Add a New Location

Location Records can be created via the Restaurant365 Setup Assistant. Users with the following Permission will be able to access the Setup Assistant in the Administration menu:

• Administration → System Setup → Use Setup Assistant

Learn more about managing Permissions and Custom User Roles here.

If the Location Record being added will be a POS-Integrated Location, submit an R365 Add-On Form to begin the process of enabling polling for the Location. Once polling has been enabled, ensure that the POS Integration Settings on the Location Record are updated. For non-POS Locations, there is no associated monthly fee.

Adding New Location Tasks

Adding a New Location requires Users to complete setup tasks. Follow this checklist to add a New Location:

• If the Location will be a POS-Integrated Location, complete and submit an R365 Add-On Form

  • Sign and return the provided ASR for the new POS-Integrated Location

  • Use the support ticket created by R365 Support to coordinate the configuration of the Location's polling

• Create a New Location

• Update the Location Record's POS Integration Settings (if applicable)

  • It is recommended to set the 'Overtime Tracking' setting to 'R365 Overtime Rules'

    If set to 'R365 Overtime Rules', ensure that the Location is added to an Overtime Rule Group

• Add necessary Bank Accounts

• Submit a Support Ticket to request Vendor Integrations for the new Location.

  Submit each ticket separately (per Vendor) to ensure that the ticket is resolved efficiently.

• Set up the operational information for the new Location, which will depend on if the Location belongs to an Existing Concept or a New Concept.

  
  Existing Concept

  • Create necessary new Inventory Templates or Copy an Existing Template for the desired template.

  New Concept

  • Create new Purchased Item Records that are currently not in the database

  • Map new Vendor Items that will be used for invoicing.

  • Create a new Inventory Count Template from the Inventory Counts Page

POS-Integrated Location Tasks

For Locations with a POS Integration, these tasks are recommended after the POS is installed.

• Add the Location to R365 Overtime Rules and other Labor Rules

• Review the To Do Checklist and Map GL Accounts for Payment Types

• Review the To Do Checklist and Map GL Accounts for Sales Accounts

• Review the To Do Checklist and Map GL Accounts for Jobs

• Map Recipes to Menu Items

• Merge Employee Records for Employees who work at multiple Locations 

• Review Job Records and configure them as needed for Scheduling

• If enabled, review the POS Mapping Tool and update POS Accounts and Rules

• If enabled, request Schedule Writeback for the new POS and check Schedule Writeback configurations. 

  Schedule Writeback is not available for all POS systems.

• If enabled, request Intraday Polling

  Intraday Polling is not available for all POS systems. 

To troubleshoot any issues encountered when completing the checklist, please open a support ticket.