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    Add a New Location
    • 07 Oct 2024
    • 2 Minutes to read
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    Add a New Location

    • Dark
    • PDF

    Article summary

    Location Records can be created via the Restaurant365 Setup Assistant. Users with the following Permission will be able to access the Setup Assistant in the Administration menu:

    • Administration → System Setup → Use Setup Assistant

    Learn more about managing Permissions and Custom User Roles here.


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    If the Location Record being added will be a POS-Integrated Location, submit an R365 Add-On Form to begin the process of enabling polling for the Location. Once polling has been enabled, ensure that the POS Integration Settings on the Location Record are updated.


    Adding New Location Tasks

    Adding a New Location requires Users to complete setup tasks. Follow this checklist to add a New Location:

    POS-Integrated Location Tasks

    For Locations with a POS Integration, these tasks are recommended after the POS is installed.

    To troubleshoot any issues encountered when completing the checklist, please open a support ticket.


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