Restaurant Operations | Restaurant365 Customer Center

Entering A Waste Log

Waste Log Feature – Allows you to account for Inventory Item Waste. This is very similar to the Item Transfer transaction and is used in conjunction with the Item Costing module. As a first step you need to ensure that you have a ‘Waste Account’ assigned to the items you will be recording waste for. Once you have the waste account assigned to your items you will be able to create a waste log. To begin, Click on ‘Item Actions’ and then select ‘New Waste Log’ A new Window will open. Update the header information. The ‘Number’ is auto generated … Continued

Labor on Flash Report vs P&L

Depending on how the POS integration is setup, labor on the flash report may not equal labor on the P&L report. Here are some tips to understand possible reasons they differ: Possible Reason #1 (and most likely reason): Actual payroll differs from daily POS imported labor accruals The Flash Report is based on daily imported data from the POS. It doesn’t include other adjusting journal entries made directly to GL accounts. One journal entry most companies enter that hits payroll accounts is the actual payroll journal entry. Most companies import labor daily from the POS which creates a daily labor accrual entry … Continued

Employee Record Updates and Merge via Import Tool

The majority of records that reside in Restaurant365 can be updated via the Restaurant365 Import Tool. When performing bulk updates, the Import Tool typically references a record based of the ‘Name’ value on the record. When making updates to Employee Records, the ‘EmployeeId’ value is the key mapping value, as opposed to the ‘Name’ value. It is common for employees to work at multiple Locations, and therefor have multiple/duplicate Employee Records imported from multiple POS systems. These records must be merged in to a single master record for correct employee identification throughout Restaurant365. Employee Merge and Employee Updates are two … Continued

Payroll Journal Entry Overview

Payroll Journal Entry Overview The Payroll Journal Entry window is used to record the journal entry from your outside payroll provider and at the same time ‘true-up’ the labor accrual entries that were created from the POS import each day of the pay period. Labor accrual entries are made from two sources: hourly wages through the POS integration by way of Job Titles and salaried wages through set daily accruals amounts on the Location setup.There are two unique fields on the Payroll Journal Entry transaction that set it apart from the normal Journal Entry transaction. There is a place to … Continued

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

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

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

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

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

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