Phase 1 focuses on preparing and importing items to R365. Item Setup is a prerequisite to all item-level transactions, such as AP Invoices and Inventory. These foundational concepts will lay the groundwork for the next phases of Operations Onboarding.

Phase Goals

• Purchased Items, Units of Measure, Vendor Items imported
• Item Categories mapped to GL Accounts
• Food and Beverage Vendors set to Invoice by Item
• Timeline: 3-4 weeks

Advanced Topics

• Historical Net Sales 

What is coming up in the next phase?

• AP Entry by Item
• Training Managers to enter AP Transactions, Transfers, and Waste Logs
• Admin ready to maintain item database
• Reviewing Purchasing reports

Additional Resources

• Preparation for Operations
• User Setup, Security, and Location Access
• User Roles: R365 User Role Descriptions