Operations Onboarding

Preparation for Operations
The goal of Operations Implementation is to train your Power User to complete all daily, weekly, and monthly tasks n...
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Phase 1: Items In
Phase 1 focuses on preparing and importing items to R365. Item Setup is a prerequisite to all item-level transaction...
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Phase 2: Item Management and Transactions
Phase 2 focuses on Item Management and Transactions, such as AP Invoices, Item Transfers, and Waste Logs. At complet...
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Phase 3: Inventory
Phase 3 focuses on the setup of Inventory Templates and the taking, reviewing, and approving of Inventory Counts. In...
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Phase 4: Recipes
Phase 4 focuses on creating recipes and mapping them to POS Menu Items. Recipes are used for tracking COGS for batch...
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Phase 5: Scheduling
Phase 5 focuses on the setup and use of R365 Scheduling. One set up, you may then onboard Employees to the R365 Red ...
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Phase 6: Ops Onboarding to Adoption
Phase 6 focuses on reviewing records and solidifying routine tasks in R365 to officially complete technical implemen...
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Golden Rules of Operations
Review the Operations Do's and Don'ts to help you stay successful with Operations in R365! Units of Me...
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