---
title: "POS Setup in the Onboarding Dashboard"
slug: "pos-setup"
description: "Request POS integration per location in the Onboarding Dashboard. Submitting creates an R365 support ticket to coordinate integration setup."
updated: 2026-01-19T07:00:03Z
published: 2026-01-19T07:00:03Z
canonical: "docs.restaurant365.com/pos-setup"
---

> ## 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.

# POS Setup in the Onboarding Dashboard

In Beta

This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more.

The POS Setup step on the [Onboarding Dashboard](/doc/docs/onboarding-dashboard) begins the [POS integration](/doc/docs/pos-integration-overview) 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](/doc/docs/daily-sales-summary-dss-classic) (DSS) and ensures accurate reporting across Accounting and Sales and Inventory.

This step must be completed after foundational onboarding configuration—[Legal Entities](/doc/docs/legal-entity-setup), [Locations](/doc/docs/r365-hire-location-setup), [Calendar](/doc/docs/calendar-setup), and [Start of Business Day](/doc/docs/start-of-business-day-setup)—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](/doc/docs/legal-entities-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](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 POS Setup step.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1D360P8M.png)

---

## POS Setup - Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D0F99OPZ.png)

|  | 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](/doc/docs/pos-integration-settings-pos-groups) 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: \| - Toast - Square - Skytab - Qu - Adora \| - MobileBytes - Lightspeed K - Spoton - Brink \| \| --- \| --- \| > After the connection is complete, the Connect button updates to Edit. |
| - Toast - Square - Skytab - Qu - Adora | - MobileBytes - Lightspeed K - Spoton - Brink |
| **6** | Trashcan | Removes the POS group row from the table. |
| **7** | +New POS group | Creates a new [POS Group](/doc/docs/pos-integration-settings-pos-groups) 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](/doc/docs/pos-integration-settings-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: - **Sales:** Only sales data will be imported with the integration. - **Sales and Labor:** Sales and labor data (punches in and out) will be imported. |
| Locations | The location(s) that the POS group settings apply to. |