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
Shows Cost breakdown of each menu item by COGS categories. This report is very helpful with the set-up of Recipes. It will identify any recipe that was set-up incorrectly.
The Flash Report gives users a consolidated report that provides several key metrics for each of their Locations, including Sales, Labor Costs, Discounts and Comps. The Flash Report is located in the ‘Operational Analysis’ section of ‘My Reports’, and is titled ‘Flash Report’. Similarly to all reports located in ‘My Reports’, the ‘Flash Report’ can be ran manually. Additionally, Flash Reports can be delivered automatically, in a daily email. To set up Daily Flash Report emails, please contact Restaurant365 Support and provide the following information: Restaurant365 URL (https://groupname.restaurant365.net) All recipient email addresses Flash Report Detail Explanation The Flash … Continued
Displays total purchases by Vendor and then by GL Account for any given period for any combination of locations. Breaks out the purchases by week during the period and has totals for each week, each vendor, and the period. Drill down into any source transaction.
The GL Account Record is where the Account specific information for each of the GL Accounts resides in the system. Once you have opened a GL Account Record, the General Tab of the record will be displayed. In addition to the information found on the General tab, the Transactions, and Report Settings tabs are available to users. To create a new GL Account, please see the Add a New GL Account training. Click the button below to download an example General Ledger populated with recommended Account Names, Account Numbers, Cash Flow Categories, Operational Reports Categories, and Parent Account from the National Restaurant Association … Continued
Shows a running total of purchases by category for each day of the period. It also compares the actual spend by category to the budgeted amount for each category for the period.
If non-Accounting users (Users with the security role of Restaurant Manager) need access to a GL Account, that Account must be flagged as Available to Managers. As non-Accounting users do not have access to the Accounting Module, they will never see the General Ledger in its entirety, nor will they have the access to open a GL Account Record to view GL Transactions. However, it will be necessary for Restaurant Managers to have limited access to some GL Accounts for Invoicing, and DSS Review For Accounts that have Available to Managers enabled, the Account Name / Number will be made available in … Continued