--- title: "Location Groups" slug: "location-groups-overview" description: "Location Groups in R365: how groups work in Accounting, Operations, and reporting features." status: "update" updated: 2026-10-23T01:11:59Z published: 2026-10-23T01:11:59Z canonical: "docs.restaurant365.com/location-groups-overview" --- > ## 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. # Location Groups Location Groups are used to spread AP Invoices and Journal Entries across multiple Locations, limit which Locations can use specific Purchased Items and Recipes, and run combined Reports for groups of Locations. Learn more about how Location Groups are used throughout R365: - [Location Groups in Accounting](/doc/docs/location-groups-in-accounting) - [Location Groups in Inventory](/doc/docs/location-groups-in-smart-ops) - [Location Groups in My Reports](/doc/docs/location-groups-in-my-reports) --- ## Security **Location Group permissions are found in the Permission Tree as follows:** - Administration - Location Groups - View Location Groups - Edit Location Groups - Create Location Groups - Assign Location Groups - Delete Location Groups These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). > [!NOTE] > The **Assign Location Groups** permission also removes Location Group filtering from the Items, Purchased Items, and Recipe Items grids for that user. As a result, the user sees every Item and Recipe in the instance, even for Locations they are not assigned. Grant it only to users who manage Location Group assignments instance-wide. --- ## Navigation ****Navigation Steps**** 1. Open the **Admin** application. 2. Click **Locations & Legal Entities**. 3. Click **Location Groups.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KPQZFVOC.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) --- ## 'Accounting' and 'Operations' Location Groups Location Groups must be allowed for use in 'Accounting' and/or 'Operations' before they will be available to Users. All Location Groups will be available in 'My Reports'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d2f075ba-6d77-4642-afcb-048a2a7edfea.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) Location Groups allowed for use in 'Accounting' will be available for AP Invoices and Journal Entries. These Location Groups can contain all categories of Locations, including 'Accounting Entities'. Location Groups allowed for use in 'Operations' will be available for Purchased Items and Recipes. These Location Groups **cannot** contain 'Accounting Entities'. If the Location Group contains an 'Accounting Entity', the 'Operations' checkbox will be disabled. This configuration is accessible in the 'Settings' menu![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5f88ad45-f279-4ab0-b9c5-ade3da25bf9b.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D)after the Location Group has been selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XM945SJ5.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) --- ## Location Groups Sidesheet ## ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-38PTO98I.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Save | Saves the changes made to location groups. | | **2** | Location Group Tree | Lists the location groups and the locations under them. | | **3** | Create New Group | Adds a new top level location group. | | **4** | Settings | Opens the Location group settings where users choose where the location groups are used: Accounting and/or Operations. > Locations set as Accounting Entities cannot be configured for use in Operations. > > Learn more about [location types](/doc/docs/location-types). | | **5** | Add | Opens a menu where locations can be added to the location group. | | **6** | Search | Searches the locations for the entered text. | | **7** | Select All | Selects all locations assigned to the location group. | | **8** | Clear | Clears the selection of locations. | | **9** | Assigned Locations | List of locations assigned to the selected location group. Click the checkbox to remove the location from the location group. | | **10** | Remove All | Removes all selected locations from the location group. | --- ## Location Group Structure ### Location Group Tree Three layers of Location Groups are available; this assists in keeping the Location Groups organized. - Parent - Indicated with a building icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/4e582aa7-a6aa-4b1d-9e18-66bff70e994a.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) - Subgroup Level 1 - Indicated with a right-angled arrow icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/486cb8e3-1839-4124-8ca8-f0ef2ccd5f30.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) - Subgroup Level 2 - Indicated with a right-angled arrow icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/07b97131-de27-43f6-a37d-656e2e99e828.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) ![Graphical user interface, application Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/aeec817b-f625-4df4-bb54-8eca16fe1b65.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) --- ## Creating and Editing Location Groups ## ![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/15af1d3d-5577-4cc2-85d9-7ea7e510a18c.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) ### Creating Parent Groups To create a new Parent Location Group, click the ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0876fc62-e21b-4611-b808-807aca86bd7b.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) button. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6c3594c2-ba71-48a0-b553-7fe05763cb85.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) 1. Enter the Location Group Name > - Names must be unique, and cannot be the same as any other Location Group or Subgroup. > - Names cannot contain the following characters: > - , (comma) > - > (greater-than sign) 2. Enter a description (optional) 3. Click 'Apply' to create the Location Group, or click 'Cancel' to exit without creating the Location Group 4. Click ![Save](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/a08f6321-8f12-4f3d-a7e8-2bcd6cce3055.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D)to save and apply changes. > Location Groups must have Locations assigned to them to be available for use. ### Creating Subgroups To create a new Subgroup, hover over a Location Group, click the![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c26a35fe-797a-49b3-8566-95118ac47812.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D)menu icon, then select 'Add Subgroup' ![Graphical user interface, text, application, chat or text message Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/abf46539-847a-499d-a85e-6c2c774f34f7.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) The New Location Group form will open ![Graphical user interface, text, application, email Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2197a37c-3fe5-46b5-9b4c-1bb30bf4cd82.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) 1. Enter the Location Group Name > Names must be unique and cannot be the same as any other Location Group or Subgroup. 2. Enter a description (optional) 3. Click 'Apply' to create the Location Group, or 'Cancel' to exit without creating the Location Group 4. Click ![Save](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/76353a4c-16eb-40b0-bea1-2d4880db912b.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D)to save and apply changes. > Location Groups must have Locations assigned to them to be available for use. ### Assigning Locations Select the desired Location Group, then click the![+ Add](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/944971cd-f275-427a-a530-4290723bd6d4.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) button. The Location selection drop-down menu will open. > [!WARNING] > If a Location Group has one or more Subgroups, Locations can only be assigned to the lowest-level Subgroup(s). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8O4SBWKN.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) Select all desired Locations, then click![Apply](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6c08055a-a394-4da1-ad3f-3959d15c6ab8.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D)to assign the Locations to the Location Group. > Only Locations that are available for assignment will be displayed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/67bcfab0-dbd9-469a-8a43-8b212f951c76.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) Click![Save](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1a6ec1fb-fe2a-4c7f-8924-ef459c1a81eb.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) to save and apply changes. ### Removing Locations To remove a Location from a Location Group, select the desired Location Group, hover over the desired Location, then click the trashcan ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d9459dfe-5d08-4d62-b8d8-49c0481e2d01.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) icon that appears. Click ![Save](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/76d19c1d-b58c-474c-9114-293f6b1df5c6.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) to save and apply changes. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3B3LIMKT.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) ### Deleting Location Groups Only Location Groups without Locations assigned to them can be deleted. Follow these steps to delete a Location Group: 1. Select the Location Group 2. Remove all Locations from it 3. Click the![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0d01a8c3-e9b1-4c51-91a2-b7de28b22266.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D)menu icon 4. Click 'Delete Group' ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FB3B23JJ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) 5. Click ![Save](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f31cca7c-396c-4b58-80d6-aeccad8ee546.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A39Z&se=2026-11-10T17%3A57%3A39Z&sr=c&sp=r&sig=RQqxKnov%2FMk8FHLZyalJ5mydRxdJyTeQdOHFniKMuEM%3D) to save and apply changes. > [!WARNING] > Purchased Items and Recipe Items that have the deleted Location Group assigned to them will have the deleted Location Group automatically unassigned. If no other Location Groups are assigned to the Item, the Item will automatically be assigned to 'All Locations' --- Structured documents that provide insights and summaries of various operational metrics and financial data. Restaurant365 Access rights granted to users or user roles that dictate what actions they can perform within the system.