Franchisee Setup

Franchisees are the top-level group in the Franchising module that may own one or more franchisee locations (stores). This record stores details about the franchisee, how billing is handled, the list of locations, and contacts associated with the franchisee.

Create Franchisees

To create a new franchisee, hover over Franchising in the top ribbon and click New Franchisee. Populate the name and any additional header information.

	Field/Button	Description
1	Name	The name of the franchisee.
2	Billing Option	The option that determines how AR invoices are created when the franchisee billing process is run. Options include: 1 Bill Per Store - Separate invoices for each franchisee location, and the billing customer is the franchisee location. Franchisee - Single Invoice - One AR invoice is created for this franchisee, showing all fees at all locations. The bill has one row for each fee. Selecting this option displays the Billing Customer field, and that field is required (this is the customer on the invoice that is created). Franchisee - Separate Invoice per Store - Separate invoices for all franchisee locations, and the billing customer is set in the Billing Customer field. Selecting this option displays the Billing Customer field, and that field is required.
3	Term Start	The beginning date of the franchisee term agreement.
4	Term Expiration	The end date of the franchisee term agreement.
5	Region	The region where this franchisee is located.
6	Terms	The terms used in connection with this franchisee.
7	Stores tab	Displays a list of this franchisee’s locations (stores). Stores are assigned to a franchisee on the Franchisee Location record. Refer to the Franchisee Location article for more information.
8	Franchisee Contacts tab	Displays and allows additions of contacts for this franchisee.

When all required information is entered, click Save to create the franchisee in Restaurant365.

View Franchisees

To view existing franchisee records, click Franchisees under Business Development in the Franchising module. Locate the desired record and double-click to open it.