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...
14:03

Smart Ops Release Overview & Security

The new Smart Ops Release 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 mo...
10:10

Smart Ops Release

What is the Smart Ops Release? The Smart Ops release is one of the most important upgrades to the R365 Operations modules. Built based on YOUR feedback, we're making R365 smarter, simpler, and more mobile friendly. Although timing can change, we...
09:04

Smart Ops Release on Tablet

Over the next few months, the Smart Ops Release will be rolled out to all Customer databases. For Customers who currently have this upgrade, it will also be accessible on tablet around the end of April/start of May 2021. Once available, all features w...
14:53

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...
09:20

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...
14:53

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...
15:37

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...
08:18

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...
09:30

Smart Ops Items: Overview & Security

This feature is part of the Smart Ops release.  Existing Purchased Items and Recipe Items can now be viewed in Smart Ops on the Items page. Here, Users can view Items, edit Item details, and assign Items to Item Location Groups.  Item Location Gr...
12:37

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. If you find that your Item Costing i...
13:47

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...
08:35

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 Item to Reci...
15:32

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

Purchased Item Record: Layout Changes Q4 2022

The Purchased Item Record will receive a new layout in Fourth Quarter 2022 to provide more efficient Item creation. The 'Item Locations' tab will be broken down into 'Location Setting' and 'Location Costing,' and some fields w...
14:04

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...
15:49

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...
15:59

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 'Available in Inv...
12:25

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...
20:43

New 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 ...
08:07

New 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 ...
08:02

New 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...
08:00

New 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...
16:07

New Purchase Orders: Set Up Shopping Lists

This is a part of the New 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 ...
07:40

New Purchase Orders: Use Shopping Lists

This is a part of the New 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. Complete...
07:40

New 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...
14:00

New Purchase Orders: Cancel an Order

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. Purchase Orders can be canceled, edited, and resent or deleted if needed after they are initially submitted to the Ven...
08:30

Invoicing Purchase Orders

This article is part of the Purchase Order Module. Click here for more information and training on Purchase Orders. If within the Smart Ops Release window, click here to learn how to invoice a Purchase Order. Invoicing a Purchase Order turns the P...
11:20

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 Stock Count and Menu Item to Reci...
08:27

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...
09:39

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...
20:42

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...
08:09

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...
09:03

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

Stock Count Overview

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
12:14

Stock Counts: Create and Edit a Stock Count Template

IMPORTANT NOTICE: The contents of this article are for the Legacy Stock Counts feature in the Legacy Ops module. Customers that are new to R365 as of 4/1/21 have been automatically updated to the new Smart Ops experience. Customers that have been using...
14:52

Stock Counts: Using Multiple Count U of Ms

Items Available for Inventory (Purchased Items and Recipes) have the option of utilizing multiple Count U of Ms for the purpose of Stock Counts. For example, the Purchased Item 'Romaine Hearts' could be counted three different ways: 'Ca...
12:25

What items are being counted on my Stock Count?

Here are the steps to determine if your items are appearing on your Stock 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 your &...
12:37

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....
10:59

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. Item Transfers can be created on the fly as needed from the Transfers page. Once a Transfer form is sent to its Receiving Locat...
16:02

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...
15:56

Item Transfers: Transfer Status and Workflow

This is a part of the Item Transfers feature in the Smart Ops Release. The workflow of a Transfer coincides with its status, enabling both the Sending and Receiving Locations to know what stage of the process a Transfer is in at any point in time. The...
08:36

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...
08:57

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...
15:35

Entering A Waste Log

Waste Logs allow you to account for Inventory Item Waste. The Waste Log form is very similar to the Item Transfer form. Prerequisites Ensure that you have a ‘Waste Account’ assigned to the Purchased Items that will be recorded as waste. The W...
13:25

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...
20:44

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...
20:44

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. AP Invoices with a 'Completed' status will need to be reviewed and approved by a higher level User. If issues are f...
15:18

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

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,...
20:44

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...
20:44

AP Credit Memos: Review and Approve a Credit Memo

This is a part of the AP Credit Memos feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release. AP Credit Memos with a 'Completed' status will need to be reviewed and approved by a higher level User. If issu...
20:44

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...
08:34

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...
07:59

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...
14:59

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...
08:00

Punch Edits

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. 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...
08:33

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...
07:52

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...
09:04

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...
08:00

Forecasting Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. 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, ...
08:12

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...
09:38

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...
14:39

Custom Sales Forecasting Overview & Security

Important Note: If your Organization utilizes the Smart Ops Release, view this Daily Forecasting training article. Custom Sales Forecasting allows a more customizable point of forecast that can drive predictive behavior throughout the software and...
12:27

Custom Sales Forecasting: Customizing a Forecast

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather condition...
08:16

Custom Sales Forecasting: Tagging Outlier Days

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usual...
08:12

Custom Labor Forecasting Overview & Security

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 ref...
14:10

Custom Labor Forecasting: Hourly Forecasting

Important Note: If your Organization utilizes the Smart Ops Release, review this Hourly Forecasting training article. Once the Labor Matrix is setup and the Sales Forecast is complete, the Labor Forecast is ready to be generated. The Hourly Foreca...
08:15

Custom Labor Forecasting: Labor Matrix Setup

To learn more about this feature, view the Custom Labor Forecasting Overview training article.   A Custom Labor Forecast first begins with configuring the Labor Matrix and other necessary features. Details about Labor, including jobs and hours worke...
08:13

Classic Forecasting

Important Note: If your Organization utilizes the Smart Ops Release, this window will redirect to the Monthly Forecasting screen. View this Monthly Forecasting training article. Forecasting is the window in the system where you can set a Sales For...
12:15

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 communicatio...
20:41

Logbook Overview & Security

This is a part of the New Manager Log in the Smart Ops Release. Click here to learn more about the Smart Ops Release. As soon as Logbooks are enabled, Users can start creating Log Entries. No additional configuration is required. Admin Users can, howev...
08:00

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...
08:06

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...
09:32

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. Log Entries can be created to document any important or relevant notes for the day. Additional items, such as attachments, tags, and priority stat...
13:57

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. Communicate with other Managers and Restaurant Leaders on important topics by entering comments in the 'Comments' section of a Log E...
08:20

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...
09:56

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

Classic Commissary: Commissary Template

This article is part of the Classic Commissary Module documentation. Click here for more information on the Classic Commissary Module. The Commissary Template is setup by the Commissary or Accounting Manager and used to create Commissary Orders. This i...
07:37

Classic Commissary Overview & Security

The Classic Commissary Module in Restaurant365 makes it easy for Restaurant Locations to create and submit Commissary Orders to a designated Commissary and for that Commissary Location to review and fulfill those Commissary Orders.  Additionally, ther...
07:37

Classic Commissary: Commissary Item Setup

This article is part of the Classic Commissary Module documentation. Click here for more information on the Classic Commissary Module. Only Purchased Items and Recipe Items marked as Commissary Items will be available in the Commissary Module. Click he...
07:37

Classic Commissary: Commissary Orders

This article is part of the Classic Commissary Module documentation.  Click here for more information on the Classic Commissary Module. A Commissary Order form can be created to include the possible items needed for each Location. A set number of ...
12:25

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.  Users who hav...
08:42

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 ...
14:03

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 ...
14:06
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