Manager Log: Calendar View

Manager Log: Calendar View

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Calendar View The Calendar View is the default view in Manager Log.  On this screen, a User can see summary data for one Location, or several Locations.  Click on the Location selector to view more than your default Location   Calendar Days The Calendar View displays the following data for each date in the selected date range: SLS – Sales for selected Locations PY – Prior Year Sales with a percentage change calculation SPLH – Sales per labor hour Weather … Continued
Manager Log: Using Task Lists

Manager Log: Using Task Lists

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Intro This article will explain how to use a Task List.  As task lists can be used on both the Browser and R365 Mobile App versions, we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions Click here to for a similar article on how to Create Log Entries   Browser Instructions Step 1: Login to R365 Log in to R365 and navigate to the ‘Manager Log’ module by selecting ‘Manager Log’ in the module selector … Continued
Manager Log: Logs View

Manager Log: Logs View

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Creating Log Entries This article will describe the fields on the ‘Logs View’.  Click here for instructions on Creating Log Entries   Logs View The Logs View allows you to view and filter all Log Entries by Location and Log Category.  On this screen, a User can set the following:   which Locations to display Start Date End Date   Next a Log Category can be selected to display only Log Entries that have been assigned to that Log Category   Category View Once … Continued
Manager Log: Creating Log Entries

Manager Log: Creating Log Entries

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Intro This article will explain how to Create a Log Entry.  Logs can be entered on both the Browser and R365 Mobile App versions.  In this article we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions Click here to for a similar article on Using Task Lists   Browser Instructions Step 1: Login to R365 Log in to R365 and navigate to the ‘Manager Log’ module by selecting ‘Manager Log’ in the module selector   Step 2: Select … Continued
Manager Log: Document Library

Manager Log: Document Library

  This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module   Adding Documents to the Document Library Hover over the ‘Mgr Log’ menu and select ‘Add to Document Library’.  Select and upload the Document in the ‘Upload Document’ prompt.   File Types The recommended file type for uploads is .PDF, however the following file types are acceptable: .PDF .DOCX .XSLX .PNG .BMP .JPG If you attempt to upload a file type that is not one of the accepted file types listed above, you will receive the following warning:     Document Details A … Continued
Paycom & R365 Payroll Integration Instructions

Paycom & R365 Payroll Integration Instructions

   &       R365 and Paycom have teamed up to create a seamless payroll integration that will automate the following processes: R365 will electronically deliver Employee Punch Data, which has imported from your POS systems, to Paycom with a single click When payroll processing is complete, Paycom will automatically export the Payroll Journal Entry based on a schedule set within Paycom. All exported files will be automatically imported in to R365 R365 will provide an option to automatically overwrite R365 Employee records with Paycom Employee setup data, allowing you to centrally manage all of your employee data in Paycom … Continued
Published Schedule Push to POS (Select POS Systems Only)

Published Schedule Push to POS (Select POS Systems Only)

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Published Schedules can be ‘pushed’ back to the POS System up to 1 business day in advance.  Once a Schedule has been Published in R365, the Scheduled Shifts will be pushed back to the POS during the nightly DSS poll.  With the Shifts automatically entered in to the POS, settings can be placed on the POS to restrict employees from clocking in before their scheduled shift.  Typically the time window is set for 10 minutes.  R365 does not support these POS Settings and any … Continued
R365 Inventory: Deposit Kegs

R365 Inventory: Deposit Kegs

Handling Deposit Kegs in R365 is as simple as setting up a New Purchased Item: ‘KEG Deposit’ – to use on Invoices that have Keg Deposits on them. Note: if you have different deposit keg prices ($30 vs $15) you will need to set up 2 different keg items, specifying the amount in the item name (KEG Deposit $30 or KEG Deposit $15). If you have a Vendor Integration (importing from Fintech for example) you can then setup multiple Vendor Items that link back to that one Purchased Item. As long as the Vendor Item Codes are tied out to the … Continued
Resetting User Passwords

Resetting User Passwords

Administrative users that have access to the ‘Setup Assistant’ also have the ability to reset other Users’ passwords.  This can be accomplished on the ‘Users & Security’ Section of the Setup Assistant, on the ‘Users’ Step. Hover over the ‘Administration’ menu in the top ribbon and select ‘Setup Assistant’ to open the Setup Assistant Navigate to the ‘Users’ Step on ‘Users & Security’ Section by clicking ‘Users & Security’ This list will contain all of your Users with access to R365, including Employees that have been granted the ‘Employee App Access’ role Users that have never logged in to the … Continued
R365 DOMO Connector

R365 DOMO Connector

            &             Restaurant365 provides a DOMO connector that you can use to access your Restaurant365 data from within DOMO.  Before you can utilize the DOMO Connector, various settings must be updated by the R365 Support Team.  If this setup process has not been completed, you will receive an authentication error when you attempt to login. Please reach out to R365 Support (support@restaurant365.net) in order to start, or troubleshoot the connection process.    Authorized Users Any Active Restaurant365 User with the following Security Roles are permitted to use the DOMO connector: Accounting Clerk Accounting Manager Business Analytics … Continued