ERP systems promise everything—until you're stuck mid-rollout.
We guide you through every step of R365 or ERP setup, from system builds to team onboarding. No more confusion. Just results.
Discovery & Scope
Define your workflows, integrations, and data sources.
Team Training
Hands-on sessions to ensure adoption and clarity.
System Build
Configure R365/ERP based on your exact needs.
Launch & Support
We stay with you to troubleshoot and refine.
"I can finally see everything—sales, labor, food cost—in one place. Worth every penny."
— David C., Director of Ops
Make R365 work for you—not the other way around.
NRA COA Setup
We configure the Restaurant365 environment using the NRA standard chart of accounts, enabling standardized financial reporting, multi-location rollups, and GAAP-aligned segmentation.
POS Integration
TRIS connects POS systems to R365 via direct API or middleware tools, automating daily sales entry, labor data sync, and tip allocations. This eliminates manual journal entries and improves reconciliation timelines.
Sales Validation to POS
We develop logic to validate imported POS data against bank deposits and GL entries, identifying and flagging variances. Data accuracy protocols improve trust in daily sales reporting.
AP Workflow Management
We implement AP modules within R365 including invoice capture, digital approvals, and payment batch creation. Vendor management and audit trail documentation are embedded.
Food and Cost Budgeting
We establish COGS budgeting structures linked to menu-level costing, vendor pricing, and theoretical usage models. Budget vs actual reporting identifies cost overruns in real time.
Item Assessment and Catalog Cleanup
TRIS audits and normalizes item catalogs within R365, removing duplicates, correcting units of measure, and aligning item names across locations for standardized reporting.
Ops Database Build
We populate R365 with structured recipes, prep items, vendors, order guides, and inventory units. Master data management ensures a stable foundation for inventory control and costing.
Training Schedule and Delivery
TRIS delivers role-specific training for finance, ops, and GMs on R365 functionality including daily procedures, reporting, and error troubleshooting. Job aids and onboarding checklists are included.
Inventory Management Setup
Inventory Management Setup We configure weekly or perpetual inventory count systems, map count sheets, and implement variance analysis. Inventory valuation methods (FIFO, weighted avg) are selected based on client needs.
Recipe Buildout
We build recipes using yield percentages, sub-recipe nesting, and cost rollups. Recipe models feed directly into theoretical usage and menu engineering dashboards.
One-on-One Training
Ongoing support includes live one-on-one sessions post go-live to address system gaps, ensure adoption, and reinforce SOP alignment.
Project Management Lead
TRIS assigns a dedicated implementation lead to manage milestones, dependencies, and stakeholder communication. Risk logs and launch readiness protocols ensure smooth rollout across units.