---
title: "Franchisee Location Record"
slug: "franchisee-location"
description: "Franchisee location record: contact info, billing setup, fee assignments, and configuration tabs for each store."
updated: 2026-04-02T02:46:08Z
published: 2026-04-02T02:46:08Z
canonical: "docs.restaurant365.com/franchisee-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.

# Franchisee Location Record

Franchisee Locations (also referred to as stores) are records for each restaurant store owned by franchisees. These are categorized as a special type of customer in the system to facilitate sending invoices to these stores. They are stored as a special type of customer in the system since invoices may need to be sent to these stores.

The Franchisee Location record includes the following details:

- Contact information for the Franchisee Location, such as name and address.
- Uploaded and attached contracts or other pertinent documents for the location.
- ACH payment information for the store.
- Fees charged to the store, which can be created or viewed on the **Franchisee Additional Info** tab. [Learn more about the Franchisee Additional Info tab](/doc/docs/franchisee-location#franchisee-additional-info-tab).
- Details of any [Franchisee reviews](/doc/docs/franchisee-location#franchisee-review-subtab) conducted.

---

## Create a Franchisee Location

****Create a new Franchisee Location****

1. Open the **Create** menu.
2. Under **Franchising**, select **Store.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EJ9ADOHK.png)

****View an existing franchisee location****

1. Open the **Accounting** application.
2. Expand the **Franchising** category.
3. Select **Franchisee locations**.
4. Click the **Franchisee location name**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5PC5HQ5E.png)

---

## Franchisee Location Form Details

The **Franchisee Location** checkbox must be checked on the **Customer Additional Info** tab of the [Customer record](/doc/docs/customer-record) in order for a customer to be considered a Franchisee Location. It is checked by default if **New Store** was selected via the Franchising menu in the top ribbon.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9SPCEBCR.png)

---

### General tab

The General tab is where the Franchise Location (Store) Name, Number, and Contact Information are entered and other Franchise Location (Store) settings can be managed.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J24P26TK.png)

|  | Field/Button | Description |
| --- | --- | --- |
| **1** | Name | The Franchise Location (Store) Name as it is displayed in Restaurant365. |
| **2** | Number | The Franchise Location (Store) Number. This is an open text field that can be populated with an identifying number or any other value that can be used for sorting purposes. |
| **3** | Primary Contact | The primary contact for this store, which can be selected or created from this selector. Learn more about [creating contacts](/doc/docs/create-a-contact). |
| **4** | Comment | An optional comment for the Franchise Location (Store). |
| **5** | Phone | The phone number for the Franchise Location (Store). |
| **6** | Email | The email address for the Franchise Location (Store). |
| **7** | Fax | The fax number for the Franchise Location (Store). |
| **8** | Payment Terms | If the Franchise Location (Store) has specific [Payment Terms](/doc/docs/payment-terms), select them from this selector. Refer to the Payment Terms article for more information. |
| **9** | Terms Discount Account | For Payment Terms that result in a discount, specify the [GL account](/doc/docs/gl-account-record) where the discounts post. |
| **10** | Inactive | If the organization drops a Franchise Location (Store) after recording transactions with it, the Franchise Location (Store) record cannot be deleted. However, the Franchise Location (Store) can be flagged as inactive by checking this checkbox, and the Franchise Location (Store) will no longer appear in any **Select Customer** selector in the system. |
| **11** | Payment Hold | A placeholder for future enhancements. |
| **12** | Address | The address for the Franchise Location (Store). Address information is used when generating invoices for the Franchise Location (Store). |
| **13** | Upload File | Attaches a file to the Franchise Location (Store) record. |

---

### Franchisee Additional Info tab

This tab contains special fields used throughout the Franchising module. Additionally, the Franchisee Fee and Franchisee Review tabs are on this record and described in detail below.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-30AP7V06.png)

|  | Field/Button | Description |
| --- | --- | --- |
| **1** | Franchisee | The parent [Franchisee](/doc/docs/franchisee-setup) that owns this store / Franchise Location. |
| **2** | Open Date | The date that the store opened (informational only). |
| **3** | Contractual Open Date | The date of the contractual opening for the store (informational only). |
| **4** | Payment Method | The payment method used for this Franchisee store. If set to ACH, ACH stubs can be generated when creating AR invoices for this Franchisee. Bank Account Type, Routing Number, and Bank Account Number must also be filled out when ACH is selected. |
| **5** | Routing Number | Required only when Payment Method is set to ACH. |
| **6** | Bank Account Number | Required only when Payment Method is set to ACH. |
| **7** | Radius Protection | The physical radius surrounding the Franchise Location that is protected against intra-brand competition. This field allows both numbers and letters (for example, 2 miles). The information entered here is informational only and does not affect any other component of R365. |
| **8** | Bank Account Type | Required only when Payment Method is set to ACH. Select the bank account type that is used with ACH billing: Business Checking or Business Savings. |
| **9** | Franchisee Location Link | Allows a Franchise store to be linked to a POS integrated location that is polling POS sales into R365. This list is populated by all the Locations that exist in the R365 database. This link should only be used if Franchisee stores have been POS integrated. |

#### Franchisee Fee sub-tab

This tab allows selection of [Sales Items](/doc/docs/sales-item-record) that are billed as Franchisee Fees to this Franchisee. Fees selected and saved on Franchisee Location records can be seen in the Franchising Fees list by navigating within the Franchising module and selecting **Franchising Fees**.

Fill out the following fields and then click **Add** and **Save** to add Franchising Location Fees.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Y42Y0JTN.png)

|  | Field/Button | Description |
| --- | --- | --- |
| **1** | Recur | When selected, the fee is repeated on multiple invoices. If this is a one-time fee, leave the checkbox cleared. |
| **2** | Select Item | The item/fee that shows on the invoice when this fee is billed. Franchising Fees must first be built out as Sales Items before being added to a Franchising Location record. Learn more about setting up [Sales Items](/doc/docs/sales-item-record). |
| **3** | Description | The description that shows on the invoice. |
| **4** | Charge Type | Provides a list of how the Franchisee Location can be charged. Options include: - **Flat Amount** - When chosen, enter a flat amount that is billed to the Franchisee in the **Total** field (6). - **% of Sales** - When chosen, enter a percentage value in the **Total** field (6). % of Sales means the amount billed to the Franchise Location (Store) is based on a percentage of the Franchisee Daily Sales entered for this Franchisee. [Learn more about entering Franchisee sales](/doc/docs/franchisee-daily-sales). - **% of Sales Minus Accounts** - When chosen, enter a percentage in the **Total** field (6) and select one or more GL Accounts from the **Excluded Accounts** field. % of Sales Minus Accounts means the amount billed to the Franchise Location (Store) is based on a percentage of the Franchise Daily Sales entered for this Franchisee minus the selected GL Account(s). |
| **5** | Excluded Accounts | A list of all GL Accounts with a GL Type of Sales. This field is enabled only when % of Sales Minus Accounts is selected as the Charge Type (4). If enabled, select one or more GL Accounts that are used for the calculation. |
| **6** | Total | The value that is used to bill the customer, either a flat amount or a percentage as selected in the Charge Type (4) field above. |
| **7** | Start Date | Active only if the Recur checkbox (1) is selected. If this is a recurring fee, enter the date the fee should start being billed. |
| **8** | End Date | Required for all fees. If the fee is recurring (1), this is the end date after which the recurring fee is no longer billed. If the fee is not recurring, this is the actual date when this fee is billed. |
| **9** | Sales Type | Active if the Charge Type is set to either % of Sales or % of Sales Minus Accounts. If active, select whether the Sales Type is Gross Sales or Net Sales. These values are pulled from the Franchisee Daily Sales. |

---

### Franchisee Review Sub-Tab

This tab allows the results of Franchisee reviews to be recorded. Reviews for all Franchisees can be viewed in the **Franchising Reviews** list located in the Franchising module. Reviews contain the following fields:

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZQVYLC7D.png)

|  | Field/Button | Description |
| --- | --- | --- |
| **1** | Date | The date of the review. |
| **2** | Pass | Indicates whether the Franchisee passed the review. Options include: - Yes - No |
| **3** | Score | The score that the store received. This is a number field. |
| **4** | Frequency | The frequency of the review, such as monthly or annual. |
| **5** | Description | An open text field for additional information. |
| **6** | Comment | An open text field for additional information. |
| **7** | Add/Clear buttons | After completing each field, click **Add** to add the review to the Franchisee record. Click **Clear** to clear the fields without adding. |

Financial account used to record specific transactions in the general ledger.

Restaurant365

POS (Point of Sale)

A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).