Loyalty and Sales import connects to a central server for multi-store (ROSS) or direct to the store POS database for a single store.
The OneTap API needs to be setup and internet accessible. Enter the IP and Port of this server to the OneTap Integration, as well as the username and password
http://123.12.34.123:8090/wizbang/restapi/
Use the test button to check that we can connect
Loyalty
For loyalty account creation, add the account type id. This corresponds to the account type setup in OneTap and we’ll make new accounts using this.
Note
Bulk pre-allocation of accounts is required for multi-site ROSS setups
Barcodes
The easiest barcode for scanning is CODE128, by default the card number is encoded in the barcode.
Sentinel characters can be added around the card number eg. %<CARDNO>?
Account Pre-allocation
By pre-allocating a batch of accounts in OneTap, you can set an initial loyalty balance and have it available to a customer immediately after they sign up.
Preallocation needs to be done in OneTap and then the account range needs to be added to the integration settings in Appropo.
1000 accounts is a good place to start, for example an arbitrary range
of 80000 to 81000
We’ll notify you when we’re reaching the end of the currently allocated batch
Sales Reporting
With the API setup, you can turn on sales importing in the Sales tab of the OneTap integration.
We’ll pull in sales periodically throughout the day, and use these for reporting.
Online Ordering (WIKOS)
Menu
All the items you wish to be order-able need to be added to Appropo and each item and modifiers corresponding item/modifier id needs to be added to the appropriate items as a PLU
Note
Master Ids (MASIDS) need to be enabled for multi-site ROSS setups
There is an online checker in the menu which will show items and modifiers that are not setup fully.
Import Item
Storefront -> Store Settings -> Store -> Recieving Orders
- Click WIKOS Menu button
- Find item and click import to create a new Item
- Edit name, description
- Tick in menu Tags
- Save
Modifiers are still setup manually, once you’ve setup the modifiers on an item, the modifier PLUS will need to be copied from the WIKOS menu
Sizes
If you have a product with a small and a large, you likely have two items in your POS e.g. regular mocha and large mocha. We can present these two sizes together in one Appropo item.
- Create a Mocha Item
- Don’t set any PLU for the item
- Add an options group “Size”
- Tick “primary”
- Add two options to the size group and set the item PLUS on each option along with the price
Store Settings
WIKOS needs to be added to each store and made internet accessible
In the store setting for online ordering.
- Select WIKOS as the ordering provider
- Set the store WIKOS IP and port i.e
http://123.123.123.123:456
Use the test button to check that we can connect