Linking POS data to APICBASE data

APICBASE can connect to different POS solutions, such as Lightspeed, Trivec/ETC and Untill. More POS connections are being added as we progress. APICBASE retrieves pos data from the pos, such as: sales item name, sales item price and sales item sales data.

To make sure APICBASE works correctly with your POS data, follow the steps below.

1. Go to "PoS Connection" in the left navigation bar.
2. Click on "Import Products" in the gray toolbar to get the latest sales items out of the POS
3. Now you see two panels: the left one contains all sales items out of your POS, the right one contains all recipes and ingredients in APICBASE.

There are three options to link a POS sales item to a product/recipe in APICBASE:

A) The POS sales item needs to be linked to an existing recipe:
1. Click on the right product in the POS list
2. Select the right recipe In the APICBASE list
The product is now linked to a sales item in the POS and sales data will be matched to costing data of the recipe and you will be able to do stock.


B) If the sales item should be linked to an ingredient/article:
Imagine you sell a draft beer at 25 CL per glass (pos item). In the ingredients list you have an item called: "draft beer" which you buy in barrels of 50 liter. Then you can do the following:
1. Select the draft beer sales item in the POS list
2. Go to the ingredients list in the APICBASE panel and find and select the 50L barrel
4. A popup will appear, asking you for # of servings, ingredient qt and ingredient unit. in this case it will be 1, 25 and cl
5. click "Add" and the following will happen: a recipe is created in Apicbase, called "draft beer" containing 1 portion of 25 cl and 1 ingredient: a 50L draft beer barrel.
The product is now linked to a sales item in the POS and sales data will be matched to costing data of the recipe and you will be able to do stock. 

Side remark: if you have 2 sales items (e.g. 25CL beer and 50CL beer), they can both link to the same ingredient but will be 2 different sales items/recipes in the apicbase recipe database.

C) The recipe and ingredient are not in the database:
If the recipe nor the ingredient yet exist in apicbase and you want to create a new/empty recipe right from this page, you can use the CREATE button.
1. Select the sales item from the POS panel
2. Click on "Create"
A recipe has been created in APICBASE which is linked to this sales item. You can now go to the recipe and add the required information (such as portion, ingredients,...) to finalize the product.