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.  When a Beginning Balance is entered, your company's Balance ...
09:07

Mapping New Vendor Items

Vendor Item Records are essential if you plan on automating the AP Process through EDI, where Vendors can send AP Invoices directly to R365. If you are planning not to utilize this service, Vendor Item records are not required.   A Vendor Item record ...
10:18

Item Costing

Item Costing is a powerful feature in the Operations Module of Restaurant365.  This document gives a high level of each type of record you must create / update in order to use the many functions within Item Costing. Setup These five records must ...
10:24

Inventory Master Template

Disclaimer: This template is mainly used internally by R365 Ops Coaches to import a large amount of items into an instance. You may use this if you have completed implementation and are familiar with importing information into R365. The R365 Inventory ...
16:06

Adding a New Purchased Item

Items are part of the Inventory section of the Operations module of Restaurant365. There are two ways to add a new Purchased Item in R365: create a new Purchased Item or import new Purchased Item information using the Import Tool. Create a New Purchas...
14:52

Purchased Item Record

  Purchased Items, along with Recipe Items and Sales Items, make up your Inventory in R365.  Extra care should be paid when creating these various Inventory Items as they will have a lasting financial impact through the Stock Count and Menu Item to Reci...
14:38

Vendor Item Record

Vendor Item Records are essential if you plan on automating the AP Process.  In order for R365 to automatically import your AP Invoices and update your Inventory Quantities, Vendor Items must be created to represent the relationship between the Purchased I...
10:11

Stock Count Overview

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...
10:59

Stock Counts: Create a Stock Count Template

Stock Count Templates are saved templates containing specific Inventory Items, sorted by a User-defined 'Storage Location' in a Shelf to Sheet (Sheet to Shelf) organization method. Storage Locations represent physical locations at the Restaurant ...
12:24

Stock Counts: Using Multiple Count U of Ms

Items Available for Inventory (Purchased Items and Recipes) have the option of utilizing multiple Count U of Ms for the purpose of Stock Counts.  For example, the Purchased Item 'Romaine Hearts' could be counted three different ways: 'C...
16:08

Stock Counts: What Items Are Being Counted on My Stock Count?

What Items Are Being Counted on My Stock Counts?  Here are the steps to determine if your Items are appearing on your Stock Count Templates (or rather how to determine if you are counting all of your inventory) Step 1: Export your Items list  ...
13:38

Stock Count Record

The Stock Count Record is where Stock Counts reside in Restaurant365.  Stock Counts are created from Stock Count Templates, either via your Browser, or via the Restaurant365 Mobile App.  This article will describe all of the fields that are located on...
13:32

Commissary Overview & Security

Overview The Commissary Module in Restaurant365 makes it easy for Restaurant Locations to create and submit Commissary Orders to a designated Commissary and for that Commissary Location to review and fulfill those Commissary Orders.  Additionally,...
15:44

Commissary: Commissary Template

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module The Commissary Template is setup by the Commissary Manager or the Accounting Manager and is the template used to create Commissary Or...
15:23

Commissary: Items

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module. Only Purchased Items and Recipe Items marked as Commissary Items will be available in the Commissary Module.  Click here for informa...
07:48

Commissary: Commissary Orders

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module A Commissary Order form can be created to include the possible items needed for each Location. Ten days before the set delivery ...
11:59

Commissary: Commissary Fulfillment Transaction

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module When an order is fulfilled, meaning the commissary has shipped the product and marked the order as fulfilled in the system, a Commiss...
15:29

Shopping Lists Overview & Security

The Shopping Lists feature is included in the Purchase Order Module and allows Users to combine multiple Purchased Items from multiple Vendors into a single Order Guide for ease of ordering through the R365 Purchasing Assistant.  Similar to the Purcha...
12:27

Shopping List Form

This article is part of the Shopping List Feature in the Purchase Orders Module. Create a Shopping List To create a New Shopping List, hover of the Vendor menu, then the Purchasing sub-menu and select 'New Shopping List'.  The Shoppi...
14:52

Purchasing Assistant: Shopping Lists

This article is part of the Shopping List Feature in the Purchase Orders Module.  The R365 Purchasing Assistant is also used in creating Purchase Orders.  Click here for more information on Purchasing Assistant: Purchase Orders The Purchasing Assi...
08:31

Purchase Order Overview & Security

The Purchase Order Module in R365 allows Store and Operations Managers to order Purchased Items from any Vendor in the database.  There is a Suggestive Quantity aspect to ordering that will suggest the amount of each product to order based on a '...
07:44

Purchase Order Form

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders. During the initial setup of the Purchase Order Module, Purchasing Templates are created and set on Schedules. Purchase Order forms...
07:44

Memorized Purchase Orders

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders Memorized Purchase Orders allows a User to create specific Purchasing Templates for individual Vendors.  These Templates can be sch...
12:44

Invoicing Purchase Orders

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders Invoicing a Purchase Order turns the Purchase Order into an AP Invoice for Approval and cost flow.  A Purchase Order can be Invoic...
13:39

Purchasing Assistant: Purchase Orders

This article is part of the Purchase Order Module.  Click here for more information and training on Purchase Orders.  The Purchasing Assistant is also used in the completion of Shopping Lists.  Click here for more information on the Purchasing Assistant: S...
15:17

Entering A Waste Log

Waste Logs allow you to account for Inventory Item Waste.  The Waste Log form is very similar to the Item Transfer form. Prerequisites: 1. Set Waste Account on each Purchased Item As a first step you need to ensure that you have a ‘Waste Accoun...
15:24

Entering an Item Transfer

The Item Transfer form allows you to record Item Transfers between Locations. This will ensure your costs are transferred accordingly.  To review existing Item Transfer records, open the ‘Inventory Transactions’ list in the Operations module: ...
08:09

Prep Log

Prep Logs are beneficial in tracking both the cost of individual ingredients and entire Recipe batches. Once a Prep Log is Approved, this will physically update the Usage Per $1000, the Theo On Hand, and the Cost of the Recipe Item.  Users who hav...
15:21

Prep Station

Prep Stations are where items are physically prepped in a Restaurant. Creating definitive stations can help organize Prep sheets, and as Prep reports are ran and Ingredient Lists are pulled, they will be organized by station to assess variances and easily ...
11:43

Memorized Prep Log

Memorized Prep Logs allow Users to create templates for inputting Prep Logs. While a User can create a single Prep Log, a Memorized Prep Log enables a User to log Prep without having to recreate a new log each time. Create a Memorized Prep Log ...
12:15

Commissary Reports Overview

Commissary Reports allow a User to preview past Commissary Orders to forecast the items needed for upcoming weeks.  Certain items can also be focused in on to determine how often those items are purchased and fulfilled in a specified time frame. T...
07:58

Commissary Forecast

The Commissary Forecast Report forecasts how much food will be needed based on previous orders. A restaurant is more able to predict the amount of food to buy and prep when this forecast is ran. Navigation To navigate to the Commissary F...
08:58

Commissary Order History

The Commissary Order History by Location Report is able to assess previous commissary orders from a designated time frame. This acts as a memory bank for all commissary items ordered for specified locations, which can be used to track the amount o...
08:58

Consolidated Production

The Consolidated Production Report provides a breakdown of the food needed to make the orders. This report will be helpful in ordering the food necessary to fulfill the commissary forecasting. If the Commissary Manager wants to print a consolidate...
08:58

Operational Analysis Reports Overview

The Operational Analysis Reports allow a User to track and compare sales from different locations in order to strengthen his/her current operations.   Navigation To access My Reports, click on the 'My Reports' Tab in any module. Whe...
11:48

Employees vs Guest Count Chart

The Employees vs Guest Count Chart compares the amount of staff to the amount of customers in a specific period of time. This report is beneficial in future scheduling purposes to predict how many staff members should be scheduled based on a prior wee...
09:21

Flash Report

The Flash Report shows summary information based on a single day’s performance in one or multiple locations. All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great re...
09:21

Flash Report - Advanced

The Flash Report shows summary information based on a single day’s performance in one or multiple locations.  All information from the Daily Sales Summary flows through this report as well as historical information and Labor numbers. This is a great r...
09:22

Location Comparison

The Location Comparison Report compares certain operation values on the P&L Report from two or more restaurant Locations. This report allows the User to view various Labor and Sales comparisons for the current day, prior day, and the same day for ...
09:28

Purchased and Inventory Reports Overview

Purchased and Inventory Reports display the breakdown of item costs, cost percentages, and much more. These reports can help a User analyze cost variances to help minimize inconsistencies and maximize item usage.  Navigation To access My Repo...
09:23

Actual vs Theoretical Analysis

The Actual vs Theoretical Analysis shows Actual vs Theoretical numbers in terms of both Quantities and Dollars.  The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Controllable Cost...
09:35

Actual vs Theoretical Analysis Lite

The Actual vs Theoretical Analysis Lite Report shows Actual vs Theoretical numbers in terms of both Quantities and Dollars.  The User can drill down into the transactions that make up the numbers as well as roll up summary info by Category for a Contr...
09:36

AP Invoice Distribution

The AP Invoice Distribution Report displays all purchases, which are sorted by vendor and marked as paid or unpaid, for the selected date range. This report will display the payment details made for each invoice, including the posting date, account na...
09:36

COGS Allotment

The COGS Allotment Report breaks down a Location's COGS by Operational Reports Category for the dates in a specified calendar period. This report is beneficial to analyze the details of one period's COGS in comparison to that Location's...
09:36

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports run the system to see the ingredients needed for Recipe Prepping, the Prep Logs used, and a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future ...
13:32

Prep History

The Prep History Report displays the history of all the food that was prepped. This report can be helpful in food counts and inventory and is great for establishing trends of Prep Item Production. Navigation To navigate to the Prep Histo...
09:49

Prep Log

The Prep Log is a worksheet for Prep Cooks to see what recipe they should make and log the amount they made of each recipe. Each Recipe is hyperlinked to its Recipe record to easily view Recipe details or print the Recipe itself. Prep Logs are sorted...
09:50

Key Operations Reports

The following graphic shows each of the Operational Reports that are covered in this article and how, when and why they should be used:              Jump to Section: Flash Report Weekly Review - Location Contract Violations Item Price Verific...
07:45

Actual vs Theoretical Analysis – Troubleshooting Variances

The actual vs theoretical analysis report can be used as several reports in one to troubleshoot why variances are happening with raw ingredients.  Before diving into specifics, it’s best to cover the basics as to why variances happen in the first place.  A...
14:48

Restaurant Operational Reports List

Inventory Reports:        Item Cost % Breakout Item Cost Analysis - Location Side by Side Item Theoretical Quantity Analysis Item Theoretical Cost Analysis Item Price Verification Item Price Change Analysis Stock Usage Period Purchase Analysis by ...
09:24

Flash Report

The Flash Report gives Users a consolidated report that provides several key metrics for each of their Locations, including Sales, Labor Costs, Discounts and Comps.  The Flash Report is located in the 'Op Analysis' section of 'My Report...
08:24

Forecasting

Forecasting is the window in the system where you can set a Sales Forecast by Location by Period and can enter daily values. This forecast can be referenced in the Business Analytics module in the Daily Sales Summary data set to compare to actual valu...
08:02