Location Records can be created via the Restaurant365 Setup Assistant. Users with the following permission will be able to to access the Setup Assistant via the Administration Menu:
- Administration → System Setup → Use Setup Assistant
- Learn more about managing Permissions and Custom User Roles here. The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.
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.
Adding New Location Tasks
Adding a New Location requires Users to complete setup tasks. Follow this checklist to add a New Location:
|Create a New Location|
|Update the Location Record with the following POS Integration Settings (if applicable)|
|Add necessary Bank Accounts|
|Submit a Support Ticket to request POS Integration and Vendor Integrations for the new Location.|
|Setup the operational information for the new Location, which will depend on if the Location belongs to an Existing Concept or a New Concept.|
|Begin performing Inventory!|
Click here to download a printable PDF of this checklist.
To troubleshoot any issues encountered when completing the checklist, please open a support ticket.