Thanks to an integration with a POS system, you get an automatic update on your revenue every hour in Eitje. After activating the integration, you need to finish the setting by indicating which revenue you want to retrieve. Here's a step-by-step explanation on how to set up your integration.
Set up the integration
Navigate to 'Data' > 'Integrations'.
You'll see an overview of all integration. Click on 'Add' for your POS.
You can either typ in the codes directly, or you'll need to log into you POS-account first. This differs per POS. Here, you'll find the instructions per POS.
Done? Then you can continue setting up your integration:
Go to 'Data' > 'Integrations'.
Click on 'My integrations' on the left side.
Click on 'Configure' or click the three dots and then on 'Configure'.
If possible choose between 'Group' or 'Zone'. If you want to know the difference between these two, you can read this article. If you can only link per revenue group, then you can ignore this step.
Divide the revenue groups from the integration over the revenue groups that you created in Eitje. In the next heading, we explain how to create revenue groups in Eitje.
⚠️ Note: The integration will only work if you have divided all revenue groups from the integration over the revenue groups in Eitje. If you do not want to integrate certain revenue group with Eitje, you should select then under 'Inactive'.
Adding revenue groups in Eitje
If you want to distinguish between revenue from, for example, the kitchen and bar, you can use revenue groups. You can find and create revenue groups within your POS, and link them to the revenue groups in Eitje. How do you create revenue groups in Eitje?
Navigate to the Venue settings.
Under the header 'Financial' you'll find the option 'Labour cost distribution'.
Click on 'Settings completed'.
Scroll down and click on 'Create new revenue group'.
Enter the name of the group, and click on the blue checkmark.
If you want multiple groups, repeat the previous step.
Done! You can now link the revenue groups from for POS to the revenue groups in Eitje (read about it in the header above).
You can delete a revenue group by clicking the red cross.
⚠️ Note: WATCH OUT WITH DELETING EXISTING REVENUE GROUPS. The historical revenue is associated with those groups, and will be removed once deleted. So be careful with editing!
You can also distribute your labor costs among your revenue groups. Here's how to set that up.
Retrieve revenue
Once your integration is activated and set up, Eitje will retrieve revenue from the POS system from this moment on.
Five minutes after activating the integration, Eitje also tries to retrieve last month's revenue. Handy, because Eitje makes a prediction of the revenue and by default we base it on the realised sales of the past four weeks. Retrieving will only work after all revenue groups are linked, and the settings are completed. If this is not done within the five minutes, we try to retrieve it every hour.
Want to know the revenue for more than one month back in time? Then follow these steps:
Navigate to 'Hours' at the top and click 'Per member'.
Navigate to the week you want to retrieve.
Scroll down until you see the revenue section. Don't see it? Check under the 'Show' button at the top if the revenue box is checked.
Click on 'Revenue' next the settings at the bottom.
Here you can click on 'Sync' next to the days you want to retrieve.
Click on 'Sync' to retrieve the revenue for that day.
Another way is to add revenue manually. This can be done by day, or you can import an Excel-file.