Introduction
This is a short how-to guide on how to enable a Demo POS integration as a SameSystem employee.
Prerequisites
Have user-role of "supervisor" or "regional supervisor."
Enable the setting "multi cash registers" in General Settings.
Configure Demo POS integration settings.
NB: You must be inside your demo account when you enable these settings. In case the options below are not visual, contact the SameSystem support team.
Navigate to General Settings. Inside the General settings menu under the Budget & Weekly Balance tab, enable the setting “enable POS import.” Then in the setting “POS integration service," select "Demo" as POS provider. Once done, enable "Auto confirm weekly balance" and set the "confirm days at" to 5 a.m. click save.
Configure POS information for each department
Navigate to departments inside SameSystem's navigation menu.
Inside the department’s menu, click edit on each department that the POS Integration should be enabled for.
Inside each department’s configuration menu, add the POS client IDs to the “POS client number” field. For the Demo POS Integration, you can add different POS data for up to 10 departments. The following unique POS client numbers are available:
1 = high traffic
2 = low traffic
3 = high traffic
4 = medium traffic
5 = low traffic
6 = low traffic
7 = low traffic
8 = medium traffic
9 = low traffic
10 = low traffic
NB. Using Register IDs is not possible for the POS demo integration.
Assigning POS data fields to weekly balance fields.
Navigate to Weekly balance inside the SameSystem navigation menu.
Inside the Weekly Balance menu, you need to assign each POS data field to a field in the Weekly balance. This is done by clicking a specific field (i.e., Net Sales), and in the field “define field type,” set it to “Net sales.” Check the field “Split into intervals (1hr)”. Click Save.
All fields provided by the POS system should be specified in the weekly balance.
The Demo POS integration provides the following data fields:
Gross Sales
Net Sales
Discounts
Returns
Transactions
Number of goods sold
Number of returned goods
Visitors
Starting the Import of data to SameSystem from Demo POS integration
NB: Please wait 2 hours from enabling the above settings until the ImportPOS tool is ready to be used.
To start importing data to SameSystem, navigate to the Import POS menu (Frontpage --> Tools --> Import POS).
Inside the Import POS menu, you define what client, what departments, and for which period POS information should be imported. To start the first import, select the departments the POS import should be defined for, define the from-date, and define the until-date. Always enable “Overwrite approved numbers.” Click Import.
NB: Please note that the Demo POS integration has +2 years of data available to enable forecasting features.
Once the import is enabled, the POS data will be available within 1 hour inside the weekly balance.
Now your POS integration is configurated and ready. Updated POS data will be imported to your weekly balance automatically each day at 04.00 AM CET.