ClubEssential Interface
Last Updated 3/6/2023
Overview
The integration with ClubEssentials is a 1-way interface where Yellow Dog Inventory pulls sales data and reduces inventory levels based on transactions.
Sync Approach
Yellow Dog Inventory pulls sales data from csv files provided by ClubEssentials. These files are uploaded to an FTP location which can be provided by Yellow Dog.
Sync Frequency
ClubEssential will create and send the sales file once a day. Yellow Dog will schedule the SalesFileSync application to run after the sales file is provided.
NOTE: You cannot re-open closed checks with our integration. This will cause the transaction to be DUPLICATED and cause inventory to be depleted twice. You will need to create new checks for any adjustments.
Requirements
POS Partner
The POS Partner is required to provide the daily sales file to the agreed upon FTP location.
Responsibilities
POS Partner or Client
The POS Partner or Client is responsible for providing Revenue Center codes and the corresponding store in Yellow Dog.
Yellow Dog
Yellow Dog is responsible for scheduling the sync to run.
Data Exchange and Mapping
This interface is a simple file exchange. Club Essential will process a sales file to the FTP folder, and Yellow Dog Inventory will retrieve the file to reduce inventory.
Below are the corresponding fields.
| ClubEssential Field | Yellow Dog Field |
|---|---|
| Item | Item Descripiton |
| ItemID | Item Number |
| Quantity | Quantity Sold |
| UnitRetail | Unit Retail |
| UnitDiscount | Unit Discount |
| Date | Check Closed |
| TransactionID | Transaction Number |
| TransactionLineID | Line Number |
| RevenueCenterID | Revenue Center |
| Employee ID | Employee Number |
| EmployeeName | Employee Name |
Limitations
Sales data will not be available in reports until the file has been processed. Since this is a daily sales file from ClubEssentials, no same-day sales data will be available in YDI.
You cannot re-open closed checks. This will cause the check to be processed twice.
