Toast 1-Way Integration
Last Updated 3/11/2024
Overview
The Integration with Toast supports a 1-Way sync where Yellow Dog retrieves sales data and reduces inventory.
Sync Approach
The intergration with Toast contains one element:
Yellow Dog’s SyncYDIwithToast application to pull sales’s from Toast’s API.
Sync Frequency
This sync can be scheduled to run at any frequency, but a daily pull after business hours is recommended.
Configuration
This integration can support the following configurations options:
Multiple Toast instances against a single Yellow Dog Database.
If using this configuration, separate Toast syncs must be configured per instance
if using this configuration, POS Item Mapping must be used for recipe depletion as matching sales based on SKU will not be supported.
Pulling in sales by Toast Restaurant GUID or Toast Revenue Centers from the same GUID.
If Using Toast Revenue Centers, Yellow Dog will expect all sales transactions to be mapped to a Toast Revenue Center.
Assigning price to both parent and modifier items.
If using this configuration, the “Concatenate Modifier” option in the sync must be enabled so the price can be mapped properly.
Requirements
Client
In order to start the integration process with Toast, an onboarding request must be submitted at Toasttab.com.
Any existing Toast items and modifiers may need to be reconfigured so that the proper item is listed in the sales information and can be mapped to reduce the correct inventory items.
Yellow Dog can review your setup prior to your acceptance of the proposal to identify what you and your Toast team will need to do to allow our inventory system to work properly.
POS Partner
The Toast Team will need to provide the Restaurant GUIDs via a LastPass.com locker.
Yellow Dog
The minimum version of Yellow Dog Inventory is v362. The sync requires .Net 4.6.2 installed wherever it is running from.
Responsibilities
Client
The client will be responsible for providing Yellow Dog store mapping to Toast Revenue Center if configured.
Additionally, the client is reponsible for mapping recipes and inventory items to menu items sold in Toast to deplete inventory.
Data Exchange and Mapping
Sales Data
We pull in sold Menu items and Modifiers that can be mapped to recipes using the POS Item Map.
| Toast Field | Yellow Dog Field |
|---|---|
| check displayNumber | Transaction Number |
| toastItemId | Item Number |
| SKU | SKU |
| section displayName | Item |
| section preDiscountPrice | Retail |
| selection preDiscountPrice-selection Price | Item Discount |
| check appliedDiscounts | Discount Description |
| selection quantity | Quantity |
| toastOrder Source | Register Number |
| toast Order source | Register Name |
Additional Information
This integration supports multiple revenue center codes tied to a single Yellow Dog store.
This integration can also match sales based on SKU.
This integration is compatible with YDI version 372.
Limitations
Toast does charge a fee to the client for 3rd party access to their API. Please contact Toast for more information on the associated costs.
Pulling in unsold menu and modifier items is not supported.
Because “Open Items” can be sold in Toast with an Item Description, any “Open Item” sales should be ignored in the POS Item Map or mapped to a “dummy” recipe so that there is no confusion on what recipe should be mapped to the “Open” POS Item.
