How do I deactivate a Location in Crunchtime?

How do I deactivate a Location in Crunchtime?

When a client closes a store/location, technically, the only thing they need to do is make that location inactive in Enterprise Manager. However, to be proactive, here is a list of suggested changes that they might want to consider to suit their business once the store’s doors are closed:

1. Transfer any inventory that is going to other locations from Net Chef.
2. Conduct and enter the final inventory.
3. Post Inventory (Final).
4. Post-Labor.
5. Transfer employee profiles (for those employees being transferred) in Net Chef to their new locations instead of creating new profiles. 
6. Terminate the rest of the employee profiles for people who had not transferred but left the company.
7. Export Inventory and Labor.
8. 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 with a deactivated store being part of a Hierarchy. Others want to keep the location in to pull reports on historical data.
9. Deactivate the location in Enterprise Manager. 
10. Deactivate / Change user access to that location in Net Chef / Enterprise Manager.

If this Location is set up with ConneX integration. Submit a request to Crunchtime Support.

 

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