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Catering Items

Catering Items exist in the Catering Module and are the items that will make up the contents of the Catering Menus, and Catering Contracts. Catering Items can be created three different ways: from an existing Purchased Item / Recipe, from the New Item option in Catering options, and on-the-fly while working on a Catering Event. We will demonstrate the three methods of Catering Item creation, and detail the Catering Item record. Create a Catering Item The saving of Catering Items is the same no matter how the creation of the Catering Item is initiated, so below we will detail the three methods to create … 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

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

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

Sell Only Items (Merchandise) sold through the POS with Recipe Costing

For Sell Only items, items used exclusively/made available for AR Invoices, some added steps need to be taken to be able to sell those items through the POS and capture the costs using Inventory Counts and Recipe Costing. Preparing the Items First the Sell Only Item needs to be converted to a Purchased Item. For Sell Only Items that have already been created in Restaurant365, this is a process that requires assistance from the Restaurant365 Support team. If the items have not yet been created or imported in to Restaurant365, then in place of creating Sell Only Items, Purchased Items can … 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

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

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

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