Managing Integration of an External Point of Sale System with M3

Outcome

An interface is established between M3 and the external POS system to facilitate the transfer of information between the two systems. A shop and its assortment are created and basic data is downloaded. Sales ticket information is uploaded to M3 from the POS system, and M3 stock, sales statistics and general ledger are updated. If requested, distribution orders are also uploaded and created in M3.

A new shop and its assortment are ready to be used and new information can be transferred between M3 and the POS system.

For information about which files are updated in this process, refer to each respective instruction.

Before you start

• A warehouse must be created in 'Warehouse. Open' (MMS005) and the 'Shop information' field on the E panel must be selected to indicate that shop information can be entered for this warehouse. Note that if this field is not selected, the user will not gain access to 'Shop. Open' (OPS500).
• The warehouse must be defined as a shop in 'Shop. Open' (OPS500/E).
• For more information about necessary settings for the point of sales integration process, see Define Basic Settings for Enabling POS Integration with M3.

Follow these steps

1. Creating a New Shop

   You define a new shop in M3 as well as the kind of information that is to be transferred between M3 and the POS system. For a company with many shops, you can mass create item/warehouse and item/facility records when defining a new shop.

   You define a new shop in:

   • 'Warehouse. Open' (MMS005)
   • 'Shop. Open' (OPS500)
   • 'Warehouse Selection Table. Open' (MMS033)
   • 'User. Open' (MNS150)
   • 'User Group. Open' (CRS004)

2. Creating a New Assortment

   You define a new assortment and then connect it to the shop by linking item types to the shop. A number of items are connected to each item type. The item type determines how an item is created and maintained.

   If you want to create a new assortment to be connected to many shops at the same time use the mass update function on the central level in M3. Select option 21=Recreate Item/Warehouse in 'Warehouse. Open' (MMS005) to mass update the item/warehouse and item/facility files.

   Note that this step is optional. It is possible to create a stock transaction even if an item/warehouse record (MITBAL) does not exist. The item/warehouse record is automatically created based on a template record from another warehouse.

3. Uploading Sales Tickets to M3

   M3 stock, general ledger and sales statistics are updated with sales ticket information from the shops. These can be updated either separately or at the same time. The sales ticket information is checked before it is uploaded to M3. If errors are found, you can correct them and restart the update.

4. Uploading Distribution Orders to M3

   You transfer distribution orders from a shop to the M3 stock transaction files in 'POS Stock Transaction. Update' (OPS100). Distribution orders are transferred in order to keep track of how items are exchanged between shops or between a shop and the main warehouse.