Calculates the % of the total COGS for each item and recommends items to be flagged as Key Items. Can be filtered by location, item category, and date range. *** Use this report to determine the Key Items. For Key Items, you will want to make sure you are counting regularly, they are included on all recipes, waste logs are kept for them, transfers are recorded, and invoices include item level invoicing.
Up to three separate item categories can be assigned to an item and are used in various reports to create subtotals or filters. View/Edit Item Categories You can open an existing item category in 2 ways: Operations – Inventory – Item Categories in the left hand navigation, and then click on the one you want to open Or, on an item form on the Item Categories tab, click the blue title next to the item category you want to open (as pictured below) Create New Categories Item categories can be created in 2 ways: On an existing item category form, … Continued
In order to view and run Reports found in My Reports, a User must first have a Report Role assigned to their User Record. Click here for more information on My Reports Using My Reports Navigate to ‘My Reports’ by clicking on ‘My Reports’ in the left nav area of any Restaurant365 Module. Report Category Tabs Each Report is grouped in to a Category tab within My Reports. Click on the tab to navigate to the category and see and run reports within that group. Additionally, a User can search the entire Reports list (regardless of which Report … Continued
COGS totals and average by COGS type, then GL Account, then Item and % of net sales for each with Locations side by side. You can drill down to any item to see the item price graph chart and purchase history. Typically used by companies who are not tracking recipes in the system.
Forecasting is the window in the system where you can set a sales forecast by location by period and can enter daily values. This forecast can be referenced in the Business Analytics module in the Daily Sales Summary data set to compare to actual values (steps to create this view are listed later in the training). Since forecasting is commonly looked at weekly, this window is designed to work for companies that have their Operational Year setup as 13-4 week periods or 4/4/5 periods so that it can be based on weeks. Calendar periods don’t work well in this screen … Continued
Overview The P&L Comparison Screen is a report found in the ‘Reports’ subsection of the ‘Operations’ module. Only Users that have been assigned the ‘P&L Comparison Screen’ security role will see and be able to run this report. What makes this report unique, is the ability for your Restaurant Managers to see and compare the P&L numbers to all other Locations in your Restaurant group. This is accomplished without granting those Users access to the other Locations and Data. The data that is returned is anonymized by replacing the Location Name / Number with a generic ‘Location #’ value. This … Continued
The Server Sales Analysis Report will provide key metrics for your servers. The report can be filtered by Location, Date Range, Service Type, Day Part, and Server. Legend Server – Name of the Server Sales – Net Sales for the server. Green/Yellow/Red Dots – Will show Green if Server Avg Check is greater than or equal to the Total Avg Check, Yellow Dot will show if the Server Avg Check is less than the Total Avg check and above 67% of the Total Avg Check, Red will show if the Server Avg Check is 66% or less than the Total Avg … Continued
A grouping some restaurant companies use to analyze similar stores often vs a prior year is accomplished in the system with the Comparable (Comp) Stores feature. This allows a company to state which dates each location should be included in the comp store group for reporting. There are many reports that can be filtered to run only for comp stores or non-comp stores. Setup When a restaurant first opens many restaurant companies don’t want to include it in some reports because of its lack of historical sales and the variability of sales in the first few months so its considered non-comparable. Often … Continued
Upon completing a Stock Count, the User has the option of running a ‘Stock Count Quantities Report’ from the ‘Action’ menu on the Stock Count Selecting the ‘Print Stock Count Qty’ option in the ‘Action’ menu will open the report in a new tab. The report will resemble the following sample report with a ‘Total by Inventory Account’ (GL Account) section, and Subtotals by Storage Location: Click here for more information on Stock Counts in Restaurant365
GL Types, or rather General Ledger Types, are predefined groups for GL Account Records. GL Types are used for the sorting, grouping and subtotal of GL Accounts on Financial Reports (Balance Sheet and P&L). GL Type is a required field on the GL Account Record. GL Type Presets GL Types are customizable to meet the reporting needs of your organization. Restaurant365 has the following GL Type presets: Create GL Type To create a GL Type, a User with the Accounting Manager Security Role can hover over the Account options on the top ribbon and select ‘New GL Type’. This will open up a … Continued