Overview

Samba provides sales data to Yellow Dog via daily export files posted to an SFTP location.

Sync Approach

This integration involves two elements:

  • Samba’s daily sales export posted to the SFTP.

  • Yellow Dog’s Sales File sync, which pulls down and processes the sales files

Sync Frequency

This sync will be run daily.

Configuration

This integration supports one Samba Revenue Center per Yellow Dog Store.

This integration could support multiple instances of Samba to a single Yellow Dog database as long as all Revenue Center codes across Samba instances are unique.

Requirements

Client

  • Revenue Center Mappings

  • POS Item Mapping

POS Partner

  • Work with the customer to configure Revenue Center (Store ID) codes in Samba

  • Provide Samba Revenue Center (Store ID) codes to Yellow Dog

  • Complete process(es) on the Samba side to generate and post sales export files to the SFTP location

Yellow Dog

  • Create SFTP Location

  • Provide credentials for SFTP location to Samba

Data Exchange and Mapping

Sales Data from POS

Overview 

  • Samba exports a daily sales file and posts to the SFTP location.

  • Yellow Dog’s sync application pulls the files from the SFTP and processes them into the Yellow Dog database.

Sales data is matched to Yellow Dog Stores and Items as follows:

  • Stores:

    • The Samba StoreID is provided in the RevenueCenter field of the sales file; 

    • Yellow Dog matches that to the Revenue Center code assigned to a Yellow Dog Store

  • Items:

    • The Samba barcode is provided in the ItemNumber field of the sales file;

    • The customer will use POS Item Map to map the items from Samba to recipes in Yellow Dog;

    • When the sales are processed by the sync, they will be matched to recipes, and therefore their ingredient items, via their POS Item Mapping to deduct inventory from the ingredients based on the recipe.

If sales are missing in this integration, Samba may need to re-export data and/or Yellow Dog can re-pull the previous sales files and re-process that data.

We pull in the following sales data:

Samba FieldYellow Dog Field
DateCheck Closed
BarcodeItem Number
Product NameItem
PriceItem Retail
Price (exact total/ quantity)Item Discount (always negative)
StatusDiscount Description
QuantityQuantity
File NameReference
Folder name where sync is runSource
Ticket IDTransaction Number
Based on file placementTransaction Line Number
Based on revenue center assignedto store & included in the fileStore ID

Modifiers

Overview 

  1. In Samba’s sales data, modifiers are treated as individual items and are not linked to the item they’ve modified.

  2. In Samba’s sales data, discounts are not applied to modifiers. Any discounts associated with priced modifiers are applied to the item they modified.

Workflows- Where Performed

Accounting Export 

This integration supports Total Net Sales only; Tax and Revenue are not available for accounting exports.

Limitations

  • In Samba’s sales data, modifiers are treated as individual items and are not linked to the item they’ve modified.

  • In Samba’s sales data, discounts are not applied to modifiers. Any discounts associated with priced modifiers are applied to the item they modified.