Loyalty and Sales import connects to a central server for multi-store (ROSS) or direct to the store POS database for a single store.
Setup
POS PC
- Setup IIS
- Download Appropo bundle and extract into
C:\Appropo - Edit
C:\Appropo\publish\appsettings.jsonand set the Database connection string and any OneTap Ids, add an API Key, don’t reuse the example one. Settings - Install the .NET Core Hosting Bundle
- Create the IIS site
- In IIS Manager, open the server’s node in the Connections panel. Right-click the Sites folder. Select Add Website from the contextual menu.
- Provide a Site name (appropo-api) and set the Physical path to
C:\Appropo\publish. Provide the Binding configuration (Port: 81) and create the website by selecting OK. - From Applications Pools, select the sites pool and Edit Application Pool, set .NET CLR version to No Managed Code
- From Application Pool, Advanced settings, Change ‘Idle Time-out’ to 0
- Restart Site
- Open web browser to
http://localhost:81and check the output to see if everything is configured correctly - Open a port on the Router and forward to this computers IP and port 81
Appropo Settings
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://123.12.34.123:5000
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
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
Store Settings
API needs to be added to each store and made internet accessible
In the store setting for online ordering.
- Select OneTap API as the ordering provider
- Set the store API IP and port i.e
http://123.123.123.123:456
Use the test button to check that we can connect
API Settings
| Name | Default | Note |
| LoginId | 1 |
|
| StaffId | You must set this | |
| TerminalId | You must set this | |
| MasterIds | false |
false for Single Store or ROSS HQ, true for ROSS store |
| OnlineTenderLineTypeId | 25 |
|
| CreditTenderLineTypeId | 9 |
|
| CreditNoSaleTypeId | No Sale Type with FIXEDNSTYPEID = 2
|
|
| RedeemCreditTenderLineTypeId | 8 |
|
| RedeemCreditNoSaleTypeId | No Sale Type with FIXEDNSTYPEID = 3
|
|
| ExpireCreditTenderLineTypeId | 27 |
|
| ExpireCreditNoSaleTypeId | No Sale Type with FIXEDNSTYPEID = 8
|
|
| PointsNoSaleTypeId | No Sale Type with FIXEDNSTYPEID = 7
|
|
| RedeemPointsTenderLineTypeId | 20 |
|
| ExpirePointsNoSaleTypeId | No Sale Type with FIXEDNSTYPEID = 8
|
|
| CreditTolerance | 0 |
|
| Loyalty1Tolerance | 0 |
|
| Loyalty2Tolerance | 0 |
|
| EnableTabSummary | false |
Prints summary to reciept printer for unpaid online orders |
| EnableInvoice | true |
Prints invoice to reciept printer for paid online orders |
| ClosePaidTabs | true |
Close paid tabs, false is not recommended |
| ReceiptPrinterId |
null Override Receipt Printer, available in 2021.12.08-6d3a6cea |
|
| TestIgnoreDuplicates | false |
Testing only |