Phase 1: Items In

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