POS Integration Overview

Restaurant365 integrates with many POS systems. This article provides an overview of how integrating these systems allows data to flow freely between your POS system and the R365 platform. Click here to learn more about POS Integration Settings. Articl...

Apr 03, 2024 08:04

Sales Accounts Overview

A Sales Account's purpose is to tell Restaurant365 what GL Account to credit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of POS Sales Categories and POS Service Types to a Restaurant365 General Leger Ac...

Feb 16, 2022 07:55

Payment Type Accounts Overview

A Payment Type Account's purpose is to tell Restaurant365 what GL Account to debit when accounting for individual sales tickets imported from the POS. It is a 'mapping' of tenders, discounts, and other offsets/reductions to the sale of goods in...

Feb 16, 2022 08:10

POS Integration Whitelisted URLs & IP Addresses

In order for the R365 POS Integration to function properly, the following 1) URL or 2) IP Addresses need to be whitelisted by your IT Department or your POS Reseller. Traffic is sent over port 443 using HTTPS/SSL protocols and that port will need to be all...

Dec 12, 2023 09:39

Menu Items & Menu Item Links

The Menu Item record is automatically created once the POS Integration has been completed. R365 will automatically import each Menu Item that appears in your POS. Similar to the relationship between Employees and POS Employees, a Menu Item and a Menu ...

Mar 07, 2023 09:34

Menu Item Separation

The Menu Item Separation selector gives the User the option to customize how Menu Items are polled and grouped from the POS. While this is unnecessary for most Organizations, Customers with multiple concepts may find this useful. The options that are ...

Jan 14, 2022 14:37

Gift Cards and Certificates

Gift Card Sales Gift card sales are imported from the POS each night on their respective Sales Tickets. This is imported as a Sales Item on that ticket with the corresponding category you have assigned in the POS.  On the DSS Journal Entry th...

Jan 14, 2022 14:45

Day Parts

Day Parts, or Dayparting, is the practice of breaking up an Operations Day into segments that can then be reported on individually. Restaurant365 gives Users the ability to create Day Parts with their corresponding names and start/end times.  Day Parts...

Feb 16, 2022 10:56

Credit Card Tip Reduction

Certain POS systems will calculate the increased Credit Card fee for the portion of the bill that is related to the tip. The system will also allow the user to retain that amount from the tips payable to pay for the Credit Card fee. If this approach is...

Jan 14, 2022 14:47

POS Integration Settings Overview

The POS Integration is governed by several settings in Restaurant365. These settings reside on various screens. The following articles detail the screens where POS Integration Settings can be accessed and updated as needed: Preferences Screen Location ...

Dec 27, 2022 16:53

POS Data Export – File Guide

Through the R365 POS Integration, the following Export Files are obtained from a POS System. The bolded sections below represent each Export File type. You will find additional information, such as the file name, and Column Names / Headers that will be inc...

Jan 14, 2022 14:22

POS New Build Request Form

Refer to the Form for instructions on R365 POS Integration Requirements. Please download the form, review it and complete it. Return completed forms, along with a sample Daily Sales report, to your R365 Sales Representative or POS Team Member.

Jan 14, 2022 14:25

POS Integrations List

Restaurant365 integrates with many POS systems. This article lists the POS systems and available Integration Types.  Learn more about the communication between the POS and the R365 platform here. Learn how to integrate a Location’s POS system with your...

Jul 30, 2024 06:19

EDI Vendor Integration Overview

Electronic Data Interchange allows Vendors to push transaction details directly in to Restaurant365.  The two supported transaction types that can be uploaded and imported in to Restaurant365 are AP Invoice and AP Credit Memo.  The upload process can be ac...

May 25, 2021 12:41

Vendor Integrations List

Restaurant365 supports the EDI Integration of several Vendors to make AP Transaction entry and Order submission easy for your organization. Each Vendor follows a unique process when integrating with R365.  Learn how to integrate a Vendor with your data...

Aug 28, 2024 13:29

EDI Vendor: US Foods

US Foods invoices are delivered via FTP to a dedicated US Foods FTP site hosted by Restaurant365. From this site, the invoices are routed to the destination FTP site (specific to the customer) and ultimately imported into Restaurant365.  As US Foods ha...

Jan 14, 2022 15:03

EDI - AP Invoice Tax Inclusion

AP Transactions can be manually imported in to Restaurant365. Manually importing AP Transactions requires the use of specific import templates. Transactions can be imported by Item, or by Account. Click here for information on EDI Vendor Integrations and R...

Jan 14, 2022 15:04

Troubleshooting EDI Imports

The following errors may occur when importing data in to Restaurant365. Click here for an Overview of EDI Vendor Integrations. Review error types for troubleshooting tips and steps to error resolution. Closed Period Cause: Journal Ent...

Jan 14, 2022 15:09

Fintech Integration

Restaurant365 and Fintech have teamed up to create a seamless invoice integration for mutual clients. To take advantage of this integration, you must meet the following criteria:  You have an active account set up with both Fintech & R365  You h...

Mar 16, 2022 10:38

Receiving Fintech Files

Fintech provides Vendor statements via FTP to Restaurant365. These service statements, which include both charges and refunds, are recognized as invoices in Restaurant365. Below, review the steps of integration, the mapping of a Fintech file to an AP Invoi...

Apr 15, 2021 10:48

Craftable Integration

Restaurant365 and Craftable have teamed up to create a seamless invoice integration for mutual clients. To take advantage of this integration, the following conditions must be met:  You have an active account set up with both Craftable and R365  You...

Apr 15, 2021 12:04

FTP Site Overview

Restaurant365 provides a hosted FTP site for each Customer Database. FTP stands for File Transfer Protocol and allows Vendors, Customers, and R365 Users to Upload acceptable files in to their instance. The FTP Site serves three purposes for Customers:...

Jan 15, 2024 10:54

FTP Site: Setup

This article is part of the FTP Site documentation. Click here for more information on the FTP Site. Restaurant365 provides each Customer with a Hosted FTP Site for file imports, which will enable AP/AR Invoices and Credit Memos to automatically be imp...

Jan 06, 2022 11:22

FTP Site: Uploading Files for Import

This article explains how to use the R365 FTP Site to upload AP Invoice, AP Credit Memo and Documents to Process files. Step 1: Add Files When you are ready to import files via FTP, open the FTP folder (or use your preferred FTP Client) and copy/pa...

May 26, 2021 11:40

How do I log in to my FTP account?

We offer access to an FTP site as an optional way to help you manage various aspects of your database: AP invoices bank activity data AR invoices journal entries POS data (for qualifying POS systems) Currently, R365 stores your FTP site credenti...

Jan 14, 2022 13:11

R365 API Connector

Restaurant365 offers an API (Application Programming Interface) service. Through the R365 API, Third Party Services, such as Vendors, can connect to R365 to retrieve data as well as create and push data in to Customer databases. In order to access the R36...

Sep 06, 2023 13:23

Restaurant365 OData Connector

  Restaurant365 provides an OData connector that you can use to access your Restaurant365 data from within your OData reporting provider. These endpoints provide near real time data (within seconds) on transactions rather, than previous day data. No...

Jul 12, 2024 07:52

Connecting to the OData Connector via Excel

Users can connect to OData via Excel so that data can be pulled from R365, stored locally, and then ran in reports. Data can then be refreshed in Excel as needed through each saved query. This article reviews the following: Connect to the OData Conne...

Jan 17, 2022 13:45

PAR Brink POS Integration Overview

Note: This integration is currently available only to select Early Adopters.   PAR's Brink POS is a cloud-based system that can be integrated with R365, allowing data to flow seamlessly between both systems. Data mapped on the Connection Mapping page...

Jul 22, 2024 08:29

Sorting and Filtering the Mapping Tables

Note: This integration is currently available only to select Early Adopters.   PAR's Brink POS is a cloud-based system that can be integrated with R365, allowing data to flow seamlessly between both systems. Data mapped on the Connection Mapping page...

Mar 21, 2024 14:43

Working With Locations

Note: This integration is currently available only to select Early Adopters. This article describes actions taken on the Locations tab of the Connection Mapping page for the Brink POS integration.  Article Topics Mapping locations Mapping Loc...

Mar 21, 2024 15:27

Working With Jobs

Note: This integration is currently available only to select Early Adopters. This article describes actions taken on the Jobs tab of the Connection Mapping page for the Brink POS integration.  Article Topics Mapping a Job Creating a New Job Rec...

Mar 21, 2024 15:25

Working With Employees

Note: This integration is currently available only to select Early Adopters. This article describes actions taken on the Jobs tab of the Connection Mapping page for the Brink POS integration. Article Topics Requirements For Automatic Creation of ...

Jun 18, 2024 10:54

Frequently Asked Questions

Note: This integration is currently available only to select Early Adopters. This article provides responses to frequently asked questions regarding the Brink POS integration. Article Topics General Questions About the Integration How is the int...

Jun 12, 2024 11:53

Paycom Payroll Integration Instructions

R365 and Paycom have teamed up to create a payroll integration that will automate the following processes: R365 will electronically deliver Employee Punch Data, which has imported from your POS systems to Paycom with a single click When payroll pro...

Dec 21, 2022 15:15