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Manage Your Square for Franchises Location Groups

Location groups organize your locations into a specific order. You can group locations by geographic area, franchise owner, or another way that works for your business. A location group is connected to a list of locations or additional restaurant groups called location subgroups.

You can create, edit, and delete location groups and view location group reporting from your Square for Franchises dashboard.

Note: Location Groups must be enabled by Square Support.

Create a location group

  1. Sign in to your Square for Franchises dashboard and click General Settings Location Groups. The Locations column displays the locations contained in each location group.

  2. Click Create New Group.

  3. For your New Location Group, enter the Group Name, Group Description,  

  4. From Add Locations, you can add all your stores or select which stores you want to add to the group. Select All Stores to add all your stores to the group, or select Specific Stores and select the locations from the drop-down menu you want to add to the location group.

  5. Click Create and Save.

Edit a location group

  1. Sign in to your Square for Franchises dashboard and click General Settings > Location Groups.

  2. Select the location group you want to update.

  3. From here, you can update the Group Name and Group Description and add or remove locations.

  4. Click Save.

Delete a location group

  1. Log in to your Square for Franchises dashboard and click General Settings > Location Groups.

  2. Locate the group you want to delete and click the three dots.

  3. Click Delete.

  4. Review the confirmation message and click Delete.

View Reports by Location

The Reports tab allows you to view the recorded data of categorical metrics that impact all of your business locations. 

The categories that you can view are Sales, Payments, Items, Modifiers, Discounts, Orders, and Loyalty. 

  1. Sign in to your Square for Franchises dashboard and click the Reports tab.

  2. Select a category on the top of the page.

  3. From the Locations All button, click the name of the desired location or location group.

  4. If you select a location group, all locations within the group are selected.

  5. Once you select a location, or location group the report the page will display the report for the selected category.

Categories

Sales

  • Overall product sales in a period, including modifiers.
  • Gross sales amount minus discounts and refunds.

Refunds

  • The total dollar amount of refunds, the amount of refunds made, the percentage of refunded orders. 

Customers

  • Revenue, Average revenue per customer, the amount of customers, the amount of orders being made, and the average orders per customer.

Items

  • Item sale trends including, units sold, average quantity in the order, and gross sales. 

Modifiers

  • Modifier sales summary of a product including modifiers.

Discounts

  • Discount Title, Promocode, Type, Redemptions, Amount Discounted, Total Order Value Discount per Average Order.

Orders

  • Order trends of individual customers. 

Loyalty

  • Loyalty reward usage for online ordering. 

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