New Store Onboarding
New stores can be added anytime to an existing Decision Logic website and use existing configurations and data sets. Please complete the following tasks.
Company Hierarchy
Ensure the Area this store belongs to exists in the Company Hierarchy.
Create a new Area or Group as needed.
Users and Profiles
Create Users in Profile Maintenance.
Create Profiles and Assign Pages with Scope and Permissions.
Create Managers using the Managers page for access to the End of Day entries.
Stores Maintenance
Create the store(s) in Decision Logic in Stores Maintenance.
Point of Sale Integrations
Supply Chain Maintenance
Complete Supply Chain Maintenance Workflow to ensure the required sets below are available for store on-boarding.
POS Admin
Required for all Sales and Labor reporting.
Assign Store(s) to existing POS Admin.
Menu Maintenance > Menu Set
Required for P-MIX / Menu Item reporting.
Assign Store(s) to Menu Set Menu Maintenance.
Create a new menu set if the new store does not have the same menu item IDs as the existing locations.
Add any unique menu items via Menu Maintenance Upload.
PPC Vendor Maintenance
Required tasks.
PPC Maintenance > Assign Store(s) to existing Vendors.
Create new fields if needed for the new locations via PPC Maintenance.
Distributors Maintenance
Required tasks.
Distributors Maintenance > Assign Store(s) to existing Distributors.
For adding to Integrations see Electronic Distributor Integrations.
If a new Integration is needed, please submit an integration request via Customer Service Center.
New Integrations should be requested from your Distributors 4-6 weeks prior to new store onboarding.
Create new manual Distributors, Bid Files, and Order Guides as needed.
Order Guides
Required tasks.
Ensure all order guide locations exist Manage Order Guide Locations.
Assign stores to an existing Order Guide.
Create new Order Guides as needed.
Inventory Set
Required tasks.
Ensure all Inventory guide Locations exist How do I manage Inventory Guide Locations?
Inventory Sets > Assign store to Inventory Set or Sets.
Decision Logic Workforce
Budget Maintenance
Assign Store via Budget Report Maintenance.
Enter Budget or Download Template and submit a ticket to our Decision Logic Service Center for upload.
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Table of Contents
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