POS Summary Integrations generate a Daily Sales Summary using summary data from the POS rather than individual sales ticket data. These integrations are designed primarily for accounting purposes, providing financial data without item-level or ticket-level detail. Instead, they focus on compiling data for a Daily Sales Journal Entry to support general ledger reporting and reconciliation. Operational insights, such as labor metrics or order-level details, are not included.
Data
POS Summary Integrations include the following information:
Sales Data
Payment Data
Discounts
Sales Tax
Gift Cards
Refunds
Tips
Gross Sales
Net Sales
Sales Payments
Paid Outs/Paid Ins
Each POS integration is individually developed with the R365 Integrations team, and the data available is dependent on the POS system.
POS Summary Integrations do not include:
Sales Item level detail
Item level tax detail
Item level discounts
Menu Item Data
Setup
POS Summary Integrations follow a similar setup process as standard POS integrations, with a few key differences.
Location Record: POS integration settings are managed across multiple tabs within the Location record.
System Preferences: Some configuration settings apply to POS Summary Integrations, but certain options differ from standard POS integrations.
Menu Item Separation - Not applicable, as menu item data is not available in POS Summary Integrations.
POS Groups: Available for use with POS Summary Integrations, but not required.
POS Mapping
Mapping for POS Summary Integrations is managed through the To Do Checklist, or in the Payment Types Accounts and Sales Accounts pages. Instead of displaying each payment type and sales account for each sales ticket, generalized sales accounts and payment type accounts are available for mapping. Completed mappings determine how data is categorized in the journal entry on the Daily Sales Summary.