Import Tool

Import Tool

Restaurant365 comes with an import tool which allows end users to import many types of records such as Vendors, GL Accounts, Items, Beginning Balances, Recipes, Item Locations, Vendor Items, etc.  These imports can create new records or update existing records To access the import tool navigate to the Administration menu in the top ribbon and select ‘Import’ Upload File step This step is where you choose what record you’ll be importing, whether it will create or update those records, and then select your file to import.  The fields are described below:   Options – in this list box you select … Continued
Gift Cards and Certificates

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
Documents to Process Overview

Documents to Process Overview

  Overview Documents to Process is a feature in Restaurant365 that allows Users to upload a PDF or scanned image of an AP Invoice (or AP Credit Memo) to the system and then enter the details of the transaction at a later time.  This is different from the EDI process where invoice details can be imported from a CSV file.  Documents to Process exists for the instances when an importable CSV format of an Invoice does not exist, and transaction details must be entered by a User in to the system Benefits of the Documents to Process feature: Multiple AP / CM Transaction files can be … Continued
Beginning Balances: Stock Count

Beginning Balances: Stock Count

The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts.  To create the Beginning Balance Stock Count, a completed Stock Count Template must first exist.  Click here for more information on Stock Counts Once a Stock Count Template has been prepared, and the initial Stock Count is ready to be performed in Restaurant365, the Beginning Balance Stock Count is ready to be created.  A User with the Security Role of Accounting Manager will hover over the ‘Administration’ menu in the top … Continued
Performing a Stock Count via Mobile App

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

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

Restaurant Manager Key Reports

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

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

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