Smart Ops Release

What is the Smart Ops Release? The Smart Ops release is one of the most important upgrades to the R365 Operations modules. Built based on YOUR feedback, we're making R365 smarter, simpler, and more mobile friendly. Although timing can change, we...

Mar 31, 2022 09:04

Smart Ops Release on Tablet

Over the next few months, the Smart Ops Release will be rolled out to all Customer databases. For Customers who currently have this upgrade, it will also be accessible on tablet around the end of April/start of May 2021. Once available, all features w...

Oct 12, 2021 14:53

Smart Ops Release Overview & Security

The new Smart Ops Release is designed with Restaurant Managers in mind. This advanced window both transforms POS data into bite-sized widgets and graphs for on-the-fly decision-making and allows for transactions and records to be created easier and mo...

Feb 16, 2022 16:23

Home Page

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. With the Smart Ops Release comes the new Home page, which is the landing page for all Restaurant Managers and Schedulers. This page offers a direct link...

May 12, 2022 09:20

Help Menus

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When the Smart Ops Release is installed, Help Menus will be included to assist in your success as you navigate this new design. From the Help...

Oct 12, 2021 14:53

Smart Labor

Smart Labor is an add-on feature that enhances your experience in R365 with its ability to forecast Labor smarter through advanced configurations. Enabling Smart Labor in your instance will include the additions of the Labor Matrix for constructing the Lab...

Apr 09, 2021 08:50

How do I make sure my location is ready for Hourly Forecasting?

When Smart Labor is enabled for your Organization, one of the key features you gain access to is Hourly Forecasting. Error messages may occur when you first access Hourly Forecasting if one of the following aspects are not set up beforehand:  Create J...

Jun 02, 2021 11:38

QuickBooks Online Integration

Important Note: This integration is only available to Customers with the Core Operations plan. Send important Accounting information directly from R365 to QuickBooks Online (QBO) through the QuickBooks Online Integration. With this integration, your or...

Sep 30, 2021 05:10

Smart Ops Release: Operations Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Operations Dashboard provides a deep dive into the Sales and Labor data each day or hour, depending on if Intraday Polling is enabled, by di...

May 12, 2022 08:17

Smart Ops Release: Labor Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about Smart Ops Release. The Labor Dashboard provides a deep analysis of Labor trends and performance for one or more of your Restaurant Locations. Looking into how the curr...

May 12, 2022 08:16

Labor Dashboard: Saved Views

The Labor Dashboard has multiple settings that can be adjusted to provide the necessary data for any number of selected Locations. Once the dashboard is set, a saved view can be created so that when the User returns to the dashboard at a later time...

Dec 30, 2021 09:58

Daily Sales Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales page lists all Daily Sales Summaries (DSS) for your Restaurant Location(s). Users can create saved Table Views of this list at a...

Feb 07, 2022 07:59

Forecasting Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Forecasting page provides all forecasting features in one place. Users with an Operational Year set up as 13-4 week periods, 4/4/5 periods, ...

Apr 07, 2022 08:12

Till Management Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Till Management enables Users to view the tills that are currently open as well as enter in actual cash amounts and compare those to their expected cash...

Feb 07, 2022 08:00

Punch Edits

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. Admin Users have the ability to add, edit, and remove punches for their Employees directly from the Daily Sales form. To help determine which punches need to be...

Apr 07, 2022 08:33

Daily Sales: Review a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales Summary's (DSS) new layout provides the previous day's Sales and Labor data broken down into more c...

Feb 07, 2022 07:59

Daily Sales: Review Summary Labor

This is a part of the Daily Sales feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When working through the 'Review Summary' section of the Daily Sales, the first step is Labor. In this step, Users ...

Mar 16, 2022 20:39

Daily Sales: Review Summary Deposits

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After reviewing the Labor step of the 'Review Summary' section of the Daily Sales, open the Deposits step where you...

Feb 07, 2022 07:59

Daily Sales: Review Summary Transactions

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The final step in the 'Review Summary' section of the Daily Sales is the Transactions step, where all Sales Tickets...

Feb 07, 2022 08:00

Daily Sales: Approve a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Once a Daily Sales Summary (DSS) has been marked as 'Completed' by a Restaurant Manger, it should be reviewed and approv...

Apr 15, 2021 14:59

Forecasting: Monthly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release.   Monthly Forecasting enables Users to set a Sales Forecast by Location by Period by entering in daily values, spreading a Weekly ...

Apr 07, 2022 08:09

New Purchase Orders Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Purchase Orders feature enables Users the ability to view and create Purchase Orders, Purchase Order Templates, and Shopping Lists from ...

May 04, 2022 13:56

AP Invoices Overview & Security

This is a part of Smart Ops. Click here to learn more about Smart Ops. The Invoices page lists all AP Invoices and Credit Memos entered in the system. From this page, Users can see several details about each AP Invoice, including its Status, a...

Mar 16, 2022 20:44

Item Transfers Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Item Transfers feature enables a more efficient creation and workflow of Item Transfers from the Sending Location to the Receiving Location....

Apr 18, 2022 14:41

Waste Logs Overview & Security

The Waste Log feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Waste Logs help to document food and product waste so that purchased items can be more precisely tracked across all Restaurant Location...

Jun 03, 2021 08:57

Inventory Counts Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Counts track the amount of Inventory a restaurant has at a given time. A completed Inventory Count becomes the Inventory Journal Entry...

Mar 16, 2022 20:42

Inventory Counts: Create and Edit an Inventory Template

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Templates are custom-made counts that are routinely put in use. When creating a template, Users can create the name...

May 12, 2022 08:14

Inventory Counts: Create and Enter an Inventory Count

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Counts can be created via the '+ Create' button in the top right corner of the Inventory Counts page or b...

May 12, 2022 08:14

Inventory Counts: Review and Approve an Inventory Count

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After creating and entering in quantities for a new Inventory Count, the Entry User can review any Alert Flags that appeare...

May 12, 2022 08:15

Inventory Counts: Add New Items

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. When new Purchased Items are added to your database, Users will be notified of these new items the first any Inventory Count ...

Mar 16, 2022 20:42

New Purchase Orders: Create and Enter a Purchase Order

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops. A Purchase Order can be created either manually or from a template with a pre-defined set of terms arranged in a specific order. Once ...

May 16, 2022 16:10

New Manager Log Overview

The New Manager Log module in the Smart Ops Release includes the ability to build Logbooks and Log Entries for your Restaurant Locations. These Log Entries are in place of the 'Notes' Log Entries in the Classic Manager Log, where communicatio...

Mar 16, 2022 20:41

Logbook Overview & Security

This is a part of the New Manager Log in the Smart Ops Release. Click here to learn more about the Smart Ops Release. As soon as Logbooks are enabled, Users can start creating Log Entries. No additional configuration is required. Admin Users can, howev...

Feb 07, 2022 08:00

Logbook: Logbook Settings

This is a part of the Logbook feature in the New Manager Log. Click here to learn more about the Logbook feature. Admin Users have the ability to define and rearrange categories as well as set suggested preferences for new Logbooks from the Logbook Set...

Feb 07, 2022 08:46

Logbook: Default Logbook

This is a part of the Logbook feature of the New Manager Log. Click here to learn more about the Logbook feature. All Locations will be automatically assigned to R365's Default Logbook when the New Manager Log is enabled for your database. Th...

Feb 07, 2022 08:01

Logbook: Create and Edit a Logbook

This is a part of the Logbook feature in the New Manager Log. Click here to learn more about the Logbook feature. Logbooks consist of the preferences and permissions set for Log Entries. While all Locations will initially be assigned to the Default Log...

Mar 16, 2022 21:10

Log Entries Overview & Security

This is a part of the New Manager Log in the Smart Ops Release. Click here to learn more about a New Manager Log. Log Entries help to track and communicate important details within an organization. The Log Entries page provides insights into key a...

Mar 16, 2022 20:41

Log Entries: Create and Edit a Log Entry

This is a part of the Log Entries feature of New Manager Log. Click here to learn more about Log Entries. Log Entries can be created to document any important or relevant notes for the day. Additional items, such as attachments, tags, and priority stat...

May 12, 2022 08:17

Log Entries: Entry Comments

This is a part of the Log Entries feature in the New Manager Log. Click here to learn more about Log Entries. Communicate with other Managers and Restaurant Leaders on important topics by entering comments in the 'Comments' section of a Log E...

Mar 16, 2022 20:41

New Commissary Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Commissary module in the Smart Ops Release provides all of the administrative tools needed for Commissary Locations to have more control over th...

Nov 15, 2021 09:56

New Commissary Catalog: Page and List Functions

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Commissary Catalog houses all items marked as Commissary Items in the New Commissary module. Once Items are added to th...

Dec 15, 2021 15:11

New Commissary Catalog: Add and Manage Items

This is a part of Commissary Catalog portion of the New Commissary module in the Smart Ops Release. Click here for more information about the Smart Ops Release. Commissary Items can be easily added from the Catalog page of the New Commissary module. Af...

Nov 19, 2021 11:17

New Commissary: Order Guides

This is a part of the New Commissary module of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Commissary Order Guides are the pre-built guides that Ordering Locations are given access to when they need to enter orders...

Sep 21, 2021 07:38

New Commissary: Ordering Locations

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Ordering Locations are Locations or Customers that are given the ability to create and place orders to designated Commissar...

Nov 15, 2021 10:25

New Commissary: Auto-Generated Orders

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Auto-generated Commissary Orders are orders that are automatically created for Ordering Locations at a set day and time. Orderin...

Jan 25, 2022 14:21

Smart Ops Release: Schedule Calendar

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. In the new Smart Ops Release, the Schedule Calendar is consistent with the Schedule Calendar in the Classic R365 Experience. However, if Smart Labor is ...

Apr 05, 2021 15:03

Manager Tools Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Manager Tools page provides access to four key Managerial Functions: Announcements, Blackout Days, Events, and Request Cutoffs. From this page, U...

Oct 12, 2021 14:47

Manager Tools: Announcements

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Announcements are used to communicate important messages to Employees. When an Announcement is created on either the Web Br...

Sep 10, 2021 08:06

Manager Tools: Blackout Days

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Blackout Days are specific dates on the Schedule Calendar that no Employee can request off. When entering Blackout Days, on...

Sep 10, 2021 08:06

Manager Tools: Events

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Events form enables Users to enter Events that are occurring in the area that may have an effect on a Restaurant Location...

Sep 10, 2021 08:06

Manager Tool: Request Cutoffs

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Request Cutoffs set the day and time limitations by which Employees can submit Time Off Requests. From the 'Request Cu...

May 05, 2021 15:45

Admin Page Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Admin page is where Overtime Rules, Break Rules, and the Labor Matrix can be updated to reflect the needs of your Organization. From this page, User...

Oct 12, 2021 14:47

Admin Page: Overtime Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops. The 'Overtime Rules' tab of the Admin page is where Overtime Rules can be created and managed to reflect your Organization's an...

Mar 21, 2022 06:43

Admin Page: Break Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Break Rules' tab of the Admin page is where Break Rules can be set up to ensure that each selected Location complies wi...

Sep 10, 2021 08:07

Admin Page: Minor Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Minor Rules' tab of the Admin page is where Admin Users can create Minor Rules that follow Federal and State Labor Laws...

Sep 10, 2021 08:07

Smart Ops Release: Employees List

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Employees list in the Smart Ops Release stores all Employee forms and provides a quick view into Employee details. Users who have access to this page can...

Oct 12, 2021 14:47

Smart Ops Release: Employee Form

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Employee form holds all Employee information and communication Settings for an Employee. Once a new Employee is entered in the POS, an Employee form will be a...

Mar 16, 2022 20:38

Smart Ops Release: Jobs List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Jobs list in the Smart Ops Release is where all Job forms are created and stored. Users can create customized table views of the columns and/or filter...

Oct 12, 2021 14:50

Smart Ops Release: Job Form

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Job forms are used in conjunction with the POS Integration to track Employee Punches, which make up the Labor Accrual Journal Entry. Each Job form is assigne...

Jul 26, 2021 09:50

Smart Ops Release: Job Responsibilities

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Job Responsibilities list in the Smart Ops Release hosts all Job Responsibilities created in R365. Job responsibilities allow a Job to be further cl...

Oct 12, 2021 14:49

Smart Ops Release: Departments List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Departments List stores all Department forms created in R365. Users can create customized table views of the columns and/or filters used in the Depa...

Oct 12, 2021 14:48

Smart Ops Release: Departments

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Departments allow certain Jobs to be grouped together and used for Scheduling and Goal Setting purposes. By setting Labor Goals by Department, Users can furt...

Apr 26, 2021 15:21

Smart Ops Release: Sites

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.  Sites are non-Restaurant Locations, such as a banquet hall, hotel, and arena, among others, where Employees may be scheduled to work. These are often o...

Oct 12, 2021 14:48

Smart Ops Release: Document Library

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Document Library provides Users the ability to utilize Documents to Process directly from the Smart Ops window. The Document Library hosts all uploa...

Oct 12, 2021 14:49

R365 Red App: Inventory Counts Overview

Inventory Counts can now be created and entered directly from the R365 Red App. Users can view a listing of all incomplete, complete, and approved counts directly from the Inventory Counts list view. When creating a new Inventory Count, Users can sele...

Sep 23, 2021 12:16

R365 Red App: Create and Enter Inventory Counts

This is a part of the Mobile Inventory Counts feature. Click here to learn about Mobile Inventory Counts via the R365 Red App. Users with managerial access can create and enter Inventory Counts via the R365 Red App. While entering in item quantities, a...

Apr 15, 2021 15:26

R365 Red App: Review and Approve Inventory Counts

This is a part of the Mobile Inventory Counts feature. Click here to learn about Mobile Inventory Counts via the R365 Red App. After Inventory Counts are created and/or entered on the R365 Red App, Users with approval abilities will need to review...

Apr 15, 2021 15:26

Documents to Process: Uploading Files via the R365 Red App

Restaurant Managers can upload relevant documents to Documents to Process directly from the R365 Red App. For Vendors that only provide physical copies of an Invoice or Credit Memo, Users can simply take a photo of the document with their phone and directl...

Jun 15, 2021 14:49

R365 Red App: AP Transactions

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Admin Users have the ability to view and approve/unapprove AP Transactions directly from the R365 Red App. Open an AP Transaction from the AP Transactions ...

Oct 14, 2021 08:23

R365 Red App: Approvals Dashboard

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Approvals Dashboard in the R365 Red App provides House Shortcuts that, when tapped, will open directly to a designated transaction listing for ...

Oct 15, 2021 11:12

R365 Red App: Manager Log Overview

This is a part of the New Manager Log feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Manager Log on the R365 Red App enables Users to create and view Log Entries for any given day. Users can easily navi...

Feb 07, 2022 08:43

R365 Red App: Create Log Entries

This is a part of the Mobile Manager Log feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Log Entries can be created directly from the Daily Logs page. When creating an entry, required fields will be listed based ...

Feb 07, 2022 08:43

R365 Red App: Log Entry Comments

This is a part of the Mobile Manager Log feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Admin Users can communicate about an entry by creating and viewing entry comments. Comments encourage collaboration by...

Feb 07, 2022 08:43