The R365 Setup Assistant is your 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 will be greeted by the Setup Assistant that will walk them through the key steps to start using R365 as soon as possible.
While it is called the 'Setup Assistant', it is not just for your 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 will appear next to it in the navigation area. Even if something is checked as 'complete', you can return to a Section or Step to modify the information or add new records.
The Organization Section is where you will create your Legal Entity, Fiscal Year (calendar), and Location records. Additionally, Users can create their own Location Grouping and upload their current Logo for each unique Location. This Section must be completed before you can start using R365. Refer to the following links for more information on R365 Organization:
- Legal Entity Setup
- Fiscal Year Setup
- Location Setup
- Note: Ensure that the POS Integration Settings are updated on the Location record if Sales and Labor will be polled and used for reporting purposes
The POS Integration section is where you begin integrating your 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:
- POS Integration: Setup Assistant
- POS Integration Settings Overview
- POS Integration Settings: POS Groups
Users & Security
The Users & Security Section is where you will create each of your R365 Users. Each User must be given a User Role and access to Locations in order to use R365. Refer to the following links for more information on Users & Security:
- R365 Setup Assistant: User Security Roles
- User Setup, Security & Location Access
- User Email Settings Overview
- Resetting User Passwords
- Employee App Access
The Fixed Assets Section is where your Fixed Asset Manager can review and create Asset Classes, Asset Categories and Asset Records. Once created, your Assets can be moved from Draft status to CIP and Active. Refer to the following links for more information on the Fixed Assets Module: