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
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Purchased Items, Units of Measure, Vendor Items imported
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Item Categories mapped to GL Accounts
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Food and Beverage Vendors set to Invoice by Item
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Timeline: 3-4 weeks
Advanced Topics
What is coming up in the next phase?
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AP Entry by Item
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Training Managers to enter AP Transactions, Transfers, and Waste Logs
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Admin ready to maintain item database
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Reviewing Purchasing reports