Historical Product Mix details can be uploaded into Restaurant365 via the Import Tool. Including these details allows Users to report on Historical Product Daily totals and will have no impact on any financials or Daily Sales Summaries.

Importing Historical Product Mix

Ensure that you prepare your Historical Product Mix using the R365 Historical Product Mix Import Template. All data must be entered according to the template structure: Location Number, Menu Item Name, Operational Date, Service Type Name (Order Mode), Quantity, and Amount. 

When your file is ready for upload, hover over 'Administration' in the top ribbon and click 'Import'. This will open the import window.

Enter 'Historical Sales' in the 'Options' field and 'Create New' in the 'Type' field. From here, you can download a template, if not having previously done so, or simply upload a completed file. After mapping the fields, click 'Import' while in the 'Import' tab to upload your Historical Sales.

Click here for more information on the Import Tool.