Training

Training

Training by User Role Restaurant Accountant Restaurant Manager   Training by Module Accounting Operations Scheduling Catering Franchising RenovoFYI (Training Coming Soon) Business Analytics
Sites

Sites

Sites are addresses of other locations that aren’t your restaurant locations.  Examples of sites might be other places you do events such as banquet halls, hotels, arenas and other areas you may schedule employees to work for offsite events/Catering Events.  Sites are used in the Scheduling Module and in the Catering Module. Scheduling To create a new site, go to Scheduling – New Site in the top ribbon. To access the list of existing sites, go to Scheduling – Sites in the left hand navigation.  You can open existing Site records by double clicking on the desired record.  This will open … Continued
Add A Location Logo

Add A Location Logo

To add your company logo to print on your AR Invoices and Statements follow the steps below. 1. Create a Logo.bmp, Logo.jpg, or Logo.png file for your company logo 2. Add the logo to Locations with AR Transactions/Catering Events Open the Location Record and click on ‘Logo’   A new Pop-up will open. Select the Logo File and then click on ‘Open’.  This will attach the logo file to the location record.   Now when you print an AR Invoice or Statement the logo will show.   Note: You may have to adjust File Size or Resolution to adjust the size or clarity of the Logo. … Continued
Sales Accounts Overview

Sales Accounts Overview

Purpose and Overview: Sales Accounts are required for all POS integrations to Restaurant365 in the same way that Payment Type Accounts are. A Sales Account’s purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Sales Account records (in R365) for every combination of Sales Category and Service Type from sales tickets imported from the POS to R365. Each … Continued
Payment Type Accounts Overview

Payment Type Accounts Overview

Purpose & Overview:  Payment Type Accounts are required for all POS integrations to Restaurant365 in the same way Sales Accounts are. A Payment Type Account’s purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of tenders, discounts, and other offsets/reductions to the sale of goods in the POS system, to a Restaurant365 GL Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Payment Type Account records (in R365) for every payment & discount from sales tickets imported from the POS … Continued
AR Payment

AR Payment

The Customer Payment is part of Accounts Receivable within the Accounting module of Restaurant365.  During this training we will cover the following features and topics: Uses and Purposes of the AR Payment Opening the AR Payment Window Entering Payment Details Applying Payments Let’s get started! The AR Payment transaction is used to record receipts from customers for invoices you had sent to them from the AR Invoice or Catering module. Regardless of the method of payment and the timing of your actual deposit of these funds, you will use this window to record the receipt. You will have the opportunity … Continued
Scheduling: Shifts

Scheduling: Shifts

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Shifts are the detailed employee assignments on the schedule.  The shift form is generally opened as a popup window on the schedule screen, but can also be opened from other places in the application as described below. Creating a Shift New shifts can be created in 2 ways from the schedule screen and 1 other spot in the system: Double click any blank cell on the schedule or right click a blank cell and select Add (circled in orange in image below) … Continued
Catering Overview & Security

Catering Overview & Security

Overview The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization.  Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relationships, and manage and create catering menus and contracts with ease.  To activate the Catering Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started with catering, follow these setup steps: Request Access to the module by contacting R365 (Sales Rep or Support) Set User security access Catering Manager performs a one-time setup of Catering Settings Item Types – assign the … Continued
Catering Settings

Catering Settings

On the Catering Settings screen, Item Types, Commission Rates, Event Times, Event Types, Sources, and Catering Contracts can be managed.  Users with the Catering Manager role can access the Catering Settings screen from the Catering option in the top ribbon. Jump to Section: Item Types Assign Item Type Template to Location Commission Times Event Types Sources Contract Item Types On the Item Types tab we will create a template for the item types that will be used in our Catering Events.  In the below image we see the default view of a Item Types template that has yet to be completed.  When … Continued
Catering Items

Catering Items

Catering Items exist in the Catering Module and are the items that will make up the contents of the Catering Menus, and Catering Contracts.  Catering Items can be created three different ways: from an existing Purchased Item / Recipe, from the New Item option in Catering options, and on-the-fly while working on a Catering Event.  We will demonstrate the three methods of Catering Item creation, and detail the Catering Item record. Create a Catering Item The saving of Catering Items is the same no matter how the creation of the Catering Item is initiated, so below we will detail the three methods to create … Continued