Franchising Overview & Security

The Franchising Module assists restaurant groups in tracking Franchisees, each Franchisee Location, Contracts, Franchisee Daily Sales, and automates Franchisee Billing/ACH Payment Collection.  To activate the Franchising Module, please contact your Sa...

Dec 23, 2022 14:50

Franchisee Setup

 This article is part of the Franchising module training. Click here for more information on Franchising. Franchisees are the top level group in the Franchising module that may own one or more Franchise Location (Stores). On this record you store ...

Apr 18, 2023 15:05

Franchisee Locations (Stores)

This article is part of the Franchising Module training.  Click here for more information on Franchising. Franchisee Locations (also referred to as stores) are records for each restaurant store that your Franchisees own. They are stored as a special ty...

Sep 29, 2021 11:20

Franchisee Daily Sales

This article is part of the Franchising Module training.  Click here for more information on Franchising Franchisee Daily Sales are individual records for each Franchisee Location each day with the sum total of sales for the day at each Location. ...

Jul 12, 2021 08:20

Franchisee Billing Process

This article is part of the Franchising Module training. Click here for more information on Franchising. Franchisee Billing is the process ran to auto-create AR Invoices to bill each of your Franchisees for fees incurred in a specific date range. ...

Jan 14, 2022 15:15

AP Invoice: Franchising

This article is part of the Franchising Module training. Click here for more information on Franchising.   Franchisors have the option of recording and paying AP Invoices on behalf of their Franchisees. The expense can then be passed on and billed t...

Jan 14, 2022 15:16

Catering Overview & Security

The Catering module in Restaurant365 is a complete, integrated, catering solution for you and your organization. Catering Managers will be able to track events and their associated payments and tasks, catering representatives and their customer relati...

Dec 23, 2022 14:56

Catering: Catering Settings

This article is part of the Catering module documentation. Click here for more information on the Catering module. On the 'Catering Settings' screen, Item Types, Commission Rates, Event Times, Event Types, Sources, and Catering Contracts c...

Jan 17, 2022 08:38

Catering: Contract - Subtotal By

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Contracts have the ability to be Subtotaled in one of four ways. This option is set in the Catering Settings. Click here for mor...

Jan 17, 2022 08:41

Catering: Items

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Items exist in the Catering module and are the items that will make up the contents of the Catering Menus and Catering Contracts...

Apr 03, 2023 08:53

Catering: Catering Menus

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Menus can be created to quickly and easily add Catering Items to Catering Events as well as to produce a formatted Catering Menu...

Jan 17, 2022 09:49

Catering: Sites and Rooms

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Sites are event sites that are used in Catering Events. Sites also exist within the Scheduling module. Click here for more infor...

Jan 17, 2022 10:01

Catering: Catering Events

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Events are what drives all activity in the Catering module. Events are where your Catering Representatives will track catering o...

Dec 23, 2022 14:57

Catering: Catering Event Status

This article is part of the Catering module documentation. Click here for more information on the Catering module and Catering Events. The Status of a Catering Event is broken down in to six levels:  Prospect  Proposal  Signed  Event Complete  Bi...

Jan 17, 2022 10:33

Catering: Catering Event Actions

This article is part of the Catering module documentation. Click here for more information on the Catering module and Catering Events. The 'Action' menu on the Catering Event record allows a User to perform numerous actions in preparing and fin...

Jan 17, 2022 10:55

Catering: Segments

This article is part of the Catering module documentation. Click here for more information on the Catering module. Catering Events have Catering Segments to separate multiple meals/Segments throughout the event. These are customizable fields that the U...

Jan 17, 2022 11:23

Catering Reports Overview

Catering Reports focus in on the details of selected Catering Events to show the Status, Cost, Profit, and Invoices associated with each Event. Certain reports will also display the event information associated with a specific Catering Representative ...

Sep 27, 2021 14:35

Catering Commissions

The Catering Commissions Report pulls all of the Catering Event Information from the system to view the Total Amount, the percentage of Commissions, and the dollar amount of Commissions for each event. A listing of all events are displayed first indiv...

Sep 27, 2021 14:37

Catering Event Profitability

The Catering Events Profitability Report shows the Cost and Revenue of each event. Expanding the details of each event shows a further breakdown by Expense Category and how each category played a factor in the total profit of the event. Navigatio...

Sep 27, 2021 14:39

Catering Menu

The Catering Menu Report allows the User to select any or all Catering Menus to view the items that make up each menu, including their U of M, Quantity, Price, and Total Cost. The report parameters will even enable menus to display Location logos if s...

Sep 27, 2021 14:40

Catering Receivables Aging

The Catering Receivables Aging Report lists all Catering Customers who are past due on a payment. When each Customer row is expanded, a listing of all AR transaction numbers are hyperlinked to their AR transaction, allowing the User to view event tran...

Sep 27, 2021 14:41

Classic Manager Log Overview

The Classic Manager Log module in Restaurant365 is a fully integrated Log application. Within the Manager Log, DSS data can be viewed and updated at a glance, recurring Task Lists can be utilized and tracked, and Document Libraries can sort and store ...

Dec 23, 2022 15:04

Classic Manager Log: Calendar View

This article is part of the Classic Manager Log Module training. Click here for more information on the Classic Manager Log module. The Calendar View is the default view in Manager Log. On this screen, a User can see summary data for one Location ...

Feb 07, 2022 07:50

Classic Manager Log: Create Log Entries

This article is part of the Classic Manager Log Module training. Click here for more information on the Classic Manager Log module. Manager Logs can be entered in R365 to note any important notes for a specific day. These logs can be managed on bo...

Feb 07, 2022 12:57

Classic Manager Log: Daily Overview

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. The Daily Overview screen provides all the detail that cannot be displayed on the Calendar View. A User can load th...

Feb 07, 2022 07:50

Classic Manager Log: Document Library

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. The Document Library is a place where Managers can store important forms, PDFs, and/or Employee handbooks. When doc...

Dec 23, 2022 15:08

Classic Manager Log: Flagged Entries View

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. Flagged Entries are Tasks and Log Entries that require additional follow up. The Flagged Entries View provides an i...

Feb 07, 2022 07:51

Manager Log: Link To Types

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. Link To Types allow Manager Log entries to be directly linked to another record through R365.  For example, a 'Task&...

Feb 07, 2022 07:56

Classic Manager Log: Log Categories

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module. Log Categories allow Users to separate Log entries by a specific category for easy sorting and follow up. Log Categories...

Dec 23, 2022 15:00

Classic Manager Log: Logs View

This article is part of the Classic Manager Log Module training. Click here for more information on the Classic Manager Log module. The Logs View allows you to view and filter all Log Entries by Location and Log Category. This article will describ...

Feb 07, 2022 07:51

Classic Manager Log: Task List Setup

This article is part of the Classic Manager Log module training. Click here for more information on the Classic Manager Log module Task Lists are User-created lists that can be put to use manually or scheduled for regular reoccurring use. Task Lists ca...

Dec 23, 2022 15:06

Partner Channel Users - Multi-Instance Login

With the introduction of the Multi-Instance Switching feature, Partner Channel Users will be able to switch between instances with a single login. Users who are added to a multi-instance account will have modified User records to reflect the updated login ...

Dec 29, 2022 08:43

Multi-Instance Switching

Multi-Instance Switching enables Users who oversee multiple R365 instances the ability to switch between them using the same User ID. The Multi-Instance Switching menu provides this easy transition by listing all favorited instances as well as the five mos...

Oct 20, 2023 14:58

Multi-Instance Nicknames

Channel Partner Users have the ability to create nicknames for the instances that they oversee. These nicknames can be viewed from the Multi-Instance Switching menu and the Multi-Instance Switching page, which is where these nicknames can also be managed. ...

Jan 11, 2023 12:47

Client Record

Client records and Client options are only available to Partner Channel Users who are managing multiple Client instances. The Client record stores information about each Client, including their name, address, contact information, and more. Once a record is...

Jan 11, 2023 12:49

R365 Custom Financial Reports Writer: Sharing Across Instances

The R365 Financial Report Writer enables Users to share their created Report Templates and Report Packages across the multiple instances that they oversee. When Templates are shared, the Column Layout undergoes a Validation Process to ensure that all insta...

Dec 29, 2022 10:17

Financial Dashboard: Sharing Saved Views Across Instances

This article is part of Financial Dashboards. Learn more about Customizing Financial Dashboards here.  Users that manage multiple Instances can share Financial Dashboard saved views across all instances.  This allows for a customized Financial Dashboar...

Mar 09, 2023 09:24

MFA: Across Instances

This article reviews MFA configurations for Multi-Instance organizations.  For Multi-Instance organizations, MFA configurations are designed to provide consistency with the following: MFA Methods are controlled at the organization level, and all asso...

Sep 19, 2023 16:34

Custom User Roles: Sharing Across Instances

This article reviews sharing Custom User Roles across Instances for Multi-Instance organizations.  On the User Roles tab of the Security & Permissions page, Users who manage multiple Instances can share Custom User Roles across the Instances that t...

May 04, 2023 09:14

Advantage to R365 Migration Best Practices

We are excited that you have chosen to implement R365 Accounting and Operations! This Best Practices Guide will show you what to expect throughout the process and how to prepare.    Accounting and Ops Data Migration Process   The R365 Onboarding Team wi...

Dec 28, 2022 10:22

Advantage & R365 Report Comparison

  We are excited that you have chosen to implement R365 Accounting and Operations! This reference guide contains a collection of Advantage reports that you may be familiar with and a comparable R365 report so that you don’t miss a beat.     Get started ...

Dec 28, 2022 10:29

Introduction to R365 for Advantage Users

We are excited that you have chosen to implement R365 Accounting and Operations! To help you get the most out of your transition to R365, this guide highlights areas within R365 that are the same or similar to Advantage. This guide also points out a few ar...

Dec 28, 2022 11:16

R365 Coaching Session: Auditing Data to Ensure Accuracy

When it comes to data, we say it all the time: 'Garbage in, garbage out.' But what does that really mean, how can you avoid allowing “garbage in” to pollute the data you trust to run your business, and how do you take the 'garbage out?' ...

Jan 06, 2023 11:15

Scheduled Maintenance

Restaurant365 performs regular maintenance to upgrade technology and services to ensure that your R365 experience is as smooth and secure as possible. Maintenance will also occur when new features are released to your database.  Maintenance notificatio...

May 04, 2021 14:30

Updating Bank Activity Provider Connection

Restaurant365 is integrating a new Bank Activity Service Provider to help strengthen bank connections, decrease processing times, and enhance User experience!  To prepare for this transition, it is crucial to remove your current bank connections throug...

Jan 17, 2022 13:48

Purchased Item Record: Layout Change Q1 2023

The Item Record will receive a new layout in Q1 2023 to provide Users the option to create Items within Smart Ops. The New Smart Ops Purchased Item Record will open in a sidesheet rather than a new window.  The Purchased Item Record information is sort...

Apr 03, 2023 12:51

Unit of Measure: Layout Change Q1 2023

The Unit of Measure grid and form will receive a new layout in Q1 2023 to provide Users the option to create and edit Unit of Measures in Smart Ops.  The New Unit of Measure form will maintain the same functionality, but the form will be updated for Sm...

Feb 02, 2023 09:36

Item Category: Layout Changes Q1 2023

The Item Category form and grid will receive a new layout in Q1 2023 to provide Users the option to create and edit Item Categories in Smart Ops. The Item Category form now opens in sidesheet rather than a new window, and the form has five new informat...

Feb 22, 2023 11:59

Workforce 'Add To Payroll' Process Change: July 2023

In July of 2023, the 'Add to Payroll' button within Workforce is being renamed 'Onboard'.  The new 'Onboard' process uses the 'Onboarding' wizard to walk the User through the information required to send an Onboarding In...

Jun 26, 2023 09:03

Workforce Employee Record 'Summary' Tab - Onboarding Summary Layout Change

In July of 2023, the Onboarding Summary section of the Workforce Employee Record 'Summary' tab was redesigned. This article reviews the layout changes to this section. Learn more about all features of the new Onboarding Summary here.  New Onbo...

Jun 26, 2023 09:03

Workforce Payment Details: Layout Change Q3 2023

In Q3 of 2023, the 'Payment Details' page for R365 Payroll is being updated. This article reviews the layout differences between the new and legacy versions of this page.   Learn more about the Payment Details page here.  Learn more about add...

Jul 19, 2023 12:37

Reference Only: Smart Ops Release Announcement

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 ...

Jan 04, 2023 14:04

Reference Only - Classic Location Groups

This article is for reference only.  In Q4 of 2022, Location Groups were updated with new functionality. This article reviews the Classic Location Groups. Please refer to the 'Location Groups' article to learn more about new Location Groups. ...

Jan 18, 2023 09:15

Reference Only: Labor Record - Breaks & Splits Tab

This article is for reference only. The Breaks & Split tab for Location Records was deprecated in May of 2023.  Break and Split Shift Rules are now configured on the Smart Ops Admin page.     1) Break After (no waiver) - Enter the maximum number...

May 15, 2023 10:01

Classic Manual Payment Form

The Manual Payment form was updated in Q4 of 2022 with a new look. This article reviews the layout and features of the Classic Manual Payment form.  The new layout can be accessed by clicking on 'Try New Version' from the 'Action' menu ...

Nov 15, 2022 09:11

Reference Only: Scheduling: Break and Split Shift Violation Tracking

This article is for reference only. In Q2 of 2023, the Break and Splits tab on Location Records was deprecated. Learn about the current Labor Rules available for Scheduling here.  This article is part of the Scheduling Module training. Click here ...

Jun 20, 2023 17:17

Workforce: Employee Terminations Layout and Process Change Q4 2023

In Q4 of 2023, the process for terminating employees within Workforce was changed. This article is an overview of the new separation process and changes to the 'Employment' tab of Workforce Employee Records.  Article Topics: Process Change N...

Oct 19, 2023 14:22

Reference Only: Classic Unit of Measure

This article is for reference only. The Classic Unit of Measure Form was deprecated in October 2023.  To learn about the Smart Ops Unit of Measure form, click here.  Units of Measure are used throughout Restaurant365 for Inventory, Purchased/Vend...

Oct 19, 2023 15:31

Reference Only: Classic Item Category Form

This article is for reference only. The Classic Item Category Form was deprecated in October 2023. To learn about the New Smart Ops Item Category Form, click here.  Up to three separate Item Categories can be assigned to each Purchased Item record...

Oct 19, 2023 15:32

Reference Only: Classic Item Category Variance Caps

This article is for reference only. The Classic Item Category Form was deprecated in October 2023. To learn about Item Category Variance Caps in the New Item Category form, click here.  Item Category variance caps are set acceptable variances for item ...

Oct 19, 2023 15:37

Reference Only: Classic Item Categories List

This article is for reference only.  The Classic Item Categories List, was deprecated in October 2023.  To read about the Smart Ops Item Category List, click here.  1) +Create - Click to create a new Item Category record Note: Users will be prom...

Oct 19, 2023 15:31