You can setup your Micros Simphony (with Transaction Services enabled) to lookup members, sync orders and take payment direct from the POS.
Through our integration with Micros Simphony with Transaction Services enabled, you have the ability to:
Track member spend by finding and attaching the member to the order
Apply a member-only check-level discount
Allow members to pay with card on file for instant payment via Peoplevine
Allow members to pay with house account that generate an invoice in Peoplevine
Allow members to pay with stipends or gift cards generated in Peoplevine
To start leveraging this integration, there are a few things you need to configure. The first being adding your integration to Peoplevine and generating a key. The second is configuring your Micros Simphony through EMC for extensibility. Lets get started with setting up Peoplevine as you'll need that key first.
Adding Your Micros Simphony Integration To Peoplevine
To get started with integrating Peoplevine with Micros Simphony, please make sure you have Transaction Services enabled in your Simphony environment. Once you have confirmed this is in place, lets get started with requesting an API Key to connect your Micros Simphony instance to your Peoplevine account.
In the Control Panel, go to Platform Integrations and click on Micros Simphony.
Here you'll select the location associated with this setup, take note of the key and track the data back to a business location.
Once you saved this location, copy the application key to be entered within the Simphony configuration.
You will now notice that Micros Simphony is activated in Peoplevine, but no data will transfer until you complete the next step.
Setting Up Micros Simphony Via EMC
Now that Peoplevine is configured and you have your API Key, go to your Micros Simphony Back of House and launch the EMC tool.
In EMC Setup->Extension Application create a new entry with name PVExtApp
To add a new row, click on the + icon when on the Extension Application tab.
Then enter the name PVExtApp as the Record Name and hit OK. You can leave the rest as default settings.
In EMS Configuration->Discounts create a new entry with specified ID:
In General set the “Enables”, “On = Open; Off = Preset” options on:
In RVC Type select all applicable:
In Itemizers set all applicable items:
In Menu Levels click on “Select All”
In General set “Key Type” to “Payment”:
In Options, click on Charge Tip Options and then check the tips.
In Menu Levels click on “Select All”
In EMS Configuration->Page Design right click on the Transaction/Payment page and click on Override Record->Use Existing Record. If you are editing your page, you can double click on the Transaction row.
Select the content area where the Peoplevine buttons must be added and click on “Add Button”. We recommend adding the member lookup to the Transaction Screen in the bottom.
Then add the payment buttons to the Pay screen on the Transactions page.
Set Type “Function” and select “Run Extensibility App From File”:
Click on “Generate Legend” and change the text. In Arguments set the following values:
type = dll
appname = PVExtApp
filename = PVExtApp.dll
function = SetMember
*Note for script and arg you will leave these blank. For function, please refer to the table below, based on the button you setup.
Create 4 buttons with the following caption and function:
Peoplevine Member: SetMember
Peoplevine House Account: SetPaymentHouse
Peoplevine Card on File: SetPaymentCard
Peoplevine House Credits: SetPaymentBalance
In Simphony client click on “Update Database”
Edit PVExtApp.dll.config. Set the following settings:
Peoplevine Connect Region
Region 1 or Region 2
API Key from Peoplevine
The ID created in step 2
The ID created in step 3
Close Simphony client and copy PVExtApp.dll, PVExtApp.dll.config and PVPOSConnect.dll in C:\Micros\Simphony\WebServer\wwwroot\EGateway\Handlers
Start Simphony client
For additional reference please see Oracle's documentation.
Testing The Micros Simphony + Peoplevine Integration
Now that you configured your Micros Simphony environment along with using hte key from your Peoplevine Integrations, you can now lookup members and sync orders back to their CRM profile in Peoplevine.
Login to the terminal and add items to their ticket as you usually do (although you can swap the order of these steps). When done, click on the Member icon to lookup and attach a member.
You will be prompted to lookup a member by their member ID or their mobile number.
Upon entering the members' ID or mobile number, the system will return the member's info if identified including their name, total discount, house credit balance and a flag if they have a card on file for payments.
If the person doesn't exist, the system will notify you that the member with ID or phone was not found. Please note that they must be an Active member to show up in the POS. If they are not active, they will need to speak with the membership team or reactivate in their portal before using their member privileges.
Now that the member is on the order, you can see this by tapping on the Peoplevine Member button.
When you are ready to take payment, you can then choose the payment option of choice. For example House Account, Card on File and House Credits. If the user doesn't have one of thes enabled (or doesn't have the credits) the sysetm will provide an error message.
Upon making payment, the system will automatically apply the discount to the order and close out payment.