Aloha - 2 Way Interface
Last Updated 3/6/2023
Overview
The Aloha 2-Way interface provides a two-way interface where new items or item changes can be added automatically to Aloha and inventory will be reduced by POS sales.
IMPORTANT: This integration is not compatible with Aloha Configuration Center.
Sync Approach
The Aloha 2-Way interface with Yellow Dog Inventory contains two elements:
From Yellow Dog, a sync application which will
Provide an output file of any new/changed items,
Process a sales file that the RCM program creates, and
Process an Aloha code file that the RCM program creates.
From RCM, a separate application that will
Process the item file produced by the Yellow Dog sync which will add or edit those items in Aloha,
Create a sales export file, and
Create an Aloha code file.
The sync can be ran from any location with access to the shared folders.
Sync Frequency
This interface can be scheduled to process the sales on a frequency of your choosing (meaning we can process multiple times each day). Typically the Yellow Dog sync should be scheduled to run 30 minutes after the RCM application.
Requirements
Client
This interface will ONLY work with Aloha that is 6.7 or higher (SQL version).
The existing Aloha 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 Aloha team will need to do to allow our inventory system to work properly.
The Yellow Dog Sync program will need to be installed on a server that can access the folder where item and sales files will be populated.
POS Partner
RCM will need access to the Command Center. Please provide this access to pat@aloharadiant.com. Access to Command Center can take anywhere from 2-6 weeks so this process should begin at the beginning of the project.
Yellow Dog
Yellow Dog will need to have remote access to this server. We can provide access via our tool called TeamViewer or we can utilize your internal remote access methodology.
Responsibilities
Client
Please provide a full list of Revenue Center Codes.
POS Partner
TBD
Yellow Dog
TBD
Data Exchange and Mapping
Sales Data
Yellow Dog receives the following sales information:
Aloha Field |
---|
Type |
RevenueCenterID |
Date |
Time |
TransactionID |
TransactionLineID |
ItemID |
Item (Description) |
Quantity |
Unit Retail |
Unit Discount |
Item Data
The following item details are sent to the Aloha POS system:
Aloha Field |
---|
ItemID |
SKU |
UPC |
Item Cost |
Item Retail |
System Codes
The code data we receive includes:
Aloha Field |
---|
Categories |
Tax IDs |
Revenue Centers |
Item |
Additional Information
Limitations
New or changed items only appear in Aloha after a system refresh is performed.
An item can have a SKU number and 1 UPC code.
Yellow Dog Inventory is not compatible with Aloha Configuration Center.
The export from Aloha does not include returns.
Items with a $0.00 retail are not created at the POS. (3/6/2023)
Other Notes
This sync supports multiple Revenue Center Codes per Yellow Dog Store.
Support
Each party will support their portion of the interface. All initial support can be routed to Yellow Dog who can ascertain if an escalation to RCM is necessary.
Additional Procedures - Orders
If a client needs a proposal to add this interface, please direct them to Yellow Dog. Yellow Dog will work with RCM once an order from a client has been made. Also, a new order will be needed for any existing client switching from another version of POS.
Implementation
Each of the two elements will be implemented separately by Yellow Dog and RCM.
The implementation will begin once your Aloha office has confirmed that it can accommodate all of these prerequisites and requirements.