Location Records can be created via the Restaurant365 Setup Assistant.  A User with the security role of User Setup will have access to the Setup Assistant via the Administration menu.  


Note: If the Location Record you are adding will be a POS Integrated Location, ensure to update the POS Integration Settings on the Location record and then contact R365 Support or your R365 Sales Rep to begin the process of adding a new POS Integrated Location. For non-POS Locations, there is no associated monthly fee.



Create a New Location



Navigate to the Administration menu in the top ribbon and select 'Setup Assistant'.


 

Once loaded, navigate to the 'Locations' section in the 'Organization' tab and click the 'Add Location' button to open the New Location Form.



This action will open the New Location form where the User with then be able to enter the Location record information and then 'Save'.

  • Note: If the new Location belongs to a new Legal Entity, create the the new Legal Entity and its fiscal years first.


If Sales and Labor data should be polled from this Location's POS, ensure to update the Location record with the following POS Integration Settings.



Location Setup Tasks


Once a new Location is added, ensure that the following accounting and operations-based tasks are completed.


Accounting and Integrations

  • Add necessary Bank Accounts.
  • Submit a Support Ticket to request the POS Integration and Vendor Integrations for the new Location. Submit each ticket separately (per POS and per Vendor) to ensure the ticket is resolved efficiently.


Operations


Setup the operational information for the new Location, which will depend on if the Location belongs to an existing or new concept.