T.M.A.S. - Retail Pro P.O.S. Integration
Learn how to seamlessly integrate Retail Pro P.O.S. solutions with T.M.A.S. for streamlined and efficient retail operations.
Table of Contents
T.M.A.S. allows for the integration of each of your locations' Retail Pro POS accounts so that it can import the following data for the purpose of populating the dashboard as well as various reports.
- Sales Data
- Transactional Data
- Staff Hours (compatible plugin required)
- Retail Pro 9
- Active T.M.A.S. Retail Subscription or higher
- Having purchased the Retail Pro POS integration option (cost in FAQ below)
- Giving SMS Storetraffic and its Retail Pro official partner appropriate rights on the customer terminals and external access to install plug in :
- Unattended remote access to EACH workstation where Retail Pro is installed and needs to have data exported
- A windows login with local administration rights
How to setup the integration
Contact SMS Storetraffic
When ready reach out to firstname.lastname@example.org with the following requirements.
|Step 1 - Obtain location list from customer
SMS Storetraffic will require a list of all locations including their store # and addresses so that they can be matched between systems.
|Step 2 - Create FTP account for client
SMS Storetraffic will create an FTP account for the POS data to be uploaded.
Step 3 - Plugin installation
Through the provided access specified in the requirements, SMS Storetraffic and its Retail Pro official partner will install a plugin on each Retail Pro station.
|Step 4 - Obtain the names of all stores in the POS
Through the provided access specified in the requirements, SMS Storetraffic and its Retail Pro official partner will extract a list of all locations in the POS, which will be needed for the next step.
|Step 5 - Match each store with appropriate Location ID in T.M.A.S.
SMS Storetraffic will ensure the following: Each stores' T.M.A.S. location ID needs to be named, using the number that corresponds to each respective store.
Example: If the store in the POS is called 1-PLM 333 Worth Avenue, then its counterpart in T.M.A.S. needs to have a location ID of "1".
Step 6 - Schedule hourly uploads to T.M.A.S.
SMS Storetraffic and its Retail Pro official partner use a scheduling tool for Retail Pro's date to be uploaded every hour to T.M.A.S.
Example: Store #6 : In T.M.A.S. , it should have location ID "6". Files exported form Retail Pro should have "0006" preceding the date/time (e.g. 0006-09212022.csv)
SMS Storetraffic Step: All files will be uploaded to SMS FTP server's root folder, therefore, SMS Storetraffic needs to switch the user's root to the import folder (in the FTP admin access).
Retail Pro versions 9
For hourly T.M.A.S. uploads, Retail Pro versions 9 need to be run using Windows Task Scheduler
Local Windows credentials with Task Scheduler privileges will be required to run the task when nobody is logged into the machine
Report / Data Validation - Dashboard
Once the setup has been confirmed completed by SMS Storetraffic and its Retail Pro official partner, the client needs to validate it by:
- Generating T.M.A.S. Retail-related reports (example : Totalling, Hourly %, etc.)
- Verifying the Dashboard for sales numbers
Q: How much does the Retail Pro POS integration option cost?
A: Customers purchasing 3-year prepaid T.M.A.S. Retail subscription(s) will get this free of charge. Customers going with Monthly / 1-year prepaid option pay a one-time 100$ per location + one-time 35$ per POS terminal.
Q: What is the refresh rate of POS data in T.M.A.S.?
A: POS information is updated hourly
Q: Why is the file not uploading hourly?
A: Check the Task Scheduler to verify that Tasks were executed properly
Q: Sales showing incomplete or delayed.
A: Check i) task scheduling time is set to run on the hour or just a bit past and ii) TMAS hourly schedule is set to run after the confirmed time and uploaded to FTP.
Q: What type of Windows account should be used to setup Task Manager?
A: Recommended to use a service account so that the Job does NOT fail when the domain admin password changes or the account is disabled / removed. IE: Service account = User and Password with permissions to run the task scheduler and password "WILL NOT EXPIRE".