Franchising Module Overview

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

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
Sales Accounts Overview

Sales Accounts Overview

Purpose and Overview: Sales Accounts are required for all POS integrations to Restaurant365 in the same way that Payment Type Accounts are. A Sales Account’s purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a ‘mapping’ of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Account. Here is a diagram & example: The Restaurant365 POS integration automatically creates unique Sales Account records (in R365) for every combination of Sales Category and Service Type from sales tickets imported from the POS to R365. Each … Continued