Location Records can be created via the Restaurant365 Setup Assistant. A User with the security role of User Setup will have access to the Setup Assistant via the 'Administration' menu.
Note: If the Location record you are adding will be a POS Integrated Location, please contact R365 Support or your R365 Sales Rep to begin the process of adding a new POS Integrated Location. For non-POS Locations, there is no associated monthly fee.
Create a New Location
Navigate to the Administration menu in the top ribbon and select 'Setup Assistant'.
Once loaded, navigate to the 'Locations' section in the 'Organization' tab and click the 'Add Location' button to open the New Location Form.
This action will open the New Location form where the User with then be able to enter the Location record information and then 'Save'.
The Location record will now be available in the list of Locations and can be further customized via the regular Location Setup process, including Location POS Settings.
Location Setup Tasks
Setup the operational information for the new Location, which will depend on if the Location belongs to an existing or new concept.
- Existing Concept
- Create necessary new Inventory Count Templates or copy an existing template, as shown below from the Context menu on the desired template.
- Begin performing Inventory!
- Create necessary new Inventory Count Templates or copy an existing template, as shown below from the Context menu on 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.
- Begin performing Inventory!