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
Vendor Item Record

Vendor Item Record

Vendor Item Vendor Items can be setup to set a few fields for an item for a specific vendor. These records aren’t required and if no item vendor record exists then the values on the item are used instead. In order to import an invoice from a vendor then Vendor Item records are required and if missing then a record will be created during import and the user can finish setting up the record after the import completes. Vendor Item fields are: Item: Lookup of item record Vendor: Lookup of vendor record Vendor Item Number: Text field of the number … Continued
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
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  
Entering A Waste Log

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
Stock Usage Report

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
Item – Adding a New Purchased (Inventory) Item

Item – Adding a New Purchased (Inventory) Item

Items are part of the Inventory section of the Operations module of Restaurant365. To begin the process of adding a new inventory item to Restaurant365, click on ‘Item’ in the top ribbon. Then select ‘New Purchased Item’.The ‘New Purchased Item’ window appears. You will want to enter an item for everything that is counted as part of a physical stock count. This may include ingredients, spices, supplies, paper, packaging and so forth. Enter the Name, Number, and Description for each item.In the ‘General Tab’ enter the ‘Name’ of the item, ‘Type’ should remain as ‘Purchased’.  You can enter an Item ‘Number’ … Continued
Stock Counts with Multiple Count U of Ms

Stock Counts with Multiple Count U of Ms

Items Available for Inventory (Purchased Items and Recipes) have the option of utilizing multiple Count U of Ms for the purpose of Stock Counts.  For example, the Purchased Item ‘Romaine Hearts’ could be counted three different ways: ‘Case – 12/3 CT’, ‘Bag – 3 CT’ and ‘Bag (Chopped) – 2 LB’.  These Units of Measure are set on the ‘Inventory Cost’ tab of the Purchased Item Record, and when assigned, will appear as additional ‘Qty’ boxes on Stock Counts.  In order to utilize Multiple Count U of Ms, follow the steps outlined below.  Click here for more information on Stock Counts … Continued
Item Costing

Item Costing

Overview: The system is equipped with multiple fields to help track item cost based on purchases and stock counts. This feature requires additional setup and maintenance elements. Setup There are  five different records in Restaurant365 that will drive item costing functionality: Vendors Units of Measure Purchased Items Item Location (Optional) Vendor Items (Optional) Vendors   On the vendor record the dropdown field named Entry can be set to ‘by Account’ or ‘by Item.’ If ‘by Item’ is selected then when invoices are entered for this vendor the item detail grid will display, if ‘by Account’ then the account grid will … Continued
Stock Count Record

Stock Count Record

  The Stock Count Record is where Stock Counts reside in Restaurant365.  Stock Counts are created from Stock Count Templates, either via your Browser, or via the Restaurant365 Mobile App.  This article will describe all of the fields that are located on the Stock Count Record.  For more information on Stock Counts, refer to the Stock Count Overview   Stock Count Record /  Quick Details Tab The header information on a Stock Count is present at the top of the record no matter what tab is being viewed.  The Quick Details tab contains the screen in which Users will record … Continued