Integration of a Point of Sale System with M3

This document explains how an external point of sale (POS) system is integrated with M3.

Outcome

Basic data, such as item, customer and price information, is downloaded from M3 to the external POS system. Sales ticket information is uploaded from an external POS system to M3. The information is processed in M3 and sales statistics, stock levels and the general ledger are updated.

Before you start

The starting conditions listed in these documents must be met.

See Defining Settings for Enabling POS Integration with M3.

See Define Basic Settings for Enabling POS Integration with M3.

See Create a New Shop.

Purpose

The main purposes of the POS integration with M3 are to:

When

The POS integration interface is designed for businesses that have a network of shops and that process most of the shop transactions in a data system other than M3. M3 is the supply chain’s point of consolidation and it supports the financial components of the business as well.

How

The integration is performed via the application programming interface (API) in M3. The API makes the distribution of information between the two systems possible.

The supply of basic data to the shops is managed centrally in M3, while sales and stock movements are initiated locally in the POS system.

The POS interface usually runs on a daily or hourly basis. When you make a database change in M3 (for example, to the item master file or the customer file), you must manually update the OPTRFI and OPTRML files in M3 by downloading information via several M3 programs, such as ‘POS Item. Transfer’ (OPS610) and POS Customer. Transfer’ (OPS615).

When the OPTRFI and OPTRML files have been updated in M3, the new information can be downloaded to the POS system.

  1. Downloads from M3:

    • Item information
    • Customer information
    • User information
    • System table information
    • Price information
    • Promotion information
    • Distribution orders (DO) (expected receipts at the shop)
  2. Uploads to M3

    • Distribution orders (actual receipts) and DOs initiated by shop
    • Sales ticket information

      Once the information is uploaded to M3, it is used to update sales statistics, stock movements (from sales) and the general ledger.

    • For information on stock takes and stock adjustments, refer to Warehouse Integration in the Handling Warehouse Integration document.

Structure

The main exchanges between M3 and the point of sale system are the following:

M3 sends to POS the following:

POS sends the following back to M3:

POS sends the following Sales information back to M3:

Below is an illustration of the structure of the sales ticket interface

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