Step 1 – System Review
- Review existing POS system (Toast, etc.)
- Evaluate current accounting structure and chart of accounts
- Assess current inventory counting procedures
- Identify reporting needs and operational KPIs
- Determine integration points between POS, vendors, and accounting systems
Step 2 – Inventory & Vendor Setup
- Build vendor catalogs within Restaurant365
- Configure vendor items and purchasing units
- Set up unit of measure (UOM) conversions
- Map vendor items to inventory items
- Establish standardized inventory categories
Step 3 – Recipe & Menu Integration
- Build recipes within Restaurant365
- Link ingredients to inventory items
- Map recipes to POS menu items
- Configure portion sizes and yields
- Enable theoretical food cost calculations
Step 4 – Accounting Integration
- Connect Restaurant365 with the accounting platform
- Map general ledger accounts
- Configure automated invoice processing
- Set up sales and payment integrations from POS
- Establish financial reporting structure
Step 5 – Ongoing Reporting & Optimization
- Monitor theoretical vs actual food cost
- Review inventory variance reports
- Analyze prime cost and operational KPIs
- Optimize purchasing and vendor utilization
- Provide ongoing reporting and financial insights for management decisions