Creating Locations

New Location Records are created with the R365 Setup Assistant.

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'.

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.