--- title: "Set up a New Location" slug: "add-a-new-location" description: "Checklist for adding a new location in R365: tasks covering setup, POS, payroll, and integrations." updated: 2026-10-28T17:29:28Z published: 2026-10-28T17:29:28Z canonical: "docs.restaurant365.com/add-a-new-location" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up a New Location Use the checklists below to add a new Location in Restaurant365 and complete the required setup steps. 1. [Create the location](/doc/docs/creating-locations) in the [Setup Assistant](/doc/docs/r365-setup-assistant) or from the [Locations page](/doc/docs/locations-page). 2. Complete the [Adding New Location Tasks](/doc/docs/add-a-new-location#adding-new-location-tasks) list for all new locations. 3. For locations that will be integrated with a POS, complete the [POS-Integrated Location Tasks](/doc/docs/add-a-new-location#posintegrated-location-tasks). --- ## 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](https://forms.monday.com/forms/e6450fc8d747df62ad7e9fa5b32dabd6?r=use1) - [ ] 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](/doc/docs/creating-locations) - [ ] Update the Location Record's [POS Integration Settings](/doc/docs/pos-integration-settings-location-record) (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](/doc/docs/admin-page-overtime-rules) > [!NOTE] > Library Rules Apply Automatically > > When AI Labor Rules is enabled and the **Automatically apply rules to new locations** switch is enabled, a new location receives its matching library rules after the shipping address is saved. See [Automatically Apply Rules to New Locations](/doc/docs/automatically-apply-rules-to-new-locations). - [ ] Add necessary [Bank Accounts](/doc/docs/bank-account-record) - [ ] Submit a [Support Ticket](https://help.restaurant365.net/en/support/tickets/new) 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](/doc/docs/inventory-counts-create-and-edit-an-inventory-template) or [Copy an Existing Template](/doc/docs/inventory-counts-copying-an-existing-inventory-template) for the desired template. *New Concept* - [ ] Create new [Purchased Item Records](/doc/docs/purchased-item-record-overview-security) that are currently not in the database - [ ] [Map new Vendor Items](/doc/docs/vendor-item-mapping) that will be used for invoicing. - [ ] Create a new [Inventory Count Template](/doc/docs/inventory-counts-create-and-edit-an-inventory-template) from the [Inventory Counts Page](/doc/docs/inventory-counts-overview-security) ## 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](/doc/docs/admin-page-overtime-rules) and other [Labor Rules](/doc/docs/labor-rules-overview) - [ ] Review the [To Do Checklist](/doc/docs/to-do-checklist) and Map GL Accounts for **Payment Types** - [ ] Review the [To Do Checklist](/doc/docs/to-do-checklist) and Map GL Accounts for **Sales Accounts** - [ ] Review the [To Do Checklist](/doc/docs/to-do-checklist) and Map GL Accounts for **Jobs** - [ ] [Map Recipes to Menu Items](/doc/docs/mapping-recipes-to-menu-items) - [ ] [Merge Employee Records](/doc/docs/merge-employee-records) for Employees who work at multiple Locations - [ ] Review [Job Records](/doc/docs/smart-ops-job-records) and configure them as needed for Scheduling - [ ] If enabled, review the [POS Mapping Tool](/doc/docs/pos-mapping-tool) and update POS Accounts and Rules - [ ] If enabled, request [Schedule Writeback](/doc/docs/scheduling-schedule-writeback) for the new POS and check Schedule Writeback configurations. > Schedule Writeback is not available for all POS systems. - [ ] If polling is being moved from an existing Location to this new Location, set the previous Location's **POS Import Type** to **None**. > [!WARNING] > If the previous Location's POS Import Type is not updated, both Locations will poll and create duplicate Daily Sales Summary records. - [ ] If enabled, request [Intraday Polling](/doc/docs/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](https://help.restaurant365.net/en/support/tickets/new). --- ### FAQ ****What happens if I don't set the previous Location's POS Import Type to None?**** If you move polling to a new Location and leave the old Location's POS Import Type unchanged, both Locations poll and create duplicate Daily Sales Summary records. Set the previous Location's POS Import Type to None in its [POS Integration Settings](https://docs.restaurant365.com/docs/pos-integration-settings-location-record). ****Do I need to complete both checklists for every new Location?**** No. Complete the Adding New Location Tasks for every new Location. Complete the POS-Integrated Location Tasks only for Locations that will integrate with a POS. Start by [creating the Location](https://docs.restaurant365.com/docs/creating-locations). ****What else do I need to do if I choose R365 Overtime Rules?**** R365 recommends setting Overtime Tracking to R365 Overtime Rules. If you do, add the Location to an Overtime Rule Group on the [Overtime Rules page](https://docs.restaurant365.com/docs/admin-page-overtime-rules). ****How does setup differ for an existing Concept versus a new Concept?**** For an existing Concept, create new Inventory Templates or [copy an existing template](https://docs.restaurant365.com/docs/inventory-counts-copying-an-existing-inventory-template). For a new Concept, create any missing Purchased Item records, map Vendor Items for invoicing, and create a new inventory count template. ****How do I request Vendor Integrations for the new Location?**** Submit a support ticket for the new Location, and submit a separate ticket for each Vendor so each one resolves efficiently. Set up the Location's [Bank Accounts](https://docs.restaurant365.com/docs/bank-account-record) as part of the same checklist. ****Does R365 apply labor rules to a new location automatically?**** Yes, when the rule library, the paid AI Labor Rules feature, and the **Automatically apply rules to new locations** switch are all on. R365 applies at most one matching library rule for each rule type after the shipping address is saved and never replaces a rule already in place. See [Automatically Apply Rules to New Locations](/doc/docs/automatically-apply-rules-to-new-locations). A physical count of items on hand at a location, used in Restaurant365 to verify quantities and determine current inventory value. A tab on the Labor rules page that lists prebuilt federal, state, and city labor rules. Used to apply a library rule to the locations that match its jurisdiction. Appears only after R365 turns it on for the organization. ## Related - [Change POS Systems](/change-pos-system.md) - [Xenial Cloud POS Integration](/xenial-cloud-pos-integration.md) - [Rule Library Overview](/rule-library-overview.md) - [Automatically Apply Rules to New Locations](/automatically-apply-rules-to-new-locations.md) - [Apply Library Rules to Locations](/apply-library-rules-to-locations.md)