Performing a Stock Count via Mobile App

Performing a Stock Count via Mobile App

           Stock counts can be performed on a mobile device using the Restaurant365 Mobile App available for iOS and Andriod devices. Click here for more information on Stock Counts in Restaurant365 Click here for more information on how to download and use the R365 Mobile App Users will be able to perform inventory counts using Stock Count Templates that have been previously created inside the full version (web) of Restaurant365     Navigate to Stock Count List Once logged in, click the button in the top left corner and select Stock Counts.  This will take you to … Continued
Purchased Item Record

Purchased Item Record

Updated Article coming soon.  Click here to see existing training on this topic
Sell Only Items (Merchandise) sold through the POS with Recipe Costing

Sell Only Items (Merchandise) sold through the POS with Recipe Costing

For Sell Only items, items used exclusively/made available for AR Invoices, some added steps need to be taken to be able to sell those items through the POS and capture the costs using Inventory Counts and Recipe Costing. Preparing the Items First the Sell Only Item needs to be converted to a Purchased Item.  For Sell Only Items that have already been created in Restaurant365, this is a process that requires assistance from the Restaurant365 Support team.  If the items have not yet been created or imported in to Restaurant365, then in place of creating Sell Only Items, Purchased Items can … Continued
KB: What Items Are Being Counted on My Stock Counts?

KB: What Items Are Being Counted on My Stock Counts?

Knowledge Base: What Items Are Being Counted on My Stock Counts?   Here are the steps to determine if your Items are appearing on your Stock Count Templates (or rather how to determine if you are counting all of your inventory)   Step 1: Export your Items list   This can be accomplished by navigating to your Items list in the Inventory Section of the Operations module     Once the list is loaded click the export button in the top right corner of the window to export the full list of items:       This will produce a .csv … Continued
Using Excel to enter Stock Count Quantities

Using Excel to enter Stock Count Quantities

Another option to enter stock count quantities into the system after inventory has been counted is by exporting the count sheet from the system to Excel, and then re-importing that file with the newly entered quantities. To do this, the user opens the desired stock count form and first mouses over the “Action” button and selects “Export Count Sheet”. This will export the information from the stock count into an excel file. The user can then enter the correct quantities into the Excel file in column “F” titled “Qty”. When finished entering the quantities, be sure to save as .csv format. Then … Continued
POS Integration Settings – Preferences Screen

POS Integration Settings – Preferences Screen

The POS Integration is governed by a number of Settings in Restaurant365.  These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ security role.  Click here for more information about POS Integration Settings Several elements of the POS Integration Settings are managed on the ‘Miscellaneous’ tab of the ‘Preferences’ screen. To open the ‘Preferences’ screen, hover over the ‘Administration’ menu in the top ribbon and select ‘Preferences’   Doing so will open the ‘Preferences’ screen in a new tab.  Upon loading, navigate to the ‘Miscellaneous’ tab to make any desired adjustments. Legend: … Continued
Troubleshooting Missing Daily Sales Summary

Troubleshooting Missing Daily Sales Summary

Missing Daily Sales Summary In the event that the Daily Sales Summary (DSS) does not automatically import, following the close of the preceding daily sales, try the following steps before contacting Restaurant365 Support:   1) Ensure that the Back Office Computer is running 2) Ensure that the Back Office Computer has an active internet connection   If the computer was off, or the internet was down, the auto-import tool cannot run.  Continue to the options listed below   Options: Manually import the Daily Sales Summary via the Restaurant365 Auto-Import Tool Note: This option is only available on Non Cloud-based POS … Continued
POS Integration Overview

POS Integration Overview

Restaurant365 integrates with many POS systems. Here is an overview what the integrations create in Restaurant365 each time it is run:   System Requirements – The machine housing the integration must have at least .net 4.0 and Internet Explorer 9. Frequency – The integration can be configured to run automatically each night. It can also be run on-demand at the end of the day by one of the store managers. Data Flow – The integration is a one-way integration from the POS system to Restaurant365. Restaurant365 does not pass any information back to the POS system. Data – The integration … Continued
POS Integration Settings – Overview

POS Integration Settings – Overview

The POS Integration is governed by several settings in Restaurant365.  These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ Primary Security Role and ‘User Setup’ Secondary Security Role.  The following articles detail the screens where POS Integration Settings can be accessed and updated as needed Preferences Screen Location Record POS Groups     *Click here for more information on all settings located in System Preference
Entering Invoices at the Restaurant Location

Entering Invoices at the Restaurant Location

Welcome to the ‘AP Invoice for Managers’ video tutorial for entering invoices at the restaurant location. The AP Invoice is part of Purchasing within the Operations module of Restaurant365. During this training we will cover the following features and topics: Launching a new AP Invoice Recording Invoice Adjustments Entering Line Items By the way, sometimes you will see the term Accounts Payable abbreviated or referred to as “AP” in the system and on reports. One of the most important things profitable restaurants do is closely track their food & beverage costs on a weekly basis. Doing so can lower a … Continued