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Automated Taproom POS Integration: How it Works

Brewery/producer overview of how the automated taproom POS integration imports POS sales into Encompass, translates POS products, and generates taproom invoices. Requires v23.03+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.03

Steps

How does the TapRoom POS Integration Work?

Importing Data to ECP:
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Fully Automated:
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  1. Data is collected from the POS System and uploaded to an API to the Handoff site.
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  2. The data is then transformed to a standard format in handoff.
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  3. Using an API and POS Translation Table We will pull the standard data to Encompass to populate the POS Orders and POS Order Trans tables.
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Semi-Automated:
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  1. Data is collected in a POS System.
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  2. Raw data is formatted using reports/import routines to be translated to the standard format.
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  3. Raw data is imported directly to POS Orders and POS Order Trans.
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Translating products from POS to ECP:
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  1. The POS Translation Table is how we determine what POS Products are tied to what ECP products and how we will convert the Num Units from the POS System to ECP
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Generating Invoices:
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  1. Invoices are generated from the Taproom POS integration dashboard. This will run a scheduled project using the dates selected to generate invoices. These invoices are build using the POS CustomerTranslation to determine the invoice number, customer, and how these are split. The first routine will be an Invoice orders routine to generate the invoices. Then A few invoice trans add product routines will run to add taxes, tips, donations, etc. to these invoices.

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