---
title: "Phase 1: Items In"
slug: "phase-1-items-in"
description: "Ops Phase 1: import Purchased Items, Units of Measure, and Vendor Items; map Item Categories to GL Accounts. Timeline: 3–4 weeks."
updated: 2025-08-26T16:59:47Z
published: 2025-08-26T16:59:47Z
canonical: "docs.restaurant365.com/phase-1-items-in"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/purchased-item-record-overview-security), [Units of Measure](/v1/docs/unit-of-measure), [Vendor Items](/v1/docs/new-vendor-item-record) imported
- [Item Categories](/v1/docs/item-categories) mapped to [GL Accounts](/v1/docs/gl-account-record)
- Food and Beverage [Vendors](/v1/docs/vendor-record) set to Invoice by Item
- Timeline: 3-4 weeks

### **Advanced Topics**

- [Historical Net Sales](/v1/docs/historical-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](/v1/docs/preparation-for-operations)
- [User Setup, Security, and Location Access](/v1/docs/user-setup-security-and-location-access)
- [User Roles: R365 User Role Descriptions](/v1/docs/user-roles-r365-user-role-descriptions)

Restaurant365

Structured documents that provide insights and summaries of various operational metrics and financial data.

## Related

- [Phase 2: Item Management and Transactions](/phase-2-item-management-and-transactions.md)
- [Phase 4: Recipes](/phase-4-recipes.md)
- [R365 Implementation Process (Accounting and Operations)](/what-does-the-onboarding-process-look-like.md)
- [Phase 1: Getting Started & Discovery](/phase-1-getting-started-discovery.md)
- [Phase 5: Banking](/phase-5-banking.md)
- [Phase 2: Money In](/phase-2-money-in.md)
- [R365 App: Create and Edit Item Transfers](/r365-app-create-and-edit-item-transfers.md)
- [Phase 6: Payroll](/phase-6-payroll.md)