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OnTap Data Integration

Overview 

Integrating your supplier platform with Impos takes your supplier promotion management to the next level.

Import promotions directly into Impos, automatically applying promotional pricing periods as soon as they activate. Reduce manual oversight and price entry – bulk update from the source of truth and have it deploy without manual intervention. 

System Requirements 

• Impos Version 6.60 and newer. 

• An active internet connection. 

• A supported integration partner – Liquor Marketing Group or OnTapData (Liquor File). 

Initial Setup 

OnTapData 

1. Obtain the following credentials from OTD, unique to your business and this integration: 

a. Client Id 

b. Client Secret 

 

2. Configure Impos to use these keys. Navigate to Back Office -> Integrations -> Supplier -> OnTapData 

a. OnTapConfig.jpg

b. Save the credentials.

 

Mapping Menu Products 

OTD uses a special internal code for mapping products to promotion files – a Liquor File Number. This number is not a barcode and will not appear on your product sheets or within the Barcode setup. Instead, the Liquor File Number can be set and assigned in the “Identifiers” panel of Menu Item Setup under Back Office -> Menu Details -> Item Setup -> Identifier (…).

OnTapIdentifier.jpg

This Liquor File Number is unique to the product and will allow promotional pricing to be automatically linked during import. You will have the option to link products during import if they have not been previously allocated.

Onboarding 

As part of the onboarding process, the Impos team will be able to assist in bulk mapping your supplier codes (barcodes or liquor file numbers) to menu products. 

 

Daily Operations 

Promotion Management 

Import Dialogs 

OnTap Data

The import menu can be found in Back Office -> Integrations -> Supplier -> OnTap Data

OnTapImport.jpg

 

Reviewing imported products 

Once a file has been chosen, Impos will compare the product lines with the menu items either by barcode or identifier, depending on the integration. If any unmapped products are discovered, a dialog will be shown allowing you to link them. 

ImportPopUp.jpg

Indicating 26 product lines were not able to be mapped with Impos items. The next screen allows individual products to be mapped, or ignored if desired. Note that any products which have been previously mapped are not shown here. Once a product is linked once, there is no need to do it again in the future. 

Link.jpg

By clicking the green “chain” (link) button, another window is shown enabling to you select the corresponding Impos item: 

SelectItem.jpg

Once a product is linked, the background is no longer highlighted and no further action can be taken on that product line. 

link2.jpg

To skip all remaining unlinked (highlighted) products, chose “SKIP REMAINING”. This will complete the import process. The system will inform you how many (including ones that have been previously mapped) products were updated with the new promotional pricing. 

Success.jpg

Price Sets, Actions and Rules 

Promotions are deployed in Impos as a new Price Set. (Back Office -> Menu Details -> Price Sets) and named according to the import file, eg. ###_Import_TV1925b, and suffixed with the time and date the import was performed. Note that this is purely for visibility, and there is no need to modify them within this screen. 

PriceSets.jpg

To ensure that the promotional price is applied automatically for the promotion period, Impos creates a new Price Action and a corresponding Timed Rule which is enforced by Front Office according to the rule criteria.

The action is visible in Back Office -> POS Functions -> Price Actions 

ActionGroups.jpg

 

Timed Rule 

The timed rule is what controls when and where the promotional pricing is applied. Inside the Back Office - POS Functions - Rules, you will find the Impos Rule Setup screen. This allows you to set the terminals (stations) that the rule will trigger on, as well as customize the period if required.

RuleSetup.jpg

By default, the start and end date match the imported promotion period, and all terminals are targeted for the promotion. 

 

Applying the promotion in Front Office 

Users do not need to do anything in Front Office to apply the promotion. As soon as the rule time engages, the promotional pricing will be activated.

FrontOffice.jpg