This feature is in beta for select customers. Contact your CSM for more information.
Locations are reviewed, added, and finalized in the Location Step of the Onboarding Dashboard. This step provides a focused view of required information for creating locations.
Location names, types, and addresses are automatically populated in the locations table and can be reviewed and edited as needed. Locations can also be added manually or imported in bulk using a template.
From the locations step, locations can be managed in the following ways:
Add locations individually using the +Location option.
Add multiple locations at once using a template. Uploaded locations are added as new rows in the table unless the location name is duplicated.
Edit prefilled or uploaded locations in the location table.
Review and update location details directly in the table.
Edit Location Type or Legal Entity in Bulk in the Location Step
Add locations individually using the +Location option.
Additional parameters are managed from the location record once the location step is complete.
Security
Users must have the following permissions to create locations in the Location Setup step:
Administration → Dashboards → View Onboarding Dashboard
Administration → Locations → View Locations
Administration → Locations → Create Locations
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.
Setup Locations in the Table
Use this process to edit existing locations or create new locations in the table. Location name, type, and address are prefilled when available and can be edited as needed.
At least one location must be created to complete the location setup step.
Follow these steps to add or edit locations in the table:
Click steps to expand for additional information and images.
1) Navigate to the Onboarding dashboard.
A) Open the Home application.
B) Select Onboarding dashboard.
2) Click Get started in the Locations step.
3) Enter or edit the name of the location. (If needed)
R365 Best Practice
Consider using the same location names and numbering conventions in Restaurant365 that are used in the POS system. Consistent naming makes setup, reporting, and support easier to manage and helps prevent confusion when referencing locations across systems.
When available, the location name is prefilled. Retain the prefilled name, edit the existing name, or add a location name for new locations.
Location names must be unique within R365 and can be edited once the location has been created.
4) Edit the R365 location ID. (Optional.)
The R365 location ID is used to identify the location in transactions and reports and is displayed with the name throughout R365.
By default, locations are numbered as 001, 002, 003, etc. If a numbering system has not been established for locations, use the default numbering.
The R365 location ID can be edited once the location has been created.
5) In the Legal entity column, use the dropdown to select the legal entity associated with the location.
Legal entities can be assigned to more than one location.
Legal entity assignments are intended to remain permanent and cannot be easily updated.
To edit legal entities in bulk, select the desired locations, then click the edit button in the action bar.
6) Set the Location type.
When available, the location type is prefilled. Retain the previous selection or make a new selection.
Select Accounting entity if the location functions as a corporate office or holding company that oversees other locations.
Operations features such as Sales, Inventory, and Forecasting are not available for this entity type.Select Commissary if the location prepares, stores, or distributes food or beverage products to other locations.
Commissaries can process payroll and have full access to operations features, including Sales, Inventory, and Forecasting.
Select Restaurant if the location sells food or beverages directly to customers and manages full restaurant operations.
Restaurants have access to all operations features in R365, including Sales, Inventory, and Forecasting.
To edit location types in bulk, select the desired locations, then click the edit button in the action bar.
7) Add the location address.
If the address is prefilled, review the address for accuracy.
Addresses are added using address verification.
8) Click +Location to add an additional location. (Optional)
9) Repeat steps #3-8 until all desired locations are represented in the locations table.
A location record will be created for each location in the table.
10) Click Complete and close to finalize the location setup step.
Once completed, this step cannot be reopened. View created locations or add additional locations on the Locations page.
Import Locations in the Onboarding Dashboard
Imported locations create new rows in the location table unless the location name is a duplicate.
At least one location must be created to complete the location setup step.
To import locations in the Onboarding dashboard, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Onboarding dashboard.
A) Open the Home application.
B) Select Onboarding dashboard.
2) Click Get started in the Locations step.
3) Click template to download the location template.
4) Open and complete the location template.
The columns on the template correspond to the columns of the locations table:
Location Name
R365 Location ID
Legal Entity
The file includes a dropdown with the entities from the Legal Entities Setup step populated.
Address 1/Street
Address 2/ Apt Suite Etc.
City
State
Postal Code
Country
Ensure the template is saved before proceeding.
5) Click Upload template.
6) Click in the upload box to open the file explorer or drag and drop the completed template to the upload box.
The upload supports CSV and XLSX files.
7) Click Upload.
The locations from the template will populate in the table.
Missing fields or invalid fields are indicated in the table with a red circle and must be resolved before proceeding.
8) Click Complete and close.
Edit Location Type or Legal Entity in Bulk in the Location Step
Once added, the assigned legal entity and/or location type can be edited in bulk in the Locations table.
Click steps to expand for additional information and images.
1) Select the locations to be edited.
2) In the action bar, click the edit button.
3) Select the desired Legal entity and/or Location.
4) Click Apply Changes.
