8/17/20

Hello R365 Family,

As everyone heads back to school (either virtually or in-person) we wanted to get in on the learning fun by sharing some knowledge to help each of you get the most out of R365.  For the next several weeks we'll drop a new tip each Tuesday to get your team dialed-in, and ready to dominate the rest of 2020.  Be sure to check back each week!

Colin Blair

R365 Academy

Tip #1 - Tackling your Unmapped Vendor Items to set yourself up for Success

Additional Resources:

• Top 3 Reasons to Map your Unmapped Vendor Items (video)
• Mapping New Vendor Items
• Vendor Item Record
• R365 Academy Videos:
  • 'Vendor Items Overview' (Under' Vendor Items' in the 'Inventory Setup' section)
  • 'Review Imported AP Transactions - Accounting' (Under 'Invoicing' in the 'Accounts Payable' section)
  • 'Review Imported AP Transaction - Operations' (Under 'Vendor Items' in the 'Inventory Setup' section)

Tip #2 - Reporting Essentials Part 1: Life Changing Reports!

Additional Resources:

• Purchasing Reports that will Change Your Life (video)
• Operational Reporting Categories
• Report Roles
• Setting Vendors to be Invoiced By Item

Tip #3 - Getting Started with Recipes

Additional Resources:

• The Quick and Easy way to Get Started with Recipes
• R365 AcademyVideos:
  • Inventory Setup Section
    • Recipes Course:
      • Recipes Overview
      • Recipe Item Record
      • Yield Recipes
      • Prep Recipes
      • Menu Item Recipes
    • Menu Items Course:
      • Menu Items Overview
      • Menu Item Categories & Menu Item Links
      • Connecting Recipes
• Menu Item Analysis Report
• Item Cost Percent Breakout Report

Tip #4 - Optimize Your Labor with R365 Scheduling

Additional Resources:

• R365 Scheduling Quick Start Guide
• R365 Scheduling Overview & Security

Tip #5 - Using the Actual vs. Theoretical Analysis to Save Money

Additional Resources:

• AvT Highlights (video)
• Actual vs. Theoretical Analysis Report
• R365 AcademyVideos:
  • Introduction to R365 Section
    • Intro to Inventory Course:
      • Actual & Theoretical Overview

Tip #6 - Reporting Essentials Part 2: Operator Reports designed for your Success

Additional Resources:

• Operator Reports designed for your Success (video)
• P&L Comparison Screen
• Weekly Review - Location Report
• Operational Reporting Categories
• Profit & Loss Layout Format Report