Smart Ops Release

Get Excited! The future is almost here! Check out this video to get a sneak peek into what's coming.  Inventory Counts Sneak Peek More Sneak Peeks Coming Soon! Overview The Smart Ops release is one of the most important upgr...
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R365 Mobile App Upgrades

The future is coming! Watch this short video to see what's happening. Download the newer red app today. More information will be available on this page as we get closer to the transition. Stay tuned! 
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Smart Ops Release Overview & Security

Smart Ops is designed to transform POS data into bite-sized widgets and graphs that give your Restaurant Managers the tools needed to make on-the-fly decisions as well as provide insights as to future scheduling needs. Enhanced Labor configurations en...
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Smart Ops: 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...
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Smart Ops: 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...
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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...
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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...
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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...
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Forecasting List Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Forecasting List provides all forecasting features in one place. Users with an Operational Year set up as 13-4 week periods or 4/4/5 periods...
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Forecasting List: 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 To...
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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 both Purchase Orders and Templates from one window. From the '...
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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 Locatio...
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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...
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Inventory Counts: Create 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...
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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...
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Smart Ops: Schedule Calendar

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. In Smart Ops window, the Schedule Calendar lists Weekly or Daily views of the Schedule, which can be filtered by Employee, Job or Department. The differ...
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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, and Events. From this page, Users can navigate...
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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...
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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, o...
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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 Loca...
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Smart Ops: 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...
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Smart Ops: 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. Employee forms can be updated at any time to reflect a promotion or l...
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Smart Ops: 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...
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Smart Ops: 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...
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Smart Ops: 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 clas...
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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...
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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...
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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...
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