Introduction
Bukku Accounting is making sales automation easier with the new Flow module, enabling you to have your sales "flowing" into Bukku Accounting automatically overnight from POS and e-commerce platforms.
With this integration, your sales transactions will automatically sync overnight, reducing manual data entry and ensuring accurate financial records.
What is Flow Stream?
Flow Stream, accessible from the Control Panel, allows you to manage and monitor your connected sales streams.
Each stream represents a sales channel. For example, if you connect StoreHub, it will appear as one stream, while Bukku MiniPOS will be another stream.
Flow Stream provides an overview of all linked POS systems and lets you configure sync settings for each integration.
Supported Integrations
StoreHub was the first POS system integrated with Bukku, and now Bukku MiniPOS is also seamlessly connected upon activation.
Key Features of Flow Stream
Connect and Monitor Sales Streams
Click ‘Connect’ to link a POS system.
View connected POS or e-commerce platforms along with their name, provider, and creation date.
Check each integration's status to ensure proper data syncing.
After connecting your POS system, it will be displayed in the Flow module.
Configure Stream Settings
Once connected, you can customise settings for each integrated system, including:
Store Settings – The name of your POS store as it appears in Bukku.
Sync Settings
Auto Sync - Enable to allow sales data to sync automatically every day. If you prefer to sync manually, you can disable this option.
Start Sync Date - Select the date from which sales transactions should begin syncing into Bukku.
Invoice Settings
Auto Invoice - When enabled, sales data is automatically posted as invoices upon syncing. If disabled, invoices will need to be posted manually from the digest at Flow module.
Sales Grouping - Choose how sales data should be structured in Bukku:
Sales by SKU - Invoices will include detailed line items based on inventory SKUs. If an SKU in the sales data matches an existing SKU in Bukku, the system will automatically deduct the corresponding inventory quantity upon invoice posting.
All Sales - Consolidates daily sales into a single line item.
Manage Stream Mappings
Ensure accurate data syncing by mapping your sales data correctly.
Location Mapping – Assign sales to store locations, set a default POS sales contact, and define the invoice number format for posted Digests.
Payment Method Mapping – Align sales payments with Control Panel > Payment Method, specifying the bank or cash account for each payment type.
Account Mapping – Link sales data to the appropriate accounting categories.
Note: This guide provides a brief introduction to Flow Stream and its features. For setup details like stream mappings, refer to separate guides for each POS system.
View Sales Digests
The system consolidates all individual orders of the day into a Daily Sales Digest from your connected POS system into Bukku through the Flow module.
The digest appears under the Flow module, where sales data from platforms like StoreHub and MiniPOS can be reviewed and managed.
For example, if you have 10 orders in a day, these will be combined into 1 Digest and synced to Bukku Accounting. Each Digest contains all the relevant details of the day's transactions.
Clicking 'View Digests' will take you to the Flow Module, where you can view the digests for that POS system.
At the digest listing, you can see:
Date – Transaction date of the digest.
Location – Store or branch where sales were recorded.
Amount – Total revenue for the day.
Invoice No. – Corresponding invoice number if posted.
Created At – Timestamp when the digest was synced to Bukku.
Click ‘View’ to see digest details, including:
Summary: Total sales with a breakdown by payment method.
Items: List of SKUs with their total quantities, unit price and amounts.
Orders: Breakdown of individual orders included in the Digest.
Post Digest to an Invoice
If auto-posting to invoices is disabled under Invoice Settings in Stream Settings, you can manually post sales to an invoice after reviewing the Digest.
Once posted, you can check the invoice in Sales > Invoices. The sales amount will be recorded in your accounting ledger based on your Stream Settings & Mappings, ensuring that payments and sales revenue are properly tracked.
Invoice Details:
Contact: POS sales customer.
Invoice Number: Generated POS invoice number.
Sales Date: Date of the transactions.
Item Table:
Sales by SKU (itemized breakdown).
All Sales (summary format).
Payment Breakdown: Details by payment method.
Invoice History: Records of the invoice posting via Flow.
An example invoice below with Sales by SKU option.
An example invoice below with All Sales option.
Perform Manual Sync Digest
If auto-sync is disabled at Sync Settings, you can manually sync sales data to update your records at Flow Stream.
Stay Tuned for More!
More integrations and features are coming soon to enhance your sales automation experience!
