Multi-Location HQ Management

Enterprise Feature

Multi-location management is available on Enterprise plans. Features described below are being actively developed -- contact your account manager for current availability.

Centralized control for your entire restaurant organization.

Overview

The Multi-Location HQ platform provides:

• Organizational Hierarchy - Manage brands, regions, markets, and locations
• Settings Inheritance - Push configurations down, allow local overrides
• Consolidated Reporting - Roll-up metrics across all locations
• Central Menu Management - Master menus with location variations
• Corporate Communications - Announcements and document distribution

Benefits:

• Single dashboard for entire organization
• Consistent standards across all locations
• Real-time visibility into performance
• Reduced administrative overhead
• Scalable from 2 to 2,000+ locations

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Getting Started

Accessing HQ Portal

1. Log in at portal.olympuscloud.ai
2. Use your corporate SSO credentials
3. Select your organization from the hierarchy
4. Dashboard loads with your permission level

First-Time Setup

1. Define Your Hierarchy

   • Set up organizational levels (Brand → Region → Location)
   • Import or add locations
   • Assign locations to regions

2. Configure Base Settings

   • Set default configurations at HQ level
   • Decide what can be overridden locally
   • Lock critical settings

3. Set Up User Access

   • Create role templates
   • Assign regional/location managers
   • Configure SSO groups

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Organizational Hierarchy

Hierarchy Levels

Level	Example	Typical Use
Organization	Acme Restaurant Group	Top-level entity
Brand	Burger Barn, Pizza Place	Different concepts
Region	West Coast, East Coast	Geographic divisions
Market	Los Angeles, New York	Metro areas
Location	Store #1234	Individual restaurants

Hierarchy Depth

Flexible Hierarchy

The system supports unlimited hierarchy depth to match your organization, from a simple 2-location setup to a complex multi-brand, multi-region chain with 2,000+ locations.

The system supports unlimited hierarchy depth to match your organization:

Acme Restaurant Group (Organization)
├── Burger Barn (Brand)
│   ├── West Region
│   │   ├── California Market
│   │   │   ├── LA Downtown
│   │   │   ├── LA Westside
│   │   │   └── San Diego
│   │   └── Oregon Market
│   │       └── Portland
│   └── East Region
│       ├── New York Market
│       │   ├── Manhattan
│       │   └── Brooklyn
│       └── Florida Market
│           └── Miami
└── Pizza Place (Brand)
    └── ...

Managing Hierarchy

Add a Level:

1. Go to Organization → Hierarchy
2. Click Add Node
3. Select parent level
4. Enter name and type
5. Save

Reorganize:

• Drag and drop nodes to restructure
• Changes cascade to all children
• Settings inheritance recalculates

Bulk Import:

1. Download CSV template
2. Fill in location details
3. Upload and map columns
4. Review and confirm

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Settings Inheritance

How Inheritance Works

Settings flow down the hierarchy:

HQ Settings (base)
    ↓ inherit
Region Settings (can override)
    ↓ inherit
Location Settings (can override)
    ↓
Effective Settings (what's actually used)

Setting Types

Type	Behavior
Inherited	Uses parent value, can override
Locked	Uses parent value, cannot override
Local	Set at this level only

Configuring Inheritance

Locked Settings

Settings marked as "Locked" at the HQ level cannot be overridden by lower levels. Use this for critical compliance settings like tax rates or labor law rules. Be intentional about what you lock -- over-locking reduces local flexibility.

At HQ Level:

1. Go to Settings → Organization Settings
2. Configure default values
3. Mark settings as:
   • Inheritable - Can be overridden
   • Locked - Cannot be changed below
   • Hidden - Not visible below

At Lower Levels:

1. Go to Settings → Location Settings
2. See inherited values in gray
3. Override by entering new value
4. Locked settings show padlock icon

Viewing Effective Settings

See what settings are actually in effect:

1. Select any level in hierarchy
2. Click View Effective Settings
3. Shows:
   • Current value
   • Where it's set (inherited or local)
   • Whether it's locked

Settings Categories

Category	Example Settings
Operations	Hours, service types, delivery radius
Menu	Menu sync, price overrides, item availability
Payments	Accepted methods, tip settings, cash handling
Taxes	Tax rates by jurisdiction
Labor	Scheduling rules, overtime, breaks
Ordering	Order limits, prep times, hold times

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Consolidated Reporting

HQ Dashboard

The main dashboard shows:

Section	Metrics
Today's Performance	Total sales, orders, average ticket
Location Overview	Top/bottom performers
Alerts	Issues requiring attention
Trends	Week-over-week, month-over-month

Roll-Up Metrics

View aggregated data at any level:

1. Select level in hierarchy (Brand, Region, etc.)
2. Dashboard updates to show roll-up
3. Drill down by clicking any location

Available Reports

Performance Reports:

• Sales by location/region
• Same-store comparisons
• Period-over-period analysis
• Daypart performance

Operational Reports:

• Labor cost percentage
• Food cost percentage
• Ticket times
• Void/comp rates

Comparison Reports:

• Location benchmarking
• Performance quartiles
• Regional rankings

Building Custom Reports

1. Go to Reports → Report Builder
2. Select metrics to include
3. Choose hierarchy level
4. Set date range and filters
5. Schedule or run immediately
6. Export as PDF, Excel, or CSV

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Central Menu Management

Master Menu

Create and manage menus at HQ level:

1. Go to Menu → Central Menu
2. Build your master menu
3. Set categories, items, modifiers
4. Configure pricing by region if needed

Menu Distribution

Push menus to locations:

Distribution Type	Use Case
All Locations	Standard menu items
By Brand	Brand-specific items
By Region	Regional variations
Selected Locations	Test items
Exclude Locations	Items not available everywhere

Location Overrides

Allow locations to customize:

Override Type	Example
Price	Different pricing by market
Availability	Item not offered locally
Description	Local ingredient sourcing
Name	Regional naming variations

Menu Push Workflow

1. Create/update items in Central Menu
2. Select distribution (all, region, selected)
3. Schedule push time or immediate
4. Review preview of changes
5. Confirm and push
6. Monitor rollout status

Staged Rollouts

Test Before You Push

Always test menu changes at a small number of locations before rolling out to all sites. This catches pricing errors, missing modifiers, and other issues before they affect your entire organization.

Test changes before broad release:

1. Push to test locations first
2. Monitor performance
3. Adjust if needed
4. Expand to region
5. Finally push to all locations

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Corporate Communications

Announcements

Send messages to all locations:

1. Go to Communications → Announcements
2. Compose message
3. Select audience (all, region, role)
4. Set priority and expiration
5. Send immediately or schedule
6. Track read receipts

Document Distribution

Share documents organization-wide:

Document Type	Example
Policies	Employee handbook updates
Procedures	New process documentation
Training	Learning materials
Marketing	Promotional materials
Compliance	Required postings

Communication History

View all sent communications:

• Message content
• Delivery status
• Read/acknowledgment rates
• By location breakdown

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User & Access Management

Corporate SSO

Integrate with your identity provider:

Provider	Status
Okta	Supported
Azure AD	Supported
Google Workspace	Supported
Custom SAML	Supported

Role Templates

Create standard roles for your organization:

Role	Typical Access
HQ Executive	All locations, all data
Regional Manager	Region only, full access
Area Manager	Market only, operational data
Analyst	Read-only, reports only

Permission Levels

Permission	Description
View	Read-only access
Edit	Can modify settings
Approve	Can approve changes
Admin	Full control

Cross-Location Access

Grant access across hierarchy:

1. Go to Users → select user
2. Click Access Grants
3. Add locations or levels
4. Set permission level
5. Set expiration if temporary

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Compliance & Auditing

Audit Trail

Every action is logged:

• Who made the change
• What was changed
• When it happened
• Previous and new values

Compliance Checklists

Create and assign checklists:

1. Go to Compliance → Checklists
2. Create checklist template
3. Set frequency (daily, weekly, monthly)
4. Assign to locations or roles
5. Track completion rates

Issue Tracking

Track and resolve compliance issues:

1. Issues auto-created from failed checks
2. Assign to responsible party
3. Track resolution status
4. Verify corrective action
5. Close with documentation

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Best Practices

Hierarchy Design

Do	Don't
Match your actual org structure	Create unnecessary levels
Use consistent naming	Mix naming conventions
Plan for growth	Lock yourself into rigid structure
Document your hierarchy	Assume everyone understands

Settings Strategy

Do	Don't
Lock critical compliance settings	Lock everything
Allow local price flexibility	Ignore market differences
Review inheritance regularly	Set and forget
Test settings in one location first	Push untested changes to all

Communication

Do	Don't
Use priority levels appropriately	Mark everything urgent
Target relevant audiences	Send everything to everyone
Track acknowledgments	Assume messages were read
Keep messages concise	Write novels

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Troubleshooting

Settings Not Taking Effect

Check:

1. Setting isn't locked at higher level
2. Correct hierarchy level selected
3. Cache has refreshed (wait 1 minute)
4. Location is online

Menu Not Updating at Location

Verify:

1. Push completed successfully
2. Location included in distribution
3. Location device is online
4. No local override blocking update

Reports Showing Wrong Data

Confirm:

1. Correct date range selected
2. Correct hierarchy level selected
3. All locations reporting data
4. Timezone settings correct

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Related Guides

• Platform Portal Dashboard
• Analytics & Reporting
• User Management