What is the New Store Onboarding process?

This article is used by Decision Logic Administrators to establish and configure new stores in Decision Logic.

Overview

Each section that follows should be completed in order before proceeding to the next step. This ensures process efficiency, seamless data flow, and ease of onboarding new stores.

Stores, Hierarchy, and Inter Unit Transfer (IUT) Maintenance

The Stores Maintenance functionality gives Decision Logic Admins the ability to configure a store’s IUT partners, company hierarchy, opened/closed status, and more! This is the first step and can be accomplished by navigating:

Maintenance > Company > Stores

1. Verify that the Group the new store belongs to exists in the Company Hierarchy. If the new store is in a New Group, first create the group in the applicable Region through the Hierarchy Maintenance page.

2. Create the Store by filling in as many fields as possible.

   1. Store Zip Code is required.

   2. Calendars are required. If a new Calendar is needed, complete the Calendar Survey or submit a request through the Decision Logic Service Center.

3. Assign the IUT Partners through the Manage IUT Partners feature.

Open

Point of Sale

The second step is to assign the new store to ensure that data is flowing through the correct sets of identifiers.

Assign the new store to its applicable Point of Sale (POS) by navigating to:

Maintenance > Point of Sale > POS Admin

1. Click the POS Mapping tab.

2. Select the POS.

3. Click Add Location.

4. Select the new store.

5. Click Save.

Open

Menu Set

Similar to the POS assignment step above, assigning the store to the correct Menu Set(s) will result in Menu Mix and Ideal/Theoretical reporting.

Assign the store to the applicable Menu Set(s) by navigating to:

Maintenance > Product > Menu Maintenance > Menu Sets

1. Select the Menu Set.

2. Click the Stores tab.

3. Check the box next to the new store.

4. Repeat these steps if more than one menu set should be assigned.

Distributors, Vendors, and Order Guides

Ordering and Invoicing become available for a store once they are assigned to their applicable Distributors, Vendors, and Order Guides.

Distributors Maintenance

In addition to making distributors' order guides available for stores to be assigned to, establishing the store-specific identifiers is required for electronic distributor integrations to work. This is done by navigating to:

Maintenance > Company > Distributors > Distributor Stores

1. Assign the new store to an applicable distributor.

   1. For distributors set to Type “Auto” (electronic integrations), Cust ID is the distributor's Customer Account Number that appears on the store’s invoices

   2. A distributor-generated Cust Store may be required for specific electronic distributors but is often a brand’s Customer Store Number that appears in the name of the store or the left-most column of the Stores Maintenance page.

2. Send communication to the electronic distributor’s integration team if you are expecting any of the following for the new store:

   1. Order Guide items to be included in the daily/weekly bid file transfer.

   2. Invoices to transfer to Decision Logic through their EDI feed.

   3. Orders placed through Decision Logic are to be accepted by the distributor.

PPC Maintenance

To ensure that invoices are manageable and reported fully, in addition to ordering and receiving, the store needs to be assigned to the applicable vendors. This is accomplished by navigating to:

Maintenance > General > PPC Maintenance > Vendor Stores

1. For each Distributor that the store is assigned to:

   1. Select the Vendor.

   2. Select the Store.

   3. Click the >> button.

2. For each Vendor that the new store would need to Enter Invoices manually, repeat the same steps.

Order Guide Maintenance

Once a store is assigned to a distributor, it can be assigned to any of the Order Guides to which the distributor is linked. This step should be completed by navigating to:

Maintenance > Product > Order Guides > Stores

For each Distributor that the store is assigned to

1. Select the Order Guide.

2. Select the Store.

3. Click the >> button.

POS Data Transfer

This step is to create the link between the Point of Sale and the new Decision Logic store for data transfer. This includes, but is not limited to, Sales and Labor.

Submit a New Store request through the Decision Logic Service Center after ensuring that the following information has been gathered:

• Store Number

• Store Name

• Go-Live Date

• Point of Sale name

  • For API Cloud POS, provide the POS Store ID (Location ID, GUID, or Establishment ID)

  • For Legacy Database POS, provide the POS Store ID and Company ID for HR Bridge Employee On-Boarding (if applicable)

• Completed Opt-In and ACH forms (if applicable)

Tip Share and Distribution

A Tip Category Configuration request should be submitted when the new store:

• Needs Payment Tips (seen as Receipt Tips in the End of Day page) or Cash Tip Paid-ins/outs to be included in the Accountability calculation.

• Intends to use Decision Logic’s Tip Share feature.

Users, Profiles, Managers, and Transaction Permissions

For Managers to have access to the new store, navigate to:

Maintenance > Company > Profile Maintenance

1. In the Users tab, Create User(s).

2. In the Profiles tab, add the new user(s) to the applicable profile(s) with the appropriate scope of Company, Region, Group, and Store.

3. In the Assigned Pages tab, assign user security and scope based on profile selection.

For users who need access to employees through the Employee Roster, navigate to:

Maintenance > Employee Info > Employee Transaction Permissions

1. Select the User.

2. Check the applicable boxes to permit the needed functions.

3. Click Save.

For Manager’s names to be available as Managers on the End of Day page, navigate to:

Maintenance > Company > Managers

1. Press the + Managers button.

2. Complete the form.

3. Click Save.

Inventory Sets and Guides

Users with Inventory Entry permission will be able to enter inventory once the new store is assigned to their applicable Inventory Set(s) by navigating:

Maintenance > Product > Inventory Sets

1. Select the Inventory Set.

2. Click the Stores tab.

3. Check the box next to the new store.

4. Repeat these steps if more than one Inventory Set should be assigned.

Labor Scheduling

If your store or concept does not use this feature, please skip to the next section.

The next steps provide store managers with information in the Labor Scheduler to help them make informed decisions about scheduling employees.

Labor Cost % of Sales

For Projected Sales and Labor Cost % to populate the Labor Scheduler, each of the new stores’ schedules needs to be assigned their applicable Department Sales by navigating to:

Operations > Labor Scheduling > Labor Setup > Activity Based Forecasting

Labor Template

For Budgeted Shifts to populate the Labor Scheduler “Day” view, stores must be assigned to a Labor Template by navigating:

Maintenance > Labor > Labor Scheduling Maintenance > Labor Templates

1. Select the Template’s Name from the list

2. Click the Stores tab.

3. Check the box next to the new store.

4. Click Save.

Kitchen Display (KDS) and Speed of Service (SOS)

If the new store or concept does not use this feature, please skip to the next section.

For Ticket Time Ranking and KDS Ranking Reports to include the new store, navigate to:

Maintenance > General > KDS Maintenance > Assign Store

1. Select the KDS Set from the dropdown.

2. Select the Store.

3. Click the >> button.

Budget

If your store or concept does not use this feature, please skip to the next section.

For a store to be available in Budget Reports, it must be assigned to a budget by navigating

Maintenance > Active Budget Control > Budget Maintenance > Reports

1. Select the Report.

2. Click Edit.

3. Select the new store.

4. Click the >> button.

5. Click Save.

Production Sheet

If your store or concept does not use this feature, please skip to the next section.

For stores to utilize the New Production Sheet Entry feature, stores must be assigned to a Production Sheet by navigating to:

Maintenance > Product > New Production Sheet Maintenance

1. Click the Pencil icon in the row of the applicable Production Sheet.

2. Click the Stores tab.

3. Check the box next to the new store.

4. Click Save Stores.

Line Check

If your store or concept does not use this feature, please skip to the next section.

For stores to have Line Check Schedule Entry and the resulting reporting available, stores must be assigned to Line Checks by navigating to:

Maintenance > Line Check > Line Check Maintenance

1. Click Edit Schedule in the row the Line Check to be assigned.

2. Click the ‘down carrot’ to view the stores list.

3. Check the box next to the new store.

Franchisor & Sales Export Accounts

Franchisor Account IDs

Generally used by a brand’s accounting team, the Franchisor Maintenance page is used to override the Account IDs in various exports - Account IDs that are otherwise entered through their applicable maintenance pages. These are usually used by franchisees who use alternate accounting platforms.

Per Maintenance Type, an existing store’s values can be copied to the new store by using the Copy To feature or entered per line for the new store.

Sales Export Account IDs

Similar to Franchisor Maintenance, the Sales Export Accounts populate the specific export in Exports > Accounting > Sales.

An existing store’s Account #'s can be copied to the new store by using the Copy to Store feature in Exports > Accounting > Sales Export Accounts.

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