This article takes a closer look at how MyVenue POS integrates into the Centegra Plus ecosystem:
For more information on this POS integration, Contact Centegra.
Transaction Information
As part of the integration between MyVenue and Centegra Plus, orders are received from MyVenue and processed into Centegra Plus within just a few minutes of them being closed at the POS.
Orders are then normalised as they're are processed into Centegra Plus as covered below.
Cancelled Sales
A Cancel Sale declared in MyVenue generates a transaction in Centegra Plus to mark that the event occurred. The transaction type in Centegra Plus is "Cancelled Sale". It has a zero value payment against a "Cancelled Sale" media, and is comprised of sale items that are all type "Void" to represent the products within the basket when the Cancel Sale occurred.
Cash Tips
Cash Tips are typically entered as a product "Sold" on the POS.
This can be treated as a product sold, or Product-to-Payment mapping can be used to convert tips from a product sold to report as a negative payment instead. (See Non-Revenue Items.)
Covers
Covers entered on the POS as part of a table will be recorded against the transaction in Centegra Plus if mapped to do so by Centegra on you behalf.
Alternatively, if the company has a covers product family set up in Centegra Plus, this overrides the covers value received from the POS and a covers value based on products contained within this family is recorded against the Centegra Plus transaction instead.
Credit Card Payments (Integrated)
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Credit Card Tips (Integrated)
Integrated Credit Card Tips entered against a transaction in MyVenue are represented as a negative payment media lines within the corresponding Centegra Plus transaction.
This prevents Credit Card Tips from inflating sales revenue, whilst still accounting for the Credit Card Tips value captured and owed to Team Member and capturing the full payment received from the customer.
Credit Card Tips (Non-Integrated)
Non-Integrated Credit Card Tips are typically entered as a product "Sold" on the POS.
This can be treated as a product sold, or Product-to-Payment mapping can be used to convert tips from a product sold to report as a negative payment instead. (See Non-Revenue Items.)
Combos & Deals
Combo deals applied in MyVenue are recorded against the affected items within the corresponding Centegra Plus transaction. The sale value of the affected sale items is proportionally reduced, and a proportional discount value is assigned based on the RRP of each item.
A parent "Combo Product" is also added into the transaction to represent the combo being used. A relationship between the affected items and the parent "Combo Product" is established so that combo discounts can be reported on.
Discounts
Discounts applied against orders in MyVenue are recorded against the affected items within the corresponding Centegra Plus transaction. The sale value of the affected sale items is reduced, and a discount value is assigned based on the RRP of each sale item.
A parent "Combo Product" is also added into the transaction to represent the discount being applied, and a relationship between the affected sale items and the parent "Combo Product" is established so that discounts can be reported on.
Gift Cards
Gift Cards applied against orders in MyVenue using the Centegra Plus Gift Card Integration are applied as Payment Media to reflect either the value added to a Gift Card or Account, or to reflect the value redeemed against a Gift Card or Account.
Where applicable, a Centegra Plus customer is also associated with the transaction to relate the transaction to the customers account.
Loyalty Rewards
Loyalty applied against orders in MyVenue, using the Centegra Plus Loyalty Integration, is applied as a discount either against the entire basket or against applicable items. The loyalty discount is therefore treated as a standard discount within the corresponding Centegra Plus transaction.
Where applicable, a Centegra Plus customer is also associated with the transaction to relate the transaction to the customers loyalty account.
Modifiers
Product modifiers applied against products within a MyVenue order are represented as a standard Sale Item within the corresponding Centegra Plus transaction, where a relationship between the modifier and the parent item sold is established for reporting.
No Sales
A No Sale declared in MyVenue generates a distinct transaction in Centegra Plus to mark that the event occurred. The transaction type in Centegra Plus is "No Sale", and the transaction has a zero value payment against a "No Sale" media. There are no sale items in the transaction.
Non-Revenue Items (e.g. Donations, Charges & Tips)
Non-Revenue Items are those which are run through Product-to-Payment mapping. This is typically used for items "sold" at the POS which aren't generally considered as sales revenue, such as Charity Donations, Cash Tips, Non-Integrated Card Tips, Delivery Charges etc.
If Product-to-Payment mapping is in place for selected product, "Sales" of those products will instead appear as a negative payment media lines within the corresponding Centegra Plus transaction.
This prevents the Non-Revenue Item from inflating sales revenue, whilst still accounting for the Non-Revenue Item value captured and capturing the full payment received from the customer.
Reopened Transactions
If a transaction that was previously closed is reopened again at the POS, the original transaction remains in Centegra Plus for the time being.
Once the reopened transaction is closed again at the POS, the existing Centegra Plus transaction is reprocessed and updated to reflect the transaction in its updated state.
Refunds
Refunds entered in MyVenue POS are processed as a distinct transactions within Centegra Plus, as transaction type "Refund".
The transaction will be comprised of sale items with a negative quantity and negative sale values, as well as negative payments.
Service Charges & Gratuity
Service Charge entered against a transaction in MyVenue is represented as a negative payment media line within the corresponding Centegra Plus transaction.
This prevents Service Charge from inflating sales revenue, whilst still accounting for the Service Charge value captured and owed to Team Members, as well as capturing the full payment received from the customer.
Table Information
If the transaction is assigned against a table within MyVenue, the Table Number that the transaction was assigned against is visible against the Transaction in Centegra Plus.
Note that Table Names entered against MyVenue transactions at the POS are not visible against corresponding transactions in Centegra Plus.
Transaction Team Member
The Team Member assigned to each transaction received from MyVenue is the Team Member that closed the transaction at the POS.
Transaction Payment Media
Payments received within a MyVenue order are represented as a Payment Media within the corresponding Centegra Plus transaction.
Transaction Sale Items
Products sold and voided within a MyVenue order are represented as a Sale Item within the corresponding Centegra Plus transaction.
Transaction IDs & References
Each transaction received from MyVenue has the following references within Centegra Plus:
- Transaction ID: The unique transaction ID within Centegra Plus.
- Ext Transaction ID: The unique transaction processing ID.
- Order Reference: The receipt number of the order within MyVenue.
Voided Items (Including Comps & Cleared Lines)
Lines removed from transactions within MyVenue are handled differently within the resulting Centegra Plus transaction.
Cleared Items
Cleared items are items removed before the order has been held/finalised, and so the cleared line is not captured and shown within Centegra Plus.
Voided Items
Voided items are items removed after the order has been held/finalised, and so the voided item is captured as sale type "Void" in Centegra Plus.
There is no sale value or discount value, and for Inventory Management subscribers, no stock movements are generated. (If the item was prepared, it should be declared through wastage.)
The void reason is captured as an item note against the sale item line.
Comped Items
Comped items are removed after the order has been held/finalised, and so the comped item is captured as sale type "Zero Value Sale".
This is no sale value, but there is a discount value as an RRP is defined per the unit price. For Inventory Management subscribers, stock movements are generated to account for the consumption.
The comp reason is captured as a combo discount, allowing you to report on comps as a standard 100% discount in Discount Reporting.
Prerequisites
As part of the integration between MyVenue and Centegra Plus, an automated process runs every 30 minutes to capture prerequisites from within MyVenue and, where applicable, process the captured information into you Centegra Plus account.
Information on these captured prerequisites is covered below.
Combo Products
Combo Products created in MyVenue are created as a Product in Centegra Plus, and therefore standard product mapping rules apply. See Products.
Discounts
Discounts created in MyVenue are brought into Centegra Plus when used in a transaction for the first time. The Discount is created as a Product, where the:
- The Product name represents the Discount name.
- The Product PLU is automatically assigned, and is negative to avoid PLU clashes.
- The Product group defaults as UNASSIGNED PRODUCTS but can be changed.
Departments
Departments within MyVenue become Sites within Centegra Plus. This process is managed by Centegra as part of the integration onboarding process. For more details, Contact Centegra.
Locations
Locations within MyVenue Departments become Locations within the corresponding Sites within Centegra Plus. This process is managed by Centegra as part of the integration onboarding process. For more details, Contact Centegra.
Non-Revenue Items (e.g. Donations, Charges & Tips)
As part of the MyVenue integration with Centegra Plus, Product-to-Payment mapping is available to convert sales of selected products on the POS instead be treated as a negative payment line within the resulting Centegra Plus transaction.
This is typically used for non-revenue liabilities that are typically "sold" as a product on the POS to capture the transaction, such as: Charity Donations, Cash Tips, Non-Integrated Card Tips, Delivery Charges etc.
For more details on this feature, Contact Centegra.
POS Attendants
POS Attendants created in MyVenue are created as Team Members in Centegra Plus periodically as part of the automated prerequisites process.
The name of the Team Member that gets created in Centegra Plus reflects the combination of the First Name and Last Name within MyVenue.
Price Levels
Price Levels created in MyVenue are created periodically as part of the automated prerequisites process. The Price Level should be assigned to a Price Level Type for reporting as standard.
The name of the Price Level that gets created in Centegra Plus reflects the name of the Price Level within MyVenue.
If a Price Level already exists in Centegra Plus of the same name, the new price level will merge against the existing Price Level.
Products
Products created in MyVenue are created periodically as part of the automated prerequisites process.
The process differs depending on the company type as highlighted below. If you are unsure on which method below is applicable for your company, Contact Centegra.
Standard Company Product Mapping
For single merchant companies, the Code of the product in MyVenue becomes the PLU of the corresponding product within Centegra Plus.
If the MyVenue product is created with a Code that does not match the PLU of an existing product in Centegra plus, a new Centegra Plus product will get created with a PLU representing the Code entered.
If the MyVenue product is created with a Code that does match the PLU of an existing product in Centegra Plus, the new MyVenue product will merge against the existing Centegra Plus product.
Note that:
- The product Code in MyVenue MUST be numeric and 9 digits or less.
- The product name in MyVenue is only used when new products get created. If the product already exists in Centegra Plus, name changes within MyVenue do not impact the Centegra Plus product.
Multiple Merchant Company Product Mapping
For multiple merchant companies, the Code of the product in MyVenue does not become the PLU of the corresponding product within Centegra Plus.
If the MyVenue product is created with a numeric Code, a new Centegra Plus product will get created with an auto-generated PLU. (Note that the Centegra Plus product Code will initially represent the MyVenue product Code entered for reference, but this can be changed.)
If the MyVenue product is created with a Code that follows the mapping rules below, the MyVenue product will merge against the existing Centegra Plus product:
- Obtain the Product ID of the Centegra Plus product that you wish to merge the new MyVenue product against.
- When creating the product in MyVenue, enter the product Code using prefix "CP" followed by the Product ID of the existing Centegra Plus product.
- For example, if the Product ID of the existing Centegra Plus product is 1234567, the product Code within MyVenue is entered as "CP1234567" when the product is created.
Note that:
- The product Code in MyVenue MUST be either:
- Numeric and 9 digits or less, if merging is not required.
- In the format "CPxxxxx", where xxxxx is the Product ID of an existing Centegra Plus product is merging is required.
- The product name in MyVenue is only used when new products get created. If the product already exists in Centegra Plus, name changes within MyVenue do not impact the Centegra Plus product.
Product Groups & Categories
The product grouping hierarchy in MyVenue is: Group > Category.
By default, this is independent of the Centegra Plus product grouping hierarchy which is: Super Group > Master Group > Product Group.
If required, automated product grouping can be enabled in Centegra Plus which automatically:
- Creates a single default Super Group.
- Creates Master Groups representing MyVenue Groups, and assigns the Master Groups to the default Super Group above.
- Creates Product Groups representing MyVenue Categories, and assigns the Product Groups to Master Groups as per the MyVenue Category-to-Group relationship.
- Assigns Products to Product Groups, as per the MyVenue Product-to-Category relationship.
This process occurs regularly as part of the prerequisites process.
Product Prices
Product prices in MyVenue are not currently brought into Centegra Plus.
Product Tax
Product tax in MyVenue is not currently brought into Centegra Plus.
Service Charges & Gratuity
Service Charges in MyVenue are brought into Centegra Plus when used in a transaction for the first time.
The Service Charge is automatically created as a payment Media within Centegra Plus of the same name. The payment Media should be assigned to a Media Type for reporting as standard.
If a payment Media already exists in Centegra Plus of the same name, the new Service Charge will merge against the existing payment media.
Tenders
Payment Tenders in MyVenue are brought into Centegra Plus as payment media when used in a transaction for the first time.
The tender is automatically created as a payment Media within Centegra Plus of the same name. The payment Media should be assigned to a Media Type for reporting as standard.
If a payment Media already exists in Centegra Plus of the same name, the new tender will merge against the existing payment media.
Tills (POS)
Tills (POS) within MyVenue are brought into Centegra Plus when used in a transaction for the first time.
The till is automatically created as a till within Centegra Plus of the same name. If a till already exists in Centegra Plus of the same name, the till will merge against the existing till.
Note that reinstalling the till will result in a new till being generated in Centegra Plus unless the name is matching.
Tips (Integrated)
Integrated Tips when first used in MyVenue will automatically create a payment Media within Centegra Plus called "Credit Card Tips". The payment Media should be assigned to a Media Type for reporting as standard.
Tips (Non-Integrated)
See Non-Revenue Items.
Venue
For single merchant companies, the Venue within MyVenue is effectively the Company within Centegra Plus.
For multiple merchant companies, the Venue within MyVenue becomes one of many merchants linked to a Company within Centegra Plus.
Either way, this process is managed by Centegra as part of the integration onboarding process. For more details, Contact Centegra.
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