Training | Restaurant365 Customer Center

Restaurant Manager Training Outline

Here are the key videos and articles for Restaurant Manager Training Navigation Working with Lists Restaurant Operational Reports Sales Daily Sales Summary – Manager Purchases Entering Invoices At The Restaurant Location Manager Mass Invoice Entry Importing AP Invoices Inventory Stock Count Overview Stock Count Templates Performing A Stock Count via Browser Performing A Stock Count via Mobile App Entering An Item Transfer New Waste Log Entry

POS Integration Overview

Restaurant365 integrates with many POS systems. Here is an overview what the integrations create in Restaurant365 each time it is run: System Requirements – The machine housing the integration must have at least .net 4.0 and Internet Explorer 9. Frequency – The integration can be configured to run automatically each night. It can also be run on-demand at the end of the day by one of the store managers. Data Flow – The integration is a one-way integration from the POS system to Restaurant365. Restaurant365 does not pass any information back to the POS system. Data – The integration … Continued

Working with Lists

Column Sort, Order, Size Click column header to sort, click again to sort descending, click 3rd time to turn off sort on that column While 1 column is sorted, if they click another column header it will sort by that column as a secondary sort (can sort by as many columns as desired) To quickly clear all sorts on a list click Clear Sort button above grid Resize columns by clicking the edge of that column’s header Move columns around to reorder by clicking the column header and dragging to another position To show/hide columns in the view, click … Continued

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