Locations are created and managed from the Locations page. Add a new location to represent a restaurant, commissary, or accounting entity tied to an existing legal entity. Each location tracks its own operational and financial activity.
Security
The following permission is required to create location.
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.
Create a Location
To create a location, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Locations page.
A) Open the Admin application.
B) Expand the Locations & legal entities category.
C) Select Locations.
2) Click Create.
3) Enter the required fields.
The required fields are:
Name
Number
Legal Entity
Time Zone
Address
Learn more about fields on the location record.
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.
If the new Location belongs to a new Legal Entity, create the the new Legal Entity and its fiscal years first.
4) Hover over save then select the desired save option.
Save options include:
