Caterease

Overview

The interface with Caterease supports a 2-Way integration.

Yellow Dog Inventory can receive sales files for any date or time range and can export an item file to Caterease.

Sync Approach

This integration consists of two elements:

Yellow Dog SyncWithCaterease application that will consume sales files and export item detail
Caterease process to export sales files

The import of item files from Yellow Dog Inventory to Caterease and the export of sales files from Caterease must be manually created and generated by the user.

Configuration

There is no specific RVC designated in the sales files or the item files. This will be configured in the Yellow Dog sync application.

Sync Frequency

Yellow Dog's sync can be scheduled to run at any interval, but the availability of sales files for import and the actual item update in Caterease are both reliant on when the user runs the Caterease export/import processes.

Requirements

Client

Client needs to request to have the sales export enabled from Caterease.

The Client will need to make sure the Menu Item Item IDs from Caterease match the Item SKU.

POS Partner

Provide list of Revenue Center Codes

Yellow Dog

Data Exchange and Mapping

Below are the corresponding fields for Item Exports and Sales Imports between Caterease and Yellow Dog Inventory. Before running a full sync, you must make sure that any SKU's match Caterease Item ID's.

Sales Data

 
  Caterease FieldYellow Dog Field
 
  Record Type - E designates Event row in the fileNone
 
  Event IDTransaction Number (9 Padded 0s + 10 Digits)
 
  Record Type - I designates Item Details Row in fileNone
    
  Product IDItemNumber/SKU (20 digits)
 
  Quantity SoldQuantity (8 digits, 2 decimals implied)
 
  Total PriceYd sync will do the math to determine the Unit Retail by dividing the Total Price by the Quantity Sold (8 digits, 2 decimals implied)
    
  Date of EventCheckClosed (this is a date only, no time) YYYYMMDD

Caterease Field	Yellow Dog Field
Record Type - E designates Event row in the file	None
Event ID	Transaction Number (9 Padded 0s + 10 Digits)
Record Type - I designates Item Details Row in file	None
Product ID	ItemNumber/SKU (20 digits)
Quantity Sold	Quantity (8 digits, 2 decimals implied)
Total Price	Yd sync will do the math to determine the Unit Retail by dividing the Total Price by the Quantity Sold (8 digits, 2 decimals implied)
Date of Event	CheckClosed (this is a date only, no time) YYYYMMDD

Item Data

 
  Caterease FieldYellow Dog Field
 
  Item IDSKU*
 
  Product DescriptionItem Descripiton (60 Character Limit)
 
  Selling PriceRetail 1 (7 characters, 2 decimals implied)
 
  CostDefault Vendr Price (7 characters, 2 decimals implied)
 
  Date of DataYYYYMMDD
 
  CategoryLevel Description - all levels, separated by a slash (20 character limit in Caterease)
 
  UnitDimesnion 1 Description (6 character limit in Caterease)

Caterease Field	Yellow Dog Field
Item ID	SKU*
Product Description	Item Descripiton (60 Character Limit)
Selling Price	Retail 1 (7 characters, 2 decimals implied)
Cost	Default Vendr Price (7 characters, 2 decimals implied)
Date of Data	YYYYMMDD
Category	Level Description - all levels, separated by a slash (20 character limit in Caterease)
Unit	Dimesnion 1 Description (6 character limit in Caterease)

Note: Caterease only updates Menu Item detail and not menu line item detail.

Caterease Version 22 will accept 12-digit SKUs. All previous versions have a 8 digit SKU limitation.

Additional Notes:

When the Caterease Date of Event is greater than the current date/time, the transaction will be treated as a Future Order.

Future Orders will be created as Requests, and will only include items In Yellow Dog Inventory with SKU's that match the Caterease Product ID. The Request Need By Date will be set to the Date of the Future Order.

Additional Information

Limitations

Only a single item code (SKU) is exported per item, per Caterease's file spec.
SKU is limited to 8 digits, per Caterease's file spec for Caterease versions lower than V22.
Caterease does not provide checkclosed times, so hourly sales reports will not be possible.
Caterease does not provide discount data.
Caterease does not provide any kind of employee data.
Caterease does not provide any location data.
There is currently no support for Returns or Voids, based on the data being exported by Caterease.
Yellow Dog does not push inactive/removed items.
If there are no Product IDs in the transaction that match Yellow Dog SKU's, a Request will NOT be created for a Future Order.
If an event is cancelled in Caterease the sync will still pull in the sale for that event unless all quantities in Yellow Dog have been updated to 0 before the event is cancelled.
Caterease will only update Menu Item detail, not menu line item detail such as ingredients.

Implementation

Before running a full sync, the user must ensure that any SKUs match Caterease ItemID's.
When pulling sales, the user must select the store to which they are assigning sales.
When pulling sales, only one store can be checked in the Stores tab. The sync will push all active/non-deleted items that have had updates in the past 24 hours.