Legal Entities & Locations

Legal Entity Record
Legal Entities are companies that own locations. Each Location must belong to a Legal Entity, and whenever a transaction occurs and is connected to a specific Location, it automatically is connected to the Legal Entity as well. Many reports ...
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Location Record
Locations, like Legal Entities, are critical to both Accounting and Operations in Restaurant365.  Click here for more information on how to Create a New Location The Location Record is where the Location specific information for each Location...
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Add New Location
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 P...
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Location Groups
Location Groups allow you to create different sets of locations and then you can filter reports by those location groups instead of having to select locations one at a time on each report. To create a new group follow these steps Open the L...
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Location Reporting Categories
Location Reporting Categories are custom categories that are used for reporting and grouping your Locations.  You can create up to 10 User-defined categories that can then be assigned on Location records.  Some examples include: If your co...
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Deleting a Location
Locations in R365 can be deleted if necessary, but only after certain conditions are met:   In order for a Location to be deleted, every transaction / record that was ever associated with that Location must also be deleted, or reclassified t...
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Location Types
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 R...
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Sales Account Import Types
Sales Account Import Types are the type of Sales Accounts brought in from the POS. Depending on the POS system, these types may or may not have been set up when your system was initially implemented. If your system allowed for this setup, th...
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Location Profile
The Location Profile provides a further look into the attributes of your restaurant Locations. The Location Profile can only be utilized if the Location has a Location Type of 'Restaurant' set on its Location record. When updating the L...
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