The Franchising Module assists restaurant groups in tracking Franchisees, each Franchisee Location, Contracts, Franchisee Daily Sales, and automates Franchisee Billing/ACH Payment Collection.  To activate the Franchising Module, please contact your Sales Representative or R365 Support.


Security 


The Permissions listed here are associated with Fanchising. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.

 

Franchising Permissions are found in the Permission Tree as follows:

  • Franchising
    • Franchisee Billing
      • Create Franchisee Invoices
    • Franchisee Fees
      • View Franchisee Fees

      • Edit Franchisee Fees

      • Create Franchisee Fees
      • Delete Franchisee Fees
    • Franchisee Locations
      • View Franchisee Locations
      • Edit Franchisee Locations
      • Create Franchisee Locations
      • Delete Franchisee Locations
    • Franchisee Sales
      • View Franchisee Sales
      • Edit Franchisee Sales
      • Create Franchisee Sales
      • Delete Franchisee Sales
    • Franchisees
      • View Franchisees
      • View Franchisee Reviews
      • Edit Franchisees
      • Create/Delete Franchisee Reviews
      • Create Franchisees
      • Delete Franchisees

 

The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned.

 

Learn more about User Setup and Security here.


Navigation



To access this module, select it from the drop down at the top of the left hand navigation pane.


Franchisees


The Franchisee Record represent the group or entity that you will be billing for Franchise Fees etc.  Click here for more information on Franchisees.


Franchise Location (Store)


The Franchise Location Record represents the Stores that are owned by the Franchisee.  Click here for more information on Franchise Locations.


Franchise Daily Sales


Use this form to enter, or import via template, the Daily Sales for the Franchise Locations.  Click here for more information on Franchise Daily Sales.


Franchise Reviews


Franchise Reviews allows you to track details about each review you conduct of Franchisee Locations.  More information on franchisee reviews is found on Franchise Locations article.


Franchising Fees


The fees assigned to each Franchisee Location that will be billed to that Location on a regular basis. Create a new Sales Item for any necessary Franchisee Fees and then assign the necessary fees to the 'Franchisee Additional Info' tab of the Franchisee Location record. More information on Franchise Fees is found on Franchise Locations article.


Franchise Billing


The process you can run to auto-create AR Invoices to bill each of your Franchisees for fees incurred in a specific date range.  Click here for more information on Franchise Billing.


Entering AP Invoices on behalf of your Franchisee


The AP Invoice form can be used by a Franchisor to enter and pay an expense on behalf of a Franchisee.  This expense is then passed onto the Franchisee during Franchise Billing.  Click here for more information on AP Invoice: Franchising