Article Contents
Overview
When you integrate your POS with WISK, your sales are imported into your venue's WISK account.
This provides a number of benefits, including mapping out your recipes to get accurate costing, realtime stock, and seeing your variance (the difference between what was sold, and what was actually consumed).
This articles goes over the following topics related to managing your POS integrations:
How to view your POS integrations
Check the details of your existing POS integrations
Add new POS integrations
Remove POS integrations
Viewing POS Integrations
To view your POS integrations:
On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Scroll down to the "POS Integrations" section. All active POS integrations added to the venue display. There is no limit to the number of POS integrations that can be added to a venue
Note: To view any POS integrations that have been removed, click "Inactive integrations"
POS Integration Details
For each active POS integration, it displays the following information:
Type - The POS provider name. If you have more than one of the same type you can provide a nickname that also appears here
Status - The current status of the integration, it will be one of the following:
Initializing - The POS integration has just been added and is completing the setup process
Healthy - The integration is receiving sales data, everything is working
Failed - The most recent attempt to fetch sales failed. This means it attempted to get sales data but received either an error or no response from the POS. This doesn't mean the integration has stopped working. If it gets sales data successfully on the next attempt, it will go back to healthy. Otherwise, if it continuously fails the integration will go to calledoff
CalledOff - This means the integration has been halted. For API integrations this is due to too many failed attempts to fetch sales data. When this happens you are notified via email as it may require your assistance to help resolve. Learn more here. For email integrations this means we haven't received a sales file in 30 days. There may be an issue with your scheduled daily email from your POS system.
Last Sales Check - The last time the system tried to fetch sales from your POS. At a minimum, the system will try to fetch sales every 6 hours. You can manually refresh your sales data, and increase the frequency of sales checks. Learn more here.
Last Sale Imported - The last time sales data was imported into your account. This may be different from the "Last sales check" time because there may not always been new data.
Each POS system is unique and offers different customization options regarding how your data is imported. You can manage this by clicking the "Edit" button.
More details for each POS can be found in its respective setup article if they are available.
POS Integration Timeline
Clicking the "Timeline" tab shows the history of all actions taken related to POS integrations. This includes any information about when an integration was added, and when it last checked for sales.
If a POS has customization options for how sales data is imported, any changes to this also appear in the timeline.
Adding a POS Integration
To add a POS integration:
Click "Add POS Integration"
Click the "POS Type" drop-down menu and select your POS provider from the list
After selecting the provider, click the link for "POS Integration Setup Instructions" to see what is required
Each POS integration has a unique setup process. Some integrations you can complete on your own, but others will require help from the WISK Support Team.
For more information about each integration, see:
Adding a Second POS Integration of the Same Type
If you go to add a POS integration that is the same type as another active POS integration, you'll receive the following message:
In this case, if your existing integration is in the "CalledOff" status, please click "Cancel" and contact the Support team to resolve the issue.
If you have separate terminals / systems of the same POS that are independent of another, click "Create new" and you can proceed with the integration.
For example, if your venue is a large entertainment complex that has separate POS terminals for different revenue centres located on-site.
You will need to enter a "Nickname" for this integration to tell the difference between it and the existing one.
Adding a POS Integration that was Previously Removed
If you go to add a POS integration of the same type as an inactive integration, you'll receive the following message:
You can select from the following options:
Restore Inactive - Only select this if it is the exact same terminal/setup that was being used before. The POS integration will go back to active and start to pull sales again
Create New - Select this if it's a brand new terminal / setup that has no connection to the previous integration.
Removing a POS Integration
If your venue switches POS systems and no longer requires one of your POS integrations you can remove it.
When you remove the POS integration it will:
Stop any further attempts to fetch sales data
Keep all historical sales data and POS Items
To remove a POS integration:
Click the "Edit" button beside the POS integration
Click the "Deactivate" button
Click "OK" on the confirmation window
The POS integration is removed and appears under "Inactive integrations"