POS Integration | Restaurant365 Customer Center

Payment Type Accounts Overview

Purpose & Overview: Payment Type Accounts are required for all POS integrations to Restaurant365 in the same way Sales Accounts are. A Payment Type Account’s purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of tenders, discounts, and other offsets/reductions to the sale of goods in the POS system, to a Restaurant365 GL Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Payment Type Account records (in R365) for every payment & discount from sales tickets imported from the POS … Continued

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

POS Integration Overview

Restaurant365 integrates with many POS systems. Here is an overview what the integrations create in Restaurant365 each time it is run: System Requirements – The machine housing the integration must have at least .net 4.0 and Internet Explorer 9. Frequency – The integration can be configured to run automatically each night. It can also be run on-demand at the end of the day by one of the store managers. Data Flow – The integration is a one-way integration from the POS system to Restaurant365. Restaurant365 does not pass any information back to the POS system. Data – The integration … Continued

Sales Accounts Overview

Purpose and Overview: Sales Accounts are required for all POS integrations to Restaurant365 in the same way that Payment Type Accounts are. A Sales Account’s purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Sales Account records (in R365) for every combination of Sales Category and Service Type from sales tickets imported from the POS to R365. Each … Continued

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

DSS Journal Entries

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day’s Sales and Labor. Click here for more information on the Daily Sales Summary. In addition to the DSS file being imported each day, two DSS Journal Entries are created from the data on the DSS. DSS Journal Entry Walkthrough To demonstrate where DSS Journal Entries are located, how you can view them, and how you can update and approve them, please read the following walkthrough: Record Locations: Daily Sales Summary Before any DSS Journal Entries will appear, the DSS must be imported. This is … Continued

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

POS Integration Settings – Overview

The POS Integration is governed by several settings in Restaurant365. These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ Primary Security Role and ‘User Setup’ Secondary Security Role. The following articles detail the screens where POS Integration Settings can be accessed and updated as needed Preferences Screen Location Record POS Groups *Click here for more information on all settings located in System Preference

POS Integration Settings – Location Record

The POS Integration is governed by a number of Settings in Restaurant365. These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ security role. Click here for more information about POS Integration Settings Several elements of the POS Integration Settings are managed on the various tabs of the Location Record. This article discusses settings relevant to POS Integration Settings. The majority of the content here comes from the Location Setup and Overview article General On the General tab of the Location Record, the POS Import Type is established. Upon making a selection, … Continued

POS Integration Settings – Preferences Screen

The POS Integration is governed by a number of Settings in Restaurant365. These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ security role. Click here for more information about POS Integration Settings Several elements of the POS Integration Settings are managed on the ‘Miscellaneous’ tab of the ‘Preferences’ screen. To open the ‘Preferences’ screen, hover over the ‘Administration’ menu in the top ribbon and select ‘Preferences’ Doing so will open the ‘Preferences’ screen in a new tab. Upon loading, navigate to the ‘Miscellaneous’ tab to make any desired adjustments. Legend: … Continued