Stock Count Overview

Stock Count Overview

Overview Stock Counts (Inventory Counts) are essential in the Restaurant365 Operations Module.  Through the use of Stock Counts, Users can obtain an accurate snapshot of the inventory in their restaurants.  A completed Stock Count becomes the Inventory Journal Entry in the Accounting Module with the distribution being calculated automatically and recorded on the Stock Count.  Additionally, the quantities entered on Stock Counts are utilized in several reports in Restaurant365. To begin performing Stock Counts in Restaurant365 complete the following prerequisites: Create Inventory: Inventory exists in Restaurant365 as Purchased Items, and Recipes. Inventory can be Created in Restaurant365 or Created in Excel … Continued
Location Reporting Categories

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
Restaurant365 Mobile App

Restaurant365 Mobile App

Various functions can be performed via a mobile device and the Restaurant365 mobile App available for iOS and Andriod devices   Downloading the App Restaurant365 User can get this App from the Google Play store for Andriod and from the App Store for iOS by searching for ‘Restaurant365’ App Store:       Google Play Store:       Logging In Upon downloading and opening the App the User will be presented with a login screen where they can enter the same username and password used to access the full version of Restaurant365.  The R365 URL field will populate with the R365 customer … Continued
System Preferences: Miscellaneous

System Preferences: Miscellaneous

Overview The ‘Miscellaneous’ tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365.  Click here for more information on System Preferences. 1) Sales Tax Rate – Set the default Sales Tax Rate for AR Transactions.  Sales Tax Rates for each Location can be set on the Location Record 2) PL Report Percent Of – Sets the default ‘Percent of’ option on all GL Accounts that have GL Types on the Profit and Loss statement.  Click here for more information on Report Settings.  System Default is ‘Net Sales’.  Options include: … Continued
Create a Stock Count Template

Create a Stock Count Template

Stock Count Templates exist in Restaurant365 to create Stock Counts when Inventory is counted.  Stock Count Templates can be found in the Inventory section of the Operations Module of Restaurant365, as well as on the Restaurant365 Mobile App This article will cover the following: Reviewing the list of existing Templates Creating a new Stock Count Template Adding Storage Locations Adding Items Changing the sort order   Overview Stock Count Templates are saved templates containing specific Inventory Items, sorted by a User defined ‘Storage Location’.  Storage Locations represent physical locations at the Restaurant Location.  Stock Counts are created from a specific Stock … Continued
Comparable Stores

Comparable Stores

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
Stock Count Quantities Report

Stock Count Quantities Report

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  
Journal Entry Import Templates

Journal Entry Import Templates

Overview Journal Entries can be imported in to Restaurant365 using CSV templates.  Click here for the Journal Entries Overview page.  Two types of Journal Entries can be imported in to Restaurant365: Journal Entry Payroll Journal Entry Each type can be imported using the same template, the ‘R365 JE Import Template.csv’, provided in Table 1 below.  Journal Entries and Payroll Journal Entries can be imported by hovering over the ‘Account’ menu in the top ribbon and selecting ‘Import Journal Entry’.  Click here for more information on Importing Journal Entries   Journal Entry / Payroll Journal Entry Template   Payroll Provider Import … Continued
Performing a Stock Count via Browser

Performing a Stock Count via Browser

Stock Counts (Inventory Counts) are essential in the Restaurant365 Operations Module.  Through the use of Stock Counts, Users can obtain an accurate snapshot of the inventory in their restaurants.  A completed Stock Count becomes the Inventory Journal Entry in the Accounting Module with the distribution being calculated automatically and recorded on the Stock Count.  Additionally, the quantities entered on Stock Counts are utilized in several reports in Restaurant365.  Click here for more information on Stock Counts in Restaurant365 The process of Creating and Entering in a Stock Count via Browser is outlined below:   Navigate to Stock Count Template List The … Continued
Import Tool

Import Tool

Restaurant365 comes with an import tool which allows end users to import many types of records such as Vendors, GL Accounts, Items, Beginning Balances, Recipes, Item Locations, Vendor Items, etc.  These imports can create new records or update existing records To access the import tool navigate to the Administration menu in the top ribbon and select ‘Import’ Upload File step This step is where you choose what record you’ll be importing, whether it will create or update those records, and then select your file to import.  The fields are described below:   Options – in this list box you select … Continued