Set up a New Location

Use the checklists below to add a new Location in Restaurant365 and complete the required setup steps.

1. Create the location in the Setup Assistant or from the Locations page.

2. Complete the Adding New Location Tasks list for all new locations.

3. For locations that will be integrated with a POS, complete the POS-Integrated Location Tasks.  

Adding New Location Tasks

Adding a New Location requires Users to complete setup tasks. Follow this checklist to add a New Location:

• If the Location will be a POS-Integrated Location, complete and submit an R365 Add-On Form

  • Sign and return the provided ASR for the new POS-Integrated Location

  • Use the support ticket created by R365 Support to coordinate the configuration of the Location's polling

• Create a New Location

• Update the Location Record's POS Integration Settings (if applicable)

  • It is recommended to set the 'Overtime Tracking' setting to 'R365 Overtime Rules'

    If set to 'R365 Overtime Rules', ensure that the Location is added to an Overtime Rule Group

• Add necessary Bank Accounts

• Submit a Support Ticket to request Vendor Integrations for the new Location.

  Submit each ticket separately (per Vendor) to ensure that the ticket is resolved efficiently.

• Set up the operational information for the new Location, which will depend on if the Location belongs to an Existing Concept or a New Concept.

  
  Existing Concept

  • Create necessary new Inventory Templates or Copy an Existing Template for the desired template.

  New Concept

  • Create new Purchased Item Records that are currently not in the database

  • Map new Vendor Items that will be used for invoicing.

  • Create a new Inventory Count Template from the Inventory Counts Page

POS-Integrated Location Tasks

For Locations with a POS Integration, these tasks are recommended after the POS is installed.

• Add the Location to R365 Overtime Rules and other Labor Rules

• Review the To Do Checklist and Map GL Accounts for Payment Types

• Review the To Do Checklist and Map GL Accounts for Sales Accounts

• Review the To Do Checklist and Map GL Accounts for Jobs

• Map Recipes to Menu Items

• Merge Employee Records for Employees who work at multiple Locations 

• Review Job Records and configure them as needed for Scheduling

• If enabled, review the POS Mapping Tool and update POS Accounts and Rules

• If enabled, request Schedule Writeback for the new POS and check Schedule Writeback configurations. 

  Schedule Writeback is not available for all POS systems.

• If polling is being moved from an existing Location to this new Location, set the previous Location's POS Import Type to None.

  If the previous Location's POS Import Type is not updated, both Locations will poll and create duplicate Daily Sales Summary records.

• If enabled, request Intraday Polling

  Intraday Polling is not available for all POS systems. 

To troubleshoot any issues encountered when completing the checklist, please open a support ticket.