Inventory Master Template
Overview The R365 Inventory Master Template is a five part template that allows Users to create the following: Purchased Items (Inventory) Vendor Items U of Ms Stock Count Templates Item Locations Click here to view a tutorial on how to use the [video_lightbox_vimeo5 video_id=200265384/1f6e385307 width=800 height=450 anchor=”Inventory Master Template” ] Template Versions [table id=11 /]
What Do I Do If My POS Numbers Don’t Match Restaurant365?
Restaurant365 provides a very powerful and reliable integration with your POS system. In the rare event that your POS sales numbers don’t match the DSS record in Restaurant365, here are the steps you should take: Check to make sure the POS was closed out and completed before the Restaurant365 integration ran. If not, re-run the the integration for that day using the Import Tool. Check to see if any changes have been made to your POS. If there have been, please make us aware of these changes. Review your Restaurant 365 Sales Accounts, Payment Type Accounts and Job Titles to … Continued
Day Parts
Day Parts, or Dayparting, is the practice of breaking up an Operations Day in to segments that can then be individually reported on. Restaurant365 gives users the ability to create up to six Day Parts with their corresponding Names and Start / End Times. Day Parts are created and managed on the Location Record. Various Operational Reports allow users to run the Reports by Day Part. Additionally, on the Daily Sales Summary (DSS), the Comment tab will contain Comment Sections for each respective Day Part of the Location, as shown below: The final location where Day Parts are … Continued
P&L Comparison Screen
Overview The P&L Comparison Screen is a report found in the ‘Reports’ subsection of the ‘Operations’ module. Only Users that have been assigned the ‘P&L Comparison Screen’ security role will see and be able to run this report. What makes this report unique, is the ability for your Restaurant Managers to see and compare the P&L numbers to all other Locations in your Restaurant group. This is accomplished without granting those Users access to the other Locations and Data. The data that is returned is anonymized by replacing the Location Name / Number with a generic ‘Location #’ value. This … Continued
Employee Setup
The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability. This record is created automatically after the POS Integration has been completed. Each Employee record represents an Employee that has been entered in to your POS Systems. As Employees may work at several of your Locations, there is a possibility that some of the Employee records are duplicate entries. These records will need to be merged in order to properly use the Scheduling and Manager Log modules. Click here for more information on Merging Employee Records. Please refer to the Employee App Access article for more information … Continued
Payment Type Accounts Overview
Purpose & Overview: Payment Type Accounts are required for all POS integrations to Restaurant365 in the same way Sales Accounts are. A Payment Type Account’s purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of tenders, discounts, and other offsets/reductions to the sale of goods in the POS system, to a Restaurant365 GL Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Payment Type Account records (in R365) for every payment & discount from sales tickets imported from the POS … Continued
Manager Daily Comment
Restaurant Managers have access to the Manager menu on the top ribbon in Restaurant365. Currently there are two options on the Manager menu: 1) Daily Comment and 2) Employee Review Note. As this menu is specific to Operations Managers, and not Accounting Users, only users with the Security Role of Restaurant Manager will see this menu in the top ribbon. Note: for the features in the Manager menu to function properly, Restaurant Managers must have a Default Location assigned on their User record. If no Default Location is assigned, no comment boxes will appear on the Daily Comment screen. Daily Comment … Continued
R365 Inventory: Deposit Kegs
Handling Deposit Kegs in R365 is as simple as setting up a New Purchased Item: ‘KEG Deposit’ – to use on Invoices that have Keg Deposits on them. Note: if you have different deposit keg prices ($30 vs $15) you will need to set up 2 different keg items, specifying the amount in the item name (KEG Deposit $30 or KEG Deposit $15). If you have a Vendor Integration (importing from Fintech for example) you can then setup multiple Vendor Items that link back to that one Purchased Item. As long as the Vendor Item Codes are tied out to the … 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