POS Integration | Restaurant365 Customer Center

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

POS Integration Settings – Overview

The POS Integration is governed by several settings in Restaurant365. These settings reside on various screens and can be accessed and updated by a User with the ‘Accounting Manager’ Primary Security Role and ‘User Setup’ Secondary Security Role. The following articles detail the screens where POS Integration Settings can be accessed and updated as needed Preferences Screen Location Record POS Groups *Click here for more information on all settings located in System Preference

POS Integration Settings – Location Record

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 various tabs of the Location Record. This article discusses settings relevant to POS Integration Settings. The majority of the content here comes from the Location Setup and Overview article General On the General tab of the Location Record, the POS Import Type is established. Upon making a selection, … 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

System Preferences: Miscellaneous

Overview The ‘Miscellaneous’ tab resides on the System Preferences screen and contains various system settings that effect how data is displayed, created, and updated throughout Restaurant365. Click here for more information on System Preferences. 1) Sales Tax Rate – Set the default Sales Tax Rate for AR Transactions. Sales Tax Rates for each Location can be set on the Location Record 2) PL Report Percent Of – Sets the default ‘Percent of’ option on all GL Accounts that have GL Types on the Profit and Loss statement. Click here for more information on Report Settings. System Default is ‘Net Sales’. Options include: … Continued

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

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

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

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

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