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    Franchising
    • 12 Jul 2024
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    Contents

    Franchising

    • Updated on 12 Jul 2024
    • 1 Minute to read
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    Article summary


    Franchising assists restaurant groups in tracking franchisees, franchise locations, contracts, daily sales, and automates franchisee billing/ACH payment collection. To learn more about how Franchising can streamline your franchise management processes, please contact your Sales Representative or {{variable.R365 Support}}.

    Security

    Franchising permissions are found in the permission tree as follows:

    • Franchising

      • Franchisee Billing

        • Create Franchisee Invoices

      • Franchisee Fees

        • View Franchisee Fees

        • Edit Franchisee Fees

        • Create Franchisee Fees

        • Delete Franchisee Fees

      • Franchisee Locations

        • View Franchisee Locations

        • Edit Franchisee Locations

        • Create Franchisee Locations

        • Delete Franchisee Locations

      • Franchisee Sales

        • View Franchisee Sales

        • Edit Franchisee Sales

        • Create Franchisee Sales

        • Delete Franchisee Sales

      • Franchisees

        • View Franchisees

        • View Franchisee Reviews

        • Edit Franchisees

        • Create/Delete Franchisee Reviews

        • Create Franchisees

        • Delete Franchisees


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Navigation

    To access the Franchising module, select Franchising from the drop-down menu at the top of the left navigation pane.

    Franchisees

    The Franchisee record represents the group or entity that you bill for franchise fees.

    Franchisee Locations

    The Franchisee Location record represents the stores that are owned by the franchisee.

    Franchise Daily Sales

    Use this form to enter or import daily sales for franchise locations.

    Franchise Reviews

    Franchise reviews track details about reviews conducted on franchisee locations. More information about franchisee reviews can be found in Franchisee Location Record.

    Franchising Fees

    Franchising fees are assigned to each franchisee location and are billed to that location on a regular basis. Create a new sales item for any necessary franchisee fees and then assign the necessary fees to the Franchisee Additional Info tab of the Franchisee Location record.

    Franchise Billing

    Franchise billing is the process of automatically creating AR invoices to bill your franchisees for fees incurred in a specific date range.

    Entering AP Invoices for a Franchisee

    The AP invoice form can be used by a franchisor to enter and pay an expense on behalf of a franchisee. This expense is then passed onto the franchisee during franchise billing. For more information, see AP Invoices for Franchises.

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