The Thai Accounting Software Specialists
Selecting the “Integrate with POS+ “ option in General/Preferences/Utilities will enable you to bring into your A++3 data file all the transactions entered into the daily transaction file created by POS+
Using the POS+ Integration option in Utilities is a simple process but needs care to ensure the integration goes smoothly.
Setting up Integration
When setting up your POS+ data you will be asked to select the location for the POS+ Backup file . We recommend that you select the A++3 folder. The normal location for the A++3 folder is on the C Drive in the Program Files folder. If you are using the multi user option this may be on the machine used as a Server.
Transactions entered by the POS+ program are stored in “Real Time” (as they are saved) in a separate transaction file in the POS+ folder, (normally called POS_{Terminal ID number}_Data_ {Date}.APT)
In addition, each transaction entered in POS+ is stored in “Real Time” in a Back up transaction file (normally called POS_{Terminal ID number}_Data_{Date}_copy.APT) in the A++3 folder (as suggested). The location for the backup transaction file can be checked or changed in the “Backup Data” option.
Customers and Product codes
Customer and product codes in POS+ MUST be the same as in A++3.A message will be displayed when you try to integrate advising if customer and/or product codes are missing from A++3. You will not be able to integrate transactions from POS+ into A++3 until the missing codes are entered.
Note: As the Update and the Import can make changes to A++3 data, we would recommend that you make a backup of your A++3 data before proceeding as security against a system failure.
To do so, select the “Backup” button at the bottom of the POS+ Integration window.Importing codes from POS+ to A++3
Details of new customers or product codes can be entered manually in A++3, or you may create an Update file in POS+ to import into A++3.
Selecting the “Create Export File” button in the Backup Data option in POS+ will automatically create an Import file called “POS+ - A++”, which will be saved in the previously selected location (we recommend the A++3 folder).
Selecting the “Import” button in the POS+ Integration option in A++3 will allow you to quickly import the new codes.Importing codes from A++3 to POS+
New product codes and/or customer codes created in A++3 will need to be imported into POS+ on a regular basis.
Note: You should ensure that your cashiers have a procedure for dealing with products that have not yet been created in POS+
Selecting the “Export” button in the “POS+ Integration” option in Utilities in A++3 will automatically create an Import file called “A++-POS+”, in the previously selected location (we recommend the A++3 folder).
Using the Import button (with A++ Items selected) in the Import option in POS+ you will be able to select the Import file “A++ - POS+”. The message “Import Complete” will be displayed.
Importing Transactions from POS+
Make sure the date and POS Terminal number are entered correctly in the “POS+ Integration” option.
For management purposes, particularly flexible reporting, you may decide to use the POS Terminal number as a Department in A++3. You will need to ensure the appropriate department codes are set up before integrating.
Select the “Update” button at the bottom of the POS+ Integration window. The program will automatically locate the Daily transaction copy file (recommended to be in the A++3 folder).
A message will confirm the Update has been completed.
If you move the Daily transaction copy file from the location identified in the option “Backup Data” in POS+, a message will be displayed:
A++ can’t find the file POS-(terminal number) _ (Date) _ copy.apt
Do you want to look for it?
Selecting “Yes” will allow you to search for the new location of the file.
If you are unable to locate the copy file, you can use the Backup Data option in POS+ to create a new Daily transaction copy file (preferably in the A++3folder). This option would only be suitable if you were integrating on the same day.
If you are integrating transaction files from a previous day, you will need to go to the POS+ folder and copy the Daily transaction file to the A++3 folder. Using the “Update” option in A++3 you will be able to look for and select that transaction file.
Note: As the Update and the Import can make changes to the A++3 data, we would recommend that you make a backup of your A++3 data before proceeding as security against a system failure. To do so, select the “Backup” button at the bottom of the POS+. Integration window
Daily transaction files are not automatically deleted once the details have been updated into A++3.
You will be able to automatically delete these files if they are no longer required as backups. Make sure the “delete before” date and POS Terminal number are entered correctly.
