Beginning Balances: Stock Count

The first Stock Count that is performed in Restaurant365 is considered a Beginning Balance Stock Count and must be initiated in a manner slightly different than all future Stock Counts.  When a Beginning Balance is entered, your company's Balance ...
15:25

Mapping Vendor Items

Vendor Item Records are essential if you plan on automating the AP Process through EDI, where Vendors can send AP Invoices directly to R365. If you are planning not to utilize this service, Vendor Item records are not required.   A Vendor Item recor...
12:01

Smart Ops: Overview

Smart Ops is designed with Restaurant Managers in mind. This advanced window both transforms POS data into bite-sized widgets and graphs for on-the-fly decision-making, and allows for transactions and records to be created easier and more efficiently ...
12:39

Home Page

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. With the Smart Ops Release comes the new Home page, which is the landing page for all Restaurant Managers and Schedulers. This page offers a direct link...
14:37

Help Menus

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When the Smart Ops Release is installed, Help Menus will be included to assist in your success as you navigate this new design. From the Help...
11:26

Smart Labor

Smart Labor is an add-on feature that enhances your experience in R365 with its ability to forecast Labor smarter through advanced configurations. Enabling Smart Labor in your instance will include the additions of the Labor Matrix for constructing the Lab...
08:50

How do I make sure my location is ready for Hourly Forecasting?

When Smart Labor is enabled for your Organization, one of the key features you gain access to is Hourly Forecasting. Error messages may occur when you first access Hourly Forecasting if one of the following aspects are not set up beforehand:  Create J...
11:38

QuickBooks Online Integration

Important Note: This integration is only available to Customers with the Core Operations plan. Send important Accounting information directly from R365 to QuickBooks Online (QBO) through the QuickBooks Online Integration. With this integration, your or...
12:22

Notifications: Overview

This feature is a part of the Smart Ops Release.   Notifications are now available to alert Users of information that may need their attention. Users will be notified via the Notification Window, R365 Red App, email, and text message.   The Notifi...
10:01

Notifications: Notification Center

This feature is part of the Notifications release for Smart Ops. The Notification Center allows Users to enable/disable the Notifications that are delivered to them, as well as set preferences for how those Notifications are delivered (Push Notifi...
10:35

Smart Ops: Document Library

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Document Library provides Users the ability to utilize Documents to Process directly from the Smart Ops window. The Document Library hosts all uploa...
16:10

GL Export Tool

The 'GL Export' tool allows Users to export Invoice Transactions or Inventory Transactions from one or more Locations for a selected date range.  Note: The 'GL Account Detail - Export' can be used to export other information, includin...
16:05

Smart Ops Items: Overview & Security

This feature is part of the Smart Ops release.  Existing Purchased Items and Recipe Items can be viewed in Smart Ops on the Items page. Here, Users can view Items, edit Item details, and assign Items to Location Groups.  Location Groups are used ...
09:17

Classic 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 Inventory Count and Menu Item to ...
08:55

Classic Purchased Item Record: 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 New Purchas...
08:55

New Purchased Item Record: Overview & Security

This article covers the New Purchased Item Record, coming soon to R365.  To read about the Classic Purchased Item Record, click here. Purchased Items, along with Recipe Items and Sales Items, make up the Inventory in R365. Extra care should be paid...
10:19

Item Costing

Item Costing is a powerful feature in the Operations Module of Restaurant365. In Q4 of 2022 R365 is updating how Item Costs are calculated so that Item Costs per Location are automatically calculated. With this update Item Cost reporting will also be expan...
13:20

Adding a New Purchased Item

This article covers creating a new Purchased Item using the New Smart Ops Purchased Item Record form, coming soon to R365. To read about adding a new Purchased Item using the Classic Purchased Item Record, click here.  There are three ways to add a...
09:01

Purchased Item Record: Cost Update Method

This article complements the Purchased Item record training article. Click here to learn more about the Purchased Item record. The Cost Update Method determines how the Inventory Cost of each Item will be calculated in R365 and is required for all Pu...
10:30

Purchased Item Records: Best Practices

Purchased Items are the records that will be counted in Inventory and used as ingredients on Recipes. Purchased Item records will have a lasting financial impact when inventoried, so it is important to have one and only one Purchased Item record for each i...
09:45

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 few as you n...
14:48

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 Purchase U o...
12:13

Vendor Items

The Vendor Items page lists all of the Vendor Item Records. Learn more about Vendor Item Records here. 1) +Create - Click to Create a new Vendor Item Record.   2) View Actions - The following actions allow the User to change the List View: ...
16:52

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 Purchased I...
12:17

Purchase Orders Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Purchase Orders feature enables Users the ability to view and create Purchase Orders, Purchase Order Templates, and Shopping Lists from ...
16:03

Purchase Orders: Create and Enter a Purchase Order

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops. A Purchase Order can be created either manually or from a template with a pre-defined set of terms arranged in a specific order. Once ...
12:15

Purchase Orders: Create and Edit a Purchase Order Template

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Purchase Order Templates allow Users to create memorized Purchase Orders for individual Vendors, which can then be scheduled t...
12:15

Purchase Orders: Review and Submit a Purchase Order

This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. When a Purchase Order is ready to submit, a Reviewer will be able to assess the quantities entered to correct any discrepancie...
12:14

Purchase Orders: Set Up Shopping Lists

This is a part of the Purchase Orders feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Shopping Lists feature is a part of the New Purchase Order module and allows Users to combine multiple Purchased Item...
16:42

Purchase Orders: Use Shopping Lists

This is a part of the Purchase Orders feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When a Shopping List is put in use, it opens the Order Suggestion form where item quantities can be entered. Completed Or...
09:02

Purchase Orders: Submit Orders via EDI

This is a part of the New Purchase Orders feature within the Smart Ops Release. Click here to learn more about the Smart Ops Release. Sending Purchase Orders via EDI allows for the Vendor to process your order faster. Currently, Purchase Orders are sen...
15:38

Purchase Orders: Cancel an Order

This is a part of the Purchase Orders feature within the Smart Ops Release. Click here to learn more about the Smart Ops Release. Purchase Orders can be cancelled, edited, and resent or deleted if needed after they are initially submitted to the Vendor...
12:12

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 Recipe Costing. ...
12:03

Recipe Item Record

Recipe Items, along with Purchased 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 Inventory Count and Menu Item to ...
12:22

Recipe Flow and Build Out

When beginning to build out recipes, start with yield, then prep, and finally menu item recipes. Building out setups and yield recipes will save time in the later stages of setup. For instance, creating a setup recipe for lettuce, tomato, and onion, which ...
14:30

Mapping Recipes to Menu Items

The true value in Recipe Costing lies in Mapping your Recipes to your POS Menu Items. This allows R365 to automatically track your Theoretical Usage over time and helps you learn things you never knew about your Inventory. To begin, ensure that you...
09:19

Recipes

The Recipes Page lists all the Recipe Records. To learn more about Recipe Item Records, click here.  1) Update Recipe Costs - Click to update the Recipe Costs in the grid 2) +Create - Click to Create a new Recipe Item Record. 3) View Ac...
10:39

Recipe Item Record Layout Changes Q4 2022

The Recipe Item Record will receive a new layout in Fourth Quarter 2022. The 'Item Locations' tab will be broken down into 'Location Settings' and 'Location Costing,' and some fields will be relocated. Item Costs will now ...
09:19

Ingredients

The Ingredients page lists each ingredient and the Recipe Item Record it is associated with.  1) View Actions - The following actions allow the User to change the List View: View Dropdown - Click to switch between the current view and other s...
16:29

Inventory Counts Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Counts track the amount of Inventory a restaurant has at a given time. A completed Inventory Count becomes the Inventory Journal Entry...
13:18

Inventory Counts: Create and Edit an Inventory Template

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Templates are custom-made counts that are routinely put in use. When creating a template, Users can create the name...
12:23

Inventory Counts: Create and Enter an Inventory Count

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Inventory Counts can be created via the '+ Create' button in the top right corner of the Inventory Counts page or b...
08:14

Inventory Counts: Add New Items

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. When new Purchased Items are added to your database, Users will be notified of these new items the first any Inventory Count ...
20:42

Inventory Counts: Review and Approve an Inventory Count

This is a part of the Inventory Counts feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After creating and entering in quantities for a new Inventory Count, the Entry User can review any Alert Flags that appeare...
12:16

Inventory Counts: Print Count Review Report

This report is a part of the Smart Ops Release. The Print Count Review Report is a printable PDF summary of an approved Inventory Count. This report allows the User to view the following summary information: Inventory Count by Inventory Item Cu...
14:39

Inventory Counts: Copying an Existing Inventory Template

This is a part of the Inventory Counts feature in the Smart Ops Release.  Inventory Templates are custom-made counts that are routinely put in use. After Users have created an Inventory Template, the Inventory Templates can then be copied to other loca...
08:42

Inventory Counts: Using Multiple Count U of Ms

Items Available for Inventory (Purchased Items and Recipes) have the option of utilizing multiple Inventory Count U of Ms for the purpose of Inventory Counts. For example, the Purchased Item 'Romaine Hearts' could be counted three different ...
11:21

What items are being counted on my Inventory Count Templates?

Here are the steps to determine if your items are appearing on your Inventory Count Templates (or rather how to determine if you are counting all of your inventory). Step 1: Export Your Items List  This can be accomplished by navigating to Sm...
08:55

First Inventory Count

The first Inventory Count that is performed in Restaurant365 is considered a Beginning Balance Inventory Count and must be initiated in a manner slightly different than all future Inventory Counts. When the first Inventory Count is entered, your company&#x...
11:27

Item Transfers Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Item Transfers feature enables a more efficient creation and workflow of Item Transfers from the Sending Location to the Receiving Location....
12:43

Item Transfers: Create a Transfer

This is a part of the Item Transfers feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Users can also Create and Edit Item Transfers via the R365 Red App. Click to learn about Creating and Editing Item Transfers fr...
14:26

Item Transfers: Create a Transfer Template

This is a part of the Item Transfers feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Item Transfer Templates can be created at any time to make routine transfers an easy process for Operators to document. Saved t...
14:54

Item Transfers: Canceled or Rejected Transfers

This is a part of the Item Transfers feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. An Item Transfer can be canceled after it is sent or rejected once it is received due to any errors that need to be resolved by...
16:14

Item Transfers: Transfer Status and Workflow

This is a part of the Item Transfers feature in the Smart Ops Release. To read about Item Transfer Workflows in the R365 Red App, click here. The workflow of a Transfer coincides with its status, enabling both the Sending and Receiving Locations to kn...
16:35

Waste Logs Overview & Security

The Waste Log feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Waste Logs help to document food and product waste so that purchased items can be more precisely tracked across all Restaurant Location...
13:06

Waste Logs: Create and Enter a Waste Log

This is a part of the Waste Log feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Document the amount of items wasted at each Restaurant Location by entering in daily Waste Logs. Waste Log forms can be created on t...
16:49

Waste Logs: Create and Edit a Waste Log Template

This is a part of the Waste Log feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Waste Log Templates can be created to organize and track waste items by kitchen station. These templates can then be printed and pos...
08:58

Waste Logs: Approve a Waste Log

This is a part of the Waste Logs feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Once a Waste Log has been completed, it is ready for a final approval by an Admin User. Only Users with approval abilities will be ...
08:58

AP Invoices Overview & Security

This is a part of Smart Ops. Click here to learn more about Smart Ops. The Invoices page lists all AP Invoices and Credit Memos entered in the system. From this page, Users can see several details about each AP Invoice, including its Status, a...
11:53

AP Invoices: Create an Invoice

This is a part of the AP Invoice feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. AP Invoices can be created and managed easily via the Invoices page of Smart Ops. AP Invoices follow a hierarchy of approval i...
16:19

AP Invoices: Review and Approve Invoices

This is a part of the AP Invoices feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Users can also review and approve Invoices using a mobile device on the R365 Red App. To learn about reviewing and approving Invoi...
12:36

AP Invoices and Credit Memos: Split View

This is a part of the AP Invoices and AP Credit Memos feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. AP Invoice and Credit Memo Entry Users have the ability to upload and display the corresponding document ...
20:44

AP Invoices: Link Purchase Order

This is a part of the AP Invoices feature of Smart Ops. Click here to learn more about Smart Ops. The 'Link Purchase Order' button within the 'New AP Invoice' sidesheet enables Users to link a Purchase Order to an AP Invoice di...
15:19

AP Invoices: Alerts and Unlinked Items

This is a part of the AP Invoices feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Any unlinked items or discrepancies in an AP Invoice will be displayed in either the 'Unlinked Items' or 'A...
08:15

AP Invoices: Vendor Entry Instructions

This is part of the AP Invoices feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. When a Vendor Record has Vendor Entry Instructions included, Users will be alerted on the AP Invoices side sheet when creating an In...
12:48

Keg Deposits

Handling Deposit Kegs in R365 is as simple as setting up a new Purchased Item: 'KEG Deposit' – to use on Invoices that have Keg Deposits on them. Note: If you have different deposit keg prices ($30 vs $15) you will need to set up 2 different ...
12:04

AP Credit Memos Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Invoices page lists all AP Invoices and Credit Memos entered in the system. From this page, Users can see several details about each AP Credit Memo,...
15:20

AP Credit Memos: Create a Credit Memo

This is a part of the AP Credit Memo feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. AP Credit Memos can be created and managed easily via the Invoices page of Smart Ops. AP Credit Memos follow a hierarchy o...
09:04

Daily Sales Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales page lists all Daily Sales Summaries (DSS) for your Restaurant Location(s). Users can create saved Table Views of this list at a...
10:02

Daily Sales: Review a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Sales Summary's (DSS) new layout provides the previous day's Sales and Labor data broken down into more c...
11:33

Daily Sales: Approve a DSS

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Once a Daily Sales Summary (DSS) has been marked as 'Completed' by a Restaurant Manger, it should be reviewed and approv...
09:59

Daily Sales: Review Summary Labor

This is a part of the Daily Sales feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. When working through the 'Review Summary' section of the Daily Sales, the first step is Labor. In this step, Users ...
07:56

Daily Sales: Review Summary Deposits

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. After reviewing the Labor step of the 'Review Summary' section of the Daily Sales, open the Deposits step where you...
07:59

Daily Sales: Review Summary Transactions

This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The final step in the 'Review Summary' section of the Daily Sales is the Transactions step, where all Sales Tickets...
11:55

Punch Edits

This is a part of the Smart Ops Release. Click here to learn about Smart Ops. Admin Users have the ability to add, edit, and remove punches for their Employees directly from the Daily Sales form. To help determine which punches need to be added or ed...
16:08

Tip Management

This article is a part of the Smart Ops Release. Tip Management in R365 allows for adjustment to the existing Tips that have been imported from the POS. Through Tip Import, Admin Users have the ability to indicate Tip totals that were already paid in c...
16:39

Till Management Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Till Management enables Users to view the tills that are currently open as well as enter in actual cash amounts and compare those to their expected cash...
13:18

Till Management: Variance Thresholds

This is a part of the Till Management feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Till Management Settings can be updated at any point from the Till Management page. These settings help to distinguish al...
16:50

Forecasting Overview & Security

This article reviews Forecasting within Smart Ops. The Forecasting page provides all forecasting features in one place. Users with an Operational Year set up as 13-4 week periods, 4/4/5 periods, 4/5/4 periods, or 5/4/4 periods will find the Monthl...
09:44

Forecasting: Monthly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Learn more about the Smart Ops Release.   Monthly Forecasting enables Users to set a Sales Forecast by Location by Period by entering in daily values, spreading a Weekly Total value ev...
16:47

Forecasting: Daily Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Daily Forecast allows for a more customizable forecast that can drive predictive behavior throughout the software and plan a...
13:46

Forecasting: Customizing a Daily Forecast

This article is a part of the Smart Ops Forecasting feature. Click here for more information and training on Daily Forecasting Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather conditions, coupon d...
17:31

Forecasting: Tagging Outlier Days

This article is a part of the Smart Ops Forecasting feature. Click here for more information and training on Daily Forecasting Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usual, often due...
09:48

Forecasting: Hourly Forecasting

This is a part of the Forecasting List in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Hourly Forecasting tool enables Users to generate a forecast based on the likely distribution of Sales Ticket data throughou...
16:45

Labor Forecasting Overview

Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuration must ...
16:16

Entree Forecasting

Entree Forecasting is primarily used in Labor Forecasting. Forecasting by Entrée (rather than sales dollar) provides a productivity measure (Entrees Per Labor Hour - EPLH) that can be used across Locations regardless of differences in sales volume, seasona...
13:45

New Manager Log Overview

The New Manager Log module in the Smart Ops Release includes the ability to build Logbooks and Log Entries for your Restaurant Locations. These Log Entries are in place of the 'Notes' Log Entries in the Classic Manager Log, where communication...
10:52

Logbook Overview & Security

This is a part of the New Manager Log in Smart Ops. As soon as Logbooks are enabled, Users can start creating Log Entries. No additional configuration is required. Admin Users can, however, refine the Log Entry creation and review experience by configu...
10:52

Logbook: Logbook Settings

This is a part of the Logbook feature in the New Manager Log. Click here to learn more about the Logbook feature. Admin Users have the ability to define and rearrange categories, as well as set suggested preferences for new Logbooks from the Logbook Se...
10:54

Logbook: Default Logbook

This is a part of the Logbook feature of the New Manager Log. Click here to learn more about the Logbook feature. All Locations will be automatically assigned to R365's Default Logbook when the New Manager Log is enabled for your database. Th...
08:01

Logbook: Create and Edit a Logbook

This is a part of the Logbook feature in the New Manager Log. Click here to learn more about the Logbook feature. Logbooks consist of the preferences and permissions set for Log Entries. While all Locations will initially be assigned to the Default Log...
21:10

Log Entries Overview & Security

This is a part of the New Manager Log in the Smart Ops Release. Click here to learn more about a New Manager Log. Log Entries help to track and communicate important details within an organization. The Log Entries page provides insights into key a...
10:53

Log Entries: Create and Edit a Log Entry

This is a part of the Log Entries feature of New Manager Log. Click here to learn more about Log Entries. Users can also Create Log Entries from the R365 Red App. Click here to Create Log Entries from the R365 Red App.  Log Entries can be created to ...
10:52

Log Entries: Entry Comments

This is a part of the Log Entries feature in the New Manager Log. Click here to learn more about Log Entries. Users can also create Log Entries from the Mobile Manager Log using the R365 Red App. To read more about Log Entry Comments on the R365 Red App, ...
10:51

Log Entries: Attachment Viewer

This feature is part of Log Entries for Smart Ops. Clicking on an attachment from a Log Entry will open the Attachment Viewer. Here, Users can view, delete, or download the attachments associated with the Log Entry.   Navigation The A...
11:27

New Commissary Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The New Commissary module in the Smart Ops Release provides all of the administrative tools needed for Commissary Locations to have more control over th...
13:06

New Commissary Catalog: Add and Manage Items

This is a part of Commissary Catalog portion of the New Commissary module in the Smart Ops Release. Click here for more information about the Smart Ops Release. Commissary Items can be easily added from the Catalog page of the New Commissary module. Af...
11:17

New Commissary: Order Guides

This is a part of the New Commissary module of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Commissary Order Guides are the pre-built guides that Ordering Locations are given access to when they need to enter orders...
07:38

New Commissary: Ordering Locations

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Ordering Locations are Locations or Customers that are given the ability to create and place orders to designated Commissar...
10:25

New Commissary Catalog: Page and List Functions

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Commissary Catalog houses all items marked as Commissary Items in the New Commissary module. Once Items are added to th...
15:11

New Commissary: Auto-Generated Orders

This is a part of the New Commissary module in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Auto-generated Commissary Orders are orders that are automatically created for Ordering Locations at a set day and time. Orderin...
14:21

Commissary: Mass Fulfillment

This article is part of the Commissary Module documentation. Click here for more information on the Classic Commissary Module. Your Commissary can manage all orders at the same time from the Mass Fulfillment screen. This is the main window used by the ...
08:05

Commissary AR Invoices

The Commissary AR Invoices page lists all AR Invoices created by Customers through the Commissary Customer Portal.  1) View Actions - The following actions allow the User to change the List View: View Dropdown - Click to switch between the cu...
10:45

Commissary Orders List

The Commissary Orders page lists all Commissary Order Records. Learn more about Commissar Order Records here.  1) +Create - Click to Create a new Commissary Order   2) View Actions - The following actions allow the User to change the List Vie...
14:02

Fulfilled Transactions

The Fulfilled Transactions page lists all Fulfilment Transactions. Learn more about Fulfillment Transactions here.   1) View Actions - The following actions allow the User to change the List View: View Dropdown - Click to switch between the c...
15:19

Prep Log

Prep Logs are beneficial in tracking both the cost of individual ingredients and entire Recipe batches. Once a Prep Log is Approved, this will physically update the Usage Per $1000, the Theo On Hand, and the Cost of the Recipe Item.  Learn how Prep L...
09:16

Prep Station

Prep Stations are where items are physically prepped in a Restaurant. Creating definitive stations can help organize Prep sheets, and as Prep reports are ran and Ingredient Lists are pulled, they will be organized by station to assess variances and easily ...
08:12

Memorized Prep Log

Memorized Prep Logs allow Users to create templates for inputting Prep Logs. While a User can create a single Prep Log, a Memorized Prep Log enables a User to log Prep without having to recreate a new log each time. Create a Memorized Prep Log ...
16:32

Prep Stations List

The Prep Stations page lists all the Prep Station records. To learn more about Prep Stations, click here. 1) +Create - Click to Create a new Prep Station record   2) View Actions - The following actions allow the User to change the List View: ...
10:53
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