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 S...

Apr 24, 2024 08:53

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...

Jan 13, 2023 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 ...

May 15, 2023 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...

Feb 10, 2023 11:56

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...

Nov 11, 2022 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...

Apr 09, 2021 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...

Nov 27, 2023 16:13

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...

Aug 11, 2023 07:30

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...

Dec 22, 2022 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...

Dec 29, 2022 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...

Sep 13, 2023 10:40

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, including Sa...

Dec 22, 2022 16:05

Smart Ops Items: Overview & Security

This feature is part of the Smart Ops release.  Purchased items, along with Recipe Items and Sales Items, make up the Inventory in R365. Purchased items are created by R365 users, and when creating items, users should account for every item used ...

Nov 15, 2023 10:12

Purchased Item Record: Overview & Security

This article covers the New Purchased Item Record. 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 when creating these vario...

Sep 22, 2023 10:34

Items Grid

This article is part of part of items and covers the items grid in Smart Ops. From the Items page, users can view the items grid, which lists all existing purchased items and their item details. From this list, users can access an item's Purchased ...

Nov 15, 2023 10:08

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...

Apr 03, 2023 08:58

Adding a New Purchased Item

This article covers creating a new Purchased Item using the New Smart Ops Purchased Item Record form. To read about adding a new Purchased Item using the Classic Purchased Item Record, click here.  There are three ways to add a new Purchased Item in R3...

Dec 11, 2023 15:48

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...

Apr 03, 2023 08:52

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...

Apr 03, 2023 08:52

Unit of Measure

This article covers the new Smart Ops Unit of Measure form.   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...

Apr 11, 2024 08:05

Item Categories

This article covers the Smart Ops Item Category Form.  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...

Nov 08, 2023 13:27

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 ...

Jan 27, 2023 08:55

Items: New Vendor Items Grid - Coming Soon

This article reviews the Vendor Items tab within the Smart Ops Items page, a tab currently only available to Early Adopters.   From the vendor items tab, users can view, edit, link, and create Vendor Items. Vendor Items are associated directly ...

Nov 16, 2023 12:58

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...

Apr 03, 2023 08:57

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 ...

Jun 07, 2023 12:27

Purchase Orders: Create and Enter a Purchase Order

par 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. ...

Apr 11, 2024 08:45

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...

Jan 26, 2024 12:27

Purchase Orders: Review and Submit a Purchase Order

This article is a part of Purchase Orders and covers reviewing and submitting purchase orders.  When a purchase order is ready to submit, a reviewer will be able to assess the quantities entered to correct any discrepancies before submitting the order....

Jan 22, 2024 12:06

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...

Dec 22, 2022 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...

Nov 01, 2023 15:08

Purchase Orders: Submit Orders via EDI

This article reviews submitting Purchase Orders via EDI. Sending Purchase Orders via EDI allows for the Vendor to process the order faster. Currently, Purchase Orders are sent to the email address on the Vendor record and then that contact inputs your ...

May 08, 2023 15:29

Purchase Orders: Cancel or Unsubmit 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, unsubmitted, and resent or deleted if needed after they are initially submitted ...

Dec 28, 2023 15:23

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. ...

Jan 13, 2022 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 ...

Apr 17, 2024 13:26

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 ...

Oct 26, 2021 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...

Dec 23, 2022 09:19

Recipe Items Page

This article reviews the Recipe Items page within Smart Ops. Here, Users can view, edit, and create Recipe Item Records.  Article Topics Overview Security Navigation Recipe Items Grid Columns Bulk Edit Edit Attributes & Values ...

May 12, 2023 13:06

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 be aut...

Oct 04, 2022 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...

Nov 03, 2022 16:29

Recipes (Classic)

The Recipes (Classic) page lists all Recipe Item Records. This page is being replaced with the new Smart Ops Recipes page.        1) Update Recipe Costs - Click to update the Recipe Costs in the grid   2) +Create - Click to Create a new Recipe Item...

Apr 21, 2023 11:16

Update Recipe Costs

The Update Recipe Costs button, located on the Recipes (classic) Grid, allows users to ensure their recipe costs are correctly configured. The tool refreshes all Recipe Item Records, applies any changes to Units of Measure, and recalculates costs. 

Mar 15, 2024 15:30

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...

Aug 07, 2023 14:55

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...

Feb 08, 2024 15:00

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 by ...

Aug 09, 2023 08:26

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 ...

May 03, 2023 08:30

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...

Apr 17, 2024 13:26

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: Location Name Inventory Count by Inv...

Aug 01, 2023 07:19

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...

Oct 20, 2022 08:42

Inventory Counts: Using Multiple Count U of Ms

This article covers Multiple Count U of Ms using the New Smart Ops Purchased Item Record. To read about the Multiple Count U of Ms using the Classic Purchased Item Record, click here.  Items Available for Inventory (Purchased Items and Recip...

Apr 03, 2023 08:53

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...

Feb 03, 2023 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...

Feb 02, 2023 11:27

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...

Dec 23, 2022 13:06

Waste Logs: Create and Edit a Waste Log Template

This article is parts a part of waste logs and covers waste log templates.  Waste log templates can be created to organize and track waste items by kitchen station. Waste log templates can be created and then used for more efficient waste log entry. Th...

Dec 07, 2023 12:11

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 number of items wasted at each Restaurant Location by entering in daily Waste Logs. Waste Log forms can be created on t...

Aug 22, 2023 10:57

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 ...

Jun 03, 2021 08:58

Donations Overview and Security

Donations is a Smart Ops feature that allows users to track and debit any donated items to an account specifically for donations.    Tracking donations helps restaurants to document food and product donations so that purchased items and recipes can be mo...

Nov 15, 2023 12:31

Donations: Donation Templates

This article covers Donation Templates and is part of Donations, a Smart Ops feature. Donations templates can be created to organize and track items donated by a restaurant location. Donation templates can be applied to donation logs for more efficient...

Nov 15, 2023 12:46

Donations: Creating a Donation Log

This article covers creating a donation log and is part of Donations, a Smart Ops feature. From the Donations page 'Entries' tab, Users can create and manage donation logs. Users can manually create new donation logs or create logs from precons...

Nov 15, 2023 13:20

Donations: Donation Reason Types

This article covers donation reason types and is part of Donations, a Smart Ops feature. Donation reason types are assigned to items when creating a donation log. These reason types are the user-created reasons for donating the specific item. Tracking ...

Apr 02, 2024 13:53

Waste Logs: Copy a Template to Other Location(s)

This article is part of waste log templates and covers copying a template to other locations.  After a waste log template is created, it can be copied to other locations to recreate waste log templates for additional locations more efficiently.  To...

Dec 07, 2023 12:11

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....

Dec 23, 2022 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...

Aug 22, 2023 10:53

Item Transfers: Create a Transfer Template

This article reviews creating an Item Transfer Template for use with Item Transfers. Item Transfer Templates can be created at any time to make routine transfers an easy process for Operators to document. Saved templates are listed on the 'Template...

May 09, 2023 11:39

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...

Dec 22, 2022 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...

Dec 22, 2022 16:35

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...

Dec 23, 2022 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...

Aug 22, 2023 10:52

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...

Oct 21, 2022 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 ...

Mar 16, 2022 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 direct...

Apr 15, 2021 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 'Aler...

Nov 17, 2023 11:50

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...

Oct 18, 2022 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 ke...

Jan 13, 2022 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,...

Dec 22, 2022 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 of ...

Aug 22, 2023 10:52

Task Management: Overview & Security

R365’s Task Management is an add-on feature that supports successful management of restaurant locations by using Guides that consist of regularly scheduled tasks of customizable frequency and interactivity. Guides and their tasks are user-created, and each...

Apr 12, 2024 13:40

My Tasks

This article is part of Task Management  and covers the My Tasks page. From the My Tasks page, users can view all their assigned tasks for any selected day at a selected location. Users executing these tasks can use this page to review tasks and check ...

Apr 12, 2024 13:39

Guides

This article is part of Task Management and covers Guides. Task Guides are made up of user-created tasks and task groups. When building a Guide, users will create and customize individual tasks, group them into task groupings, and then assign the guide...

Apr 12, 2024 13:42

Creating a New Guide

This article is part of Task Management and covers creating a new task Guide.   A Guide must be built in order to add tasks to the My Tasks page. As users create Guides, they will build and customize tasks for the guide.  Once a guide is created, u...

Apr 11, 2024 15:49

Task Management: Task Sheet

This article is part of Task Management and covers the Task Sheet.  When a single task is clicked from the My Tasks page, the task sheet is opened. From the task sheet, users can review task details, mark tasks as complete, and read or write comments, ...

Mar 06, 2024 13:59

Task Management: Task Types

This article is part of Task Management and covers Task Types. The requirements of each task are determined by the type of task that it is. This article covers the different task types. When creating a task, users can select from the following requirem...

Mar 06, 2024 13:59

Task Management: Setting Up R365 Action Tasks

This article is part of Task Management and covers setting up R365 Action tasks. When creating a task on a guide, users have the option to select the R365 Actions task type, which requires users to connect to a record in R365. When completing one of th...

Mar 06, 2024 13:59

Task Management Settings

This article covers the Task Management Settings sidesheet, where users can manage request settings and task tags.  From the Requests tab of the Task Management Settings sidesheet, users can edit the settings for how all requests are handled on th...

Apr 12, 2024 13:44

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...

Dec 23, 2022 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 com...

Nov 11, 2022 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 approved...

Dec 23, 2022 09:59

Daily Sales Summary: Labor Review

This article reviews the Labor Review step for the Daily Sales Summary in Smart Ops.     When working through the 'Review Summary' section of the DSS, the first step is Labor. In this step, Users can review the names and total hours of the Emp...

Jul 11, 2023 16:10

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 w...

Feb 07, 2022 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 t...

Jan 04, 2023 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...

Sep 19, 2023 10:27

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...

Jun 29, 2023 08:30

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...

Nov 03, 2023 11:08

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...

Jul 05, 2023 15:16

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...

Dec 23, 2022 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...

Dec 22, 2022 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...

Oct 17, 2022 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 dr...

Nov 03, 2022 17:31

Forecasting: Tagging Outlier Days

Important Note About Forecast Tags  Forecast tags are being replaced by Enhanced Events in 2024! Enhanced Events will support event categories, descriptions, and more.  In the meantime, the +New Tag and Edit Tags buttons will be disabled to prepare f...

Apr 24, 2024 13:49

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...

Dec 22, 2022 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 ...

Jun 13, 2023 12:11

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...

Oct 17, 2022 13:45

Weekly Forecasting: Overview

This article reviews the Weekly Forecasting feature within Smart Ops. If Weekly Forecasting has not been enabled for your organization, please refer to the Monthly/Daily/Hourly Forecasting documentation.  Note: Weekly Forecasting will be enabled for al...

Apr 09, 2024 10:21

Weekly Forecasting: Forecasting Page

This article reviews the Forecasting page, including the week view and day view for Weekly Forecasting. Here, users can view  the week and day totals for the sales and labor forecasts, adjust sales and labor forecasts, and manage events.  Note: Weekly ...

Apr 11, 2024 08:40

Smart Ops Manager Log Overview

This article overviews the Smart Ops Manager Log. To read about the Classic Manager Log, click here.  The Smart Ops Manager Log module includes the ability to build Logbooks and Log Entries for all restaurant locations. These log entries are in place o...

Feb 22, 2024 11:04

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...

Feb 22, 2024 12:10

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. Power users have the ability to define and rearrange categories, as well as set suggested preferences for new Logbooks from the Logbook Se...

Feb 06, 2024 10:53

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...

Feb 06, 2024 10:53

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 ...

Feb 22, 2024 13:20

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 d...

Feb 06, 2024 10:53

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, ...

Feb 06, 2024 10:53

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. Thi...

Feb 07, 2022 08:01

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...

Aug 18, 2022 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...

Jan 18, 2023 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...

Mar 18, 2024 11:46

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...

Sep 21, 2021 07:38

New Commissary: Ordering Locations Page

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 Ordering Locations page lists all ordering locations created for commissary orders. Ordering Locations are Locations or...

Mar 05, 2024 09:22

New Commissary: Ordering Location Form

This article is part of commissary ordering locations and covers the ordering location form. Users must create ordering locations before creating commissary orders. Ordering locations can be created from the Ordering Locations page.  TABLE OF CONTE...

Mar 05, 2024 09:23

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...

Dec 15, 2021 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...

Jan 25, 2022 14:21

Commissary: Mass Fulfillment

This article is part of the Commissary Module documentation. Click here for more information on the Classic Commissary Module. Users' Commissary can manage all orders at the same time from the Mass Fulfillment screen. This is the main window used b...

Jan 19, 2024 10:20

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...

Jan 12, 2023 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...

Nov 03, 2022 14:02

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...

Mar 29, 2024 11:52

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 ...

Dec 23, 2022 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 ...

Nov 08, 2022 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: ...

Nov 02, 2022 10:53

Prep Categories

This article is part of Prep and covers Prep Categories.  When the Prep toggle on the Purchased Item Record is toggled on, or the Prep Sheet checkbox is checked on the Recipe Record, the item will be available on the Prep Sheet Report. The Prep Sheet g...

Apr 02, 2024 13:52