R365 Training | Restaurant365 Customer Center

Item – Adding a New Purchased (Inventory) Item

Items are part of the Inventory section of the Operations module of Restaurant365. To begin the process of adding a new inventory item to Restaurant365, click on ‘Item’ in the top ribbon. Then select ‘New Purchased Item’.The ‘New Purchased Item’ window appears. You will want to enter an item for everything that is counted as part of a physical stock count. This may include ingredients, spices, supplies, paper, packaging and so forth. Enter the Name, Number, and Description for each item.In the ‘General Tab’ enter the ‘Name’ of the item, ‘Type’ should remain as ‘Purchased’. You can enter an Item ‘Number’ … Continued

Entering An Item Transfer

The Item Transfer function allows you to record item transfers between restaurants. This will ensure your item inventory levels are adjusted as you transfer items. Note: In order to use this feature you must have ‘Item Costing’ Setup. Click on this link to learn more about ‘Item Costing’ To begin select ‘Item’ in the top ribbon, then select ‘Item Transfer’’ A new window will open. Update the Header fields. Then enter the item, quantity and a detail comment (comment is optional) of each item being transferred and select add to add each line item. Number: The transaction Number is auto-generated … Continued

My POS auto-import didn’t run last night

My POS auto-import didn’t run last night The most common reason your auto-import of your Point-of-Sale (POS) data into Restaurant365 didn’t run when scheduled, is the password has been changed or reset on the user account for the machine. The user account is used in the Schedule Task to run the auto-import with Restaurant365.To update the password in the Scheduled Task, follow these steps: 1. Open the Scheduled Task 2. Enter the New Password 3. Test by Running the Scheduled Task 1. Open the Scheduled Task. On the machine that runs the integration, go to Programs>> Accessories>> System Tools>> then … 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

To Do Lists

The To Do Checklist is found in the left hand navigation under Accounting – Report – To Do Checklist. This list displays various tabs with items that the system has flagged as requiring setup or attention. If nothing is requiring attention on a specific tab, that tab won’t be displayed. The To Do List has the following tabs: Record Setup – this tab shows a row for each record in the system missing required fields. For example if a GL Account was missing GL Type then there would be a row for that account and the row would have a comment … Continued

Closing a Period

Which dates transactions can be booked to is determined by the Closed Date on the legal entity. Setting this date will mean no transactions can be approved or edited with a date less than or equal to the Closed Date for any locations in that Legal Entity. To set this date, do the following: Access the Legal Entities list under Accounting – Administration – Legal Entities in the left hand navigation pane Double click the row of the Legal Entity Record you wish to open On the Legal Entity Record, set the Closed Date using the date picker and then … Continued

Searching Transactions For Specific Amount, Date, Location, Etc

The easiest way to find transaction details when you know 1 or more criteria such as the amount, date, location, GL account, etc is using the Transaction Details list. Searching by amount is most common so our example below will search for transaction details with the debit amount of $190.52. Scrolling through this list you will see many columns with information about those transactions such as which bank reconciliation or deposit they’re on or if they’ve been matched to a bank activity record. Go to Transaction Details list under Accounting – Home – Transaction Details in the left hand navigation pane Scroll … Continued

Restaurant Financial Reports

Click on the links to view the Restaurant Financial Reports: Balance Sheet Balance Sheet – Side by Side Bank Reconciliation Report Cash Flow Statement Check Register Report GL Account Detail Report Profit & Loss – Trailing 12 Month Report Profit & Loss – Actual Plus Forecast Profit & Loss – Custom Date Range Profit & Loss – Location Side by Side Profit & Loss – Operations Statement Profit & Loss – Period & YTD v Budget Profit & Loss – Period & YTD v Budget & Prior Year Profit & Loss – Period v Budget v Prior Year Trial Balance

Restaurant Operational Reports

Restaurant Operations reports are divided into seven different categories: 1. Inventory 2. Sales 3. Labor 4. Vendor 5. Customer 6. Human Resources 7. Location Inventory Reports: Item Cost % Breakout Item Cost Analysis – Location Side by Side Item Theoretical Quantity Analysis Item Theoretical Cost Analysis Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by Vendor Daily COGS Activity Purchase Analysis by Location Purchase Analysis by Vendor Stock Count Quantities Recipe Cost Breakout Report Sales Reports: Average Gross Sales & Ticket Count Report Average Sales by Hour Menu Price Analysis Menu Item Analysis Labor Reports: Sales … Continued

Item Cost Analysis – Location Side by Side

COGS totals and average by COGS type, then GL Account, then Item and % of net sales for each with Locations side by side. You can drill down to any item to see the item price graph chart and purchase history. Typically used by companies who are not tracking recipes in the system.

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