Related Support Center Articles

POS Integration Settings: Overview	Sales Accounts Overview
Payment Type Accounts Overview	Job Title Record

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Overview

Welcome to the POS Integration Section! This Lesson will provide you with an overview of the integration process and give context to the settings and steps that will be taken before, during, and after the integration is complete. Let's get started!

Integration Overview

Through our POS Integrations, we can automatically import your Sales, Labor, Paid Out types, and Employee Info. This data is then utilized in a host of reports and forms, accessible from anywhere!

Before we review the settings and steps, let's examine our end-goal, the Daily Sales Summary.

Daily Sales Summary

The Daily Sales Summary is the one-stop page for all things related to your Restaurant's Sales and Labor. Through automatic processes, the DSS, as it is typically called, will allow you to perform the following:

• Totals: Review Sales, Labor and Guest totals
• Deposits: Enter cash Deposits
• Comments: Enter restaurant Notes, separated by Day Part
• Exceptions: Review Sales Tickets flagged as Exceptions
• House Accounts: Assign House Account transactions to A/R Customers
• Paid Out: Assign Paid Outs to cost Accounts
• Labor: Review Labor Punches and add Employee Notes
  • Labor Punches can then be exported to integrated Payroll Providers
• Journal Entry: Review the Sales Journal Entry

DSS Journal Entries

Each DSS will create two separate DSS Journal Entries, one for Sales, and another for Labor accruals.

• the Sales entry will record the sales and cost data directly to the General Ledger, while creating deposits and receivables from the payment data.
• the Labor entry will record employee labor punches, management salary estimates, and burdened labor percentage estimates. Each of these labor expenses are then accrued in to a designated account.

When a DSS is approved, the DSS Journal Entries are also approved and locked. Each DSS can be approved on the DSS record, or using the Mass DSS review screen.

Re-importing DSSs

If sales information is changed on the POS, simply delete the original DSS and an updated DSS will automatically re-import within 15 minutes.

• Please note, before you delete any DSSs, ensure that your POS still has the DSS data available and you are within the 30 day re-import window.

For more information on the DSS and it's features, check out the Daily Sales Summary Course.

Now that you have a good understanding of the benefits of your POS Integration and of the DSS, let's review the other Course in this Section:

Pre-Integration Settings

Before starting your POS Integration, there are a number of settings that should be updated in R365, as well as on your POS System.

The Pre-Integration Settings Course will discuss these options and outline the steps that you can take prior to working with the R365 POS Team.

Even if you are not ready to start your POS Integration, you can start this course as soon as you have finalized your General Ledger, Legal Entity Names and Location Names.

POS Mapping

When the integration is complete and DSSs have begun importing, you can move on to the POS Mapping Course.

These Lessons will train you on how to map the Sales Accounts, Payment Type Accounts, Job Titles, and Paid Out Types to your general ledger.

If you add new accounts after your integration they will be automatically imported and can be assigned on the DSS or the To Do Checklist.

POS Validation

To finalize the POS Integration, the POS Mapping you've completed needs to be validated against your POS reports.

These Lessons will describe what to watch for as you validate both sales and labor mappings.

Conclusion

Each of these steps is important to the success of your POS Integration. As you review and learn from these Lessons and Courses, you will be prepared to successfully complete each phase of the POS Integration, getting you to the ultimate goal, a seamless data stream from your POS to your Accounting and Operations system.