The R365 Setup Assistant is a quick-start tool to get R365 up and running. The Setup Assistant has been designed for simplicity and ease of use. When new customers first log in to R365, they are greeted by the Setup Assistant. This tool walks through the key steps to starting the journey with R365.
While it is called the Setup Assistant, it is not just for initial R365 setup! Administrators can return to the Setup Assistant at any time to create new records and update existing records. As new features and modules are added to R365, new sections and steps will also be added to the Setup Assistant.
Sections, Steps, and Prerequisites
Different setup topics are broken up in to sections in the Setup Assistant. Within each section are individual steps. Some sections and steps require that the previous section or step be completed as a prerequisite.
Completing Sections and Steps
Once a section or step is completed, a check mark appears next to the list item in the navigation area. After a list item is marked complete, you can return to a section or step to modify the information or add new records as needed.
Organization
The Organization section is where users add legal entities, locations, and the fiscal year calendar for the organization. Additionally, users can create their own location grouping and upload a logo for each location. This section must be completed before users can start using R365. Refer to the following links for more information on Organization:
Addresses on the legal entity step are entered using address verification.
Addresses on the location step are entered using address verification.
Ensure that the POS Integration Settings are updated on the Location record if Sales and Labor will be polled and used for reporting purposes.
POS Integration
The POS Integration section is where users begin integrating the organization's POS system(s) into R365. Users can view the status of each POS integration request here along with other key details, including the system name and last polling dates. Review the following links for more information on POS integration:
Users & Security
The Users & Security section is where admin users add additional R365 users. Each user must be given a user role and access to locations. Refer to the following links for more information on Users & Security:
Fixed Assets
The Fixed Assets section is where the users can review and create asset classes, asset categories, and asset records. Once created, assets can be moved from draft status to CIP and Active. Refer to the following links for more information on the Fixed Assets Module: