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.