Minimum Version Required: 23.03
Pre-Conditions
Setup Steps:
1. Install The Application.
2. Select the default route and unmapped ProductID Application Settings.
3. Reach out to Encompass to setup POS Integration API Commands and set EDBL ID on the application (To get started visit the Get Connected dashboard).
4. Map Customers and Invoice Number Pre-fixes using the POS Customer Translation Table.
5. Map Products using the POS Translation Table
Steps
How to Use:
1. Go to the Taproom Invoice Import Dashboard.
2. Review Unmapped Products and Map Products.
3. Select Start and End Dates.
4. Click 'Execute' to Execute the Import Routines and generate Invoices
Fields And Definitions
POS Customer Translation
The Customer POS Translation Table is how we map the POS Data to a customer in Encompass.
POS Translation
The POS Translation Table is how we map a Product from the POS System to a Product in ECP.
POS Product Num maps to ECP Product ID
All quantities, discounts, and pricing translated via the ratio of POS Units to ECP Units
POS transactions for which no mapping is found are assigned to the default non-inventory item that is set on the application setting. These records should be added before running the imports. If the imports are run, and there are unmapped products, they can be manually corrected, or you can delete and recreate the invoices once the mappings are completed.
POS Order Trans
The POS Order Trans is the Order Transactions from the POS System in a standard format that can be interpreted by Encompass
POS Orders
The POS Orders is the Order records from the POS System in a standard format that can be interpreted by Encompass
Important Fields:
POS Location can be used to classify different sales locations and break out invoices by location
Sales Source determines how the order was created or generated
EDBLID is the ID related to your POS Integration
POS Map is the POS System for the data being imported
Best Practices
Determine a regular schedule in which you run the import. (Daily, Weekly, Monthly, Etc.)
Double check to ensure the generated invoices match your POS System.