Vendors & Customers

Move Vendor List From Quickbooks to Restaurant365
If you use Quickbooks and are now setting up Restaurant365, moving your vendor list over is easy.  Just follow the steps below: In Quickbooks go to Report...
Wed, Mar 21, 2018 at 11:16 AM
Vendor Record
The Vendor Record is where the Vendor specific information for each Vendor resides in the system.  Once you have opened a Vendor Record, the General Ta...
Thu, Mar 22, 2018 at 9:47 AM
Vendor Merge
Sometimes duplicate vendors get created with the same or similar names with slightly different spellings that you may want to remove the duplicates.  Once t...
Wed, Feb 28, 2018 at 3:16 PM
Payment Terms
Payment Terms are used throughout Restaurant365 to specify the Terms in which a payment should be received.  There are five Payment Term Pre-sets that ...
Wed, Feb 28, 2018 at 2:45 PM
ACH Payment Set-Up
Restaurant365 has the capability of paying Vendors by ACH (Automated Clearing House) payment. Vendor-specific settings need to be entered on the Vendor Reco...
Thu, Mar 1, 2018 at 10:32 AM
ACH Reports
Note: Although most Banks allow for ACH upload, please double-check to ensure your account type within your Bank allows for ACH uploading.   Restaurant365 r...
Thu, Mar 1, 2018 at 10:32 AM
Move Customer List From Quickbooks to Restaurant365
If you use Quickbooks and are now setting up Restaurant365, moving your customer list over is easy.  Just follow the steps below: In Quickbooks go to R...
Mon, Mar 5, 2018 at 4:41 PM
Customer Record
The Customer Record is where the Customer specific information for each Customer resides in the system.  Once you have opened a Customer Record, the Ge...
Fri, Mar 2, 2018 at 4:22 PM