New Location Records are created with the R365 Setup Assistant.
Security
The following permission is required to create location.
Administration → Locations → Create Locations
Create a Location
To create a location, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Setup Assistant.
2) Under Organization, Switch to the Locations step.
3) Click Add Location.
4) Enter the required fields.
The required fields are:
Name
Number
Legal Entity
Time Zone
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.
5) Click desired save option: Save & New or Save & Close.
