POSitouch - 2 Way Interface
Last Updated 2/6/2024
Overview
With our 2-Way interface with POSitouch Yellow Dog Inventory pulls sales and code data from and pushes item data to POSitouch.
This integration can also be set as a 1-Way for Food and Beverage installations.
Sync Approach
Thru file exchange and the use of POSitouch’s utility we import new and edited items and pull sales and item data to reduce inventory.
The Yellow Dog Sync will need to be installed on a server that can access the folder where the POSitouch dbf files are populated.
Sync Frequency
This two-way interface can be scheduled at a frequency and time of your choosing. Based on the volume of data in POSitouch, the sync takes significant time to generate the POSitouch dbfs. We strongly recommend this sync be run just once per day and/or during periods when operations are closed.
Configuration
Yellow Dog’s integration with Positouch supports both the MW and QuickMenu versions. Please let your implementation guide know which version you are using during the Project kick off to ensure proper sync configuration.
Existing POSitouch items and modifiers may need to be reconfigured so that the proper item is listed in the sales information. Yellow Dog can review your setup prior to your acceptance of the proposal to identify what you and your POSitouch team will need to do to allow our inventory system to work properly.
Requirements
Client
This interface will work with any version of POSitouch that produces the dbf files as detailed in POSIDBF dated 10/21/14.
The item range (number of items supported by your POSitouch System) and breakpoint (number which items are designed as ingredients) must be set appropriately. Please contact your POSitouch team for further information and assistance.
Customer will be responsible for adding any necessary codes, POS menu screens and buttons for new items created in Yellow Dog and pushed to POSitouch.
Yellow Dog will need to have remote access to this server.
Additionally discounts will need to be set up to “Subtract discount from Sales”.
Yellow Dog
Yellow Dog requires the following:
POSItouch Version that produces dbf files
Item Number starting range to populate new items
Breakpoint starting number range
Cost Center Codes
Discount Codes
Visual FoxPro installed on the server where the sync is running
Location of SC and ALTDBF folders
If using Quick Menu, the Master Item Number(s) will need to be provided for items that need to be scanned.
Data Exchange and Mapping
Sales Data
SyncYdiWithPOSitouch launches a utility in POSitouch that generates the sales data into .dbf files which we then read.
This sync can pull sales data up to 30 days back and will use the following dbfs for sales information:
CHKHDR.dbf
CHKITMS.dbf
MENUITEM.dbf
USERS.dbf
We pull in the following sales data:
| POSitouch Field | Yellow Dog Field |
|---|---|
| cost_centr | RVC Code |
| check_num | TransactionNumber |
| seq_main | TransactionLineNumber |
| date + time | CheckClosed |
| item_num | ItemNumber |
| barcode | SKU |
| Item | Item |
| menuPrice / num_sold | BaseRetail |
| menuPrice / num_sold | ItemRetail |
| discount / num_sold | ItemDiscount |
| num_sold | Quantity |
| user_num | EmployeeNumber |
| name_first + name_last | EmployeeName |
| station_no | RegisterNumber |
Item Data
Our sync application, SyncYdiWithPOSitouch, generates an item file that is used to push new and edited items to POSitouch.
If using MW, after generating the item file, Yellow Dog launches a POSitouch’s import utility, Indat.xml, to push items in to POSitouch.
If using QuickMenu, after generating the item file, Yellow Dog launches QM Savetobo then Iredo to refresh the POS and populate changes.
We pass the following data to POSitouch:
| POSitouch Field Name | Field Description | Length | Yellow Dog Equivalent | Interface Setup |
|---|---|---|---|---|
| Item Number | Menu Item Number | 5 | POS Item Number | Auto Generated |
| Item Description | Description of Menu Item | 5 | POS 1 Description | Manually Entered |
| Major Category (Required)r | Menu Item Major Category | 1 | None | Dropdown Selection |
| Minor Category (Required) | Menu Item Minor Category | 2 | None | Dropdown Selection |
| Price 1 | Price (Currency, as 0.00) | Retail 1 | Manually Entered | |
| Price 2 | Price (Currency, as 0.00) | Retail 2 | Manually Entered | |
| Price 3 | Price (Currency, as 0.00) | Retail 3 | Manually Entered | |
| Discounts | String of 16 characters, either “Y” or “N” | 16 | None | Dropdown Selection |
| Tax Eligibility | String of 4 characters, either “Y” or “No” | 4 | None | Manually Entered |
| Barcode | Barcode Field | 12 | UPC1 or SKU if no UPC1 | Manually Entered |
| Price 4 | Price (Currency, as 0.00) | Retail 4 | Manually Entered | |
| Price 5 | Price (Currency, as 0.00) | Retail 5 | Manually Entered | |
| Price 6 | Price (Currency, as 0.00) | Retail 6 | Manually Entered | |
| Price 7 | Price (Currency, as 0.00) | Retail 7 | Manually Entered | |
| Price 8 | Price (Currency, as 0.00) | Retail 8 | Manually Entered | |
| Price 9 | Price (Currency, as 0.00) | Retail 9 | Manually Entered | |
| Price 10 | Price (Currency, as 0.00) | Retail 10 | Manually Entered | |
| Extended Description | Extended Description | 10 | POS 2 Description | Manually Entered |
| Food Cost | Cost (Currency, as 0.00) | Cost | Automatically Calculated |
Additionally for QuickMenu installation, we can also push a Master Item Number for items that need to be scanned.
System Codes
SyncYdiWithPOSitouch reads the following dbfs for code data:
MENUITEM.dbf
NAMES.dbf
Yellow Dog Inventory will pull dbf files to gather a listing of all items currently in POSitouch along with specific codes which will include:
Revenue Centers
Major Categories
Minor Categories
Item Numbers
Item Tax Codes
Item Discount Codes
Item Price Levels
Additional Information
This sync supports having multiple revenue center codes configured to one store in Yellow Dog.
Limitations
Running the sync when operations are closed is also important because the POSitouch back office may be open, but item and menu editors must be closed in order for the sync to run. If one of the POSitouch back office inventory programs (MENUW.EXE or INW.EXE) is open when SyncYdiWithPOSiTouch launches, the sync will close the back office editor in order to run.
The following are limitations to items in POSitouch:
POSitouch is limited to a total of 64,000 items.
POSitouch Item Numbers are limited to 5 digits.
In POSitouch, each item is allowed one UPC/Barcode only, up to 12 characters, in any format.
Check Digit must be 12
3. After pushing new items and performing an Immediate System Change to POSitouch, new items can be scanned at the POS to be added to a check. New items will not appear until the Immediate System Change has occurred. End user will need to manually assign items to touchscreen and perform any setup related to a touchscreen.
4. Yellow Dog is able to push in modifiers, but they appear as regular items in POSitouch and must be set as modifiers/choices when configuring touchscreens.
5. Items that are set to inactive or removed status in Yellow Dog will no longer have a barcode in POSitouch after the change is synced. As a result, the item will no longer be able to be scanned at the POS, but it will need to be manually removed from any touchscreens and then an Immediate System Change will have to be performed to prevent menu sales.
6. Though we pull discounts, we do not currently pull discount descriptions.
7. Yellow Dog does not support instances where a check has been closed, reopened, adjusted and closed again with the same items as there is no data to differeniate the changes. In these cases, clients will need to handle it in another way in Positouch or a manual adjustment in Yellow Dog.
8. Duplicate modifiers applied to the same item is not supported. (1/15/2024)
Other Notes
Implementation
The implementation will begin once your POSitouch office has confirmed that it can accommodate all of the above prerequisites and requirements.
Support
Yellow Dog Software will support the interface. Any issues regarding the generation of the dbf will need to be handled by your POSitouch office/dealer.
