Minimum Version Required: 23.02
Steps
Interest Generation:
Interest in Using the Taproom POS Integration Application:
Interest can be shown throughout the customer lifecycle and sales cycle. This could be initiated by the customer during conversations with Encompass, implementations, sales, or even when supporting the customer.
Regardless of where the interest is generated, We should be advising customers to begin the setup process/discussions with the implementation team through the Project Request(1) dashboard or by submitting a task to the implementation team.
POS Automation Setup Process:
All customers should get started using the Get Connected dashboard to create a task with our Handoff team to begin the API automation setup.
Application Setup Process:
Existing customers:
Users can request for Encompass to assist in trainings and setup to begin using the POS Integration. This is a paid implementation service and Encompass will assist in walking the user through the setup process. This will require a SOW.
New customers:
For new customers coming on board to Encompass, this will be included in the implementation process if they would like to go live with this automation.
Support Process:
Support is not to complete any setups for the POS Integration. There are 2 main ways support will support this integration.
Supporting Invoicing Errors:
Common questions:
Why is it coming over with this number of units?
Why is it coming through with this price?
Why does Encompass not match my POS system?
Reference Help Resources Versions - 839 for troubleshooting steps
Supporting Questions about New Product Translation Setup:
Common questions:
How do I add a new product to the POS Invoice?
Why am I seeing a generic POS Product on the invoice?
Reference Help Resources Versions - 838 for fields to setup a product translation
If support receives questions outside of the 2 support topics above, they should direct the task to the implementation team to continue conversations with the customer.