Restaurant Operations | Restaurant365 Customer Center

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

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 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

Gift Cards and Certificates

Gift Card Sales Gift card sales are imported from the POS each night on their respective sales tickets. This is imported as a sales item on that ticket with the corresponding category you’ve assigned in the POS. On the DSS journal entry this will credit the GL Account you’ve specified in the R365 Sales Account mapping. This is usually Gift Card Liability and as shown in the screenshot below of your sales accounts where the category is related to gift cards, that is the case. Gift Card Payments When a customer pays with a gift card this also comes over … Continued

DSS Journal Entries

For POS Integrated Locations, a Daily Sales Summary (DSS) file will be imported each day for the prior day’s Sales and Labor. Click here for more information on the Daily Sales Summary. In addition to the DSS file being imported each day, two DSS Journal Entries are created from the data on the DSS. DSS Journal Entry Walkthrough To demonstrate where DSS Journal Entries are located, how you can view them, and how you can update and approve them, please read the following walkthrough: Record Locations: Daily Sales Summary Before any DSS Journal Entries will appear, the DSS must be imported. This is … Continued

Performing a Stock Count via Mobile App

Stock counts can be performed on a mobile device using the Restaurant365 Mobile App available for iOS and Andriod devices. Click here for more information on Stock Counts in Restaurant365 Click here for more information on how to download and use the R365 Mobile App Users will be able to perform inventory counts using Stock Count Templates that have been previously created inside the full version (web) of Restaurant365 Navigate to Stock Count List Once logged in, click the button in the top left corner and select Stock Counts. This will take you to … Continued

Purchased Item Record

Updated Article coming soon. Click here to see existing training on this topic