Adding Locations

• All locations must be assigned to a level. See Establishing Relationships Between Levels and Locations for more details.

• Starting with release 20.1.10, you cannot add or edit property details in Reporting and Analytics if your Reporting and Analytics application is connected to Simphony. In this case, property details are read-only in Reporting and Analytics and you must add or edit property details in the Simphony Enterprise Management Console (EMC).

1. In Reporting and Analytics, click the side navigation menu, click Configuration, click Portal Admin, click Organizational Structure, and then click Locations.
2. Click Add.
3. Specify values for the remaining settings on the form and then click Save.

   The following table lists the fields with a description and several examples.

   When using Oracle Payment Cloud Service, you must complete the required fields which include:

   • Region

   • Address Line 1

   • Address Line 2

   • Address Line 3

   • Postal Code

   • Municipality/City

   • Country

   • Phone and Fax

   Field	Description
   Name	Enter a unique name of the location. For example, Italian Restaurant.
   Location Reference	Enter an alphanumeric external reference for this location. It is often used in data exports to downstream systems to identify a location and map it to an external system, so changing the value has an impact. For example, Loc1.
   Labor Program	Select the labor program.
   Region	Select the state.
   Language	Select a language.
   Number Workstations	Read-only value that is available for RES 3700 POS systems and shows the number of configured workstations.
   Currency	Select the currency. See Enabling Currency Configuration and Setting the Common Currency for more information.
   Cuisine	Enter the type of cuisine. For example, Italian.
   Service Style	Enter the service style. For example, quick service.
   Time Zone	Select the time zone.
   Site ID	Enter an ID for this location which can be used in exports.
   Address Line 1	Enter the street number.
   Address Line 2	Enter the street name.
   Address Line 3	Optional additional address information.
   Postal Code	Enter the postal or zip code of the location, it must be 5 digits.
   Municipality/City	Enter the city.
   Country	Select the country.
   Phone and Fax	Select your country code and enter the phone number. It must be at least 10 digits. Do not use special characters, for example a dash (-).
   Cost Tier	If using cost tiers, this links to the Cost Tier module.
   Financial Calendar	If the location uses a financial calendar different than the parent level or the organization, select it from the drop-down list.
   Comp Store	Select if comparable to other stores. This field is used for customized reports when using the report builder.
   Open Date	Select the date that the location originally opened.
   Tax Type Override	Select a tax setting.
   Enable iCare Override	Select an option for Gift and Loyalty at this location. This option is only available for 9700 POS systems.
   Enable Enterprise Labor	Select to enable Labor Management. If selected, then the Configuration Model field appears.
   Use Standalone Terminal	This field is not in use.
   Enable Inventory	Select to enable Inventory Management if it is used at this location.
   Location Tax Settings	Select the type of tax.