Store Locations¶
Configure your franchise store locations and their settings.
Viewing Locations¶
- Go to Settings > Locations
- View list of configured stores
- Click any location to edit
Adding a Location¶
- Click Add Location
- Enter required information:
| Field | Description | Required |
|---|---|---|
| Location Name | Display name (e.g., "Downtown") | Yes |
| Location Code | Short identifier (e.g., "DT") | Yes |
| Address | Street address | Yes |
| City | City name | Yes |
| State | State abbreviation | Yes |
| ZIP Code | Postal code | Yes |
| Phone | Store phone number | Yes |
| Timezone | Store timezone | Yes |
- Click Save
Location Settings¶
Basic Information¶
- Location Name: How the store appears in the system
- Location Code: Short code used in reports and schedules
- Status: Active or Inactive
Contact Information¶
- Address: Full street address
- Phone: Main store phone number
- Email: Store email address (optional)
Operating Hours¶
Set default operating hours for scheduling:
| Day | Open | Close |
|---|---|---|
| Monday | 10:00 AM | 10:00 PM |
| Tuesday | 10:00 AM | 10:00 PM |
| ... | ... | ... |
These hours help with scheduling templates and coverage reports.
R365 Integration Fields¶
If using Restaurant365, configure these additional fields:
| Field | Description | Format |
|---|---|---|
| Location Number | R365 location identifier | Numeric |
| IRS Establishment Number | For Form 8027 | Up to 5 digits |
| Sales Tax Rate | Local sales tax percentage | e.g., 7.75 |
| Date Established | Store opening date | MM/DD/YYYY |
| POS Import Type | Data sync setting | None / Sales / Sales and Labor |
POS Import Types¶
| Type | What It Syncs |
|---|---|
| None | No POS data synced |
| Sales | Sales data only |
| Sales and Labor | Sales and labor data |
Managing Multiple Locations¶
Switching Locations¶
Use the location selector in the header to switch between stores.
Multi-Location Reports¶
Run reports across all locations:
- Go to Reports
- Select report type
- Choose "All Locations" in the filter
- Run report
Deactivating a Location¶
If a store closes or is no longer managed:
- Go to Settings > Locations
- Click the location
- Change status to Inactive
- Click Save
Deactivation Effects
- Employees at this location won't appear in scheduling
- Historical data is preserved
- Location can be reactivated later
Best Practices¶
Location Setup Tips
- Use consistent naming - Establish a naming convention
- Keep codes short - 2-3 characters is ideal
- Verify addresses - Ensure addresses are correct for mapping
- Set timezones correctly - Important for notifications
- Complete R365 fields - If using integration
Need Help?¶
Contact support at support@coldstonereno.com