In Beta
This feature is in beta. Contact your CSM to learn more.
The Vendor integration setup step on the Onboarding dashboard collects the information required to begin the vendor integration process during onboarding. Vendor integrations reduce manual entry by automating the import of accounts payable (AP) invoices and AP credit memos. This step also includes an opportunity to identify supported third-party providers later in the workflow, when applicable.
Completing this step submits vendor details to Restaurant365 so the integration review and setup process can begin. Integration timelines vary by vendor and are not immediate. After submission, integration status and progress can be reviewed in the Vendor Integration Tracker.
This step is recommended but not required to complete onboarding.
Prerequisites
Before starting this step:
The Vendor integrations step remains locked until both prerequisites are complete.
Security
Users must have the following permissions to complete the Vendor integrations step:
Administration → Dashboards → View Onboarding Dashboard
Administration → Locations → View Locations
Administration → Integrations → Submit Vendor Integration Requests
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 Vendor Integrations in the Onboarding dashboard
Legal entities and Locations must be set up to unlock the Vendor integrations step.
To setup vendor integrations in the Onboarding dashboard, follow these steps:
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 Vendor integrations step.
3) Select a vendor from the dropdown.
Search or scroll to find a supported R365 vendor, or select Other to request a new vendor integration.
Requests for other vendor integrations are not guaranteed and are reviewed by R365 after submission. Third-party integrations are selected later in this process.
If there is a note for the selected vendor, it will be displayed beneath the selection.
4) Enter the vendor contact name.
R365Support uses this contact to initiate the integration setup. This field is required.
5) Enter the vendor contact email.
Only valid email addresses are accepted. This email is used for integration-related communication.
The Vendor Integration table populates with the locations added in the locations step.
6) Click the trashcan button to remove locations that will not use the vendor integration.
All locations added during the Location setup step are prefilled in the table.
Each vendor integration must include at least one location.
7) Enter the account number for each remaining location.
Enter the account number assigned by the vendor for the selected location.
This number typically appears on vendor invoices, credit memos, and statements.
Vendor account numbers must be unique across locations for the selected vendor.
8) If provided by the vendor, enter the OPCO code for each location.
Some vendors use OPCO codes to identify distribution centers or regions. If the vendor does not provide an OPCO code, leave this field blank.
9) Click +Location to add an another location row. (if applicable)
Add each location in a separate row.
This option is not available if all created locations have been added to the vendor integration.
10) Repeat steps 6-9 for each location that uses the selected vendor.
Do not add locations that do not use this vendor.
11) Click +Vendor integration to add an another vendor.
Up to three vendor integrations can be added.
12) Repeat steps 3-11 for each additional vendor.
13) Select Complete and close.
14) Select one or more third parties from the dropdown (if applicable).
Only supported third-party vendors appear in the list.
If no third-party vendor applies, continue to the next step.
Third party integrations are configured separately and may require additional collaboration between your organization and Restaurant365.
15) Select Submit to send the vendor integration request.
After submission:
Integrations are not active immediately. Timelines vary per vendor.
R365 Support reviews the vendor integration request, requests additional information, and works with the vendor contact to complete integration setup.
Integration status and progress can be reviewed in the Vendor Integration Tracker.
Once the integration is approved and activated, AP invoices and credit memos begin importing automatically for the configured vendors and locations.