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Restaurant365 Install Overview

Outlines the setup process for integrating Restaurant365 with BeerBoard, covering steps for account creation, OData Connector activation, inventory synchronization, and invoice management. It ensures accurate and efficient data management between the two systems.

 Accounting Clerk Account Creation

To provide BeerBoard with an account to utilize the OData Connector.

  • Process:

    • The R365 account lead on the customer side sets up an 'Accounting Clerk' user account for BeerBoard.

    User Info Example:

  • Name: Sundar Ravindran
  • Email: sundar@beerboard.com
  • Username: sravindran
  • Password: smartorders225
  • Permission: Accounting Clerk
  • Locations Permission: All Locations
More information: Restaurant365 OData Connector

 

OData Connector Activation and Category Mapping

BeerBoard uses the OData Connector to implement our inventory and quantity on hand synchronization feature

  • Process:
    • Activation and mapping are done by BeerBoard’s integration team via the provided Accounting Clerk account.
    • The Customer Success Manager (CSM) from BeerBoard reviews synchronization feature utilization with the customer.
    • The integration team activates and maps R365 categories and associated menu items based on customer preferences.

Inventory & Quantity on Hand Sync Audits

BeerBoard’s Integration Team audits the inventory and associated quantity on hand values on SmartBar against the reports on R365

  • Process:
    • BeerBoard’s Integration Team audits values on SmartBar against R365 reports.
    • R365 menu exports are requested from the customer and compared to BeerBoard-generated reports.
    • Validated data is reviewed with the customer for sign-off.

Invoice Synchronization Integration Setup

To gather access information from R365 for invoice passing.

FTP Server Access Grant

  • Process:
    • The customer requests access credentials from their R365 contact.
    • BeerBoard’s Integration team is provided with server user account credentials with READ/WRITE/UPDATE/DELETE permissions.

Invoice Testing & Transmission Verification

Validate invoice format and accuracy.
  • Process:
    • Standard testing procedures are followed by BeerBoard and R365 teams.
    • Test invoice files are passed to the R365 lab environment for review.
    • Data is compared, confirmed, and signed off by BeerBoard, Customer, and R365 teams.

 

Vendor Code & Item Chain Code Mapping

To standardize ID codes and associate Vendor codes with Item codes.
  • Process:
    • BeerBoard generates a list of inventory items and pairs them with standardized product Chain Number codes.
    • The list is provided to R365 for processing and mapping.
    • R365 pairs inventory items with corresponding Vendor Codes and sends the list back to BeerBoard.
    • Final mapping is completed by both BeerBoard and R365 teams.