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 than ever before through smart functionality and template use.


Further enhance this experience by adding Smart Labor to your plan. Once enabled, you can set up your organization's labor configuration through the Labor Matrix and build Hourly Forecasts to better predict daily Labor needs. Restaurant Managers will also be able to view additional Labor Metrics on both the Operations Dashboard and Labor Dashboard to make data-driven staffing decisions. These can even be made in real-time if Intraday Polling is enabled. 


The Smart Ops Home page displays various parts of this experience and take a glance at valuable Sales and Labor details. The Smart Ops Home page will open automatically upon logging into the system for all Standalone Ops users and all Standalone Scheduling users.


When Accounting is enabled for an instance, the R365 landing page is dependent on user permissions. Smart Ops home page will open automatically for users that

have the following permissions:

Sales & Cash → Daily Sales → View Daily Sales Summary


Labor → Scheduling → Schedule → View Schedule



Food → Recipes → View Recipes


and do not have the following permissions:

Accounts Payable → AP Invoices → View AP Invoices Within Accounting


General Ledger → Journal Entries → View Journal Entries

Note: Users that have both the 'View AP Invoices Within Accounting' and 'View Journal Entries' permissions will open directly to the R365 Classic upon login.



Printable Guides


The following are downloadable guides that can be printed and displayed in your restaurant's back office:


Security


Each Smart Ops feature includes a listing of the Permissions needed to access a page and complete certain functions. Review each feature's overview article to ensure that the necessary Users have access to Smart Ops.


Learn more about managing Permissions and Custom User Roles here. The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.


Users can open Smart Ops by clicking 'Smart Operations' in the Classic Experience module selector. This will open the Smart Ops window. From the left navigation bar, Users can navigate to the corresponding areas of the system.




1) Left Pane Collapse Button - This will collapse the pane


2) Home Page - This will open the Home page


3) Dashboards - When clicked, this will display links to the following pages:

4) Sales & Forecasting - When clicked, this will display links to the following pages:


5) Food - When clicked, this will display links to the following pages:


6) Food Admin - When clicked, this will display links to the following pages:

7) Manager Log - When clicked, this will display links to the following pages:

8) Commissary - This will only be displayed if Commissary is enabled for your database. When clicked, this will display links to the following pages:

9) Labor - When clicked, this will display links to the following pages:

10) Team - When clicked, this will display links to the following pages:

11) Admin - When clicked, this will display links to the following pages:

12) Document Library - This will open Documents to Process


13) R365 Hire - This will open to the R365 Hire login screen, if enabled


14) My Reports - This will open My Reports in a new tab


15) Ad Hoc Reporting - This will open Ad Hoc Reporting in a new tab, if enabled


16) Classic Dashboard - This will open the Ad Hoc Dashboard in a new tab, if enabled


17) Workforce - This will open R365 Payroll in a new tab, if enabled


18) Classic R365 Exp. - This will the Classic R365 Experience in a new tab