Setup | Restaurant365 Customer Center

Intercompany Transactions

The automated intercompany process in the system will automatically create Due To and Due From entries on the distribution of intercompany transactions. A transaction is deemed intercompany if the location in the header belongs to a different legal entity than a location in the detail rows belongs to. The intercompany entries are added to the distribution after hitting Save or Approve. The Legal Entity form has fields for “Due From Account” and “Due To Account” and these are the accounts that will be used in intercompany distributions. The process below describes an example of how this would work. Assume we … 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

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

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

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

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

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