Entering An Item Transfer

Entering An Item Transfer

The Item Transfer function allows you to record item transfers between restaurants. This will ensure your item inventory levels are adjusted as you transfer items. Note: In order to use this feature you must have ‘Item Costing’ Setup. Click on this link to learn more about ‘Item Costing’ To begin select ‘Item’ in the top ribbon, then select ‘Item Transfer’’ A new window will open. Update the Header fields. Then enter the item, quantity and a detail comment (comment is optional) of each item being transferred and select add to add each line item. Number: The transaction Number is auto-generated … Continued
DSS Re-Import

DSS Re-Import

Re-importing Daily Sales Summary (DSS) Files Restaurant365 customers that are using a non-Cloud-based POS system have the ability to manually re-import Daily Sales Summary (DSS) files. Note: the following Cloud-based POS Systems are exceptions and require assistance from the Restaurant365 POS Integration Team to re-import DSS files: Brink Revel Square Clover Toast Breadcrumb For DSS re-import assistance with a Cloud-based POS please contact Restaurant365 Support and include the following details: Restaurant365 URL: https://groupname.restaurant365.net Location Name / Number: Date(s) of missing DSS(s):   Troubleshooting Before Re-import Before attempting to re-import manually, and before contacting Restaurant365 Support, please review the article Troubleshooting tips for missing DSSs … Continued
POS Integration Settings – POS Groups

POS Integration Settings – POS Groups

  Overview POS Groups are groupings of Concepts or POS Systems.  POS Groups are exclusively used as a form of POS System Payment Type Separation and POS System Sales Account Separation.  Separating Payment Types / Sales Accounts by POS Group is particularly useful for large organizations with multiple concepts.  In place of managing several hundred Payment Types or Sales Accounts from across the entire organization, now Payment Types and Sales Accounts can be managed by Concept through POS Groups.  Click here for more information on POS Integration Settings   Steps to Create and Assign POS Groups Step 1 – Select ‘POS Group’ in … Continued
Inventory Cost Method – FIFO at Current Cost

Inventory Cost Method – FIFO at Current Cost

For inventory cost method, the system utilizes FIFO (First In, First Out) at Current Cost.  To more fully understand the FIFO at Current Cost process please read through the following use case: Case: A customer is using Restaurant365 for Inventory tracking.  The customer purchases a new Purchased Item and does not have an existing balance of inventory on hand.  Additionally the customer has not yet performed a Stock Count that included the new Purchased Item. Event 1 – Purchase inventory and record AP Invoice (8/25)   Cost Tracking [table id=4 /] FIFO Result – The system assumes that the $80 worth … Continued
Job Titles

Job Titles

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Purpose & Overview Jobs are used in various ways by the system.  They are assigned to employees and used by the scheduling module.  They are also used in conjunction with the POS integration to track employee punches which make up the labor accrual journal entry.  The job form will be described directly below followed by sections describing the job’s effect on the POS integration and labor accruals.   Creating/Viewing/Editing Jobs Jobs can be created in 2 ways.  They are most often created by … Continued
Upload File

Upload File

Records throughout Restaurant365 have a button near the bottom of each page labeled ‘Upload File’.  This allows the user to upload an attachment to that particular record. Uploading attachments to records can be very useful for audit purposes, and is especially useful for AP Invoices.  A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice.   Uploading a file To upload a file to a record in Restaurant365, click the ‘Upload File’ button on the record you wish to attach a file to.  This will open a file selector prompt, where upon selecting … Continued
Inventory Master Template

Inventory Master Template

Overview The R365 Inventory Master Template is a five part template that allows Users to create the following: Purchased Items (Inventory) Vendor Items U of Ms Stock Count Templates Item Locations Click here to view a tutorial on how to use the  [video_lightbox_vimeo5 video_id=200265384/1f6e385307 width=800 height=450 anchor=”Inventory Master Template” ] Template Versions [table id=11 /]
What Do I Do If My POS Numbers Don’t Match Restaurant365?

What Do I Do If My POS Numbers Don’t Match Restaurant365?

Restaurant365 provides a very powerful and reliable integration with your POS system. In the rare event that your POS sales numbers don’t match the DSS record in Restaurant365, here are the steps you should take: Check to make sure the POS was closed out and completed before the Restaurant365 integration ran. If not, re-run the the integration for that day using the Import Tool. Check to see if any changes have been made to your POS. If there have been, please make us aware of these changes. Review your Restaurant 365 Sales Accounts, Payment Type Accounts and Job Titles to … Continued
Day Parts

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