Setup | Restaurant365 Customer Center

Unit of Measure Equivalence

In Restaurant365 there are three base types of Units of Measure (U of M): Weight (Ounces) Volume (Fluid Ounces) Each For each Purchased Item in the system, you will need to identify two units of measure: Purchased (Default Purchase U of M) Inventoried (Inventory U of M) Click here to learn more about Units of Measure, and Item Setup If the Purchased U of M and Inventoried U of M disagree in their base type (Weight, Volume or Each), then an equivalence must be built so that Restaurant365 can properly identify item costs for recipes, stock counts, etc. Determine if U of M Equivalence … Continued

Add New Location

Location Records can be created via the Restaurant365 Setup Assistant. A User with the security role of User Setup will have access to the Setup Assistant via the Administration menu. Navigate to the Administration menu in the top ribbon and select ‘Setup Assistant’ Once loaded, navigate to the ‘Locations’ section in the ‘Organization’ tab and click the ‘Add Location’ button to open the New Location Form This action will open the New Location form where the User with then be able to enter the Location record information and then Save The Location record will now be … Continued

System Preferences: Miscellaneous

Overview The ‘Miscellaneous’ tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365. Click here for more information on System Preferences. 1) Sales Tax Rate – Set the default Sales Tax Rate for AR Transactions. Sales Tax Rates for each Location can be set on the Location Record 2) PL Report Percent Of – Sets the default ‘Percent of’ option on all GL Accounts that have GL Types on the Profit and Loss statement. Click here for more information on Report Settings. System Default is ‘Net Sales’. Options include: … Continued

User Setup, Security, and Location Access

Setting up users and managing security is found in a few windows under the Administration section. Only users assigned the R365 User Setup role will be able to see these items. In order to receive this role contact support@restaurant365.net. Listed below are the different elements: Create New User Select Administration – New User (in top ribbon) to open user form Fill in the form with user full name, user login you want them to use, password (they can change this once logged in), default location, and the user’s email If this user will send email out of Restaurant365, fill in … Continued

Split U of M

Split U of Ms exist on the Vendor Item Record for the purpose of EDI integrations. In the event of Split Cases on non-EDI Vendors, the correct U of M could be manually selected on the AP Invoice screen. When a Vendor Invoice is imported via EDI and the Vendor file has a Split Indicator, the EDI process can read and detect that the line item is a ‘Split’ case. This capability exists for the following Vendors: Sysco US Food Service R365 Multi-Invoice Fintech (coming soon) The Vendor will prepare the invoice file with the split indicators in place. To … Continued

FTP Site Overview

Overview Restaurant365 provides a hosted FTP site for each Customer Database. FTP stands for File Transfer Protocol and allows Vendors, as well as Restaurant365 Users to Upload acceptable files in to their Customer Instance of Restaurant365. The FTP Site serves two purposes for Customers: Vendor Automatic Imports via EDI Documents to Process Uploads Each Customer Instance will have a unique FTP Site with unique FTP Credentials. These credentials would have been provided to the project lead during the setup/implementation of Restaurant365. Note: Please contact Restaurant365 Support for any inquiries regarding FTP Site Credentials Security Any individual that has been provided the … Continued

Security Role Descriptions

Security Roles in Restaurant365 determine the access a User has in Restaurant365. Security Roles are broken down by two types: Primary and Secondary. Each User must have a Primary Role to be able to log in to the system. Additional Secondary Roles can then be applied as needed to grant the User additional system access (additional modules, screens, features, menus etc.). For steps on how to assign Security Roles to Users, please refer to the User Setup, Security, and Location Access training. Primary Roles Accounting Manager – Access to almost all functions in the system. It includes access associated with … Continued

User Record

The User Record is where all User specific information for each User resides in the system. Once you have opened a User Record, the General Tab of the record will be displayed. In addition to the information found on the ‘General’ tab, the ‘User Roles’ (security roles), ‘Locations’ and ‘Email Settings’ tabs are available to users. Click here for more information on User Setup and Security. Note: Only Users with the Security Role of User Setup will have the ability to manage other User Records. Individual Users will be able to perform limited updates on their personal User account. User Role and Location access … Continued

AP Automation: Common Webmail Provider POP Settings

Restaurant365 can monitor a specified Email address via POP3. Click here for more information on AP Automation [table id=12 automatic_url_conversion=true automatic_url_conversion_new_window=true /]

Entering Beginning Balance Transactions

When implementing Restaurant365 you will need to input beginning balance transactions for GL Balances, Open AP Transactions, Open AR Transactions, and Unreconciled Bank Transactions. The majority of beginning balance items will be imported during the implementation process. However, after go-live you may identify some discrepancies that may require you to add some additional beginning balance transactions. To add a new beginning balance transaction for GL Balances, Open AP, Open AR, or Unreconciled Bank Items, follow the steps below. Select ‘Administration’ in the top ribbon and then select ‘New Beginning Balance’. This will open a list of available beginning balance options. Available Beginning Balance Transaction Options AP … Continued