--- title: "Location Setup in the Onboarding Dashboard" slug: "location-step" description: "Create locations during R365 onboarding with name, address, legal entity, and timezone. Required before calendar and POS setup." updated: 2026-05-14T11:00:06Z published: 2026-05-14T11:00:06Z canonical: "docs.restaurant365.com/location-step" --- > ## 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 Setup in the Onboarding Dashboard In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. The Location setup step on the [Onboarding dashboard](/doc/docs/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](/doc/docs/legal-entities-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](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). --- ## Navigation ****Navigation steps**** 1. Open the **Home** application. 2. Select **Onboarding dashboard.** 3. Click **Get started** in the Locations step. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-28JLLKT5.png) --- ## Location Setup ### Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K8W35KUT.png) | | 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](/doc/docs/legal-entities-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: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TYGFM7L6.png)**Edit:** Opens an Edit Locations window where a legal entity, location type, or time zone can be applied to all selected locations. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EAKE2V20.png)**Trashcan:** Deletes the selected locations from the locations table. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DVX78OGT.png)**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](/doc/docs/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](/doc/docs/legal-entity-record) associated with the location. This field is required. | | Location Type | The [type of location](/doc/docs/location-types). 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. | | Time Zone | The time zone for the location in the row. Click to select a time zone from the dropdown. | | Address | The address of the restaurant location, accounting entity, or commissary. > [!NOTE] > Addresses are entered using [**address verification**](https://docs.restaurant365.com/doc/docs/address-verification). This field is prefilled during onboarding when available and can be updated if needed. |