Unit of Measure

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
System Preferences Overview

System Preferences Overview

Overview System Preferences can only be accessed by Users with the User Setup Security Role.  On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted.  Changes made on the Preferences screen are put in to effect immediately upon saving Security To access the System Preference screen, a User must have the Secondary Security Role of ‘User Setup’.  This is a role that is typically reserved for one or two individuals in the organization to manage all User access to Restaurant365.  The User that would have ‘User Setup’ is typically a User with … 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
Move Vendor List From Quickbooks to Restaurant365

Move Vendor List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your vendor list over is easy.  Just follow the steps below: In Quickbooks go to Reports – List and run the Vendor Contact List report On this report click the “Customize Report” button in the upper left corner In the window that pops up, in the Columns box, select the following columns (and uncheck any others that might be selected).  Be sure to choose this exact list of columns, then click OK Active Status, Vendor, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From … Continued
System Preferences: Accounts

System Preferences: Accounts

The ‘Accounts’ tab resides on the System Preferences screen.  Click here for more information on System Preferences.  On the Accounts tab, System-wide Account settings are set.  The values provided in these settings will be used as the Default Accounts throughout the System.   Legend: 1) Accounts Payable – set the Default Accounts Payable GL Account for all AP Transactions 2) Accounts Receivable – set the Default Accounts Recievable GL Account for all AR Transactions 3) Credit Expected – set the Credit Expected GL Account used on the ‘Vendor Credit Expected’ field on an AP Invoice transaction 4) Retained Earnings – set the Retained Earnings … Continued
Historical Sales

Historical Sales

Historical Sales (sales data that occurred prior to cut-over) can be imported in a simplified manner in to Restaurant365.  Historical Sales are created using the R365 Historical Sales import template.  Historical Sale exist in Restaurant365 for the sole purpose of providing a prior year (PY) comparison for current sales on the Flash Report.  Click here for more information on the Flash Report. The Historical Sales import template consists of the following four columns:     Click here to download the R365 Historical Sales Import Template
Move Account List From Quickbooks to Restaurant365

Move Account List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your account list over is easy.  Just follow the steps below: In Quickbooks go to Reports – List and run the Account Listing report On this report click Excel at the top of the window and choose Create New Worksheet On the window that pops up select “Create a comma separated values (.csv) file” and then click Export In the window that pops up give the file a name and note where you are saving the file Account Numbers are required in Restaurant365 so if you weren’t using account numbers in … Continued
System Preferences: Location Reporting Categories

System Preferences: Location Reporting Categories

Overview The ‘Location Reporting Categories’ tab resides on the System Preferences screen.  Click here for more information on System Preferences.  On the Location Reporting Categories tab, Users can create and define Location Reporting Categories that will then be set on the Location Record.  Location Reporting Categories will appear on the Location Record in the order in which they are entered on the Location Reporting Categories tab.  Up to 10 different Location Reporting Categories are available for Users to utilize   Create Location Reporting Categories Enter and save desired values as Location Reporting Categories on the Location Reporting Categories tab of the … Continued
AP Automation Overview

AP Automation Overview

Overview AP Automation is a feature within Restaurant365 that allows an Organization to setup a specified Email address on the System Preference screen.  Restaurant365 will monitor this Email address via POP3.  Organization team members and Vendors can then send emails to that address with PDF invoices attached and those PDFs will be imported into the Documents to Process list.  Each separate Attachment will be imported as a separate Document to Process.  Additionally, supported CSV file formats will import automatically and create AP Transactions via EDI Security Users with the Secondary Security Role of ‘User Setup’ have access to ‘System Preferences’. … Continued
GL Types

GL Types

GL Types, or rather General Ledger Types, are predefined groups for GL Account Records.  GL Types are used for the sorting, grouping and subtotal of GL Accounts on Financial Reports (Balance Sheet and P&L).  GL Type is a required field on the GL Account Record. GL Type Presets GL Types are customizable to meet the reporting needs of your organization.  Restaurant365 has the following GL Type presets: Create GL Type To create a GL Type, a User with the Accounting Manager Security Role can hover over the Account options on the top ribbon and select ‘New GL Type’. This will open up a … Continued