View new and updated documentation updates for a quick look into recent changes in R365! 


TypeRelease DateTitleDescription
Update5/11/22Above-Store Actual vs Theoretical AnalysisEfficiency can now be viewed on the  report in the new ‘Efficy %’ column.
Update5/11/22AP Invoices: Alerts and Unlinked ItemsThreshold Violations are now highlighted in red on the ‘Details’ tab for Smart Ops Invoices. Hovering over the bell icon will provide detailed information about the Threshold Violation.
New5/11/22Inventory Counts: Print Count Review ReportCost Account information is now provided below the Inventory Account information. This article also includes navigation steps and report details.
Update5/11/22Inventory Counts: Create and Enter an Inventory CountThe Search Bar can now be used to search for Item Numbers that are defined on the Purchase Item Record or Recipe Item Record. The number will show when hovering over the Item.
Update5/11/22Inventory Counts: Create and Edit an Inventory Template
Update5/11/22Keyboard ShortcutsNew shortcuts for use with Smart Ops Inventory Counts.
Update5/11/22Home PageA new setting menu is available for the Daily Sales Metrics to toggle between displaying Net Sales and Gross Sales. Changing the setting will impact Total Sales, Labor %, SPLH, and the Sales and Labor Comparison Chart.
Update5/11/22Custom Sales Forecasting: Customizing a Forecast

Past and future days with zero dollars are now automatically excluded in Forecast calculations. These days can be manually added back in through customizing the Forecast.  

Update5/11/22Custom Sales Forecasting Overview & Security
Update5/11/22Custom Sales Forecasting: Customizing a Forecast
If all days are unselected when customizing a Forecast, the calculated Forecast will default to the last non-zero day.
Update5/11/22Smart Ops Release: Labor DashboardBy default the Ops Dashboard and Labor Dashboard will exclude unpublished shifts in Overtime Hours and Hourly Labor Analysis calculations. Unpublished shifts can be included by toggling the 'Exclude Unpublished Shifts' setting in the settings menu.
Update5/11/22Smart Ops Release: Operations Dashboard
Update5/11/22Log Entries: Create and Edit a Log EntryBy default, Users are only able to edit Log Entries that they created.
Update5/11/22Inventory Counts: Review and Approve an Inventory Count

The column titles on the Storage Details and Item Details tabs have been changed to reduce confusion and be more intuitive. 


In addition, ‘Cost Acct’ and ‘Inventory Acct’ columns have been added to the Item Details tab