PAR Brink POS Integration Overview

Save

Save all mapped rows, including automatically mapped rows and manually mapped rows.

Saving indicates that you want to accept selections for automatically mapped rows, and the “Auto-” marker is removed. If you do not want to save a row that was automatically mapped by the system, clear the selection from the drop-down or select the correct option from the drop-down before saving.

Help

Displays articles containing helpful information about the page.

Expand / Collapse

Expands the page to full-screen view or collapses the page to view as a sidesheet.

Close

Closes the Connection Mapping page.

Tabs

Displays the mapping table for the selected category: Locations, Jobs, or Employees.

Viewing from

Each tab includes a Viewing from button that can be used to change the view.

For example, if Viewing Locations from R365 is selected, the Location Name column displays location names from R365, and the drop-down menu contains location names from Brink. Likewise, if Viewing Locations from Brink is selected, the Location Name column displays location names from Brink, and the drop-down menu contains location names from R365.Note: When this button is selected, only manually mapped rows are saved. The “Auto-” marker remains on any automatically mapped rows that have not been confirmed by the user.

If you have not set up employees in Brink POS, change this setting to Viewing Employees from R365. Then, select all rows. Select Edit Employees Links and choose Create Employee from the resulting window. The R365 employee data will be used to create employee records in Brink.

Filters

Each tab contains the following filter options:

• Search - Filters the table to display rows that contain data matching the search criteria.

• Status - Filters the table to display All rows, rows that are Mapped, or rows that are Unmapped.

• Filter Columns - Opens the Filter Columns dialog box where users can filter the mapping table by applying conditions to specified columns.

• Select Location - Filters the table to display employees or jobs for the selected location. This filter is only available on the Employees and Jobs tabs.

Users can also sort data in the table by selecting the column headers.

Mapping table

Used to link locations, jobs, and employees in one system to their matching entries in the other system. In the row for each item, select an option from the drop-down menu to link the item from the POS to R365 or from R365 to the POS.

Select

Selecting multiple checkboxes allows users to edit multiple rows in bulk.

Location Name

Name of the location.

Location Code

A number or shorthand code used to identify the location

Location City

City in which the location is physically located.

Location State

State in which the location is physically located.

Location ZipCode

Zip code or postal code for the location.

Link Location

This drop-down menu is used to select the location that matches the location shown in the corresponding row. Once selected and the page is saved, the locations are linked in the system and R365 can push data to Brink when there is an update.

Locations are mapped during the initial setup and cannot be changed. If a location needs to be added, updated, or removed, please contact R365 Support for assistance.

Select

Selecting multiple checkboxes allows users to edit multiple rows in bulk.

Job Name

Name of the job.

Job Code

A number or shorthand code used to identify the job in the system.

Location

Location to which the job is assigned.

Link Job

This drop-down menu is used to select the job that matches the job shown in the corresponding row. Once selected and the page is saved, the jobs are linked in the system and R365 can push data to Brink when there is an update.

Select

Selecting multiple checkboxes allows users to edit multiple rows in bulk.

First Name

Employee's first name, or given name.

Last Name

Employee's last name, or surname.

Payroll ID

Identification number assigned to the employee for the purpose of processing payroll.

Hire Date

Date on which the employee started work at the location.

ID

A unique, system-generated identification number assigned to the employee.

Link Employee

This drop-down menu is used to select the employee that matches the employee shown in the corresponding row. Once selected and the page is saved, the employee records are linked in the system and R365 can push data to Brink when there is an update.