The POS Integration is governed by a number of Settings in Restaurant365. These settings reside on various screens and can be accessed and updated by a User with the 'Accounting Manager' security role. Click here for more information on POS Integration Settings
POS Groups are groupings of Concepts or POS Systems. POS Groups are exclusively used as a form of POS System Payment Type Separation and POS System Sales Account Separation. Separating Payment Types / Sales Accounts by POS Group is particularly useful for large organizations with multiple concepts. In place of managing several hundred Payment Types or Sales Accounts from across the entire organization, now Payment Types and Sales Accounts can be managed by Concept through POS Groups.
Steps to Create and Assign POS Groups
Step 1 - Select 'POS Group' in the Payment Type Separation Setting
In order to create POS Groups, the POS Group field on the Location Record must first be enabled via the POS System Payment Type Separation setting or the POS System Sales Account Separation setting. A User with the Secondary Security Role 'User Setup' must navigate to System Preferences and select 'POS Groups' as either:
- Payment Type Separation setting
- Sales Account Separation setting
Once selected, Save System Preferences
Step 2 - Create POS Group via Location Record Quick Add
POS Groups can only be created via 'quick add'. This is functionality that is common throughout Restaurant365 where the User enters values in a field then hits 'Enter' or 'Tab' and the System prompts the User if they want to create the Record.
Navigate to the 'POS Integration Settings' tab of the Location Record. The 'POS Group' field should be visible below the 'POS Import Start' field. If 'POS Group' is not visible, please ensure that Step 1 was completed properly.
Begin typing the name of the desired POS Group in the 'POS Group' field. Click 'Enter' or 'Tab' when complete. A quick add prompt will appear asking the User 'Do you want to add new POS Group?'. Click the 'Yes' button to open the POS Group Add/Edit Form and save the POS Group.
Add all desired POS Groups using this method at this time.
Each POS Group that is created will be available for review, or if necessary, deletion, via the 'Location POS Group' list view, located in the 'Administration' section of the Accounting Module
Step 3 - Assign POS Group on Location Record
Open each Location and update the 'POS Group' field with the desired POS Group that was created in Step 2. Save the Location Record.
With the above settings in place POS Group Payment Type Separation / POS Group Sales Account Separation will function properly.