Golden Rules of Operations

Review the Operations Do's and Don'ts to help you stay successful with Operations in R365!

Units of Measure

• Do use what already exists and create only what is necessary.

• Do think about the measure type the UofM should be in: Weight, Volume, or Each?

• Don't make a UofM equal to 1 Each unless it actually is.

Purchased Items

• Do remember to categorize items for Ops reports

• Don't make a new item without checking to see if it already exists.

• Don't have duplicate purchase items – #1 goal for database longevity.

Vendor Items

• Do stay ahead of new Vendor Items – check the To do Checklist, Vendor Items list view, or inside the invoices to map new Vendor Items.

• Do ensure to add splits when necessary.

• Don't use 'Each' or 'Case' as the UofM when mapping. Always be sure to use the correct pack size for correct costing.

Inventory Counts

• Do count all items on the template every count. Journal Entries are adjustments from the previous count so not counting a group of items will increase food cost.

• Do review counts! Follow this review process to find and correct costing errors.

• Don't approve a count without reviewing it first.

Recipes

• Ingredients will be entered on the 'Ingredients' tab, and Recipes will be entered on the 'Recipes' tab.

• Do ensure the yield quantity and UofM is correct for what the output is for the recipe.

• Don't create a yield other than 1 Each for a Menu Item.

Menu Items

• Do build out menu item recipes one category at a time and use the Menu Item Analysis report to check your margins.

• Do keep the POS buttons the same as new Locations are opened for the same concept.