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AR Invoice

The AR Invoice is part of Accounts Receivable within the Accounting module of Restaurant365. The AR Invoice is used to generate a professional invoice to provide to customers for services or goods you sell them billed separately from your point of sale system. A few examples of this would be to bill house accounts for food provided during the month or to bill for a speaking assignment at a trade show. For information on billing house accounts specifically, click the following link: Setting Up and Using House Accounts Before we begin entering an invoice, we must first have setup Sales Items. … Continued

AR Credit Memo

The AR Credit Memo is part of Accounts Receivable within the Accounting module of Restaurant365. They are generally used to apply to AR Invoices (cancel out the invoice) by issuing a credit to a customer. To create a credit memo, select Customer – Credit Memo in the top main ribbon. Fill out the required fields: Number – number of credit memo. This is usually an auto generated sequential number managed under Accounting – Administration – Auto Numbering in left hand navigation Customer Date Location Fill out other non-required fields as desired such as Comment and Address (address is entered by hitting … Continued

Add a New Sales Item

To begin the process of adding a New Sales Item to Restaurant365, hover over Item in the top ribbon and click New Sales Item. The ‘New Item’ window appears with the Item Type set to ‘Sell Only’ A sales item is something you are going to sell to a customer but are not going to enter in your point of sale system. It may be something such as consulting services or rental of party equipment. It is an item that you will add to an invoice and send to your customers for payment with terms. As an example, I’ll … Continued

Recipe Costing

Recipe Recipes are item records where Type = Recipe To view recipes, go to Operations – Inventory – Recipes in the left hand ribbon and open the desired record. To create a new recipe go to ‘Item’ in the top ribbon, then select ‘New Recipe’ and a new ‘Recipe’ window will open. Fill in the following fields for each new recipe: Fill out required fields: General Tab Name (required) Available In Inventory One key field is the Available In Inventory check box on the General tab. If checked this allows you to have this recipe on Stock Counts, Item Transfers, and Waste Log … Continued

Item Costing

Overview: The system is equipped with multiple fields to help track item cost based on purchases and stock counts. This feature requires additional setup and maintenance elements. Setup There are five different records in Restaurant365 that will drive item costing functionality: Vendors Units of Measure Purchased Items Item Location (Optional) Vendor Items (Optional) Vendors On the vendor record the dropdown field named Entry can be set to ‘by Account’ or ‘by Item.’ If ‘by Item’ is selected then when invoices are entered for this vendor the item detail grid will display, if ‘by Account’ then the account grid will … Continued

Item – Adding a New Purchased (Inventory) Item

Items are part of the Inventory section of the Operations module of Restaurant365. To begin the process of adding a new inventory item to Restaurant365, click on ‘Item’ in the top ribbon. Then select ‘New Purchased Item’.The ‘New Purchased Item’ window appears. You will want to enter an item for everything that is counted as part of a physical stock count. This may include ingredients, spices, supplies, paper, packaging and so forth. Enter the Name, Number, and Description for each item.In the ‘General Tab’ enter the ‘Name’ of the item, ‘Type’ should remain as ‘Purchased’. You can enter an Item ‘Number’ … Continued

Commissary Overview & Security

Overview The Commissary Feature in Restaurant365 makes it easy for Restaurant Locations to create and submit Commissary Orders to a designated Commissary, and for that Commissary Location to review and fulfill those Commissary Orders. Additionally, there are three Commissary-specific reports found in My Reports, under the Commissary section. In order to utilize the Commissary Feature it must be activated, if you are interested in activating Commissary please email support@restaurant365.net and someone will follow up with you. Commissary Overview Video Click here to open the [video_lightbox_vimeo5 video_id=209993997 width=800 height=450 anchor=”Commissary Feature Overview Video” ] Commissary Order Flow An Accounting User assigns (or creates a new … Continued

Commissary Template

The commissary template is setup by the commissary manager or an accounting manager and is the template used to create commissary orders. This is also where the commissary can specify which locations get deliveries on which days and can also mark whether to alert restaurant managers if their order is not submitted and the cutoff time is approaching. Currently, there is only 1 template for commissary orders for your organization. The commissary template is located under Operations – Commissary – Commissary Template in the left hand navigation. Selecting this will show the template in the center part of the … Continued

Commissary Orders

Each location has a commissary order form where the possible items are listed so they can populate what quantity of each item they’d like. The order gives quantity advice to help the manager choose how much to order. Creating Orders An order form gets created automatically for each location for each day that they have a commissary delivery. This is driven by the Delivery Days tab of the Commissary Template form where you can specify which locations receive delivery on specific days. For example if you set location 1 to receive commissary delivery on Tuesday and Friday, then they’ll have … Continued

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

Search Results for unit of measure