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...
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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 ...
15:13

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...
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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. ...
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. ...
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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...
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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...
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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...
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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...
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...
08:47

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...
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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...
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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...
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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...
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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 f...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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 ...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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. ...
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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...
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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...
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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...
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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 ...
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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...
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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?'...
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Navigation Enhancement - Q4 2022

In Q4 of 2022, in conjunction with the rollout of Custom User Roles, the navigation menus throughout R365 are being updated.  This update consolidates the navigation for the Classic Operations and Scheduling pages into Smart Ops. The consolidation incl...
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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...
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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...
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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...
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Item Location Record - Layout Changes Q4 2022

The Item Location Record will receive a new layout in Q4 2022 to only track Units of Measure, Selling U of M, and Price Type by Location.  Item Location Costs will no longer be tracked on the Item Location Record. Instead, they will be automatically track...
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Manual Payment - Layout Change

In Q4 2022, the 'Manual Payment' form is getting a facelift. The new layout maintains all of the same functionality, while making the form easier to read.  To try out the new layout, select 'Try New Version' from the 'Action&#x...
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Purchased Item Record: Layout Changes

The Purchased Item Record will receive a new layout in June of 2022 to provide more efficient Item creation. The 'Purchasing' tab will be removed and some fields will be relocated to be better grouped with related fields.  In addition to the ...
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Employee Record - Layout Changes

In August of 2022, the Smart Ops Employee Record will receive a new layout. This layout change includes renaming tabs and combining legacy tabs into new ones. Tab Changes Name Changes: The names for the following tabs have changed; however, th...
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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...
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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...
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Reference Only - Legacy Report Roles Setup

This article is for reference only. It contains the documentation for the legacy Report Roles Setup page that has been deprecated. This article was retired on 6/1/2022. To learn more about the current Reports Roles Setup page, see the My Reports: Repor...
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Reference Only

This article is a copy of the AP Invoice Form and is no longer being updated. For current documentation for the AP Invoice Form, click here.   If within the Smart Ops Release window, click here to learn about AP Invoices.   Inputting AP Invoic...
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Reference Only - Legacy Password Policy

This article is for reference only. It contains the documentation for the legacy Password Policy page that has been deprecated. This article was retired on 6/1/2022. To learn more about the current Passwords page, see the Security & Permissions: Pa...
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Reference Only: How do I add/remove an item to an existing Stock Count?

This article is for reference only. Classic Stock Counts were deprecated in Q3 of 2022. Stock Count Templates can be modified easily at any time through the process listed below. If your Organization is currently using Inventory Counts from the New Ops...
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Reference Only - Legacy Scheduling: Job Responsibilities

This article is for reference only Classic Scheduling was deprecated in Q4 of 2022. Please refer to the Smart Ops Job Responsibility Form article for current documentation.  Job Responsibilities allow you to put more detailed qualification...
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Reference Only - 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...
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Reference Only - Legacy Custom Sales Forecasting Overview & Security

This article is for reference only   As of Q4 of 2022 Forecasting is accessible only from Smart Ops. Please refer to the Smart Ops Forecasting article for current documentation.  Important Note: If your Organization utilizes the Smart Ops Release...
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Reference Only: Legacy Waste Logs: Entering A Waste Log

Reference Only: This article reviews Legacy Waste Logs which were deprecated in 2022. Please refer to the current documentation for Entering Waste Logs Waste Logs allow you to account for Inventory Item Waste. The Waste Log form is very similar to the ...
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Reference Only - Legacy 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...
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Reference Only - Legacy Scheduling: Announcements

This article is for reference only   Classic Scheduling was deprecated in Q4 of 2022. Please refer to the Smart Ops Manager Tools: Announcements article for current documentation.  This article is part of the Scheduling Module training.  Click here ...
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