Your Trusted ERP & Restaurant365 Implementation Partner

Seamlessly connect your POS, payroll, inventory, and accounting systems with TRIS’s restaurant-specific ERP rollout support.

Expert financial services tailored for your needs.
Expert financial services tailored for your needs.

Restaurant ERP Implementations Done Right; No Guesswork, No Delays.

ERP platforms like Restaurant365 can transform your back-of-house operations, if they’re implemented the right way. Too often, teams get stuck with half-built systems, unclear workflows, and software that doesn’t fit their operation.

At TRIS, we specialize in restaurant-specific ERP rollouts that connect your POS, inventory, payroll, accounting, and scheduling under one unified system. We don’t just launch tools; we launch clarity.

Discovery & Scope

We identify your current tech stack, pain points, and integration needs to build the right system from the start.

Team Training

From managers to line staff, we train your team to use the tools confidently and consistently.

System Build

Whether it’s Restaurant365 or another ERP, we configure it for your business model, menus, and reporting workflows.

Launch & Support

We stay through the rollout, handling troubleshooting, optimization, and refinements to ensure adoption sticks.

Breakdown of Our Restaurant ERP & R365 Integration Services

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.

Partner with TRIS to Unlock Operational & Financial Clarity

We help hospitality operators reduce costs, improve decision-making, and scale confidently with expert accounting, fractional CFO services, and tech-driven insights.

Your benefits:
How We Work With You
1

Schedule a Call: Pick a time that works for you.

2

Discovery & Strategy: We analyze your challenges and uncover growth opportunities.

3

Tailored Proposal: A clear, actionable plan to optimize your finances and operations.

Schedule a Free Consultation