminate the remaining employee profiles for individuals who had not transferred but left the company.
- Export Inventory and Labor.
- Decide on whether to keep or remove the location from Hierarchies. There are pros and cons to each. Some people want to remove them to avoid errors and issues that can occur when a deactivated store is part of a Hierarchy. Others want to keep the location in to pull reports on historical data.
- Remove any Supply Locations linked to this Location.
- Deactivate the location in Enterprise Manager.
- Deactivate / Change user access to that location in Net-Chef / Enterprise Manager.
- If this Location is set up with Connex integration. Please submit a request to Crunchtime Support.
Related Articles
Setup Guide - New Location Checklist
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