Restaurant Operations | Restaurant365 Customer Center

POS Integration Settings – POS Groups

Overview POS Groups are groupings of Concepts or POS Systems. POS Groups are exclusively used as a form of POS System Payment Type Separation and POS System Sales Account Separation. Separating Payment Types / Sales Accounts by POS Group is particularly useful for large organizations with multiple concepts. In place of managing several hundred Payment Types or Sales Accounts from across the entire organization, now Payment Types and Sales Accounts can be managed by Concept through POS Groups. Click here for more information on POS Integration Settings Steps to Create and Assign POS Groups Step 1 – Select ‘POS Group’ in … Continued

Inventory Cost Method – FIFO at Current Cost

For inventory cost method, the system utilizes FIFO (First In, First Out) at Current Cost. To more fully understand the FIFO at Current Cost process please read through the following use case: Case: A customer is using Restaurant365 for Inventory tracking. The customer purchases a new Purchased Item and does not have an existing balance of inventory on hand. Additionally the customer has not yet performed a Stock Count that included the new Purchased Item. Event 1 – Purchase inventory and record AP Invoice (8/25) Cost Tracking [table id=4 /] FIFO Result – The system assumes that the $80 worth … Continued

Job Titles

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module Purpose & Overview Jobs are used in various ways by the system. They are assigned to employees and used by the scheduling module. They are also used in conjunction with the POS integration to track employee punches which make up the labor accrual journal entry. The job form will be described directly below followed by sections describing the job’s effect on the POS integration and labor accruals. Creating/Viewing/Editing Jobs Jobs can be created in 2 ways. They are most often created by … Continued

Upload File

Records throughout Restaurant365 have a button near the bottom of each page labeled ‘Upload File’. This allows the user to upload an attachment to that particular record. Uploading attachments to records can be very useful for audit purposes, and is especially useful for AP Invoices. A user can attach a PDF version of an invoice to the actual accounting record of the AP Invoice. Uploading a file To upload a file to a record in Restaurant365, click the ‘Upload File’ button on the record you wish to attach a file to. This will open a file selector prompt, where upon selecting … Continued

Stock Count Templates

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