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.

Integrated Credit Card Payments flow through to Centegra Plus against the "Credit Card" payment media with the payment card type used (if provided) and the masked card number providing the last four digits. 

If required, card type mapping can be enabled, which assigns the payment media in Centegra Plus based on the card type provided, instead of allocating all integrated card payments against the default "Credit Card" payment media.   

Integrated Credit Card Tips entered against a transaction in NCR 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.

Configuration is required by Centegra on your behalf if using integrated credit card tips.  

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.)

Combo deals applied at the POS 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. 

A transactions flagged as deleted within NCR is not available to view within Centegra plus.  

Discounts applied against orders at the POS 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 applied against orders at the POS 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 applied against orders at the POS 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.

Loyalty points can be earnt against orders at the POS using the Centegra Plus Loyalty Integration. For any loyalty point redemptions, a payment media is used to represent the value of points redeemed. 

Where applicable, a Centegra Plus customer is also associated with the transaction to relate the transaction to the customers loyalty account.

Product modifiers applied against products within an order at the POS 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. 

A No Sale declared in NCR is not available to view within Centegra Plus. 

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. 

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 entered at the 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 Charge requires mapping at company level to treat service charge entered as a negative payment within the 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.

This applies to both methods of service charge available within NCR:

• Built-in automatic service charge feature
• Manual 'charges' applied as service charge 

If the transaction is assigned against a table at the POS, the Table Number that the transaction was assigned against is visible against the Transaction in Centegra Plus. 

Note that Table Names entered against transactions at the POS are not visible against corresponding transactions in Centegra Plus.

The Team Member assigned to each transaction received from POS is the Team Member that closed the transaction at the POS. 

Payments received within an order at the POS are represented as a Payment Media within the corresponding Centegra Plus transaction.

Products sold within an order at the POS are represented as a Sale Item within the corresponding Centegra Plus transaction.

Each transaction received from NCR Aloha Cloud (Silver) has the following references within Centegra Plus: 

• Transaction ID: The unique transaction ID within Centegra Plus. 
• Ext Transaction ID: The NCR ticket number with the NCR business date appended to it.

Voids and cleared lines entered at the POS are not available to view within Centegra Plus.   

Combos created within NCR are not available to pick up. Instead, a Combo Product representing the combo is created in Centegra Plus automatically once the combo is first used. It can take up to an hour for this to occur, so it is recommended that a test sale is entered against each combo before being used in a live environment.

Discounts created within NCR are not available to pick up. Instead, a Combo Product representing the discount is created in Centegra Plus automatically once the combo is first used. It can take up to an hour for this to occur, so it is recommended that a test sale is entered against each combo before being used in a live environment. 

As part of the NCR Aloha Cloud (Silver) 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.

Price levels don't exist as a concept within NCR Aloha Cloud (Silver). Instead, a series of order modes are available to use at the POS. If these order modes are enabled within the company, a price level is created within Centegra Plus to represent the order mode, and transactions entered at the POS against that order mode are recorded against the corresponding Centegra Plus price level.

Although NCR has the concept of Price Lists, these are not available to pull through into Centegra Plus. 

A product created within a POS system is automatically created within Centegra Plus with core product details inherited from the POS system. Additional product settings specific to Centegra Plus can then be assigned to those products within Centegra Plus. 

This article outlines key product information for products received from the NCR Silver / Aloha Cloud POS system.

Core Product Details

New products created within NCR are made available within Centegra Plus within approximately one hour of being created in the NCR back office.

Centegra Plus inherits the following details from NCR for each new product:

• Product Name Long: This will display the product Description entered in NCR.^ 
  • If no Description is entered, the products Item Name is used.
• Product Name Short: This will display the product Item Name entered in NCR.^ 
• PLU & Code: This will display the External ID entered in NCR.

^Note that if the product is a variation in NCR, this is different as covered in This Section below. 

If core product details within NCR are updated:

• If the Item Name or Description of a product is updated within NCR, the name of the corresponding product within Centegra Plus will updated within approximately one hour. 
• If the External ID of a product is updated within NCR, a new product will get created within Centegra Plus, as the relationship between NCR and Centegra Plus is based on the product External ID in NCR and the PLU in Centegra Plus. 

Information On Variation Products

For any variation products created within NCR Silver, Centegra Plus will inherit a parent product and related child products. 

For example, consider a Margarita Pizza product on the POS with two size variations of 9" and 18":

This would create three products within Centegra Plus. 

One parent product will be created called Margarita Pizza, and two child products will be created; one for the 9" size and another for the 18":

As sales are only attributed to the variation child products (i.e. the 9" and 18" products), the parent product could be Marked As Deleted to keep your product database tidy. 

Another thing to note is that for variation child products within Centegra Plus: 

• Product Name Long: Will display the parent Item Name followed by a dash, followed by the name of the variation, followed by two more dashes. 
• Product Name Short: Will display only the parent Item Name. 

Within NCR, POS products are assigned to "Categories", which group together products based on POS operational requirements. "Categories" can be assigned to "Departments" to group them together at a higher level, but this is option within NCR. 

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 NCR Departments, and assigns the Master Groups to the default Super Group above. 
• Creates Product Groups representing NCR Categories, and assigns the Product Groups to Master Groups as per the NCR Category-to-Group relationship. 
• Assigns Products to Product Groups, as per the NCR Product-to-Category relationship.

For this process to work, ALL Categories in NCR must be allocated to Departments. 

This process occurs regularly as part of the prerequisites process. 

Prices stored against products within NCR are available to view also within Centegra Plus for reference only. (Ultimately, the POS system dictates the price paid at the POS.)

Only the base price assigned to a product within NCR is available to view within Centegra Plus. Prices stored against price lists in NCR are currently unavailable to view within Centegra Plus. 

The products base price from NCR is stored against all corresponding POS Price Levels for the product within Centegra Plus. 

For example, a Coke Can with a base price of £1.30 in NCR:

The price of £1.30 is represented against all NCR POS price levels in Centegra Plus:  

The tax rate stored against products within NCR is currently unavailable to view against the corresponding product within Centegra Plus against POS price levels.

As the POS determines the tax rate applied, this has no impact on the reporting of sales and tax within Centegra Plus. The tax assigned via the POS is the tax you see in reporting. 

As a tax rate is required against price levels in Centegra Plus, the tax rate will automatically populate with the Default Tax Rate defined in the Company Setup or Site Setup in Centegra Plus. This can be edited within Centegra Plus if required, but note that any edits have no impact on the tax applied at the POS.   

Service Charges in NCR are not configured within Centegra Plus by default and require Centegra to implement mapping on your behalf before being used in a live environment. For more details, Contact Centegra.

Stores within NCR become Sites within Centegra Plus for standard companies, or either Sites or Locations within Centegra Plus for multi-merchant companies. This process is managed by Centegra as part of the integration onboarding process. For more details, Contact Centegra. 

Team Members created in the POS system 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 NCR. 

Payment Tenders in NCR 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 Devices) within NCR 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.

Integrated Tips in NCR are not configured within Centegra Plus by default and require Centegra to implement mapping on your behalf before being used in a live environment. For more details, Contact Centegra. 

See Non-Revenue Items.