In Beta
This feature is in beta. Contact your CSM to learn more.
The POS Setup step on the Onboarding Dashboard begins the POS integration process. This setup enables Restaurant365 to receive sales, labor, discount, tender, and paid-out data from the POS, which powers core features such as the Daily Sales Summary (DSS) and ensures accurate reporting across Accounting and Sales and Inventory.
This step must be completed after foundational onboarding configuration—Legal Entities, Locations, Calendar, and Start of Business Day—because these settings determine how imported POS data is assigned, grouped, and reported in Restaurant365. Once POS Setup is submitted, a ticket is submitted to R365 Support to continue the integration process.
After this step is complete, any ongoing POS configuration—including managing POS connections and editing POS settings—occurs on the Location record.
POS integration requests can only be submitted for locations that were included in the purchase and set up in the Locations step of the Onboarding Dashboard.
This ensures integrations are created only for valid locations and helps prevent setup delays or rework later.
Security
The following permissions are associated with the POS Setup step:
Administration → Dashboards → View Onboarding Dashboard
Administration → POS Management → Location POS Groups → View Location POS Groups
Administration → POS Management → Location POS Groups → Edit Location POS Groups
Administration → POS Management → Location POS Groups → Create Location POS Groups
Administration → POS Management → Location POS Groups → Delete Location POS Groups
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 POS Setup step.
POS Setup - Buttons and Fields
Button/Field | Description | |||
|---|---|---|---|---|
1 | Overview section | Provides guidance and best practices for POS setup. | ||
2 | POS setup table | The table where POS groups settings are managed within the Onboarding dashboard. | ||
3 | Expand /Collapse | When collapsed, expands the table to fullscreen view. When expanded, collapses the table to a smaller view. | ||
4 | POS Group row | The settings for an individual POS group including the POS system, import type, and linked locations. | ||
5 | Connect | Opens the POS connection window, which provides instructions for connecting the POS to R365. Supported systems include:
| ||
6 | Trashcan | Removes the POS group row from the table. | ||
7 | +New POS group | Creates a new POS Group row entry in the table. | ||
8 | Complete and close | Closes the POS Setup step. After completing, the step cannot be reopened. Created POS Groups can be viewed or edited from the POS groups page. |
POS Setup Table Columns
Column | Description |
|---|---|
POS System | The Point of Sale (POS) system that will act as the POS group name. Click the dropdown to select a POS. |
Import Type | The type of import:
|
Locations | The location(s) that the POS group settings apply to. |