Training | Restaurant365 Customer Center

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

Performing a Stock Count via Browser

Stock Counts (Inventory Counts) are essential in the Restaurant365 Operations Module. Through the use of Stock Counts, Users can obtain an accurate snapshot of the inventory in their restaurants. A completed Stock Count becomes the Inventory Journal Entry in the Accounting Module with the distribution being calculated automatically and recorded on the Stock Count. Additionally, the quantities entered on Stock Counts are utilized in several reports in Restaurant365. Click here for more information on Stock Counts in Restaurant365 The process of Creating and Entering in a Stock Count via Browser is outlined below: Navigate to Stock Count Template List The … Continued

Restaurant Manager Key Reports

Key Reports For Restaurant Managers Sales Reports Labor Reports Inventory Reports Location Reports

Contact Support

If you are having a problem with the application, please contact support. There are 2 ways to contact Restaurant365 support: Send an email to support@restaurant365.net Start a ticket through the Restaurant365 Support Portal The Restaurant365 Support Portal can be found on this page: http://help.restaurant365.net/support/login The Support Portal login is different than your Restaurant365 login. If you would like to create an account in the support portal, follow these steps: Log in to your email address that you want to use as your username in the R365 Support Portal (this is the email that will be used for the correspondence between … Continued

Location Setup and Overview

Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365. In this training we will review the Location record in detail. Click here for more information on how to Create a New Location Jump to Section: Location List View Location Record: Overview Location Record: General Location Record: Default Accounts Location Record: Labor Estimates Location Record: POS Integration Settings Location Record: Goals Location Record: Day Parts Location Record: Breaks & Split Location List View Each Location in Restaurant365 will exist as a Location record, found in the ‘Locations’ list view, under the ‘Administration’ section in the Accounting Module. Upon selecting the ‘Locations’ list view, you will … Continued

All Articles – Archive

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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

Fiscal Period/Year Setup

Overview Fiscal periods must be setup for each year by creating a Fiscal Year for each legal entity. Different legal entities can run on different fiscal years. Within each legal entity you can have a Financial Year different from your Operational Year if you want to run operations reports using different setup than you might report to the bank or investors. This is common for companies that run financials on a calendar year but want to do operational analysis on weeks and across equal periods. To accomplish this, setup your fiscal year as Calendar and operational year as 13-4 week … Continued

Franchising Module Overview

The franchising module assists restaurant groups in tracking franchisees, each franchisee location, contracts, franchisee daily sales, and automates franchisee billing/ACH payment collection. To access this module, select it from the drop down at the top of the left hand navigation pane. Below is a brief description of the different elements of this module: Franchisee – this is the top level franchisee that may own 1 or more franchise location stores. On this record you store details about this franchisee, how you will bill them, view their list of stores, and create and view people who are your contacts at this franchisee. … Continued

Adding A New Bank

When setting up Bank Accounts in your General Ledger, you may need to add a ‘Bank’ to Restaurant365. A Bank must be created for each Bank that will be represented by Bank Accounts in your General Ledger. Create a Bank There are two ways to create a Bank in Restaurant365, the first is from the Banking menu on the top ribbon. Hover over Banking and select New Bank The second option is to create a Bank from within a Bank Account Record that you are setting up. First confirm that your Bank does not already exist in the system by clicking … Continued