Inventory

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. Setup These five rec...
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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 ...
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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 N...
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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 It...
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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 P...
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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 fe...
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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 Pu...
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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 'Availab...
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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 transacti...
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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 Recip...
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