Location Setup

In Beta

This feature is in beta. Contact your CSM to learn more.

The Location setup step on the Onboarding dashboard is where verified business locations are added to Restaurant365 during onboarding. Location name, location type, and address are pre-filled when available. These details reflect the locations included in the organization’s purchase and help ensure accurate setup. Additional location parameters become available from the location record after the location has been created.

Locations shown during onboarding are validated to match the organization’s purchased setup to prevent setup errors. Review location details carefully before completing this step.

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. Locations listed here represent the organization’s validated business locations used for reporting, integrations, and operational setup.
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 Selector	Selects the location for bulk action in the action bar (#8).
6	Trashcan	Removes the location row from the table. This action cannot be undone.
7	+Location	Adds a new location row for entering location details during onboarding.
8	Action bar	Actions that apply to all selected locations. Options include: Edit: Opens an Edit Locations window where a legal entity and location type can be applied to all selected locations. Trashcan: Deletes the selected locations from the locations table. Close: Closes the action bar.
9	Template link	Downloads an excel location template with the following columns: Location Name R365 Location ID Legal Entity The file includes a dropdown with the entities from the Legal Entities Setup step populated. Address 1/Street Address 2/ Apt Suite Etc. City State Postal Code Country The columns on the template correspond to the columns of the location table.
10	Upload template	Opens a window where the completed template is uploaded.
11	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. This field is prefilled during onboarding when available and can be updated if needed.
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. This field is prefilled during onboarding when available and can be updated if needed.
Address	The address of the restaurant location, accounting entity, or commissary. Addresses are entered using address verification. This field is prefilled during onboarding when available and can be updated if needed.