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 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 recor...
13:08

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. If you find that your Item Costing i...
09:10

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...
08:42

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 Pu...
12:19

Unit of Measure

Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vendor Items, Recipe Costing, Commissary Items, and Catering Item tracking.  Units of Measure (U of M) are completely customizable, and you can have as many or as few as you n...
10:14

Unit of Measure Equivalence

In Restaurant365, there are three Measure Types for Units of Measure (U of M): Weight (Ounces) Volume (Fluid Ounces) Each For each Purchased Item in the system, you will need to identify two units of measure: Purchased (Default Purchase U o...
11:06

Item Categories

Up to three separate Item Categories can be assigned to each Purchased Item record and are used in various reports to create subtotals or filters.  Additionally, Item Categories can be assigned to Recipes that have been marked as 'Available in Inve...
10:27

Item Locations

Restaurant365 has the ability to store Item Location records which have some of the same fields as the item records but can be further defined for specific locations. When costing information is being loaded for a Location-specific transaction (AP Inv...
08:22

Recipe Costing

Recipe Costing, like its prerequisite 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 Recipe Costing....
13:02

Stock Count Overview

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
09:22

Stock Counts: Create and Edit a Stock Count Template

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
14:52

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

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
09:28

First 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 the first Stock Count is entered, your company's Balance She...
13:54

Stock Counts: Performing a Stock Count via Browser

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
09:37

Stock Counts: Performing a Stock Count via Mobile App

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
12:14

Stock Count Quantities Report

The Stock Count Quantities report is easily downloadable and enables a User to view the quantities of a given stock count. Upon completing a Stock Count, the User has the option of running a 'Stock Count Quantities Report' from the 'Ac...
10:12

Stock Counts: Non - GL Posting Stock Counts

Through the use of the 'GL Posting' toggle on the Stock Count record (or Stock Count Template record) Stock Counts can be created that do not have a financial affect on the General Ledger.  The purpose of this function is to allow User...
16:09

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 or Accounting Manager and used to create Commissary Orders. This is also where the...
07:52

Commissary: Commissary Item Setup

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...
08:07

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 ...
08:10

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

Commissary: Mass Fulfillment

This article is part of the Commissary Module documentation.  Click here for more information on the Commissary Module Your Commissary can manage all orders at the same time from the Mass Fulfillment screen.  This is the main window used by the Commiss...
14:56

Commissary: Customer Portal

This article is part of the Commissary Module documentation. Click here for more information on the Commissary Module. Utilizing the Commissary Feature in Restaurant365 enables external Customers to create Commissary Orders from within the Commiss...
09:25

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

If in the Smart Ops Release window, click here to learn about the new version of Purchase Orders. The Purchase Order Module in R365 allows Store and Operations Managers to order Purchased Items from any Vendor in the database.  There is a Suggesti...
10:53

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...
11:18

Memorized Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. If within the Smart Ops Release window, click here to learn how to create a Purchase Order Template. Memorized Purchase Orders allo...
11:19

Invoicing Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. If within the Smart Ops Release window, click here to learn how to invoice a Purchase Order. Invoicing a Purchase Order turns the P...
11:20

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: Sho...
09:11

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

IMPORTANT NOTICE: The contents of this article are for the Legacy Item Transfers feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been usi...
12:16

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...
10:37

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 Foreca...
08:16

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...
08:16

Commissary Order History by Category

The Commissary Order History by Category report will display the quantity and cost of all orders and the variance that lies between those that were ordered and those that have been received for all related Commissary Categories. Commissary Categories ...
08:16

Commissary Order History by Item

The Commissary Order History by Item report lists the items that were ordered and the amount that was received within the selected time range for the selected Locations. This report can be drilled into from the Commissary Order History by Category rep...
08:16

Commissary Order History by Location

The Commissary Order History by Location report is ran for a single item and displays all of the Locations that ordered that item within the set Report Parameters.  Navigation To navigate to the Commissary Order History by Location r...
08:16

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...
08:17

Post Fulfillment On Hand Report

The Post Fulfillment On Hand Report provides a listing of all items that are in Inventory after all of the Commissary Orders are completed. Review this report to view and drill down into the items on hand before the order was sent and how much is avai...
10:36

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...
07:56

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...
08:23

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...
15:37

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...
15:37

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 ...
15:37

Location Sales and Reg Labor

The Location Sales and Reg Labor Report runs the Sales and Labor as of a specified day compared to the same day last year. This report provides a little different format and a more robust Sales report than the Flash Report. It presents comments from ...
09:34

Location Vital Signs

The Location Vital Signs Report runs the Sales, Cost of Goods Sold, and Labor against the Budgets set for each of them in a bar graph.  This report allows a User to visualize how far along the Sales, COGS, and Labor are in regards to thei...
08:23

Operations Overview

The Operations Overview report is another version of the Flash Report and provides all of the Sales, Labor, and Comps / Discounts details for a specific date compared to the current week, period, and year. This report provides a different format w...
08:23

Operations Scorecard

The Operations Scorecard is another version of the Flash Report and shows the Gross Sales by week for specified Locations. This report compares the Gross Sales, Net Sales, Guest Count, Current to Prior Year, Labor, COGS, and Promotions/Redemptions...
15:37

Sales and Labor Breakout

The Sales and Labor Breakout Report breaks out the Net Sales and Labor into different categories from the POS integration. This report is another version of the Flash Report in the sense that it focuses on these areas and can compare them across diffe...
21:00

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...
07:44

Above-Store Actual vs Theoretical Analysis

The Above-Store Actual vs. Theoretical Analysis report will pull count data nearest to and between the selected dates to provide an overall view of an Inventory Item's and/or Category's Actual vs. Theoretical dollar value for one or all Loca...
08:24

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...
10:11

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 fo...
08:24

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...
08:24

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...
09:08

COGS Analysis by Location

The COGS Analysis by Location Report runs the amounts of specified COGS types for designated Locations over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the c...
09:09

COGS Analysis by Vendor

The COGS Analysis by Vendor Report runs the amounts of specified COGS types for designated Vendors over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the cost ...
09:10

Contract Violations

The Contract Violations Report will show any items outside of the Contract Price for the selected date range. Contract Prices can be maintained via the Vendor Item by either direct edit or import template. Vendors are listed separately and any item is...
08:24

Inventory Variance by Location

The Inventory Variance by Location report shows variances over time based on a variety of Inventory Transactions and entered Waste. Run this report to see if Inventory Variances are increasing or decreasing for one or more Locations. To view variances...
08:24

Recipe and Theoretical Reports Overview

Recipe and Theoretical Reports run the system to see the ingredients needed for a historical database of the amount of food items prepped, which can help in forecasting how many items will be needed for future orders. Navigation To access My Repor...
08:10

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 History Re...
08:33

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...
08:06

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 ...
07:19

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...
11:10

Custom Sales Forecasting Overview & Security

Custom Sales Forecasting allows a more customizable point of forecast that can drive predictive behavior throughout the software and plan ahead more strategically. The R365 Smart Forecast lays out data in both graphical and table senses to provide dat...
12:09

Custom Sales Forecasting: Customizing a Forecast

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather condition...
12:03

Custom Sales Forecasting: Tagging Outlier Days

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usua...
07:53

Custom Labor Forecasting Overview & Security

Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuration must ref...
08:55

Custom Labor Forecasting: Labor Matrix Setup

To learn more about this feature, view the Custom Labor Forecasting Overview training article.   A Custom Labor Forecast first begins with configuring the Labor Matrix and other necessary features. Details about Labor, including jobs and hours worke...
14:16

Custom Labor Forecasting: Hourly Forecasting

To learn more about this feature, view the Custom Labor Forecasting Overview training article. Once the Labor Matrix is setup and the Sales Forecast is complete, the Labor Forecast is ready to be generated. The Hourly Forecasting screen uses the S...
14:34
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