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
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
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
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  
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
Performing a Stock Count via Browser

Performing a Stock Count via Browser

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.  Click here for more information on Stock Counts in Restaurant365 The process of Creating and Entering in a Stock Count via Browser is outlined below:   Navigate to Stock Count Template List The … 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
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
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
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   Template Versions