POS Import Interface

Owned by Brad Windecker (Unlicensed)
Last updated: Jan 07, 2015 by Conner Helton (Unlicensed)
3 min read


Overview

The POS Import Interface is a simple excel-based tool used to import your sales data from Aloha, micros, or any other flavor of point-of-sale system to OBeer.

Summary

With the POS Import Interface, you will create a translation table of POS item codes to your OBeer item codes. This translation table serves as the connection point between the two systems. Then you paste in your sales data from your tap room, gift shop or other revenue center into the tool and press go! The tool will create a draft document or straight AR invoice for you in OBeer.


Click Here to contact your account manager on how you can get the POS Import Interface

Recent Changes

  • Reworked to the interface to utilize templates to make importing of data simpler than ever.
  • An generated invoice preview has been added
  • Many bug-fixes and improvements

Details

Disclaimer

Initial setup and configuration of the POS Import Interface by an Orchestra Software is required.

  1. Navigate to Interfaces → POS Import Interface



  2. Next, click the Sync with OBeer button to ensure you have the latest information built into the POS Interface


  3. Select the template you wish to work from and click the mapping button.

  4. Move down and choose whether you would like to import this as a Draft A/R Invoice or as an actual A/R Invoice. (Best Practice is to import via a draft)


  5. Now input the customer card code for your tap room, your preferred dates, warehouses, ref number and even project code or comment. This is all information that will be displayed on the A/R document.


  6. You are now ready to paste in the data from your POS System. Copy the information you received from the POS system export and paste it into the worksheet.


  7. Now that you have pasted in the data from your POS system, go back to the Start Tab and press Build Invoice Proof.


  8. Be sure to review the proforma invoice prior to submitting it into OBeer. Once you are satisfied with how it looks, press Send Document to Obeer. 


  9. The program will go through a series of error checks to ensure everything is OK. If it is you should see this happy message (smile). 


  10. Lets go into OBeer and take a look at the invoice you just imported.

Go back to OBeer

  1. Navigate to Sales - A/R → Sales Reports → Document Drafts Report


  2. Ensure the 'A/R Invoices' box is checked, then press OK.


  3. With the Draft Document List open, click the golden arrow next to the document you just created.
     

  4. Review the document for accuracy, then click ADD to post!


  5. $$$!