Inventory | Restaurant365 Customer Center

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

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 /]

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

Stock Count Templates

Beginning Balances: Stock Count

The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts. To create the Beginning Balance Stock Count, a completed Stock Count Template must first exist. Click here for more information on Stock Counts Once a Stock Count Template has been prepared, and the initial Stock Count is ready to be performed in Restaurant365, the Beginning Balance Stock Count is ready to be created. A User with the Security Role of Accounting Manager will hover over the ‘Administration’ menu in the top … Continued

R365 Inventory: Deposit Kegs

Handling Deposit Kegs in R365 is as simple as setting up a New Purchased Item: ‘KEG Deposit’ – to use on Invoices that have Keg Deposits on them. Note: if you have different deposit keg prices ($30 vs $15) you will need to set up 2 different keg items, specifying the amount in the item name (KEG Deposit $30 or KEG Deposit $15). If you have a Vendor Integration (importing from Fintech for example) you can then setup multiple Vendor Items that link back to that one Purchased Item. As long as the Vendor Item Codes are tied out to the … Continued

Item Categories

Up to three separate item categories can be assigned to an item and are used in various reports to create subtotals or filters. View/Edit Item Categories You can open an existing item category in 2 ways: Operations – Inventory – Item Categories in the left hand navigation, and then click on the one you want to open Or, on an item form on the Item Categories tab, click the blue title next to the item category you want to open (as pictured below) Create New Categories Item categories can be created in 2 ways: On an existing item category form, … Continued

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

Unit of Measure

Unit of Measure – Base Types Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vendor Items, Recipe Costing, Commissary Items, and Catering Item tracking. Units of Measure (U of M) are completely customizable and you can have as many, or as few as you need. There are three Base U of M that all other U of Ms must be equated to either directly, or indirectly through other U of Ms. These three Base Units of Measure are: Volume Base for this type = OZ-fl Examples: OZ-fl, Cup, Gallon, Quart Weight Base for this type = OZ-wt Examples: OZ-wt, LB, KG, … Continued

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