In Beta
This feature is in beta. Contact your CSM to learn more.
The POS Setup step on the Onboarding Dashboard collects the information required to begin the POS integration process during onboarding. Integrating the POS ensures that daily sales, labor, discounts, tenders, and paid outs flow into Restaurant365 for reporting and operational use. This integration powers core features such as the Daily Sales Summary (DSS).
In this step, users add each POS system, select the import type (Sales or Sales & Labor), and assign the locations that will use the integration. Once onboarding is complete, POS settings are managed on the Location record.
Legal Entities, Locations, Calendar, and Start of Business Day must be complete to start the POS Setup step.
Security
Users must have the following permissions to complete the POS Setup step:
Administration → Dashboards → View Onboarding Dashboard
Administration → POS Management → Create 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.
Setup POS Integration in the Onboarding Dashboard
Complete the Legal Entities, Locations, Calendar, and Start of Business Day steps before beginning POS Setup. These configurations determine how POS data is assigned and reported in Restaurant365.
Follow these steps to complete the POS Setup in the Onboarding dashboard.
Click steps to expand for additional information and images.
1) Navigate to the Onboarding dashboard.
A) Open the Home application.
B) Select Onboarding dashboard.
2) Click Get started in the POS Setup step.
3) Select the POS system.
Each POS system should be added in its own row. Rows represent POS Groups and determine how data will import.
4) Select the Import type: Sales or Sales & Labor.
Select Sales to import daily sales only.
Select Sales & Labor to import sales, labor punches, and job codes.
5) Select the Location(s) that will use the selected POS.
Locations displayed in the dropdown are created during the Locations step.
6) Click connect (If applicable).
Connect opens a POS-specific connection window used to enter credentials or tokens required by the POS provider.
Connect is only available for the following POS Systems:
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If connect is not available for the selected POS, proceed to step #8.
Integration details will be collected and submitted in a POS integration ticket to R365 Support.
7) Enter the required fields in the POS connection window.
Each POS provider has unique connection requirements. Enter all required fields as instructed in the window. If unsure, refer to the POS provider’s documentation or support team.
An example Toast POS connection window is included below:
Ensure all required fields are complete before proceeding.
8) Add a POS Group row (If needed).
Add a POS Group row if another POS system or import type needs to be configured. Each POS + Import Type combination must be unique.
9) Repeat steps 3-8 until all desired POS Group rows have been added.
A POS Group will be created for each row in the table.
10) Click Complete and close.
All fields—including Connect fields—must be completed for each POS Group before the step can be finished.
The POS Setup Complete window will open.
11) If a third party system is used to track employee punches, enter the name of the system. (If applicable).
Once entered, click got it.
If a third party system is not used for employee punches, leave the Third party labor system field blank, then select Got it.