Location Setup

In Beta

This feature is in beta for select customers. Contact your CSM for more information.

The Location setup step on the Onboarding dashboard is where locations are added to R365 during onboarding. This step captures the foundational details required to create each location. Additional configuration options become available from the location record after the location has been created.

Security

Users must have the following permissions to create locations in the Location Setup step:

Administration → Dashboards → View Onboarding Dashboard
Administration → Locations → View Locations
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.

Navigation

Navigation steps

Open the Home application.
Select Onboarding dashboard.
Click Get started in the Locations step.

Location Setup

Buttons and Fields

	Button/Field	Description
1	Overview section	Displays guidance and best practices for creating and managing locations.
2	Locations table	Lists all locations configured in this step.
3	Expand /Collapse	Expands the table to full-screen when collapsed, or returns it to the default size when expanded.
4	Location row	The details for an individual location record.
5	+Location	Creates a new location row entry in the table.
6	Complete and Close	Closes the Location Setup step. After completing, the step cannot be reopened. Created locations can be viewed or edited, and new locations can be added from the Locations page.

Columns

Columns	Description
Row number	Displays the sequential number for each location entry. This number is used only as a count in the onboarding dashboard and is not included in the location record.
Location Name	Unique name for the location. This field is required.
R365 Location ID	Unique identification number for the location. This field is required.
Legal Entity	Legal Entity associated with the location. This field is required.
Location Type	The type of location. Options include: Accounting Entity: A location used for corporate offices or holding-company functions. These locations typically oversee other locations and have the most limited access to R365. Operations features such as Sales, Inventory, and Forecasting are not available for accounting entities. Commissary: A location that prepares, stores, or distributes food or drink products (internally or externally) to other locations. These locations may pay employees and have full access to operations features, including Sales, Inventory, and Forecasting. Restaurant: A location that sells food or drink products to customers, schedules and pays employees, and performs full restaurant-operational functions. These locations have access to all operations features in R365, including Sales, Inventory, and Forecasting.
Address	The address of the restaurant location, accounting entity, or commissary. Addresses are entered using address verification.