R365 Training | Restaurant365 Customer Center

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

Check Run – Discounts from Early Payment

The Check Run screen provides a User with a list of Approved AP Invoices. The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices. Click here for more information on the Check Run Overview Discounts can be taken as a result of a Discount from Early Payment via Payment Terms. When an AP Invoice has been Approved and is awaiting payment in the Check Run, if the Payment Date falls within the range of the Discount Period, per the Payment Term Record, a Discount will be available … Continued

Schedule Calendar

The schedule screen is a calendar with weekly or daily views of the schedule. From this screen you can manage employee shifts in a simple drag and drop form. To access this form go to Scheduling – Schedule in the left hand navigation pane and the schedule calendar will be shown in the center portion of the screen. The elements of this window are described below. Header Fields There are a few fields and buttons at the top of the screen that allow you to select which schedule you want to view and how you want to view it. At … Continued

Location Reporting Categories

Reporting Categories provide you 10 user defined categories you can assign to locations to group them on reports. For example, if your company is separated into regions, then you can name 1 of the 10 categories as Region and then setup your regions in the system and assign them to locations. Then when running reports you’ll have the option to filter by region and can select which regions you want to see on the report. You can use all 10 of the categories or none of them, however you choose to set it up. To Setup Categories Open Preferences and go … 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 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 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

Commissary Fulfillment Transaction

When an order is fulfilled, meaning the commissary has shipped the product and marked the order as fulfilled in the system, a Commissary Fulfillment transaction gets created automatically. This transaction records the inventory and financial effect of the order. The fulfillment shows the quantity of each item that went from the commissary to the location which records sales to the commissary and cost to the location. If the commissary is owned by a different legal entity than the location (most common) then intercompany due to/from entries will also be recorded on this transaction so you will know how much is … Continued

Commissary Mass Fulfillment

The commissary can manage all orders at the same time from the mass fulfillment screen. This is the main window used by the commissary. Here they can view a list of orders based on filters they set such as a specific date range, for specific locations, and for specific status’ such as Open, Submitted, etc. From here they can print reports such as a consolidated production list and packing slips, and can also move orders along the workflow status’ from Submitted – Shipped – Fulfilled, and can update quantity fulfilled on the items they weren’t able to ship in full. … Continued

Employee Access to Scheduling

Restaurant employees can access their own schedule and make requests such as time off and shift trades through the mobile app or a web browser as described below: How to Setup Employees to Access Scheduling Features Employees are setup to access both the mobile app and web application with these same steps: Open the Employee Record and complete all of the required fields, including the ‘Preferred Contact Method’ Click the ‘App Access’ check box and save the Employee Record Press the ‘Send Temporary Password’ button to send an email or text to the Employee with a temporary password and … Continued

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