Colin Blair | Restaurant365 Customer Center

Unit of Measure

Unit of Measure – Base Types Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vendor Items, Recipe Costing, Commissary Items, and Catering Item tracking. Units of Measure (U of M) are completely customizable and you can have as many, or as few as you need. There are three Base U of M that all other U of Ms must be equated to either directly, or indirectly through other U of Ms. These three Base Units of Measure are: Volume Base for this type = OZ-fl Examples: OZ-fl, Cup, Gallon, Quart Weight Base for this type = OZ-wt Examples: OZ-wt, LB, KG, … Continued

Catering Categories

Catering Categories allow users to group different Catering Items on their Catering Contracts via the Catering Settings. Catering Categories are created from within the Catering Item record. Enable Subtotal by Catering Category To subtotal by Catering Categories, you must select ‘Catering Category’ in the Contract Subtotal By field on the Contract tab of Catering Settings as shown below: Create Catering Categories To create a Catering Category, type the name of the Category in this field and if the Category is new (meaning it has not previously been created), the system will prompt you to create a new Category Contract … Continued

Catering Contract – Subtotal By

Catering Contracts have the ability to be Subtotaled in one of four ways. This option is set in the Catering Settings. Click here for more information on Catering Settings To set the Subtotal By setting, a user must have access to Catering Settings. The following options exist for Subtotal By: None Catering Item Type Catering Category Catering Menu Example Catering Items, Catering Menu, Segments To distinguish between the different Subtotal By options, we will display sample output from a Catering Event that has the following Catering Items, Catering Menu, and Segments Catering Items: Five Catering Items Catering Menu: One Catering … 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

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 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

DSS Re-Import

Re-importing Daily Sales Summary (DSS) Files Restaurant365 customers that are using a non-Cloud-based POS system have the ability to manually re-import Daily Sales Summary (DSS) files. Note: the following Cloud-based POS Systems are exceptions and require assistance from the Restaurant365 POS Integration Team to re-import DSS files: Brink Revel Square Clover Toast Breadcrumb For DSS re-import assistance with a Cloud-based POS please contact Restaurant365 Support and include the following details: Restaurant365 URL: https://groupname.restaurant365.net Location Name / Number: Date(s) of missing DSS(s): Troubleshooting Before Re-import Before attempting to re-import manually, and before contacting Restaurant365 Support, please review the article Troubleshooting tips for missing DSSs … Continued

Location Setup and Overview

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365. In this training we will review the Location record in detail. Click here for more information on how to Create a New Location Jump to Section: Location List View Location Record: Overview Location Record: General Location Record: Default Accounts Location Record: Labor Estimates Location Record: POS Integration Settings Location Record: Goals Location Record: Day Parts Location Record: Breaks & Split Location List View Each Location in Restaurant365 will exist as a Location record, found in the ‘Locations’ list view, under the ‘Administration’ section in the Accounting Module. Upon selecting the ‘Locations’ list view, you will … Continued

Upload File

Records throughout Restaurant365 have a button near the bottom of each page labeled ‘Upload File’. This allows the user to upload an attachment to that particular record. Uploading attachments to records can be very useful for audit purposes, and is especially useful for AP Invoices. A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice. Uploading a file To upload a file to a record in Restaurant365, click the ‘Upload File’ button on the record you wish to attach a file to. This will open a file selector prompt, where upon selecting … Continued

Scheduling Overview & Security

Overview The Scheduling module is a full scheduling software to manage Employee schedules. There are two separate functions within the Scheduling module in Restaurant365: Manager functions: Restaurant Managers can create the schedule, send out text/email alerts to Employees for Scheduled Shifts, alert Employees of Open Shifts, manage Employee info (including uploading pictures and availability), sending out Announcements to Employees, and review the ‘Schedule vs Actual’ reports. Employee functions: restaurant Employees will most commonly access the Scheduling module through the R365 Mobile app. Employees will also have access to a limited-use ‘Employee Portal’ that is accessed using a web browser. Employees can check their … Continued

Author Archives: Colin Blair