This phase focuses on identifying how money enters your restaurant organization and the process of tracking those transactions within R365.
Phase Goals
- POS is configured, mapped, and validated
- Understand and begin Daily Sales approval process workflow
- Understand and begin Bank Deposit process workflow
- Understand and begin Third Party Delivery workflow (when applicable)
- Reporting (P&L and GL Account Detail)
- Timeline: 2-3 weeks
Advanced Topics
- House Accounts
- Accounts Receivable
- Manual Daily Sales Summary
- Location Setup Deep Dive
- System Preferences Deep Dive
- Future Orders Deep Dive
What to prepare for next?
- Finalize Vendor list for import
- Identify and include players for Money Out (Phase 3)
- Upload Bank Activity
Additional Resources