The Locations page displays a list of all Locations in the R365 instance.
Users can customize their view by changing the column order and showing or hiding certain columns. To find specific locations, users can filter for specific information. Once a view is customized, users can save the view. This allows users to quickly view the information that they deem to be most valuable for their organization. Users can edit and save views. Learn more about working with list views.
To learn more about working with views, click here.
Navigation
Navigation Menu
Click the Admin application.
Click Locations & Legal Entities.
Click Locations.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
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.
Columns
Below is a list of all columns available to add to the grid view:
Column | Description |
---|---|
Location Name | Unique name for the location. |
Profile | The location profile includes additional details about the restaurant, which can be used to compare a restaurant's performance to other restaurants with the same attributes.
|
Location Number | Unique identification number for the location. |
Verified Shipping Address | Shipping address of the location. |
Address | The billing address for the location. This can be toggled off to use the shipping address as the billing address, or toggled on to list a separate billing address. |
Apt, Ste, etc. | Optional field for address details such as:
|
City | The city listed in the address of the location. |
State | The state listed in the address of the location. |
Postal Code | The postal/zip code listed in the address of the location. |
Country | The country listed in the address of the location. |
Time Zone | Time zone for the location. |
Phone 1 | Phone number 1 for the location. |
Date Established | Date when the location was first established or opened for business. |
Legal Entity | Legal entity associated with the location. |
Location Type | The type of location for the restaurant. Options include:
|
Restaurant Type | The type of restaurant selected in the location profile. Options include:
|
Delivery Services | The number of delivery services selected on the location profile. |
Sales Tax Rate | The sales tax rate or percent for the location. |
Deposit Account | The default deposit account for the location. |
Checking Account | The default checking account for the location. |
Over Short Account | The default over/short account for the location. |
Tips Payable Account | Account in which the Tips Payable is recorded on the DSS Journal Entry and Payroll Journal Entries. |
Daily Manager Salary | The static amount to be accrued for the daily manager expense. |
Daily Target Avg Check | The goal amount for the daily average check for the location. |
Status Based on | A deactivated selector used on legacy operations reports.
|
Labor Goal | Labor percent goal for the location. |
Day Part 1 Name | The user-created name given to Day Part 1. |
Day Part 2 Name | The user-created name given to Day Part 2. |
Day Part 3 Name | The user assigned name given to Day Part 3. |
Day Part Start Time 1 | Time when day part 1 begins. The end time is determined by the next Day Part Start Time. |
Day Part Start Time 2 | Time when day part 2 begins. The end time is determined by the next Day Part Start Time. |
Day Part Start Time 3 | Time when day part 3 begins. The end time is determined by the next Day Part Start Time. |
Payroll Benefit Estimate | The payroll benefit percent estimate for the location. |
Accrued Payroll Account | The account used to track and post daily labor cost when integrated with a POS that includes labor. |
Payroll Other Estimate | The payroll other percent estimate for the location. Commonly used for workers’ compensation. |
Payroll Other Estimate Account | The account in which the payroll other percent estimate is recorded. |
Payroll Tax Estimate | The payroll tax percent estimate for the location. |
Payroll Tax Estimate Account | The account in which the payroll tax estimate is recorded. |
Status | The location status: either active or partially active. |
Created By | Name of the person who created the location in the system. |
Created On | Date when the location was created. |
Modified By | Name of the person who last updated the location. |
Modified On | Date when the location was most recently updated. |