Operational Reports | Restaurant365 Customer Center

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

Item Theoretical Cost Analysis

COGS totals for any span of periods, then broken down by locations. The report utilizes purchases, stock counts, and budgets based on the cost of menu items sold (Pmix) to come up with a difference between actual and expected. It then breaks down how much of the difference is attributable to item price increases/decreases, waste & spoilage, and all other reasons. From this report the user can easily see where to focus time and energy tightening the control of food costs.

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day in to segments that can then be individually reported on. Restaurant365 gives users the ability to create up to six Day Parts with their corresponding Names and Start / End Times. Day Parts are created and managed on the Location Record. Various Operational Reports allow users to run the Reports by Day Part. Additionally, on the Daily Sales Summary (DSS), the Comment tab will contain Comment Sections for each respective Day Part of the Location, as shown below: The final location where Day Parts are … Continued

Stock Usage Report

Upon completing a Stock Count, the User can run the Stock Usage report via My Reports to see metrics on Inventory Usage, Purchases, Sales and Inventory Turns. To run the report, navigate to ‘My Reports’ and select the ‘Stock Usage’ report and click ‘Run’: Sample Report: Click here for more information on Stock Counts in Restaurant365

Legal Entity Setup

Legal Entities are companies that own locations. Each location must belong to a legal entity. Many reports can be run by legal entity which will show results for all locations that belong to that entity. A legal entity usually has a corporate tax id. Legal entities aren’t selected on transactions because the location is selected and whichever legal entity that location belongs to is associated with that transaction automatically. To edit an existing legal entity, go to the Legal Entities list (Accounting – Administration – Legal Entities in the left hand navigation), click a the row of the legal entity … Continued