{"id":8843,"date":"2022-08-30T04:36:46","date_gmt":"2022-08-30T09:36:46","guid":{"rendered":"https:\/\/incust.com\/en\/?page_id=8843"},"modified":"2024-03-20T04:44:45","modified_gmt":"2024-03-20T09:44:45","slug":"integration-poster-pos","status":"publish","type":"page","link":"https:\/\/incust.com\/en\/knowledgebase\/documentation\/integration-poster-pos\/","title":{"rendered":"Integration Poster POS"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;2\/6&#8243;][vc_wp_custommenu nav_menu=&#8221;6&#8243;][\/vc_column][vc_column width=&#8221;4\/6&#8243;][mk_fancy_title size=&#8221;32&#8243; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221;]Integration with accounting system, POS[\/mk_fancy_title][vc_single_image image=&#8221;8844&#8243;][vc_column_text css=&#8221;.vc_custom_1703167800489{margin-bottom: 0px !important;}&#8221;]\n<div class=\"mk-image mk-image-5 jupiter-donut- lightbox-enabled mk-image-lazyload align-left simple-frame outside-image \">\n<div class=\"mk-image-container\">\n<div class=\"mk-image-holder\">\n<div class=\"mk-image-caption\"><a href=\"https:\/\/joinposter.com\/\"><span class=\"mk-caption-title\">https:\/\/joinposter.com\/<\/span><\/a><\/div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\" vc_custom_1550668780314\">\n<div id=\"text-block-6\" class=\"mk-text-block jupiter-donut- \">\n<p>To make integration with Poster POS watch the video on connecting the plugin, please contact us if you need detailed instructions.<\/p>\n<\/div>\n<\/div>\n[\/vc_column_text][mk_fancy_title font_family=&#8221;none&#8221;]\n<h2><span style=\"font-weight: 400\">Integration Guide for integrating the inCust loyalty program into the Poster accounting program<\/span><\/h2>\n[\/mk_fancy_title][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1710920128390{margin-bottom: 0px !important;}&#8221;]\n<h1><span style=\"font-weight: 400\">1. Plugin Installation<\/span><\/h1>\n<p><span style=\"font-weight: 400\">To connect the inCust plugin, you need to go to the administrative panel of Poster:<\/span><br \/>\n<b>Applications -&gt; App Marketplace -&gt; Loyalty -&gt; InCust -&gt; Connect<\/b>[\/vc_column_text][vc_empty_space][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/1_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710920597934{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">Next, grant access to the application by clicking the <\/span><b>&#8220;Allow Access&#8221;<\/b><span style=\"font-weight: 400\"> button.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/2_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710920860518{margin-bottom: 0px !important;}&#8221;]<b>Your plugin has been installed!<\/b>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/3_en.png&#8221; image_size=&#8221;large&#8221;][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1710927511685{margin-bottom: 0px !important;}&#8221;]\n<h1><span style=\"font-weight: 400\">2. Required data for integrating the inCust terminal with the Poster cash register<\/span><\/h1>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400\">Next, you need to establish a connection between the Poster cash register and the inCust terminal. For this, you will need:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Business account in Poster<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Poster customer number<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Poster establishment ID<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Poster cash register ID<\/span><\/li>\n<\/ul>\n<p><a id=\"b-1\"><\/a><b>a) Account of business in Poster<\/b><span style=\"font-weight: 400\"> &#8211; you can find this parameter in the Poster administrative panel <\/span><b>Settings -&gt; General -&gt; Address in Poster <\/b><b><br \/>\n<\/b><span style=\"font-weight: 400\">**you will need the part before .joinposter.com <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">As well as you can take it from the first part of the link in your browser, an example is in the screenshot:<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/4_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710927526973{margin-bottom: 0px !important;}&#8221;]<a id=\"b-2\"><\/a><b>b) Poster customer number<\/b><span style=\"font-weight: 400\"> &#8211; this is the customer number of your account, which is located in the bottom left corner of the Poster administrative panel, an example is in the screenshot:<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/5_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710927539837{margin-bottom: 0px !important;}&#8221;]<a id=\"b-3\"><\/a><b>c) <\/b><b>Poster Location ID<\/b><span style=\"font-weight: 400\"> &#8211; when creating an establishment in the administrative panel, it is assigned an ID. You can find it in <\/span><b>Access -&gt; Locations -&gt; #<\/b><br \/>\n<span style=\"font-weight: 400\">Example in the screenshot:<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/6_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710927554877{margin-bottom: 0px !important;}&#8221;]<a id=\"b-4\"><\/a><b>d) Poster register ID<\/b> &#8211; in the same menu section, you will find the cash register ID.<br \/>\n<b>Access -&gt; Tablets\u00a0 -&gt; #<\/b><\/p>\n<p>Example in the screenshot:[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/7_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710922698845{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">Now you have all the necessary information to establish a connection with the inCust Terminal.<\/span>[\/vc_column_text][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1710922718501{margin-bottom: 0px !important;}&#8221;]\n<h1><span style=\"font-weight: 400\">2.1 Setting up the connection with the inCust Terminal<\/span><\/h1>\n<p><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">Go to the InCust business panel at<\/span><a href=\"https:\/\/business.incust.com\/\"> <span style=\"font-weight: 400\">https:\/\/business.incust.com\/<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400\">Navigate to the menu &#8211; <\/span><b>Settings -&gt; Terminals and Salespeople<\/b><span style=\"font-weight: 400\"> and select the necessary terminal for integration.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/8_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710922930086{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">Click on the &#8220;Edit&#8221; button and go to the &#8220;Poster&#8221; tab, check the box &#8220;Use integration with Poster&#8221;<\/span><span style=\"font-weight: 400\">.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/9_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710923026989{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">You will be presented with the settings described above:<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/10_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710923118550{margin-bottom: 0px !important;}&#8221;]<b>ATTENTION!<\/b><span style=\"font-weight: 400\"> Do not select the settings of \u201cConfiguration of Poster integration module\u201d (the last three settings). If you are interested in these options, please contact us before enabling them.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/11_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710927659936{margin-bottom: 0px !important;}&#8221;]\n<ul>\n<li style=\"font-weight: 400\"><b>Account of business in Poster<\/b><span style=\"font-weight: 400\"> &#8211; where to find the accounting record is described in section <\/span><a class=\"js-smooth-scroll\" href=\"#b-1\">2.a<\/a><span style=\"font-weight: 400\"> of this instruction.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Application name in Poster<\/b><span style=\"font-weight: 400\"> &#8211; this item needs to be selected from the &#8220;InCust&#8221; list.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Poster customer number<\/b><span style=\"font-weight: 400\"> &#8211; where to find the customer number is described in section <\/span><a class=\"js-smooth-scroll\" href=\"#b-2\">2.b<\/a><span style=\"font-weight: 400\"> of this instruction.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Poster Location ID<\/b><span style=\"font-weight: 400\"> &#8211; where to find the establishment ID is described in section <\/span><a class=\"js-smooth-scroll\" href=\"#b-3\">2.c<\/a><span style=\"font-weight: 400\"> of this instruction.<\/span><\/li>\n<li style=\"font-weight: 400\"><b>Poster register ID<\/b><span style=\"font-weight: 400\"> &#8211; where to find the cash register ID is described in section <\/span><a class=\"js-smooth-scroll\" href=\"#b-4\">2.d<\/a><span style=\"font-weight: 400\"> of this instruction.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Go to the Poster cash register and log in again.<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">Make sure the connection is established:<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/12_en.png&#8221; image_size=&#8221;large&#8221;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/13_en.png&#8221; image_size=&#8221;large&#8221;][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1710923765046{margin-bottom: 0px !important;}&#8221;]\n<h1><span style=\"font-weight: 400\">3. Working with the customer in the Poster register<\/span><\/h1>\n<p><span style=\"font-weight: 400\">During the sale transaction, press the menu (icon with three dots) and select &#8220;inCust: Choose customer&#8221;.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/14_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710923855423{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">Next, on the screen, you will see a customer authorization window where you can enter the phone number or scan a QR code or authorize via email or enter a temporary customer code.<\/span><\/p>\n<p><span style=\"font-weight: 400\">The most commonly used and convenient method of authorization is scanning the QR code in the customer application or chatbot, as well as using the temporary code in the customer&#8217;s wallet.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/15_en.png&#8221; image_size=&#8221;large&#8221;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/16_en.png&#8221; image_size=&#8221;large&#8221;][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/17_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710925637576{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">After authorization, you will see the Customer Profile. If the customer is already registered, you will see a filled-out profile. If the customer is new (authorized via email or phone), you will have the opportunity to fill out the customer profile. For registered customers, you will be able to see the number of bonus points in their account and other benefits in the customer&#8217;s wallet (account balance, coupons).<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/18_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710925757975{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">Press the <\/span><b>&#8220;Close&#8221;<\/b><span style=\"font-weight: 400\"> button and continue to finalize the receipt. When closing the receipt, press the <\/span><b>&#8220;Pay&#8221;<\/b><span style=\"font-weight: 400\"> button. A window will appear on the screen where you can redeem bonus points or apply a discount coupon depending on the loyalty mechanics you have set up and are using in inCust.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/19_en.png&#8221; image_size=&#8221;large&#8221;][vc_column_text css=&#8221;.vc_custom_1710925853894{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">Next, press the<\/span><b> &#8220;Continue&#8221;<\/b><span style=\"font-weight: 400\"> button. If you are finalizing the receipt without redeeming bonus points or if you have disabled confirmation for bonus redemption in the inCust settings, you will proceed to the receipt finalization screen in Poster. If bonus redemption requires confirmation, enter the code received by the customer via phone or email in the<\/span><b> &#8220;Redeem bonus points&#8221;<\/b><span style=\"font-weight: 400\"> field that appears and press <\/span><b>&#8220;Continue&#8221;<\/b><span style=\"font-weight: 400\">.<\/span>[\/vc_column_text][mk_image src=&#8221;https:\/\/incust.com\/en\/wp-content\/uploads\/sites\/4\/2024\/03\/20_en.png&#8221; image_size=&#8221;large&#8221;][vc_empty_space][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;2\/6&#8243;][vc_wp_custommenu nav_menu=&#8221;6&#8243;][\/vc_column][vc_column width=&#8221;4\/6&#8243;][mk_fancy_title size=&#8221;32&#8243; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221;]Integration with accounting system, POS[\/mk_fancy_title][vc_single_image image=&#8221;8844&#8243;][vc_column_text css=&#8221;.vc_custom_1703167800489{margin-bottom: 0px !important;}&#8221;] https:\/\/joinposter.com\/ To make integration with Poster POS watch the video on connecting the plugin, please contact us if you need detailed instructions. [\/vc_column_text][mk_fancy_title font_family=&#8221;none&#8221;] Integration Guide for integrating the inCust loyalty program into the Poster accounting program [\/mk_fancy_title][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1710920128390{margin-bottom: 0px [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"parent":1054,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/8843"}],"collection":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/comments?post=8843"}],"version-history":[{"count":18,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/8843\/revisions"}],"predecessor-version":[{"id":8948,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/8843\/revisions\/8948"}],"up":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/1054"}],"wp:attachment":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/media?parent=8843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}