A Location Type is a required field in the Location record that groups Locations based on if they are an Accounting Entity, Commissary, or Restaurant.
When creating an Item Location record, Accounting Entities are omitted so that only Restaurant and Commissary Locations are connected to the Item Location record. By doing so, this helps to limit the number of records created for each item and will thus help prevent costing mistakes. This also helps to classify and organize Locations for better comparison. Future enhancements to the Commissary, Operations, and Accounting Modules will also utilize Location Types.
Note: In order to access the Smart Ops Release window for new Locations, ensure that the Location Type is set to 'Restaurant' for all Restaurant Locations when initially set up. More details about this process are explained below.
Updating Location Types
A User can update Location Types by using one of the following three methods:
- Through the To Do Checklist
- Via the Import Tool (Recommended to update in bulk)
A User can manually edit Location records by selecting the 'Locations' list under 'Administration' in the Accounting Module. This will populate the Locations grid with each Location in your Organization. To open a Location record, double-click on the Location record and it will open in a new tab
Once the Location record Opens, find the field 'Location Type' in the bottom, right-hand corner of the record. Using the drop-down menu will allow you to select the type of Location for this record. Repeat these steps for each Location record.
The To Do Checklist
Reviewing the To Do Checklist can point to specific Location records that need updating. Double-clicking each Location will open its Location record, allowing for you to go in and select the correct Location Type for each Location.
Via the Import Tool
Updating Location records via the Import Tool is the fastest way to update records in bulk.
Navigate to the 'Administration' tab in the top ribbon and click 'Import'.
A new window will open where you will be able to select the file you want to download, edit, and then upload. To do this, select 'Location' in the 'Options' drop-down menu and then 'Update Existing' in the 'Type' drop-down menu. Clicking 'Download Template' will create a .csv file that you can edit.
The last column in the file is 'Location Type'. After typing in the details about each Location, make sure to correctly fill in the Location Type column by typing in Restaurant, Commissary, or Accounting Entity.
- Note: If 'Location Type' is not included in your downloaded file, you can either type it in the last column or use this file
When finished, save and upload this file back into the system. A green pop-up window will appear if the upload was successful. Click here for more details on the Import Tool.
Access to the Smart Ops Release Window
The Smart Ops Release window includes navigation to various newly restructured forms and transaction screens as well as dashboards that compare daily, or even hourly if Intraday Polling is enabled, Sales and Labor data through various widgets and graphs.
All Locations will have this feature enabled for them, but after the initial release of this feature, ensure to mark all new stores with a Location Type of 'Restaurant' in order to include them in the Smart Ops Release window. Click here to learn more about the Smart Ops Release.